JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-30
- IRS object ID
- 201741509349100414
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-30T15:19:22-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203704273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE RM/STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRES. & DIR. | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH CPA | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2017-05-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 9FF935863899E98DEE78F9CD6A6E6AD906715484 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B924A1B5915067FF8A9B8D6E55BFCA62CD30315F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $6,275,167 | 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 |
| Interest On Sav Rev And Expnss | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $380,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $380,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $886,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,453 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,450 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,225 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,225 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,427 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,353 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $228,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,490 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,807,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,801,782 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,845,124 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $386,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $782,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $893,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $304,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $330,580 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,132,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,094,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,275,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,132,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,094,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,132,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,094,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,132,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,094,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,132,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,094,660 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,094,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 50 CALL T JAN 00035.0 | P | 2016-01-19 | 2015-05-14 | $5,000 | $5,000 | $5,000 | |
| 15 CALL RDSA JAN 00032.0 | P | 2016-01-19 | 2015-06-14 | $3,556 | $3,556 | $3,556 | |
| 6 CALL NYCB JAN 00018.0 | P | 2016-01-19 | 2015-08-21 | $318 | $318 | $318 | |
| 1500 SH AT&T | P | 2014-09-09 | 2016-04-05 | $53,893 | $1,798 | $1,798 | $52,095 |
| 5000 SH AT&T | P | 2015-05-14 | 2016-04-05 | $179,643 | $9,193 | $9,193 | $170,450 |
| 28 SH ROYAL DUTCH SHELL PLC | P | 2015-12-18 | 2016-03-31 | $1,367 | -$43 | -$43 | $1,410 |
| 200 SH PPL CORP | P | 2015-08-28 | 2016-06-09 | $6,937 | $733 | $733 | $6,204 |
| 16,100 SH MORGAN STANLEY CAP VIII | P | 2014-08-01 | 2016-08-03 | $402,500 | -$1,503 | -$1,503 | $404,003 |
| 2000 MERRILL LYNCH CAP TR CLD | P | 2012-10-02 | 2016-08-15 | $50,000 | $72 | $72 | $49,928 |
| 4000 MORGAN STANLEY CAP T CLD | P | 2005-02-14 | 2016-08-18 | $100,000 | $2,103 | $2,103 | $97,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,757 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,427,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $343,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,360,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $379,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,304,926 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060139 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $318,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,259,145 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050957 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $238,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,696,285 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041903 | DistributionYr5Rt |
| Total Distribution | 0.260125 | TotalDistributionRt |
| Average Distribution | 0.052025 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,768,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $352,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $359,193 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,353 | SubtotalAmt |
| Tax Based On Investment Income | $3,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,447 | OverpaymentAmt |
| Applied To ES Tax | $9,447 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | NY | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY KOVNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | PRES. & DIR. | 15.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 14 VANDERVENTER AVE STE 101 | 14 VANDERVENTER AVE STE 101 | PORT WASHINGTON | NY | 11050 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,652,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,871,539 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,871,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,768,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,353 | TotalTaxAmt |
| Distributable Before Adj | $335,070 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,070 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,070 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,193 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $359,193 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,070 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $43,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,193 | QualifyingDistributionsAmt |
| Applied To Current Year | $335,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,123 | RemainingDistriFromCorpusAmt |
