NEWMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEWMAN FAMILY FOUNDATION (EIN 38-7197017)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-06
- IRS object ID
- 202522799349100327
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T14:30:44-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387197017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWM | BusinessNameControlTxt |
| Phone | 2673693341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET 820 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY NEWMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2673693341 | PhoneNum |
| Signature | 2025-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2025-09-29 | PreparationDt |
| 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 | $2,773,697 | 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 | $3,960 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,613 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,370,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$7,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,383 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,383 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,732 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$239,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,367 | CashBOYAmt |
| Cash EOY | $6,578 | CashEOYAmt |
| Cash EOYFMV | $6,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,488 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,397,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,177,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,744,631 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,445,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,206,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,773,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,445,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,206,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,445,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,206,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,445,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,206,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,445,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$239,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,206,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,206,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,370,442 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,418,272 | CostOrOtherBasisAmt |
| Gain Or Loss | -$47,830 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$47,830 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$47,830 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,471 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,471 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,996 | OverpaymentAmt |
| Applied To ES Tax | $14,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673693341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET 820 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAY HARTLEY NEWMAN | ||||||||
| 30 S 17TH STREET SUITE 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELISSA KRAMER | ||||||||
| 30 S 17TH STREET SUITE 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL NEWMAN | ||||||||
| 30 S 17TH STREET SUITE 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID NEWMAN | ||||||||
| 30 S 17TH STREET SUITE 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,942,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,963,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,963,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,919,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $145,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $20,645 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $91,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,490 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,528 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $197,018 | 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 | $197,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,645 | ExcessFromYear4Amt |
| Excess From Year1 | $91,845 | ExcessFromYear1Amt |
| Excess From Current Year | $84,528 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY HARTLEY NEWMAN | ContributingManagerNm |
| Contributing Manager | ELISSA KRAMER | ContributingManagerNm |
| Contributing Manager | DANIEL NEWMAN | ContributingManagerNm |
| Contributing Manager | DAVID NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BALLET THEATRE FOUNDATION | ||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | PC | ARTS SUPPORT | $3,000 |
| BALLETCOLLECTIVE INC | ||||||
| 720 FORT WASHINGTON AVE 4J | NEW YORK | NY | 10040 | PC | ARTS COLLABORATION | $17,000 |
| BAPTIST HEALTH FOUNDATION | ||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | PC | HEALTH SUPPORT | $12,500 |
| CARY INSTITUTE | ||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | PC | ENVIRONMENTAL PRESERVATION | $2,500 |
| DISTINGUISHED LECTURER SERIES FOUNDATION INC | ||||||
| 3420 CARDINAL DR ST 200 | VERO BEACH | FL | 32963 | PC | EDUCATIONAL SUPPORT | $3,000 |
| DUTCHESS LAND CONSERVANCY | ||||||
| 4289 NY-82 | MILLBROOK | NY | 12545 | PC | ENVIRONMENTAL PRESERVATION | $5,000 |
| FOOD OF LIFE PANTRY | ||||||
| 40 LEEDSVILLE RD | AMENIA UNION | NY | 12501 | GOV | FOOD | $500 |
| FORUM ON LIFE CULTURE & SOCIETY | ||||||
| 7 BELL SLIP APT 5H | BROOKLYN | NY | 11222 | PC | EDUCATIONAL SUPPORT | $10,000 |
| FRIENDS OF WETHERSFIELD | ||||||
| 88 WETHERSFIELD WAY | AMENIA | NY | 12501 | PC | FINANCIAL RELIEF | $500 |
| FUNDING ARTS NETWORK (FIFTY OVER FIFTY) | ||||||
| PO BOX 331854 | MIAMI BEACH | FL | 33233 | PC | ARTS SUPPORT | $1,800 |
| GRAND CENTRAL ATELIER | ||||||
| 15-19 DECATUR STREET | RIDGEWOOD | NJ | 11385 | PC | ART EDUCATION | $30,000 |
| GREENWICH HOUSE - MUSIC SCHOOL | ||||||
| 46 BARROW STREET | NEW YORK | NY | 10014 | PC | PERFORMING ARTS | $10,000 |
| HIAS | ||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | PC | HUMANITARIAN AID | $1,000 |
| IMPACT 100 INDIAN RIVER COUNTY | ||||||
| PO BOX 643425 | VERO BEACH | FL | 32964 | PC | EDUCATIONAL ADVOCACY | $1,100 |
| INNISFREE GARDEN FOUNDATION | ||||||
| 362 TYRREL ROAD | MILLBROOK | NY | 12545 | PC | ENVIRONMENTAL PRESERVATION | $1,000 |
| JAMESTOWN FOUNDATION | ||||||
| 1310 L ST NW SUITE 810 | WASHINGTON | DC | 20005 | PC | EDUCATIONAL ADVOCACY | $20,000 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | ||||||
| 80 WALL ST | NEW HAVEN | CT | 06520 | PC | STUDENT SUPPORT | $5,000 |
| MANHATTAN INSTITUTE | ||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | PC | ECONOMIC LEADERSHIP | $20,000 |
| MCKEE BOTANICAL GARDEN | ||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | PC | ENVIRONMENTAL PRESERVATION | $2,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | PC | ARTS SUPPORT | $1,500 |
| MIAMI CITY BALLET | ||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | PC | PERFORMING ARTS | $45,000 |
| MILLERTON FIRE COMPANY INC | ||||||
| 24 CENTURY BLVD | MILLERTON | NY | 12546 | PC | PUBLIC SERVICES | $500 |
| NEW WORLD SYMPHONY | ||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | PC | PERFORMING ARTS | $10,000 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | PERFORMING ARTS | $3,000 |
| NORTH STAR HEALTH ALLIANCE INC | ||||||
| 25 RIDGWOOD RD | SPRINGFIELD | VT | 05156 | SO II | HEALTH SUPPORT | $1,000 |
| NYU GROSSMAN SCHOOL OF MEDICINE | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | MEDICAL SCHOOL SUPPORT | $2,500 |
| PENN HILLEL | ||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | PC | EDUCATIONAL SUPPORT | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | FAMILY PLANNING ADVOCACY | $5,000 |
| RIVERSIDE THEATRE | ||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PC | PERFORMING ARTS | $6,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3533 LOCUST WALK | PHILADELPHIA | PA | 19104 | PC | COLLEGIATE SUPPORT | $500 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | PC | MUSEUM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,900 | 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 | $1,613 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$11,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,389 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,465 | Amt |
| Net Investment Income | $1,733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,732 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIGITALBRIDGE GORUP INC | $98,978 | $163,750 |
| SPDR S&P 500 ETF | $856,369 | $1,285,239 |
| FLOTEK INDUSTRIES INC | $201,326 | $102,884 |
| INNOVIVA INC | $262,184 | $474,750 |
| IRONWOOD PHARMACEUTICALS INC | $683,728 | $211,200 |
| MERSANA THEERAPEUTICS INC | $444,702 | $78,660 |
| AMARIN CORP PLC | $226,829 | $21,936 |
| MURAL ONCOLOGY | $5,615 | $7,980 |
| JPM MANAGED INCOME FD - USD | $397,364 | $398,232 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,383 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,383 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $314 | Amt |
| Net Investment Income | $314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16 | Amt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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