AGING IN AMERICA INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AGING IN AMERICA INC (EIN 13-6126508)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202523019349100907
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T09:06:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136126508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING IN AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGIN | BusinessNameControlTxt |
| Phone | 9175392952 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E STEVENS AVENUE LL1 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR WILLIAM T SMITH PHD | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9142055030 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,252,205 | 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 | $2,046,190 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $506,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $506,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,436,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,042 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,938,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $356,383 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $287,121 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,595 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,734 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $79,074 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,256 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $90,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,311 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $42,629 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,613 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,994 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,994 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,782 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,782 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $316,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,161,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $774,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,447,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,060,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,491,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $793,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,404 | CashBOYAmt |
| Cash EOY | $408,961 | CashEOYAmt |
| Cash EOYFMV | $408,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $873,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,477,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,477,465 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $861,858 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $220,000 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $641,858 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $641,858 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $20,953 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,895 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,337,163 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,270,884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,270,884 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,696,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,622,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,622,595 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,453,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,058,554 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,058,554 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,251,363 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,485,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,485,034 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $140,226 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,226 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,109 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $9,312,137 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,271,959 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,271,959 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,035,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,252,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,252,205 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $387,715 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $453,321 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $20,360 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $408,075 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $453,321 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,333,078 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,526,925 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,294,562 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $10,271,959 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,627,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,798,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,035,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,252,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,627,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,491,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,697,917 | OtherIncreasesAmt |
| Subtotal | $35,817,026 | SubtotalAmt |
| Other Decreases | $18,142 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,798,884 | 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 | $7,436,002 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,049,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $386,042 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $386,042 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,042 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,035 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,035 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $618 | EsPenaltyAmt |
| Overpayment | $6,347 | OverpaymentAmt |
| Applied To ES Tax | $6,347 | 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 | Yes (1) | 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 | MILTON GUTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9179748937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E STEVENS AVENUE SUITE LL1 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| CARLTON MITCHELL | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOUGLAS H HOFFMAN | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DR LYNN M TEPPER | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR WILLIAM T SMITH PHD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | CEO | 18.75 | $356,383 | $58,409 | $0 |
| KATHARINE M WEISS | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | CHAIR | 1.00 | $0 | $0 | $0 |