| Total Corpus | $137,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $137,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $43,782 | ExcessFromYear3Amt |
| Excess From Year2 | $32,452 | ExcessFromYear2Amt |
| Excess From Year1 | $37,486 | ExcessFromYear1Amt |
| Excess From Current Year | $24,123 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 VANDERVENTER AVE STE 101 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEDFORD STYVESANT RESTORATION | ||||||||
| 1368 FULTON AVE | BROOKLYN | NY | 11216 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| BOYS TOWN | ||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| BREAKING GROUND | ||||||||
| 505 8TH AVE 5TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC | GENEARAL SUPPORT | $1,000 | |
| BRONX ACADEMY OF LETTERS | ||||||||
| 339 MORRIS AVE | BRONX | NY | 10451 | NONE | PUBLIC CHARI | GENERAL SUPPORT | $700 | |
| CATHOLIC GUARDIAN SERVICES | ||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| CHANGE FOR KIDS | ||||||||
| 110 E 23 STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| CITY HARVEST NEW YORK | ||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $2,300 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| FAMILY AND CHILDREN'S ASSOCATION | ||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | SCHOLARSHIP | $3,750 | |
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| FRIENDS OF ALYN | ||||||||
| 122 E 42 STREET STE 1519 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $250 | |
| GLEN COVE BOYS AND GIRLS | ||||||||
| 113 GLEN COVE AVE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL SUPPORT | $500 | CLUB |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | CELLAR AREAS | $20,000 | |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | RECEPTION AREA | $20,000 | |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| GREENWICH HOUSE | ||||||||
| 27 BARROW ST | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HEALTH VOLUNTEERS OVERSEAS | ||||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ISLAND HARVEST | ||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| ISLAND HARVEST | ||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | THANKSGIVING | $1,500 | |
| JOYFUL HEART FOUNDATION | ||||||||
| 32 W 22 ST | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| L I ALZHEIMER FOUND | ||||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $3,300 | |
| LONG ISLAND CARES | ||||||||
| 10 DAVIDS DRIVE | HAPPAGUE | NY | 11788 | NONE | PUBLIC | THANKSGIVING | $1,500 | |
| LONG ISLAND COUNCIL ON | ||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ALCOHOL AND DRUG DEP |
| LUSTGARTEN FOUNDATION | ||||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | PANCREATIC CANCER RESEARCH |
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24 STREET STE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC | GENERAL SUPPORT | $300 | |
| NEW YORK CITY RESCUE MISSION | ||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | THANKSGIVING MEALS | $2,600 | |
| NEW YORK CITY RESCUE MISSION | ||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | EMERGENCY FOOD PANTRY | $25,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109 TH ST | NEW YORK | NY | 10029 | NONE | PUBLIC | PURCHASE REFRIG. VAN | $30,766 | |
| NORTH SHORE CHILD AND FAMILY | ||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | GUIDANCE CENTER |
| NORTH SHORE LIJ HOSPITAL | ||||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | PUBLIC | REHABILITATION CENTER | $50,000 | |
| POTS | ||||||||
| 2759 WEBSTER AVENUE | BRONX | NY | 10458 | NONE | PUBLIC | THANKSGIVING | $1,500 | |
| SAFE HORIZON | ||||||||
| 15120 JAMAICA AVE 2 | NEW YORK | NY | 11432 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| SAINT JOHNS BREAD AND LIFE | ||||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| ST PAUL THE APOSTLE CHURCH | ||||||||
| 2534 CEDAR SWAMP RD | GLEN HEAD | NY | 11545 | NONE | PUBLIC | HOLIDAY DINNERS | $9,500 | |
| ST PETERS OF ALCANTARA | ||||||||
| 1327 PORT WASHINGTON BLVD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | RC CHURCH |
| SWIM ACROSS AMERICA | ||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $10,025 | |
| THE COMMUNITY SYNAGOUGEU | ||||||||
| 160 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | NONE | RELIGIOUS | THANKSGIVING MEALS | $750 | |
| THE INN | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| THE SAFE CENTER | ||||||||
| 15 GRUMMAN ROAD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | DOMESTIC VIOLENCE SHELTER | $81,999 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,990 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,218 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,679 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $400,444 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,679 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,765 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,175 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 10 CALL PPL JAN 00035.0 | 2016-01 | PURCHASE | 2015-08 | $770 | $1,779 | -$1,009 |
| 1500SH ROYAL DUTCH SHELL PLC | 2015-06 | PURCHASE | 2016-03 | $73,220 | $87,930 | -$14,710 |
| LEHMAN BROS | 2005-02 | PURCHASE | 2016-10 | $5,272 | $5,272 | |
| 30 CALL GM JAN 2017 32 | 2016-11 | PURCHASE | 2016-08 | $3,600 | $6,841 | -$3,241 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $304,320 | EOYBookValueAmt |
| EOYFMV | $330,580 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $782,468 | EOYBookValueAmt |
| EOYFMV | $893,373 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,801,782 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,845,124 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT- RENT | Desc |
| BOY Book Value | $2,600 | BOYBookValueAmt |
| EOY Book Value | $2,600 | EOYBookValueAmt |
| EOYFMV | $2,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER FEES | $30 | $30 | |
| FEDERAL EXCISE TAX | $14,015 | $7,007 | $7,008 |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,193 | $1,193 | |
| INTERNET SERVICE | $780 | $390 | $390 |
| TRAVEL | $512 | $512 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE FEES | $18,000 | $18,000 |
Comments