PILZER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PILZER FOUNDATION INC (EIN 13-3973639)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-20
- IRS object ID
- 201740519349100704
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-20T16:10:23-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113528371 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREILICH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WEST HAWTHORNE AVENUE | AddressLine1Txt |
| City | VALLEY STREAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133973639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILZER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PILZ | BusinessNameControlTxt |
| Phone | 9147158238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEAL PILZER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142619000 | PhoneNum |
| Signature | 2017-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN L FREILICH | PreparerPersonNm |
| PTIN | P01421270 | PTIN |
| Phone | 5168878599 | PhoneNum |
| 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 | $1,382,996 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,030 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,030 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,311 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,341 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,030 | 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 |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | 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 | $2,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,341 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,030 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,823 | CashBOYAmt |
| Cash EOY | $5,670 | CashEOYAmt |
| Cash EOYFMV | $5,670 | CashEOYFMVAmt |
| Other Investments BOY | $1,164,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,176,642 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,377,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,223,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,182,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,382,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,223,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,182,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,223,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,223,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,182,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,223,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,182,312 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 44.073 DELAWARE EMERGING MARKETS FUND CL C | P | 2014-12-22 | 2015-11-24 | $542 | $607 | -$65 | -$65 |
| 199.377 DELAWARE EMERGING MARKETS FUND CL C | P | 2014-12-22 | 2015-11-24 | $2,450 | $2,745 | -$295 | -$295 |
| 161.447 COLUMBIA LARGE CAP GROWTH CL Z | P | 2015-12-04 | 2016-01-25 | $5,000 | $5,659 | -$659 | -$659 |
| 88.994 COLUMBIA LARGE CAP GROWTH FUND | P | 2009-09-23 | 2016-04-20 | $3,000 | $1,718 | $1,282 | $1,282 |
| 847.994 JP MORGAN CORE BOND FUND CL A | P | 2009-09-23 | 2016-04-20 | $10,000 | $9,658 | $342 | $342 |
| JP MORGAN US EQUITY FUND CLASS A | P | 2009-09-23 | 2016-04-20 | $7,000 | $4,366 | $2,634 | $2,634 |
| 7765.080 DELAWARE EMERGING MARKETS FUND CL C | P | 2011-02-15 | 2015-11-24 | $95,433 | $117,646 | -$22,213 | -$22,213 |
| 18.072 DELAWARE EMERGING MARKETS FUND CL C | P | 2011-12-23 | 2015-11-24 | $222 | $215 | $7 | $7 |
| 18.7985 DELAWARE EMERGING MARKETS FUND CL C | P | 2011-12-23 | 2015-11-24 | $231 | $223 | $8 | $8 |
| 82.411 DELAWARE EMERGING MARKETS FUND CL C | P | 2011-12-23 | 2015-11-24 | $1,013 | $978 | $35 | $35 |
| 11.095 DELAWARE EMERGING MARKETS FUND CL C | P | 2012-12-21 | 2015-11-24 | $136 | $148 | -$12 | -$12 |
