JUDITH L CHIARA CHARITABLE FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH L CHIARA CHARITABLE FUND INC (EIN 31-1577990)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-24
- IRS object ID
- 202500559349100755
- Schema version
- 2023v6.0
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-24T13:00:01-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RP TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 5TH AVENUE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311577990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judith L Chiara Charitable Fund Inc | BusinessNameLine1Txt |
| Business Name Line2 | c/o RIVER PARTNERS CAPITAL MGMT LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RP TAX LLC | InCareOfNm |
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2122590813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVE 18TH FL | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T BEATY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122590813 | PhoneNum |
| Signature | 2025-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE LOK | PreparerPersonNm |
| PTIN | P00537783 | PTIN |
| Phone | 2122590813 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,702,252 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $633,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,054,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $633,330 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,074 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,107 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $777,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $777,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $855,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $777,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $806,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,190,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,190,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,426,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,005,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,511,336 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,233,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,196,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,702,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,233,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,196,086 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,233,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,196,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,233,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,196,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,233,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,197 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,196,086 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,196,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1625 SHS ACCENTURE LTD | P | 2023-01-01 | 2024-10-31 | $495,354 | $147,885 | $347,469 | $347,469 |
| 1505 SHS APPLE INC | P | 2023-01-01 | 2024-10-31 | $259,700 | $6,721 | $252,979 | $252,979 |
| 1840 SHS INVESCO S&P 500 | P | 2023-01-01 | 2024-10-31 | $299,884 | $267,002 | $32,882 | $32,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $633,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,286 | SubtotalAmt |
| Tax Based On Investment Income | $10,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,497 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $343 | EsPenaltyAmt |
| Overpayment | $17,868 | OverpaymentAmt |
| Applied To ES Tax | $17,868 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RP TAX LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122590813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN T BEATY | |||||||||
| 767 FIFTH AVE 18TH FL | New York | NY | 10153 | PRESIDENT | 1.0 | $0 | $0 | $0 | |
| STEPHANIE TYRER | |||||||||
| 767 FIFTH AVE 18TH FL | New York | NY | 10153 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 | |
| JOHN L BEATY | |||||||||
| 767 5TH AVE | New York | NY | 10153 | SECRETARY AND TREASURER | 1.0 | $0 | $0 | $0 | 18TH FLOOR |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN ADVISORY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5404 WISCONSIN AVE STE 1000 | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208153497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $67,997 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,211,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $938,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,149,797 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,149,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,952,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $647,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $647,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,286 | TotalTaxAmt |
| Distributable Before Adj | $637,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $637,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $637,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $777,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $777,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $637,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $387,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,406,865 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,002,052 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $802,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $190,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,789,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $777,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $637,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,828 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,929,394 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $387,332 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,542,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,406,865 | ExcessFromYear4Amt |
| Excess From Year3 | $1,002,052 | ExcessFromYear3Amt |
| Excess From Year2 | $802,519 | ExcessFromYear2Amt |
| Excess From Year1 | $190,798 | ExcessFromYear1Amt |
| Excess From Current Year | $139,828 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| EXPONENTS INC | ||||||||
| 17 BATTERY PL | 8TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $200,000 |
| UNION STATION HOMELESS SERVICES | ||||||||
| 235 EAST HOLLY STREET | PASADENA | CA | 91101 | NONE | PC | UNRESTRICTED | $25,000 | |
| TEAMWORK FOUNDATION | ||||||||
| 478 GERARD AVENUE | BRONX | NY | 10451 | NONE | PC | UNRESTRICTED | $125,000 | |
| VASSAR College | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | UNRESTRICTED | $30,000 | |
| UPPER SARANAC FOUNDATION | ||||||||
| PO BOX 564 | SARANAC LAKE | NY | 12983 | NONE | PC | UNRESTRICTED | $20,000 | |
| MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | none | PC | UNRESTRICTED | $10,000 | |
| ABILITY SCHOOL | ||||||||
| 75 KNICKERBOCKER RD | ENGLEWOOD | NJ | 07631 | NONE | PC | UNRESTRICTED | $50,000 | |
| NORTH COUNTRY SCHOOL AND CAMP TREETOPS | ||||||||
| 191 N County Road | Miller Place | NY | 11764 | NONE | PC | UNRESTRICTED | $10,000 | |
| ST JOHN'S COLLEGE | ||||||||
| 60 College Avenue | ANNAPOLIS | MD | 21401 | NONE | PC | UNRESTRICTED | $15,000 | |
| WORLD CENTAL KITCHEN | ||||||||
| 200 Massachusetts AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $75,000 | |
| BRONX HIGH SCHOOL OF SCIENCE | ||||||||
| 75 WEST 205TH STREET | THE BRONX | NY | 10468 | NONE | PC | UNRESTRICTED | $25,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 252 W 116TH STREET | NEW YORK | NY | 10026 | NONE | PC | UNRESTRICTED | $75,000 | |
| LIZARD HEADS HOCKEY CLUB | ||||||||
| PO BOX 2315 | TELLURIDE | CO | 81435 | NONE | PC | UNRESTRICTED | $30,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $15,000 | |
| ADMIRAL FARRAGUT ACADEMY | ||||||||
| 606 BUHLER CT | PINE BEACH | NJ | 08741 | NONE | PC | UNRESTRICTED | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $25,000 |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED | $25,000 | |
| OAXACA STREETCHILDREN CRASSROOTS | ||||||||
| PO BOX 2219 | BENTON | AR | 72018 | NONE | PC | UNRESTRICTED | $1,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 1750 M STREET NW | SUITE 650 | WASHINGTION | DC | 20036 | NONE | PC | UNRESTRICTED | $1,000 |
| PASADENA WALDORF SCHOOL | ||||||||
| 209 E MARIPOSA STREET | ALTADENA | CA | 91001 | NONE | PC | UNRESTRICTED | $10,000 | |
| PISTON FOUNDATION | ||||||||
| 700 CANAL STREET | STAMFORD | CT | 06902 | NONE | PC | UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $777,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $633,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $818,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,154 | 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 | RP TAX LLC | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB SCHEDULE B-EQUITIES | $1,100,887 | $6,167,676 |
| SCHWAB SCHEDULE B-ETF | $3,904,283 | $6,343,660 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $750 | $750 | |
| ADVERTISEMENT | $170 | $170 | |
| FOREIGN TAXES | $357 | $357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $67,997 | $67,997 |
| ADR FEES | $77 | $77 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAX WITHHELD |
| FEDERAL TAXES |
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