THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS AND AGNES CARVEL FOUNDATION (EIN 13-2879673)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-04-04
- IRS object ID
- 201620959349100407
- Schema version
- 2014v6.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-04T10:58:57-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132879673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS AND AGNES CARVEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9147937300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST GRASSY SPRAIN ROAD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147937300 | PhoneNum |
| Signature | 2016-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY PENNELLA | PreparerPersonNm |
| PTIN | P00834560 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2016-03-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,044,797 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,059,204 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $754,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $754,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,163,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,208,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,163,104 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,355 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,355 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,002,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,943,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,719 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,831 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,888 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,372 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,623 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,749 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $326,089 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $326,089 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,740 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,494 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $275 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $165 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $48,264 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,132 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,132 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,193 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,796 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $237,093 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $902,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $756,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,428,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,428,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,331,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $756,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,574,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,671,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,186,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,775 | CashBOYAmt |
| Cash EOY | $78,237 | CashEOYAmt |
| Cash EOYFMV | $78,237 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,370 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $30,853 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,469 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,469 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $38,807,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,826,515 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,826,515 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,993 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $275 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $84,207 | OtherAssetsBOYAmt |
| Other Assets EOY | $56,206 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $56,206 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,183,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,044,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,044,797 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59,115 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,093 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $8,582 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,826 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $67,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,919 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $39,116,195 | UnrestrictedBOYAmt |
| Unrestricted EOY | $43,991,878 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,116,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,991,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,183,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,044,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,116,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,671,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,787,591 | SubtotalAmt |
| Other Decreases | $4,795,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,991,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-BONY | P | $5,972,867 | $5,126,709 | $846,158 | $846,158 |
| PUBLICLY TRADED SECURITIES-SCHMEIDLER | P | $10,378,610 | $9,571,736 | $806,874 | $806,874 |
| PUBLICLY TRADED SECURITIES-CHASE | P | $10,568,838 | $10,156,727 | $412,111 | $412,111 |
| PUBLICLY TRADED SECURITIES-GOLDMAN SACHS | P | $11,935,335 | $10,190,456 | $1,744,879 | $1,744,879 |
| CAPITAL GAINS DIVIDENDS | P | $353,082 | $353,082 | $353,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,163,104 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,179,936 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,510,910 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,361,721 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,865,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,224,064 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,771,340 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034219 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,879,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,114,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,082,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,650,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056832 | DistributionYr5Rt |
| Total Distribution | 0.261029 | TotalDistributionRt |
| Average Distribution | 0.052206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,445,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,059,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,869 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,101,178 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,574,648 | 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 | $41,869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,982 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,982 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $532 | EsPenaltyAmt |
