THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS AND AGNES CARVEL FOUNDATION (EIN 13-2879673)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-25
- IRS object ID
- 201710849349100201
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-25T11:56:49-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132879673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS AND AGNES CARVEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9147937300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST GRASSY SPRAIN ROAD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147937300 | PhoneNum |
| Signature | 2017-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY PENNELLA | PreparerPersonNm |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2017-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,509,021 | 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 | $1,999,960 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $823,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $823,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $571,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,199,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $571,541 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,396,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,396,613 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,719 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,831 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,888 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,372 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,623 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,749 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $257,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $257,316 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,551 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $50,362 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,181 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,181 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,557 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,734 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,823 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $272,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $868,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $721,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,150,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,150,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,019,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $721,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,297,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $377,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $674,886 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,237 | CashBOYAmt |
| Cash EOY | $90,926 | CashEOYAmt |
| Cash EOYFMV | $90,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,558 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $25,469 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,006 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,006 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $43,826,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,250,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,250,797 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,993 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $56,206 | OtherAssetsBOYAmt |
| Other Assets EOY | $85,734 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85,734 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,044,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,509,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,509,021 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,093 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $45,477 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $28,826 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,326 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,919 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,803 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,991,878 | UnrestrictedBOYAmt |
| Unrestricted EOY | $44,458,218 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,991,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,458,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,044,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,509,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,991,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $377,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $347,681 | OtherIncreasesAmt |
| Subtotal | $44,716,679 | SubtotalAmt |
| Other Decreases | $258,461 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,458,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-BONY NOMINEE | P | $6,256,513 | $5,873,858 | $382,655 | $382,655 |
| PUBLICLY TRADED SECURITIES-GOLDMAN SACHS NOMINEE | P | $6,616,252 | $6,753,946 | -$137,694 | -$137,694 |
| CAPITAL GAINS DIVIDENDS | P | $326,580 | $326,580 | $326,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $571,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,532,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,445,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,179,936 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,510,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,361,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,865,424 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,224,064 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,771,340 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,879,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,114,774 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049309 | DistributionYr5Rt |
| Total Distribution | 0.268406 | TotalDistributionRt |
| Average Distribution | 0.053681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,467,398 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,333,373 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,340,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,297,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,869 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41,869 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,371 | OverpaymentAmt |