| 1424.501 DELAWARE EMERGING MARKETS FUND CL C | P | 2013-01-29 | 2015-11-24 | $17,507 | $20,005 | -$2,498 | -$2,498 |
| 8.066 DELAWARE EMERGING MARKETS FUND CL C | P | 2013-12-20 | 2015-11-24 | $99 | $122 | -$23 | -$23 |
| CAPITAL GAINS DIVIDENDS | P | $47,768 | $47,768 | $47,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,311 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,019 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $766 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | NEAL PILZER | IndividualWithBooksNm |
| Phone | 9142619000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| NEAL R PILZER | ||||||||
| 200 WASHINGTON AVENUE | DOBBS FERRY | NY | 10522 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LYNN A SOBEL | ||||||||
| 28 BEECHDALE AVENUE | DOBBS FERRY | NY | 10522 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JACOB BURNS FILM CENTER $12,500 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | COPD FOUNDATION $5,000 | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | HACKLEY SCHOOL $12,000 | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | THE MASTERS SCHOOL $17,000 | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $1,175,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,182,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,182,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,164,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,975 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-01-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,030 | CurrentYearAmt |
| Year1 | $28,822 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $10,433 | Year3Amt |
| Total | $50,285 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,376 | CurrentYearAmt |
| Year1 | $24,499 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $8,868 | Year3Amt |
| Total | $42,742 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,975 | CurrentYearAmt |
| Year1 | $79,675 | Year1Amt |
| Year2 | $110,250 | Year2Amt |
| Year3 | $55,185 | Year3Amt |
| Total | $321,085 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,975 | CurrentYearAmt |
| Year1 | $79,675 | Year1Amt |
| Year2 | $110,250 | Year2Amt |
| Year3 | $55,185 | Year3Amt |
| Total | $321,085 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,382,994 | CurrentYearAmt |
| Year1 | $1,223,127 | Year1Amt |
| Year2 | $1,512,950 | Year2Amt |
| Year3 | $1,237,567 | Year3Amt |
| Total | $5,356,638 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEAL R PILZER | ContributingManagerNm |
| Contributing Manager | LYNN A SOBEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEAL PILZER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WASHINGTON AVENUE | AddressLine1Txt |
| City | DOBBS FERRY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9142619000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO INCLUDE PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFYA | |||||||
| 140 SAW MILL ROAD | YONKERS | NY | 10701 | NONE | PC | PROVIDE MEDICAL EQUIPMENT AND SUPPLIES TO LESS FORTUNATE OVERSEAS | $500 |
| ANDRUS CHILDREN CENTER | |||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | NURTURING SOCIAL AND EMOTIONAL WELL BEING IN CHILDREN AND THEIR FAMILIES WITH A RANGE OF VITAL SERVICES BY PROVIDING RESEARCH TRAINING AND INNOVATIVE PROGRAMMING | $1,500 |
| CABRINI IMMIGRANT SERVICES | |||||||
| 21 CEDAR STREET | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDING FOR ESSENTIAL SERVCICES FOR IMMIGRANTS | $100 |
| CHILDRENS ASSOCIATION | |||||||
| 470 MAMARONECK AVENUE 304 | WHITE PLAINS | NY | 10605 | NONE | PC | TO PROVIDE FUNDING FOR THE NEEDS OF CHILDREN WHO HAVE BEEN SEXUALLY AND/OR PHYSICALLY ABUSED, ABANDONED OR NEGLECTED | $5,000 |
| CHILDRENS VILLAGE | |||||||