| Tax Due | $24,419 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9147937300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107100000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER SMITH | ||||||||
| 35 E GRASSY SPRAIN RD | YONKERS | NY | 10710 | PRESIDENT | 25.00 | $62,500 | $0 | $0 |
| SALVADOR MOLELLA | ||||||||
| 37035 EXUMA BAY | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 3.00 | $24,000 | $0 | $0 |
| BRENDAN BYRNE CO CARELLO BYRNE | ||||||||
| 6 BECKER FARM RD | ROSELAND | NJ | 07068 | DIRECTOR | 1.00 | $24,000 | $0 | $0 |
| MARIE HOLCOMBE | ||||||||
| 19 HEWITT AVENUE | BRONXVILLE | NY | 10708 | TREASURER | 1.00 | $24,000 | $0 | $0 |
| BETTY GODLEY | ||||||||
| 4440E LADY BANKS LANE | MURRELLS INLET | SC | 29576 | DIRECTOR | 1.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,749,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,367 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,046,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,046,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $600,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,445,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,972,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,972,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,869 | TotalTaxAmt |
| Distributable Before Adj | $1,930,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,930,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,930,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,574,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,574,648 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,869 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,532,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,930,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $92,632 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,574,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,930,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $644,225 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,027,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,027,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $92,632 | ExcessFromYear2Amt |
| Excess From Year1 | $290,354 | ExcessFromYear1Amt |
| Excess From Current Year | $644,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 E GRASSY SPRAIN RD | AddressLine1Txt |
| City | YONKERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147937300 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY BEYOND DISABILITY | |||||||
| 4 BERKSHIRE BLVD | BETHEL | CT | 06801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| AFYA FOUNDATION | |||||||
| 140 SAW MILL RIVER RD | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $75,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| ANDRUS CHILDREN'S CENTER | |||||||
| 1156 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| ART EDUCATION FOR THE BLIND | |||||||
| 589 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| ARTSWESTCHESTER | |||||||
| 31 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| ATLANTIC CITY BALLET | |||||||
| 713 WEST MOSS RD | EGG HARBOR CITY | NJ | 08215 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| AVON FOUNDATION | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,800 |
| BEREAVEMENT CENTER OF WESTCHESTER | |||||||
| 670 WHITE PLAINS RD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| BOYS & GIRLS CLUB OF MT VERNON | |||||||
| 350 S SIXTH AVE | MT VERNON | NY | 10550 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| BOYS & GIRLS CLUB OF NO WESTCHESTER | |||||||
| 351 MAIN STREET | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| BRIDGES OUTREACH INC | |||||||
| 120 MORRIS AVENUE PO BOX 1444 | SUMMIT | NJ | 07902 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CALVARY HOSPITAL | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| CARDINAL HAYES HIGH SCHOOL | |||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| CARDINAL MCCLOSKEY SERVICES | |||||||
| 115 STEVENS AVENUE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $100,000 |
| CATHOLIC BIG SISTERS BIG BROTHERS | |||||||
| 137 E SECOND STREET | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CENTER CAREER FREEDOM | |||||||
| ONE EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| CHARITIES BUREAU | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $750 |
| CHILD CARE COUNCIL OF WESTCHESTER | |||||||
| 313 CENTRAL PARK AVENUE | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| CHILDREN'S VILLAGE | |||||||
| THE CHILDRENS VILLAGE | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| CLUSTER | |||||||
| 20 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| COMMON GROUND | |||||||
| 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| COMMUNITY BASED SERVICES | |||||||
| 3 FIELDS LANE | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| CORPUS CHRISTI-HOLY ROSARY SCHOOL | |||||||
| 135 SOUTH REGENT STREET | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| DOMINICAN SISTERS FAMILY HEALTH SERVICES | |||||||
| 299 NORTH HIGHLAND AVE | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| EAGLE VISION PRODUCTIONS | |||||||
| 14 VISTA GARDENS TRAIL/207 | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| ELIZABETH MASCIA CHILD CARE CENTER | |||||||
| 171 SHELDON AVENUE | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| ELIZABETH SETON CHILDREN'S FOUNDATION | |||||||
| 300 CORPORATE BOULEVARD SOUTH | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $75,000 |
| ENRICO FERMI SCHOLARSHIP FUND | |||||||
| 13 ANN MARIE PLACE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ESSEX LEGAL AID | |||||||
| 465 DR MARTIN LUTHER KING BOULEVARD | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| ONE GATEWAY PLAZA | PORT CHESTER | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| FAMILY SERVICES OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS;LISTTOTAL 30000 | $30,000 |
| FERNCLIFF MANOR | |||||||
| 1154 SAW MILL RIVER ROAD | YONKERS | NY | 10710 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| FOOD BANK OF WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $35,000 |
| FRAXA FOUNDATION | |||||||
| 24 CUNNINGHAM DRIVE | LAGRANGEVILLE | NY | 12540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $60,000 |
| FRESH AIR FUND | |||||||
| 5 BECKER FARM ROAD | ROSELAND | NJ | 07068 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS RD PO BOX 190 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| FURNITURE SHAREHOUSE | |||||||
| 1 WEST AVENUE SUITE 201 | LARCHMONT | NY | 10538 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| GINNIES HOUSE | |||||||
| 4 HIGH STREET | NEWTOWN | NJ | 07860 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| GIRL SCOUTS | |||||||
| 2 GREAT OAK LANE | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $14,000 |
| GIRLS INC | |||||||
| 901 NORTH BROADWAY SUITE 6 | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| GRACE CHURCH COMMUNITY | |||||||
| 52 BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURGH RD | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| GREENWOOD GARDENS | |||||||
| 274 OLD SHORT HILLS ROAD | SHORT HILLS | NJ | 07078 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GREYSTON FOUNDATION | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| GROUNDWORK HUDSON VALLEY | |||||||
| 22 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| HABITAT FOR HUMANITY OF WESTCHESTER | |||||||
| 659 MAIN STREET | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| HEALTHY RESPECT | |||||||
| 3250 WESTCHESTER AVE | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| HEARING HEALTH FOUNDATION | |||||||
| 363 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $40,000 |
| HOSPICE AND PALLIATIVE CARE OF WESTCHESTER | |||||||
| 311 NORTH AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| HOSPICE OF WESTCHESTER AND PUTNAM | |||||||
| 540 WHITE PLAINS RD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| HUDSON RIVER MUSEUM OF WESTCHESTER | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $40,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| 140 MAIN STREET | COLD SPRINGS | NY | 10516 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $7,500 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE/SUITE 1400 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| JACK STEWART WILDLIFE FUND | |||||||
| 330 OVERLOOK DRIVE | CARMEL | NY | 10512 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| JEWISH CHILD CARE ASSOCIATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| JEWISH COUNCIL OF YONKERS | |||||||
| 30 SOUTH BROADWAY | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| JOYCE THEATER FOUNDATION | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 560 SYLVAN AVENUE | ENGLEWOOD CLIFTS | NJ | 07632 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS;LISTTOTAL 50000 | $25,000 |
| KIDNEY & UROLOGY FOUNDATION | |||||||
| 2 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| KNIGHTS OF COLUMBUS | |||||||
| TUPPER LAKE COUNCIL NO 2177 | TUPPER LAKE | NY | 12986 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| LEARNING ALLY | |||||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| LEGAL SERVICES OF THE HUDSON VALLEY | |||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| LIVING HISTORY EDUCATION FOUNDATION | |||||||
| 11 LAKE DRIVE | BUCHANAN | NY | 10511 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $5,000 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 101 AVENUE D | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| MAKE A WISH FOUNDATION | |||||||
| 828 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MCCARTER THEATER CENTER | |||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| MENTAL HEALTH ASSOCIATION OF WESTCHESTER | |||||||
| 580 WHITE PLAINS ROAD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MERCY CARE OF THE ADIRONDACKS | |||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| MERCY CENTER | |||||||
| 377 EAST 145TH STREET | BRONX | NY | 10454 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| MERCY COLLEGE | |||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| MIDNIGHT RUN | |||||||
| 97 MAIN STREET | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| MILLBROOK ROTARY CLUB | |||||||
| PO BOX 1225 | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS;LISTTOTAL 4900 | $5,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PARKWAY | GREEN VALLEY | NV | 89014 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| MONTFORT ACADEMY | |||||||
| 125 E BIRCH STREET | MT VERNON | NY | 10552 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| MOUNT KISCO CHILD CARE CENTER | |||||||
| 95 RADIO CIRCLE | MT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $15,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| MY SISTER'S PLACE | |||||||
| ONE WATER STREET | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 70 S ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| NEW JERSEY ARTS INCUBATOR | |||||||
| 60 WELLINGTON AVENUE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| NEW JERSEY BALLET | |||||||
| 15 MIRCOLAB ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| NEW WESTCHESTER SYMPHONY ORCHESTRA | |||||||
| PO BOX 708 | WHITE PLAINS | NY | 10602 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $2,000 |
| NJ CONSERVATION FOUNDATION | |||||||
| 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| NJ SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| NJTV | |||||||
| PO BOX 5776 | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| NORTHERN DUTCHESS SYMPHONY ORCHESTRA | |||||||
| PO BOX 253 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $7,500 |
| NOTRE DAME CHURCH | |||||||
| 359 CENTRAL AVE | NORTH CALWELL | NJ | 07006 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| NY CITY CENTER | |||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| NY FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| OPERA NEW JERSEY | |||||||
| PO BOX 3151 | PRINCETON | NJ | 08543 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $100 |
| OUR LADY OF LOURDES RC CHURCH | |||||||
| ONE EAGLE ROCK AVE | WEST ORANGE | NJ | 07052 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| OUR LADY OF MERCY ACADEMY | |||||||
| 815 CONVENT ROAD | SYOSSET | NY | 11716 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| OUR LADY OF THE VALLEY | |||||||
| 510 VALLEY STREET | ORANGE | NJ | 07050 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PACE WOMEN'S JUSTICE CENTER | |||||||
| 78 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $19,500 |
| PAJAMA PROGRAM | |||||||
| 34 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| PAPER MILL PLAYHOUSE | |||||||
| BROOKSIDE DRIVE | MILLBURN | NJ | 07041 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| PEACE OUTSIDE CAMPUS | |||||||
| 52 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $20,000 |
| PINELANDS PRESERVATION ALLIANCE | |||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NY | 08088 | SEE STATEMENT 8 | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| PREGNANCY CARE CENTER | |||||||
