ANTHONY FORD CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FORD CHARITABLE FOUNDATION (EIN 83-1765204)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202522759349101002
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T07:47:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 831765204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Ford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $13,621,758 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $933,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,738,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $933,548 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,188,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,188,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $554,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $554,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $604,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $583,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,188,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,094,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,094,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,218,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,045,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,527,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,555,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,139,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,621,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,555,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,139,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,555,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,139,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,555,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,139,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,555,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $583,786 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,139,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,139,328 | 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 |
| Gross Sales Price | $11,738,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,804,650 | CostOrOtherBasisAmt |
| Gain Or Loss | $933,548 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $933,548 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $933,548 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,517 | SubtotalAmt |
| Tax Based On Investment Income | $16,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,358 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $6,832 | OverpaymentAmt |
| Applied To ES Tax | $6,832 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,814,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $564,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,378,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,378,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,178,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $658,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $658,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,517 | TotalTaxAmt |
| Distributable Before Adj | $642,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $642,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $642,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $597,904 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $592,435 | UndistributedIncomePYAmt |
| Qualifying Distributions | $597,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $592,435 | AppliedToYear1Amt |
| Applied To Current Year | $5,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $636,929 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anthony V Thompson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FEDERATION OF ARTS INC | |||||||
| 305 EAST 47TH ST 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,000 |
| ASCAP FOUNDATION | |||||||
| 250 WEST 57TH ST | NEW YORK | NY | 10107 | N/A | PC | General & Unrestricted | $2,500 |
| BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 E 77TH ST | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $1,000 |
| BONE MARROW AND CANCER FOUNDATION INC | |||||||
| 515 MADISON AVE STE 1130 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $3,000 |
| BROADWAY CARES-EQUITY FIGHTS AIDS INC | |||||||
| 165 WEST 46TH ST 1300 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| BRONXWORKS INC | |||||||
| 60 E TREMONT AVE | BRONX | NY | 10453 | N/A | PC | General & Unrestricted | $5,000 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $5,000 |
| CATHEDRAL SCHOOL OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER | |||||||
| 1 W END AVE | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| CHRIST CHURCH | |||||||
| 61 E MAIN ST | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $13,500 |
| DEBUTANTE COTILLION AND CHRISTMAS BALL INC | |||||||
| 450 LEXINGTON AVE UNIT 4445 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $31,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Anthony Ford Donor Advised Fund | $75,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | General & Unrestricted | $150,000 |