| KATHLEEN KENNELLY PRITCHARD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NEAL J BAUMANN | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD H ALTERI PHD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | SECRETARY | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 198900001 | INVESTMENT MANAGEMENT FEES | $83,828 |
| CITRIN COOPERMAN | |||||
| 180 PARK AVENUE SUITE 200 | FLORHAM PARK | NJ | 07932 | AUDIT AND TAX FEES | $62,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,309,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,270,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $641,858 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,221,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,221,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $363,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,858,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,192,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,192,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,035 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,035 | TotalTaxAmt |
| Distributable Before Adj | $1,181,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,181,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,181,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,060,629 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,060,629 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,181,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,060,629 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,060,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $121,260 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | |||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | N/A | PC | FOOD ASSISTANCE, CASE MANAGEMENT AND HEALTH CARE SERVICES TO BENEFIT SENIORS, AGES 62 AND OLDER. | $50,000 |
| GLOBAL AGEING NETWORK | |||||||
| 2519 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | THREE-PART WEBINAR SERIES TO EXPLORE THE ISSUES SURROUNDING HUMAN RIGHTS AND OLDER ADULTS | $15,000 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||
| 420 LEXINGTON AVENUE ROOM 300 | NEW YORK | NY | 101700399 | N/A | PC | HOME SAFETY AND FALLS PREVENTION PROGRAM | $20,000 |
| LEADING AGE DC | |||||||
| 2519 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | SUPPORT FUNDRAISER FOLLOWING THE HURRICANE IN SOUTHERN STATES | $1,000 |
| MCCLOSKEY WORKS CULINARY SKILLS PROGRAM | |||||||
| 115 E STEVENS AVE SUITE LL5 | VALHALLA | NY | 10595 | N/A | PC | COMMUNITY SERVICES | $100,000 |
| PACE UNIVERSITY | |||||||
| ONE PLACE PLAZA | NEW YORK | NY | 10038 | N/A | PC | SCHOLARSHIPS FOR THE ADULT GERONTOLOGY ACUTE CARE NURSE PRACTITIONER PROGRAM | $50,000 |
| WARTBURG HOME FOUNDATION | |||||||
| ONE WARTBURG PLACE | MOUNT VERNON | NY | 10550 | N/A | PC | HARMONY SPONSORSHIP JAZZ | $5,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 106032427 | N/A | PC | GERIATRIC CARE AND MANAGEMENT PROGRAM | $35,000 |
| WESTCHESTER PUBLICPRIVATE PARTNERSHIP | |||||||
| 100 CLAREWOOD DRIVE UNIT 3J | HASTINGS ON HUDSON | NY | 10550 | N/A | PC | GOLD SPONSORSHIP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $506,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $386,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $892,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892,406 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE PHELPS TRUST AND SILVER TRUST | ||||||
| 1 | C/O JP MORGAN BANK 270 PARK AVENUE | NEW YORK | NY | 10017 | $394,036 | Yes (X) |
| AIA SUPPORTIVE SERVICES INC | ||||||
| 2 | 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | $1,652,042 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT, TAX RETURN PREPARATION AND COMPLIANCE | CategoryTxt |
| Amt | $90,037 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $90,037 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL DEVELOPED BONDS | $106,975 | $106,975 |
| U.S. CORPORATE BONDS | $951,579 | $951,579 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK - COMMUNICATION SERVICES | $570,557 | $570,557 |
| COMMON STOCK - CONSUMER DISCRETIONARY | $665,226 | $665,226 |
| COMMON STOCK - CONSUMER STAPLES | $262,292 | $262,292 |
| COMMON STOCK - ENERGY | $185,599 | $185,599 |
| COMMON STOCK - FINANCIALS | $973,619 | $973,619 |
| COMMON STOCK - HEALTH CARE | $659,810 | $659,810 |
| COMMON STOCK - INDUSTRIALS | $692,829 | $692,829 |
| COMMON STOCK - INFORMATION TECHNOLOGY | $1,847,422 | $1,847,422 |
| COMMON STOCK - INTERNATIONAL DEVELOPED | $488,247 | $488,247 |
| COMMON STOCK - MATERIALS | $83,662 | $83,662 |
| COMMON STOCK - REAL ESTATE | $63,194 | $63,194 |
| COMMON STOCK - UTILITIES | $128,762 | $128,762 |
| OTHER EQUITIES | $1,376 | $1,376 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,222,154 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,222,154 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,048,730 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,048,730 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF, INDEX FUNDS | FMV | $8,450,288 | $8,450,288 |
| MUTUAL FUNDS | FMV | $2,034,746 | $2,034,746 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATE AND GENERAL GOVERNANCE | CategoryTxt |
| Legal Fees | $28,675 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPERATING LEASE RIGHT-OF-USE ASSET | $17,575 | ||
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $9,294,562 | $10,271,959 | $10,271,959 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR IMPUTED INTEREST FROM LOAN RECEIVABLE | Desc |
| Amt | $18,142 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES AND OTHER | $95,570 | $0 | $95,570 |
| BAD DEBT | $220,000 | $0 | $0 |
| OFFICE EXPENSE | $536 | $0 | $536 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $977,397 |
| RETURNED GRANTS | $22,004 |
| UNREALIZED CHANGE IN VALUE OF INVESTMENTS | $1,698,516 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT PORTION OF OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $20,360 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARTBURG WALTEMADE DEVELOPMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $861,858 | BalanceDueAmt |
| Note | 2024-01 | NoteDt |
| Loan Maturity | 2025-07 | LoanMaturityDt |
| Repayment Terms | PAYMENT WILL BE DUE IN FULL AT MATURITY DATE | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PREDEVELOPMENT OF SENIOR AFFORDABLE HOUSING PROJECT | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $1,000,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $98,506 | $98,506 | $0 |
| OTHER PROFESSIONAL FEES | $57,311 | $0 | $57,311 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIA SUPPORTIVE SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E STEVEN AVENUE | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $11,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |