FREED FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FREED FOUNDATION INC (EIN 52-6047591)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201521349349102767
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T13:39:45-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREEBusinessNameControlTxt
Phone2125208399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH FREEDPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,379,415FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,518InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,518InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,518InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$459,170DividendsRevAndExpnssAmt
Dividends Net Invst Incm$459,170DividendsNetInvstIncmAmt
Dividends Adj Net Incm$459,170DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$463,905NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,304,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$463,905CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$20,384NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$924,593TotalRevAndExpnssAmt
Total Net Invst Incm$924,593TotalNetInvstIncmAmt
Total Adj Net Incm$481,072TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$100,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,975AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$16,975AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25,111TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$42,319OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$42,319OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,484OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65,460OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$22,024OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$271,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$181,318TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$852,773ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$852,773ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,124,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,034,091TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$200,069ExcessRevenueOverExpensesAmt
Net Investment Income$859,133NetInvestmentIncomeAmt
Adjusted Net Income$481,072AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,064,875SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,553,987SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,553,987SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,999,608CorporateStockBOYAmt
Corporate Stock EOY$3,382,455CorporateStockEOYAmt
Corporate Stock EOYFMV$3,429,252CorporateStockEOYFMVAmt
Other Investments BOY$13,193,867OtherInvestmentsBOYAmt
Other Investments EOY$12,986,212OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,369,565OtherInvestmentsEOYFMVAmt
Other Assets BOY$9,301OtherAssetsBOYAmt
Other Assets EOY$26,611OtherAssetsEOYAmt
Other Assets EOYFMV$26,611OtherAssetsEOYFMVAmt
Total Assets BOY$18,267,651TotalAssetsBOYAmt
Total Assets EOY$17,949,265TotalAssetsEOYAmt
Total Assets EOYFMV$20,379,415TotalAssetsEOYFMVAmt
Other Liabilities BOY$118,700OtherLiabilitiesBOYAmt
Other Liabilities EOY$383OtherLiabilitiesEOYAmt
Total Liabilities BOY$118,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$383TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$18,148,951CapitalStockBOYAmt
Capital Stock EOY$17,948,882CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$18,148,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,948,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,267,651TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,949,265TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,148,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$200,069ExcessRevenueOverExpensesAmt
Subtotal$17,948,882SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,948,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO A/C# 1234-3616 SEE ATTACHEDP2014-01-012014-12-31$679,811$659,427$20,384$20,384
1403.047SH VANGUARD 500 INDEX FUNDP2012-05-082014-07-29$260,154$180,000$80,154$80,154
1809.59SH VANGUARD EXTENDED MARKET INDEXP2012-05-082014-07-29$117,298$78,500$38,798$38,798
25490.768SH VANGUARD SHORT TERM BOND INDEXP2012-05-032014-05-19$268,623$271,222-$2,599-$2,599
11213.896SH VANGUARD TOTAL STOCK MARKET INDEX FUNDP2010-01-012014-07-29$555,200$294,752$260,448$260,448
34249.2001SH VANGUARD SHORT TERM BOND INDEXP2011-02-182014-10-27$360,972$356,285$4,687$4,687
Capital Gain Dividends
$62,033
FieldValueIRS element (for citing)
Capital Gain Net Income$463,905CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$20,384NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$902,119AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,598,220NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04603DistributionYr1Rt
Adjusted Qlfy Distri Yr2$982,561AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,655,467NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05267DistributionYr2Rt
Adjusted Qlfy Distri Yr3$968,725AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,137,061NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05062DistributionYr3Rt
Adjusted Qlfy Distri Yr4$889,859AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,614,371NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04781DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,083,433AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,924,377NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05725DistributionYr5Rt
Total Distribution0.25438TotalDistributionRt
Average Distribution0.05088AverageDistributionRt
Net Vl Noncharitable Assets$20,273,066NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,031,392AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,591NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,039,983AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,034,091QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,183InvestmentIncomeExciseTaxAmt
Subtotal$17,183SubtotalAmt
Tax Based On Investment Income$17,183TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,800TotalPaymentsAndCreditsAmt
Tax Due$383TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FREED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125208399PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ELIZABETH FREED
954 LEXINGTON AVE BOX 226NEW YORKNY10021President35.00$100,000
WILLIAM P MITCHELL
799 VAN COURT AVELONG BRANCHNJ07740Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,763,902AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,817,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,581,793TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$20,581,793AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$308,727CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,273,066NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,013,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,013,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,183TaxBasedOnInvestmentIncomeAmt
Total Tax$17,183TotalTaxAmt
Distributable Before Adj$996,470DistributableBeforeAdjAmt
Distributable Before Ded$996,470DistributableBeforeDedAmt
Distributable As Adjusted$996,470DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,034,091ExpensesAndContributionsAmt
Qualifying Distributions$1,034,091QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,034,091AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$996,470DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$16,163ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$61,144ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$77,307TotalExcessDistributionCyovAmt
Qualifying Distributions$1,034,091QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$996,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,621RemainingDistriFromCorpusAmt
Total Corpus$114,928TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$114,928ExcessDistriCyovToNextYrAmt
Excess From Year3$16,163ExcessFromYear3Amt
Excess From Year2$61,144ExcessFromYear2Amt
Excess From Current Year$37,621ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FREED FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125208399RecipientPhoneNum
Form And Info And MaterialsPROPOSAL FOR GRANT ACCOMPANIED BY A GRANT BUDGET AND FINANCIAL STATEMENTS AND IRS TAX-EXEMPT RULING FOR THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsREQUESTING GRANT PROPOSALS FROM TAX-EXEMPT ORGANIZATIONS THAT DO WORK ON ISSUES ASSOCIATED WITH CANCER, MENTAL HEALTH, AND ANIMAL WELFARE IN THE NEW YORK METROPOLITAN AREA. THE FOUNDATION WILL CONSIDER GRANT PROPOSALS FROM ORGANIZATIONS WORKING ON OTHER ISSUES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIDEAWEE
410 EAST 28TH STREETNEW YORKNY10016NONEPCGENERAL SUPPORT$25,000
DEBORAH HOSPITAL FOUNDATION
20 PINE MILL ROADBROWNS MILLSNJ08015NONEPCWOMEN'S HEART HEALTH EXPO$10,000
SEARCH AND CARE
1844 SECOND AVENEW YORKNY10128NONEPCSENIOR MENTAL HEALTH PROGRAM$30,000
TRAINING INSTITUTE FOR MENTAL HEALT
115 WEST 27TH STNEW YORKNY10001NONEPCTEEN TALK PROGRAM$10,000
FOUNDATION CENTER
79 FIFTH AVENUENEW YORKNY10003NONEPCGENERAL SUPPORT$2,500
MONMOUTH MEDICAL CENTER FOUNDATION
300 2ND AVELONG BRANCHNJ07740NONEPCTHERAPEUTIC PET HEALING PROGRAM$50,000
MONMOUTH COUNTY SPCA
260 WALL STEATONTOWNNJ07724NONEPCPET PANTRY PROJECT$100,000
MONMOUTH UNIVERSITY
431 CEDAR AVEWEST LONG BRANCHNJ07764NONEPCHONORS SCHOOL$100,000
FILIPINO AMERICAN COMMUNITY DEVELOP
PO BOX 4746TOMS RIVERNJ08754NONEPCBUILDING FUND$20,000
FIDELITY CHARITABLE GIFT FUND
200 SEAPORT BOULEVARD MAIL ZONE Z3BBOSTONMA02210NONEPCGREAT CHARITY CHALLENGE$50,000
MORRIS EDUCATIONAL FOUNDATION
PO BOX 1224MORRISTOWNNJ07960NONEPCMUSIC PROGRAM UPGRADE$20,020
BROOKLYN COLLEGE
2900 BEDFORD AVEBROOKLYNNY11210NONEPCANTHROPOLOGY SCHOLARSHIP$25,000
HOLIDAY EXPRESS
968 SHREWSBURY AVETINTON FALLSNJ07724NONEPCGENERAL SUPPORT$10,000
GUIDE DOG FOUNDATION
EAST 371 JERICHO TPKSMITHTOWNNY11787NONEPCSPONSORSHIP VETEREN/DOG TEAM$50,000
MEMORIAL SLOAN-KETTERING CANCER CEN
1275 YORK AVENEW YORKNY10065NONEPCPEDIATRIC FREE-CARE FUND$50,000
LITTLE SILVER ANIMAL HOSPITAL FOUND
675 BRANCH AVELITTLE SILVERNJ07739NONEPCGENERAL SUPPORT$5,000
MORRISTOWN AREA AMERICAN LITTLE LEA
NONEMORRISTOWNNJ07962NONEPCSCOREBOARD$5,000
ALZHEIMERS ASSOCIATION NYC CHAPTER
360 LEXINGTON AVE 4TH FLOORNEW YORKNY10017NONEPCSUPPORT GROUP PROGRAM$25,000
CHILDREN OF BELLEVUE HOSPITAL
462 FIRST AVENEW YORKNY10016NONEPCCHIDRENS PSYCIATRIC EMERGANCY PROGRAM$50,000
LUNCH BREAK
PO BOX 2215RED BANKNJ07701NONEPCGENERAL SUPPORT$20,000
BEYOND BLIND INSTITUTE INC
4440 PGA BLVD SUITE 600PALM BEACH GARDENSFL33410NONEPCGENERAL SUPPORT$10,000
CTR FOR SCIENCE IN THE PUBLIC INTER
1220 L STREET NW SUITE 300WASHINGTONDC20005NONEPCELIMINATION OF ANTIBIOTICS IN FARM ANIMALS & HARMFUL FOOD ADDITIVES$50,000
CARRIER CLINIC
252 COUNTY RD 601BELLE MEADNJ08052NONEPCEQUINE THERAPY PROGRAM$100,253
LENNOX HILL NEIGHBORHOOD HOUSE
331 EAST 70TH STREETNEW YORKNY10021NONEPCGENERAL SUPPORT$10,000
JEWISH ASSOCIATION SERVING THE AGED
247 WEST 37TH STNEW YORKNY10018NONEPCPETS & ELDERS TEAM SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$852,773TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,518ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$459,170ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$463,905ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$924,593ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$924,593TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO - SECURITIESStockNm
EOY Book Value$3,382,455EOYBookValueAmt
EOYFMV$3,429,252EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$12,986,212BookValueAmt
EOYFMV$15,369,565EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXPENSESDesc
BOY Book Value$9,301BOYBookValueAmt
EOY Book Value$26,611EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
DUES$75$75
EMPLOYEE HOSPITALIZATION INSURANCE$19,162$19,162
INVESTMENT FEES$65,460$65,460
MISCELLANEOUS$505$505
OFFICE EXPENSE$2,282$2,282

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCHANGE$108,234
FEDERAL EXCISE TAX PAYABLE$10,466$383

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAX$17,183
PAYROLL TAXES$7,928

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