| Applied To ES Tax | $28,371 | 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 | 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 |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9147937300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107100000 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER SMITH | ||||||||
| 35 E GRASSY SPRAIN RD | YONKERS | NY | 10710 | PRESIDENT | 25.00 | $62,500 | $0 | $0 |
| SALVADOR MOLELLA | ||||||||
| 37035 EXUMA BAY | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 3.00 | $24,000 | $0 | $0 |
| BRENDAN BYRNE CO CARELLO BYRNE | ||||||||
| 6 BECKER FARM RD | ROSELAND | NJ | 07068 | DIRECTOR | 1.00 | $24,000 | $0 | $0 |
| MARIE HOLCOMBE | ||||||||
| 19 HEWITT AVENUE | BRONXVILLE | NY | 10708 | TREASURER | 1.00 | $24,000 | $0 | $0 |
| BETTY GODLEY | ||||||||
| 4440E LADY BANKS LANE | MURRELLS INLET | SC | 29576 | DIRECTOR | 1.00 | $24,000 | $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 | $43,905,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $81,022 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,129,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,129,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $661,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,467,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,173,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,173,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,498 | TotalTaxAmt |
| Distributable Before Adj | $2,159,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,159,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,159,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,297,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,297,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,297,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,159,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $92,632 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $290,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $644,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,027,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,297,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,159,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,165,066 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,165,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $92,632 | ExcessFromYear3Amt |
| Excess From Year2 | $290,354 | ExcessFromYear2Amt |
| Excess From Year1 | $644,225 | ExcessFromYear1Amt |
| Excess From Current Year | $137,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147937300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFYA FOUNDATION | |||||||
| 140 SAW MILL RIVER RD | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| ARDSLEY EDUCATION FOUNDATION | |||||||
| 500 FARM ROAD | ARDSLEY | NY | 10502 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| ATLANTIC CITY BALLET | |||||||
| 713 WEST MOSS RD | EGG HARBOR CITY | NJ | 08215 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| AUDITORY ORAL SCHOOL OF NEW YORK | |||||||
| 3321 AVE M | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| AVON FOUNDATION | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,800 |
| BIG BROTHERS BIG SISTERS | |||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVE | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| BOYS & GIRLS CLUB OF NO WESTCHESTER | |||||||
| 351 MAIN STREET | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| BOYS HOPE GIRLS HOPE | |||||||
| 367 CLERMONT AVENUE | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| BREAKING GROUND HOUSING DEVELOPMENT | |||||||
| 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| BRIDGES OUTREACH INC | |||||||
| 120 MORRIS AVENUE PO BOX 1444 | SUMMIT | NJ | 07902 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| BURKE MEDICAL RESEARCH INSTITUTE | |||||||
| 785 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $200,000 |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| CARDINAL MCCLOSKEY SERVICES | |||||||
| 115 STEVENS AVENUE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CENTER CAREER FREEDOM | |||||||
| ONE EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CEREBRAL PALSY OF NO JERSEY | |||||||
| 220 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| CEREBRAL PALSY OF WESTCHESTER | |||||||
| 1186 KING STREET | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $9,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 18 CLUB BLVD | W ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $30,000 |
| CHRIST THE KING PREP | |||||||
| 239 WOODSIDE AVENUE | NEWARK | NJ | 07104 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| CLUSTER | |||||||
| 20 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| COLLEGE OF ST ELIZABETH | |||||||
| 2 CONVENT RD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| COMMUNITY BASED SERVICES | |||||||
| 3 FIELDS LANE | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| COOLEY'S ANEMIA FOUNDATION | |||||||
| 330 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| COUNTRY CHILDREN'S CENTER | |||||||
| PO BOX 91 | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CURE FOR IBD | |||||||
| PO BOX 602 | MARTINSVILLE | NJ | 08836 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| EAGLE VISION PRODUCTIONS | |||||||
| 14 VISTA GARDENS TRAIL/207 | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| ELIZABETH MASCIA CHILD CARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| ENRICO FERMI SCHOLARSHIP FUND | |||||||
| 13 ANN MARIE PLACE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ESF COLLEGE FOUNDATION | |||||||
| 214 BRAY HALL 1 FORESTRY DR | SYRACUSE | NY | 13210 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| ESSEX COUNTY LEGAL AID ASSOC | |||||||
| 41 WATHUNG PLAZA | MONTCLAIR | NJ | 07042 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| ONE GATEWAY PLAZA | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| FAMILY SERVICES OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| FOOD BANK OF WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| FRAXA FOUNDATION | |||||||
