SCOTT M PANZER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT M PANZER FOUNDATION INC (EIN 82-3615701)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105449
- 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 Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:57:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141745230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ SELIG & ZERONDA CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 CENTURY HILL DRIVE | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 121102113 | 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 | 823615701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT M PANZER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 9178590987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 NORTH OCEAN DRIVE 802 | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT PANZER PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178590987 | PhoneNum |
| Signature | 2025-11-10 | 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 | WILLIAM LUTZ CPA | PreparerPersonNm |
| PTIN | P00143055 | PTIN |
| Phone | 5187837200 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $2,172,273 | 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 |
| Dividends Rev And Expnss | $74,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,659 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $74,659 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $28,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $28,600 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $28,600 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$113,851 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $69,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,614,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $172,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,270 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $103,259 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67,465 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $66,890 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $47,204 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $47,204 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $47,204 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $28,357 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,357 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $28,357 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $142,451 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $142,451 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $279,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,011 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,840,957 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $96,378 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,791,783 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,744,579 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $123,622 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,914,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,014,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,014,638 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,985,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,793,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,172,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,985,942 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,793,230 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,985,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,793,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,985,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,793,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,985,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,276 | OtherIncreasesAmt |
| Subtotal | $3,793,230 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,793,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 3538 ST COVERED | 2024-01-01 | 2024-12-31 | $45,762 | $46,347 | -$585 | -$585 | |
| MERRILL LYNCH 3538 ST NON-COVERED | 2024-01-01 | 2024-12-31 | $191,227 | $191,208 | $19 | $19 | |
| MERRILL LYNCH 3543 ST COVERED ADJ WASH | 2024-01-01 | 2024-12-31 | $822,543 | $800,575 | $21,968 | $21,968 | |
| MERRILL LYNCH 3543 LT COVERED ADJ WASH | 2020-01-01 | 2024-12-31 | $548,020 | $506,962 | $41,058 | $41,058 | |
| MERRILL LYNCH 3543 CASH IN LIEU | 2020-01-01 | 2024-12-31 | $15 | $15 | $15 | ||
| CAPITAL GAINS DIVIDENDS | $6,536 | $6,536 | $6,536 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,011 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,402 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,627 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,627 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,221 | OverpaymentAmt |
| Applied To ES Tax | $2,221 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT M PANZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9178590987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 NORTH OCEAN DRIVE | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT M PANZER | ||||||||
| 5000 NORTH OCEAN DRIVE | SINGER ISLAND | FL | 33404 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEONARD PANZER | ||||||||
| 7047 STATE ROUTE 8 | BRANT LAKE | NY | 12815 | TREASURER | 1.00 | $0 | $0 | $0 |
| MURRAY PANZER | ||||||||
| 50 PARK AVENUE APT 8A | NEW YORK | NY | 10016 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHARITO M STACEY | ||||||||
| 111-05 66TH ROAD APT 2A | FOREST HILLS | NY | 11375 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,960,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,374,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,374,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,308,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $215,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $215,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $215,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $247,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $247,388 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $247,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $247,388 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $214,714 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT-A-FAMILY OF PALM BEACHES INC 59-2471253 | ||||||
| 1712 2ND AVE NORTH | LAKE WORTH | FL | 33460 | PC | SUPPORT FOR FAMILIES AND EDUCATION | $10,000 |
| AMERICAN HEART ASSOCIATION 13-5613797 | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | PC | SUPPORT FOR MEDICAL RESEARCH | $500 |
| BIG BROTHERS AND BIG SISTERS OF NYC 13-5600383 | ||||||
| 40 RECTOR ST 11TH FLOOR | NEW YORK | NY | 10006 | PC | SUPPORT FOR FAMILIES | $12,000 |
| COURAGE AND SACRIFICE 46-5536167 | ||||||
| 909 NEWARK TURNPIKE | KEARNY | NJ | 07032 | PC | SUPPORT FOR VETERANS | $21,200 |
| CREATIVE ART WORKS 13-3638436 | ||||||
| 520 EIGHTH AVE SUITE 201A | NEW YORK | NY | 10018 | PC | YOUTH EMPLOYMENT SERVICES | $5,000 |
| FRIENDS OF SAINT DOMINIC'S 13-3945769 | ||||||
| 500 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | PC | SUPPORT FOR HUMAN SERVICES ORGANIZATION | $4,500 |
| JAMES LENOX HOUSE ASSN INC 13-1624148 | ||||||
| 49 E 73RD STREET | NEW YORK | NY | 10021 | PC | SUPPORT NEED FOR REASONABLY PRICED HOUSING FOR SENIOR CITIZENS | $7,000 |
| LOGGERHEAD MARINE LIFE CENTER 59-2445926 | ||||||
| 14200 US HWY ONE | JUNO BEACH | FL | 33408 | PC | SUPPORT FOR MARINE LIFE CENTER | $25,000 |
| OCEANA INC 51-0401308 | ||||||
| 1025 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20036 | PC | OCEAN BIODIVERSITY AND ENVIRONMENTAL INFLUENCE | $12,000 |
| RONALD MCDONALD HOUSE 13-2933654 | ||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | PC | SUPPORT FOR FAMILIES AS THEIR CHILDREN BATTLE TERMINAL ILLNESSES | $55,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY 13-5644916 | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | SUPPORT FOR MEDICAL CENTER AND RESEARCH | $5,000 |
| COVENANT HOUSE 13-2725416 | ||||||
| 5 PENN PLAZA 3RD FL | NEW YORK | NY | 10001 | PC | SUPPORT FOR ENDANGERED YOUTHS | $10,000 |
| FARM SANCTUARY INC 51-0292919 | ||||||
| 3100 AIKENS RD POBOX 150 | WATKINS GELN | NY | 14891 | PC | SUPPORT FOR VEGAN LIFESTYLE AND FARM ANIMAL CARE | $1,500 |
| KEEP A CHILD ALIVE 73-1682844 | ||||||
| A RUIZ-GIMENEZ 17 STATE T 2100 | NEW YORK | NY | 10004 | PC | SUPPORT FOR CHILDREN'S WELFARE | $1,000 |
| MARC LUSTAGARTE PANCREATIC CANCER FOUND 31-1611837 | ||||||
| 415 CROSSWAYS PARK DR D | WOODBURY | NY | 11797 | PC | PANCREATIC CANCER RESEARCH | $10,000 |
| MAYO CLINIC 41-6011702 | ||||||
| 200 FIRST ST SW TAX | ROCHESTER | MN | 55905 | PC | PATIENT CARE, RESEARCH & EDUCATION | $30,000 |
| NYU LANGONE HEALTH SYSTEM 47-2613531 | ||||||
| 550 FIRST AVENUE MSB 153 | NEW YORK | NY | 10016 | PC | SUPPORT INSTITUTIONS TO IMPROVE HEALTH & WELFARE | $14,000 |
| POWERSENSE CO SAADIA SHEIKH 83-0716800 | ||||||
| 3090 NOWITZKI WAY 300 | DALLAS | TX | 75219 | PC | SUPPORT FOR DEAF CHILDREN AND FAMILIES | $5,000 |
| SHARE SELF HELP FOR WOMEN 13-3131914 | ||||||
| 165 WEST 46TH ST 712 | NEW YORK | NY | 10036 | PC | SUPPORT WOMEN WITH BREAST & OVARIAN CANCER | $5,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES 53-0225390 | ||||||
| 1255 23RD ST NW 450 | WASHINGTON | DC | 20037 | PC | SUPPORT ANIMAL PROTECTION | $10,000 |
| UNITED SERVICE ORGANIZATION 13-1610451 | ||||||
| 2111 WILSTON BLVE 1200 | ARLINGTON | VA | 22201 | PC | SUPPORT MILITARY SERVICE MEMBERS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,659 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$113,851 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$113,851 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,819 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES |
| 4 | INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES |
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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE SPACE 425 FIFTH AVE., UNIT 50B | PropertyDesc |
| Acquired | 2022-12-23 | AcquiredDt |
| Cost Or Other Basis | $1,840,957 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $49,174 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39.000000000000 | LifeRt |
| Current Year Expense | $47,204 | CurrentYearExpenseAmt |
| Net Investment Income | $47,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,204 | AdjustedNetIncomeAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE SPACE 425 FIFTH AVE., UNIT 50B | CategoryOrItemTxt |
| Cost Or Other Basis | $1,840,957 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $96,378 | AccumulatedDepreciationAmt |
| Book Value | $1,744,579 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENTS 3538 | FMV | $89,790 | $89,790 |
| MERRILL LYNCH INVESTMENTS 3543 | FMV | $1,924,848 | $1,924,848 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE AND INVESTMENT ADMIN FEES | Desc |
| Revenue And Expenses Per Books | $23,532 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST BOOK VALUE OF INVESTMENTS FROM COST TO MARKET UNREALIZED LOSS | Desc |
| Amt | $49,276 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $575 | $575 | $0 | $0 |
| REAL ESTATE TAXES | $66,890 | $66,890 | $66,890 | $0 |
Comments