| 86 MAYFLOWER AVENUE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| PRINCETON ACADEMY OF THE SACRED HEART | |||||||
| 1128 GREAT ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| RAMAPO FOR CHILDREN | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| RESOURCE CENTER FOR COMMUNITY DEVELOPMENT | |||||||
| 402 EAST 152ND STREET | BRONX | NY | 10455 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $8,000 |
| SALVATION ARMY OF GREATER NY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| SAN MIGUEL ACADEMY | |||||||
| PO BOX 284 | CHAPPAQUA | NY | 10514 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 35 ALEXANDER STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $10,000 |
| SETON HALL UNIVERSITY | |||||||
| 457 CENTRE STREET | S ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| SHARING COMMUNITY | |||||||
| PO BOX 657 | YONKERS | NY | 10702 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SISTER ROSE THERING FUND | |||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| SOAR | |||||||
| 3025 4TH STREET NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SONG CATCHERS | |||||||
| 44 LIBERTY AVENUE | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $3,000 |
| SPARC | |||||||
| 3045 GOMER STREET | YORKTOWN | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ST BENEDICTS PREP SCHOOL | |||||||
| 520 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| ST CHRISTOPHER'S INN | |||||||
| 21 FRANCISCAN WAY/PO BOX 150 | GARRISON | NY | 10524 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| ST DOMINIC'S HOME | |||||||
| 500 WESTERN HIGHWAY | BLAUVELT | NY | 10913 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| ST JOHN'S CHURCH | |||||||
| PO BOX 200147 | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| ST JOSEPH'S CHURCH | |||||||
| BOX 439 NORTH AVENUE | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $45,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $1,000 |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| ST MARY'S HEALTHCARE SYSTEM | |||||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $30,000 |
| ST PETERS CHILDCARE CENTER | |||||||
| 204 HAWTHORNE AVENUE | YONKERS | NY | 10705 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| STATE THEATRE | |||||||
| 15 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 55 WEST 39TH ST SUITE 1001 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| SUPPORT CONNECTION | |||||||
| 40 TRIANGLE CENTER | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| SUSSEX WOMEN'S CLUB | |||||||
| 12 FOREST ROAD | SPARTA | NJ | 07871 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| THE CLEARVIEW SCHOOL | |||||||
| 480 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $25,000 |
| THE PASSIONISTS | |||||||
| 111 SOUTH RIDGE STREET | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $50,000 |
| THE SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| THE SYMPHONY OF WESTCHESTER | |||||||
| PO BOX 207 | NEW ROCHELLE | NY | 10804 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $10,000 |
| TRINITAS EMERGENCY DEPARTMENT | |||||||
| PO BOX 259 | ELIZABETH | NJ | 07207 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| UNITED SPINAL ASSOCIATION | |||||||
| 120-34 QUEENS BLVD 320 | KEW GARDENS | NY | 11415 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| WESTCHESTER COMMUNITY COLLEGE | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $40,000 |
| WESTCHESTER EXCEPTIONAL CHILDREN | |||||||
| 520 RT 22 | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $20,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $15,000 |
| WESTCHESTER LIBRARY SYSTEM | |||||||
| 540 WHITE PLAINS ROAD | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| WESTCHESTER SCHOOL FOR SPECIAL CHILDREN | |||||||
| 45 PARK AVENUE | YONKERS | NY | 10703 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $45,000 |
| WOMEN IN NEED | |||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $5,000 |
| YONKERS PARTNERSHIP IN EDUCATION | |||||||
| 86 MAIN STREET | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| YONKERS PHILHARMONIC ORCHESTRA | |||||||
| PO BOX 705 | YONKERS | NY | 10704 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $6,000 |
| YWCA WHITE PLAINS AND CENTRAL WESTCHESTER | |||||||
| 515 NORTH STREET | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,428,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $754,531 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,163,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,943,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,943,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,850 | Amt |
| Net Investment Income | $28,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2005-01-26 | $3,204 | $3,204 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2005-10-12 | $1,098 | $1,098 | SL | 5.000000000000 | $0 | $0 |
| XEROX COPIER | 2007-07-03 | $3,936 | $3,936 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2010-07-15 | $2,755 | $2,480 | SL | 5.000000000000 | $275 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $43,826,515 | BookValueAmt |
| EOYFMV | $43,826,515 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $3,204 | $3,204 | $0 |
| COMPUTER | $1,098 | $1,098 | $0 |
| XEROX COPIER | $3,936 | $3,936 | $0 |
| COMPUTER EQUIPMENT | $2,755 | $2,755 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $326,089 | LegalFeesAmt |
| Net Investment Income | $326,089 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $77,285 | $48,952 | $48,952 |
| SECURITY DEPOSITS | $6,922 | $7,254 | $7,254 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET GAIN ON INVESTMENTS PER BOOK BASIS | $943,291 |
| NET GAIN ON INVESTMENTS PER TAX BASIS | $3,810,022 |
| FEDERAL EXCISE TAX PER BOOKS | $42,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPP. & EXPENSES | $5,381 | $2,691 | $2,691 |
| TELEPHONE | $3,117 | $1,559 | $1,559 |
| INSURANCE | $49,578 | $24,788 | $24,789 |
| INVESTMENT CHARGES | $205,992 | $205,992 | $0 |
| FILING FEES | $2,063 | $2,063 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES SETTLEMENT PROCEEDS | $3,162 | $3,162 | $3,162 |
| OTHER INCOME | $22,193 | $22,193 | $22,193 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $7,186 | $4,410 |
| FEDERAL TAXES PAYABLE | $1,396 | $24,416 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | CategoryTxt |
| Amt | $6,234 | Amt |
| Net Investment Income | $3,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,494 | DisbursementsCharitablePrpsAmt |
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