| 24 CUNNINGHAM DRIVE | LAGRANGEVILLE | NY | 12540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $60,000 |
| FREEDOM HOUSE FOUNDATION | |||||||
| 2004 ROUTE 31 | CLINTON | NJ | 08809 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,500 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS RD PO BOX 190 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| FURNITURE SHAREHOUSE | |||||||
| 1 WEST AVENUE SUITE 201 | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GINNIES HOUSE | |||||||
| 4 HIGH STREET | NEWTOWN | NJ | 07860 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GIRL SCOUTS HEART OF THE HUDSON INC | |||||||
| 2 GREAT OAK LANE | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $14,900 |
| GIRLS INCWESTCHESTER | |||||||
| 901 NORTH BROADWAY SUITE 6 | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| GRACE ACADEMY | |||||||
| 277 MAIN STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $9,000 |
| GRACE CHURCH-LIFTING UP WESTCHESTER | |||||||
| 35 ORCHARD STREET | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURGH RD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| GREENWOOD GARDENS | |||||||
| 274 OLD SHORT HILLS ROAD | SHORT HILLS | NJ | 07078 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| GROUNDWORK HUDSON VALLEY | |||||||
| 22 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GUIDANCE CENTER OF WESTCHESTER | |||||||
| 256 WASHINGTON AVE | MT VERNON | NY | 10553 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| HEARING AND COMMUNICATION CENTER | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| HISTORIC HUDSON VALLEY | |||||||
| 150 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| HOSPICE AND PALLIATIVE CARE OF WESTCHESTER | |||||||
| 1025 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| HUDSON RIVER MUSEUM OF WESTCHESTER | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $40,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 143 MAIN STREET | COLD SPRINGS | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $8,850 |
| IMMACULATE CONCEPTION SCHOOL | |||||||
| 53 WINTER HILL RD | TUCKAHOE | NY | 10707 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $8,000 |
| JACK STEWART WILDLIFE FUND | |||||||
| 330 OVERLOOK DRIVE | CARMEL | NY | 10512 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| JEWISH COUNCIL OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| JOYCE THEATER FOUNDATION | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 560 SYLVAN AVENUE | ENGLEWOOD CLIFTS | NJ | 07632 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| LARC SCHOOL | |||||||
| 1089 CREEK RD | BELLMAWR | NJ | 08031 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1730 M STREET | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| LEAKE & WATTS | |||||||
| 463 HAWTHORNE AVE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| LEGAL SERVICES OF THE HUDSON VALLEY | |||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,700 |
| LIVING HISTORY EDUCATION FOUNDATION | |||||||
| 11 LAKE DRIVE | BUCHANAN | NY | 10511 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 101 AVENUE D | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MCCARTER THEATER CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| MERCY CARE OF THE ADIRONDACKS | |||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| MERCY CENTER | |||||||
| 377 EAST 145TH STREET | BRONX | NY | 10454 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| MERCY COLLEGE | |||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MIDNIGHT RUN | |||||||
| 97 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MILL NECK FAMILY OF ORGANIZATIONS | |||||||
| 40 FROST MILL RD | MILL NECK | NY | 11765 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MILLBROOK ROTARY FOUNDATION | |||||||
| PO BOX 449 | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PARKWAY | GREEN VALLEY | NV | 89014 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| MONTFORT ACADEMY | |||||||
| 125 E BIRCH STREET | MT VERNON | NY | 10552 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| MORVEN MUSEUM | |||||||
| 55 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| MY SISTER'S PLACE | |||||||
| ONE WATER STREET | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 43 WILDEY STREET | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,000 |
| NEW JERSEY ARTS INCUBATOR | |||||||
| 4 BOLAND DRIVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| NEW JERSEY BALLET | |||||||
| 15 MIRCOLAB ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| NEXT STEP FITNESS | |||||||
| 4447 REDONDO BEACH BLVD | LAWNDALE | CA | 90260 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| NJ CONSERVATION FOUNDATION | |||||||
| 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| NJ SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| NORTHERN DUTCHESS SYMPHONY ORCHESTRA | |||||||
| PO BOX 253 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $8,500 |
| NY CITY CENTER | |||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| NY FOUNDLING HOSPITAL | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| OUR LADY OF LOURDES RC CHURCH | |||||||
| ONE EAGLE ROCK AVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $12,000 |
| OUR LADY OF MERCY ACADEMY | |||||||
| 816 CONVENT ROAD | SYOSSET | NY | 11716 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| OUR LADY OF THE VALLEY CHURCH | |||||||
| 510 VALLEY STREET | ORANGE | NJ | 07050 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PACE WOMEN'S JUSTICE CENTER | |||||||
| 78 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| PAJAMA PROGRAM | |||||||
| 34 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PAL OF YONKERS | |||||||
| 127 N BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PAPER MILL PLAYHOUSE | |||||||
| BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| PARTNERSHIP FOR INNER-CITY SCHOOLS | |||||||
| 1011 FIRST AVENUE/SUITE 1800 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| PEACE OUTSIDE CAMPUS | |||||||