| FRENCH AMERICAN SCHOOL OF NEW YORK INC | |||||||
| 320 E BOSTON POST RD | MAMARONECK | NY | 10543 | N/A | PC | General & Unrestricted | $15,000 |
| FRONT RUNNERS NEW YORK INC | |||||||
| PO BOX 230087 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,500 |
| GAY MENS HEALTH CRISIS INC | |||||||
| 307 WEST 38TH ST | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $3,000 |
| GLEN COVE HOSPITAL | |||||||
| 972 BRUSH HOLLOW RD 5TH FL | WESTBURY | NY | 11590 | N/A | PC | General & Unrestricted | $5,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $25,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | Charitable Event | $3,200 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 504 RXR PLZ | UNIONDALE | NY | 11556 | N/A | PC | General & Unrestricted | $10,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK POPS INC | |||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | The New York Pops Education Programming Support Residency at East Harlem School | $26,000 |
| NEW YORK POPS INC | |||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $34,000 |
| SANCTUARY FOR FAMILIES INC | |||||||
| PO BOX 1406 WALL STREET STA | NEW YORK | NY | 10268 | N/A | PC | General & Unrestricted | $500 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA | |||||||
| 305 7TH AVE 12TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 |
| TURQUOISE MOUNTAIN FOUNDATION | |||||||
| C/O E GLOCK 1634 I ST NW 1025 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $2,500 |
| WORLD MONUMENTS FUND INC | |||||||
| ROCKEFELLER CTR 600 5TH AVE 25TH FL | NEW YORK | NY | 10020 | N/A | PC | Funds for Bangkok | $25,000 |
| WORLD MONUMENTS FUND INC | |||||||
| ROCKEFELLER CTR 600 5TH AVE 25TH FL | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $86,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $554,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,628 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $933,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,188,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,188,519 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB INTL STRATEGIC EQUITIES POR | $1,386,832 | $1,392,309 |
| ABBOTT LABS | $91,585 | $88,000 |
| ACCENTURE PLC | $84,886 | $91,114 |
| ADOBE SYSTEMS, INC | $72,023 | $64,479 |
| ALIGN TECHNOLOGY, INC | $55,985 | $47,540 |
| ALLIANCEBERN DISCOVERY GROWTH | $559,678 | $549,017 |
| ALLIANCEBERN DISCOVERY VALUE F | $560,345 | $551,886 |
| ALLIANCEBERNSTEIN GLOBAL CORE | $1,448,781 | $1,650,555 |
| ALLIANT CORP | $66,880 | $67,124 |
| ALPHABET INC CL C | $162,836 | $305,085 |
| AMAZON COM | $153,153 | $191,966 |
| AMERICAN WATER WORKS COMPANY I | $57,101 | $48,427 |
| APPLE INC | $324,302 | $469,287 |
| ARCBEST CORPORATION | $43,724 | $32,289 |
| ASML HOLDING NV NY REG SHS | $53,000 | $55,446 |
| BATH & BODY WORKS, INC | $33,752 | $40,980 |
| BERNSTEIN INTERMEDIATE DURATIO | $2,884,818 | $2,807,421 |
| BRISTOL-MYERS SQUIBB CO | $40,197 | $37,047 |
| BROADCOM INC | $59,180 | $218,161 |
| BUILDERS FIRST SOURCE INC | $35,191 | $36,590 |
| CBOE HOLDINGS INC | $46,100 | $45,137 |
| CBRE GROUP | $58,015 | $82,581 |
| CHARLES SCHWAB CORP | $89,320 | $91,180 |
| COMCAST CORP | $91,282 | $69,881 |
| COSTCO WHOLESALE CORPORATION | $40,956 | $72,385 |
| DEERE CO | $58,921 | $62,708 |
| EATON CORP PLC | $46,594 | $82,636 |
| EQUINIX, INC | $68,859 | $76,374 |
| FISERV, INC | $84,138 | $93,055 |
| GE VERNOVA | $47,169 | $79,930 |
| GOLDMAN SACHS GROUP | $75,788 | $99,063 |
| GRAINGER W W INC | $38,719 | $66,405 |
| HUBSPOT INC | $35,122 | $41,109 |
| IDEXX CORP | $41,587 | $41,344 |
| IQVIA HOLDINGS INC | $78,361 | $67,206 |
| JP MORGAN CHASE | $107,851 | $167,797 |
| LABCORP HLDGS INC (LABORATORY | $76,884 | $83,014 |
| LAM RESEARCH CORP | $37,065 | $45,216 |
| LOWES COMPANIES INC | $63,729 | $87,861 |
| MASTERCARD INC | $151,282 | $196,937 |
| MERCK & CO INC | $64,378 | $78,390 |
| MICROSOFT CORP | $277,541 | $458,171 |
| MORGAN STANLEY | $74,646 | $87,753 |
| MOTOROLA SOLUTIONS INC | $67,440 | $110,935 |
| NVIDIA CORP | $131,531 | $298,661 |
| ON SEMICONDUCTOR | $51,546 | $48,549 |
| OTIS WORLDWIDE CORP | $44,183 | $52,510 |
| PENTAIR INC. COM | $33,757 | $38,948 |
| PROCTER GAMBLE CO | $42,909 | $46,271 |
| PROGRESSIVE CORP OHIO | $34,114 | $57,986 |
| PROLOGIS | $55,287 | $47,988 |
| ROBERT HALF INTL INC | $47,298 | $46,151 |
| STARBUCKS CORP COM | $62,366 | $59,313 |
| T-MOBILE US INC | $44,509 | $64,895 |
| TAPESTRY INC | $49,991 | $76,567 |
| THERMO FISHER SCIENTIFIC INC | $66,320 | $63,988 |
| TJX COMPANIES INC | $62,896 | $73,211 |
| UNION PACIFIC | $74,982 | $75,025 |
| UNITEDHEALTH GROUP INC | $101,562 | $111,795 |
| VERTEX PHARMCTLS INC | $26,533 | $46,311 |
| WAL-MART STORES INC | $85,251 | $135,073 |
| WILLIS TOWERS WATSON | $34,196 | $52,624 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $43,679 | $43,679 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $5,900 | |
| 990-PF Extension for 2023 | $700 | |
| Foreign Tax Paid | $229 | $229 |