| 1 ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING TO HELP SOCIETY'S MOST VULNERABLE CHILDREN SO THAT THEY BECOME EDUCATIONALLY PROFICIENT, ECONOMICALLY PRODUCTIVE, AND SOCIALLY RESPONSIBLE MEMBERS OF THEIR COMMUNITIES. | $150 |
| CLUSTER COMMUNITY SERVICES INC | |||||||
| 20 SOUTH BROADWAY 501 | YONKERS | NY | 10701 | NONE | PC | CLUSTER HAS BEEN PROVIDING A BROAD RANGE OF PROGRAMS AND SERVICES DESIGNED TO MEET THE NEEDS OF RESIDENTS OF WESTCHESTER AND MOST RECENTLY ROCKLAND COUNTY | $200 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | PROVIDE FUNDING FOR HIGH QUALITY AND AFFORDABLE EDUCATION | $500 |
| COMMUNITY NURSERY SCHOOL | |||||||
| 343 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR DEVELOPMENTALLY APPROPRIATE CURRICULUMS FOR YOUNG CHILDREN IN ALL AREAS OF A CHILD'S DEVELOPMENT | $100 |
| COPD FOUNDATION | |||||||
| 16 GUION PLACE | NEW ROCHELLE | NY | 10801 | NONE | PC | PROVIDE FUNDING TO PREVENT AND CURE CHRONIC OBSTRUCTIVE PULMONARY DISEASE | $5,000 |
| DOBBS FERRY FIRE DEPARTMENT | |||||||
| 112 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PC | TO SUPPORT THE ACTIVITIES OF THE FIRE DEPARTMENT | $1,000 |
| DOBBS FERRY HISTORICAL SOCIETY | |||||||
| 12 ELM STREET | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR THE COLLECTION AND PRESERVATION OF PRIVATE DOCUMENTS USED BY PAST GENERATIONS | $100 |
| DOBBS FERRY HOSPITAL | |||||||
| 967 NORTH BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDING FOR THE CONTINUATION OF HOSPITAL SERVICES | $2,500 |
| DOBBS FERRY LIBRARY | |||||||
| 55 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNING FOR THE PROGRAMS OF THE LIBRARY | $75 |
| DOBBS FERRY PBA | |||||||
| 68 LUZERN ROAD | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE SUPPORT FOR THE PBA ACTIVITIES | $1,000 |
| DOBBS FERRY SCHOOL FOUNDATION | |||||||
| 505 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | PROVIDE FUNDING FOR SELECT PROGRAMS THAT SUPPORT THE STRATEGIC GOALS FO THE DOBBS FERRY SCHOOL DISTRICT. | $250 |
| DOBBS FERRY VOLUNTEER AMBULANCE | |||||||
| 81 ASHFORD AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | FUND THE ACTIVITIES FO THE DOBBS FERRY VOLUNTEER AMBULANCE CORP | $500 |
| ELIZABETH CHILDCARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | PROVIDE SPECIALIZED CLINICAL AND REHAB SERVICES TO MEDICALLY COMPLEX CHILDREN | $100 |
| HISTORIC HUDSON VALLEY | |||||||
| 639 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | PC | PROMOTES THE HISTORY, ARCHITECTURE AND CULTURE OF HTE HUDSON VALLEY ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION | $1,000 |
| HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER | |||||||
| 4 WEST RED OAK LANE 330 | WEST HARRISON | NY | 10604 | NONE | PC | TO ENHANCE THE TEACHING AND LEARNING OF THE LESSONS OF THE HOLOCAUST AND THE RIGHT OF ALL PEOPLE TO BE TREATED WITH DIGNITY AND RESPECT. WE ENCOURAGE STUDENTS TO SPEAK UP AND ACT AGAINST ALL FORMS OF BIGOTRY AND PREJUDICE. | $50 |
| HUDSON RIVER MUSEUM | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | NONE | PC | THE MUSEUM PROVIDES ARET HISTORY SCIENCE AND REGIIONAL HERITAGE PROGRAMS AND EXHIBITS | $500 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 NORTH BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | TO PROVIDE FUNDING FOR THE CONTINUING ACTIVITIES OF THE RELIGIOUS ENTITY | $500 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE ROD | PLEASANTVILLE | NY | 10570 | NONE | PC | NON-PROFIT CULTURAL ARTS CENTER DEDICATED TO PRESENTING INDEPENDENT DOCUMENTARIES AND WORLD CINEMA | $12,500 |
| JCK FOUNDATION | |||||||
| 123 MAIN STREET | WOODMERE | NY | 10570 | NONE | PC | TO PROVIDE SUPPORT FOR PROGRAMMING FOR INDIVIDIUALS AFFECTED BY MENTAL ILLNESS | $5,000 |