| 45 KNOLLWOOD RD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| PINELANDS PRESERVATION ALLIANCE | |||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NY | 08088 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| PREGNANCY CARE CENTER | |||||||
| PO BOX 28 | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| PRINCETON ACADEMY OF THE SACRED HEART | |||||||
| 1128 GREAT ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PROVIDENCE REST FOUNDATION | |||||||
| 3304 WATERBURY AVENUE | BRONX | NY | 10465 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| RAMAPO FOR CHILDREN | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| RESOURCE CENTER FOR COMMUNITY DEVELOPMENT | |||||||
| 884 EAST 163RD STREET | BRONX | NY | 10459 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $8,000 |
| SALVATION ARMY OF GREATER NY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| SAN MIGUEL ACADEMY | |||||||
| PO BOX 284 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 35 ALEXANDER STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SETON HALL UNIVERSITY | |||||||
| 457 CENTRE STREET | S ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| SHAKESPEARE THEATER OF NEW JERSEY | |||||||
| 36 MADISON AVE | MADISON | NJ | 07940 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SHARING COMMUNITY | |||||||
| PO BOX 657 | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SISTERS OF CHARITY | |||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SONG CATCHERS | |||||||
| 2005 PALMER AVE | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| SOUTH ORANGE PERFORMING ARTS CENTER | |||||||
| ONE SOPAC WAY | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ST BENEDICTS PREP SCHOOL | |||||||
| 520 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ST CHRISTOPHER'S INN | |||||||
| 21 FRANCISCAN WAY/PO BOX 150 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| ST DOMINIC'S HOME | |||||||
| 500 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| ST JOHN THE BAPTIST FOUNDATION | |||||||
| 82 WEST MAIN ST | MENDHAM | NJ | 07945 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| ST JOHN'S CHURCH | |||||||
| PO BOX 200147 | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| ST PETERS SCHOOL | |||||||
| 204 HAWTHORNE AVENUE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| ST PETERS UNIVERSITY | |||||||
| 2641 KENNEDY BLVD | JERSEY CITY | NJ | 07306 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| ST VINCENT'S ACADEMY | |||||||
| 228 WEST MARKET STREET | NEWARK | NJ | 07103 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $12,000 |
| STATE THEATRE | |||||||
| 15 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| STEFFI NOSSEN DANCE FOUNDATION | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 55 WEST 39TH ST SUITE 1001 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SUPPORT CONNECTION | |||||||
| 40 TRIANGLE CENTER | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| THE DRUMTHWACKET FOUNDATION | |||||||
| 354 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| THE SYMPHONY OF WESTCHESTER | |||||||
| PO BOX 207 | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| TRINITAS EMERGENCY DEPARTMENT | |||||||
| PO BOX 259 | ELIZABETH | NJ | 07207 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| VILLAGE OF ARDSLEY | |||||||
| 507 ASHFORD AVENUE | ARDSLEY | NY | 10502 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| VOLUNTEER NEW YORK | |||||||
| 220 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $50,000 |
| WESTCHESTER EXCEPTIONAL CHILDREN | |||||||
| 520 RT 22 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT | |||||||
| CEDARWOOD HALL | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| WESTCHESTER LIBRARY SYSTEM | |||||||
| 570 TAXTER ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| WOMEN IN NEED | |||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| YMCA CENTRAL AND NORTHERN WESTCHESTER | |||||||
| 250 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| YONKERS PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 705 | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $6,000 |
| YONKERS PUBLIC SCHOOLS | |||||||
| 1 LARKIN PLACE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,150,750 | 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 | $208 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $823,359 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $571,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,396,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,396,613 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $29,225 | Amt |
| Net Investment Income | $29,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $44,250,797 | BookValueAmt |
| EOYFMV | $44,250,797 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $257,316 | LegalFeesAmt |
| Net Investment Income | $257,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $48,952 | $49,809 | $49,809 |
| SECURITY DEPOSITS | $7,254 | $7,555 | $7,555 |
| PREPAID EXCISE TAX | $0 | $28,370 | $28,370 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET GAIN ON INVESTMENTS PER TAX BASIS | $244,961 |
| FEDERAL EXCISE TAX PER BOOKS | $13,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPP. & EXPENSES | $8,887 | $4,444 | $4,444 |
| TELEPHONE | $3,085 | $1,543 | $1,543 |
| INSURANCE | $48,796 | $24,397 | $24,398 |
| INVESTMENT CHARGES | $241,596 | $241,596 | $0 |
| FILING FEES | $910 | $910 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES SETTLEMENT PROCEEDS | $228 | $228 | $228 |
| OTHER INCOME | $1,277 | $1,277 | $1,277 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET GAIN ON INVESTMENTS PER BOOK BASIS | Desc |
| Amt | $347,681 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $4,410 | $5,326 |
| FEDERAL TAXES PAYABLE | $24,416 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | CategoryTxt |
| Amt | $8,878 | Amt |
| Net Investment Income | $5,327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,551 | DisbursementsCharitablePrpsAmt |
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