| JUVENILE DIABETES RESEARCH | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | PROVIDE FUNDING FOR THE RESEARCH REQUIRED TO FIND A CURE TO END JUVENILE DIABETES | $250 |
| LYNDHURST RESTORATION | |||||||
| 635 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PC | FUNDS FOR THE RESTORATION OF THE LYNDHURST GREENHOUSE UNDER THE AUSPICES OF THE NATIONAL HISTORIC TRUST | $100 |
| NYU FACULTY AND FRIENDS CAMPAIGN | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | PC | FUNDING FOR THE NYU LANGONE MEDICAL CENTER | $450 |
| PHELPS MEMORIAL HOSPITAL | |||||||
| 701 NORTH BROADWAY | SLEEPY HOLLOW | NY | 10591 | NONE | PC | HELP TO FUND SERVICES TO MAINTAIN THE PHYSICAL HEALTH OF THE COMMUNITY AT LARGE | $250 |
| SCENIC HUDSON PARK | |||||||
| ONE CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | NONE | PC | PROVIDE FUNDING FOR THE TRANSFORMATION OF A FORMER INDUSTRIAL PARK INTO A COMMUNITY PARK | $100 |
| SMITH COLLEGE SCHOOL OF SOCIAL WORK | |||||||
| LILY HALL | NORTHHAMPTON | MA | 01063 | NONE | PC | TO FUND GRADUATE SOCIAL WORK EDUCATION FOR MEN AND WOMEN AROUND THE WORLD | $100 |
| ST CHRISTOPHERS SCHOOL | |||||||
| 71 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $150 |
| STONE BARNES CENTER FOR EDUCATION | |||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | PC | TO PROVIDE FUNDING TO CREATE A HEALTHY AND SUSTAINABLE FOOD SYSTEM | $1,250 |
| THE GREATER IRVINGTON LAND CONSERVANCY FOUNDATION INC | |||||||
| 61 FIELD TERRACE | IRVINGTON | NY | 10533 | NONE | PC | TO PROVIDE FUNDING FOR THE PRESERVATION OF NATURAL RESOURCES | $500 |
| THE HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | TO PROVIDE SCHOLARSHIP FUNDING FOR STUDENTS IN NEED | $12,000 |
| THE MASTERS SCHOOL | |||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $17,000 |
| THE THURSDAY CLUB | |||||||
| 1224 SANTA BARBARA STREET | SAN DIEGO | CA | 92107 | NONE | PC | FACILITATE FUNDRAISING EVENT FOR A NON-PROFIT ENTITY | $1,400 |
| WESTCHESTER CHILDRENS ASSOCIATION | |||||||
| 470 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | PROVIDE FUNDING FOR PROGRAMS TO IMPROVE THE LIVES OF UNDERPRIVILGED CHILDREN | $3,500 |
| WESTCHESTER COMMUNITY COLLEGE | |||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PC | TO PROVIDE FUNDS FOR THE CONTINUATION OF ACADEMIC SCHOLARSHIPS | $500 |
| WINDWARD SCHOOL | |||||||
| 13 WINDWARD AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND ADDITONAL ACADEMIC ENDEAVORS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,975 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,030 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,311 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,341 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,341 | 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 |
|---|---|
| 4 | INCOME IS GENERATED BY ASSETS HELD FOR CHARITABLE PURPOSES |
| 8 | INCOME IS GENERATED BY ASSETS HELD FOR CHARITABLE 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 11012.775 JP MORGAN US EQUITY FUND | FMV | $110,731 | $158,804 |
| 20727.476 JP MORGAN CORE BOND FUND | FMV | $238,747 | $248,315 |
| 3166.528 AMERICAN FUNDS EURO PACIFIC FUNDS CL C | FMV | $118,007 | $146,927 |
| 3878.709 DREYFUS NATURAL RESOURCS FUND | FMV | $90,246 | $95,145 |
| 4075.102 INVESCO DEVELOPING MARKETS FUND CL C | FMV | $102,234 | $120,949 |
| 4481.158 COLUMBIA LARGE CAP GROWTH FUNDS CL Z | FMV | $101,429 | $158,050 |
| 6962.580 FEDERATED KAUFMANN SMALL CAP FUND CL C | FMV | $146,327 | $156,519 |
| 8935.280 BLACKROCK ALLOCATION FUND INC C | FMV | $151,282 | $150,112 |
| 9986.354 DELAWARE EMERGING MARKETS FUND CL C | FMV | $0 | $0 |
| DELAWARE CASH RESERVE FUND CL C | AT COST | $117,639 | $142,505 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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