JUDITH C WHITE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH C WHITE FOUNDATION INC (EIN 11-3548952)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201401349349101780
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:44:47-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1 |
| City | WOODBURY | City |
| State | NY | State |
| ZIP Code | 117971705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113548952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH C WHITE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 2127368255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST 34TH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 1313 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KOVNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127368255 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND FLOCH | PreparerPersonNm |
| PTIN | P00169746 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,187,464 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $389,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $389,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,501 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $444 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $444 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,720 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,720 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $967 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,996 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,631 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,631 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,870 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,891 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,224,866 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,223,087 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,719,606 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $123,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $170,605 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,266,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,048,006 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,082,362 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,640,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,609,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,187,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,640,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,609,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,640,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,609,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,640,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,609,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,640,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,823 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,609,609 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,609,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO CAPTL TR CLD | P | 2004-05-10 | 2013-02-04 | $50,000 | $41,786 | $8,214 | $8,214 |
| AMERICAN INTL GROUP | P | 2007-12-11 | 2013-03-18 | $75,000 | $75,000 | ||
| JP MORGAN CHASE CAP CLD | P | 2007-07-25 | 2013-05-08 | $12,500 | $12,500 | ||
| JP MORGAN CHASE CAP CLD | P | 2002-01-25 | 2013-05-08 | $50,000 | $50,000 | ||
| JP MORGAN CHASE CAP CLD | P | 2004-05-10 | 2013-05-08 | $25,000 | $24,155 | $845 | $845 |
| CITIGROUP CAPITAL XVI | P | 2006-11-15 | 2013-07-15 | $50,000 | $50,000 | ||
| NM GENERAL MTRS ACCP CLD | P | 2006-12-19 | 2013-08-15 | $96,000 | $96,000 | ||
| ALLY FINANCIAL INC CLD | P | 2006-10-24 | 2013-08-15 | $172,000 | $170,925 | $1,075 | $1,075 |
| NM GENERAL MTRS ACCP CLD | P | 2007-02-26 | 2013-09-16 | $89,000 | $88,778 | $222 | $222 |
| NM GENERAL MTRS ACCP CLD | P | 2005-02-16 | 2013-10-15 | $15,000 | $15,000 | ||
| GENL MOTORS ACCEPT C CLD | P | 2006-11-29 | 2013-11-15 | $20,000 | $19,575 | $425 | $425 |
| ALLY FINANCIAL INC CLD | P | 2012-04-05 | 2013-11-15 | $65,000 | $60,694 | $4,306 | $4,306 |
| GENL MOTORS ACCEPT C CLD | P | 2006-11-17 | 2013-12-16 | $37,000 | $36,584 | $416 | $416 |
| NM GENERAL MTRS ACCP CLD | P | 2005-03-01 | 2013-12-16 | $30,000 | $28,988 | $1,012 | $1,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,515 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $318,946 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,259,145 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $238,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,696,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $235,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,189,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $236,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,880,655 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,936,805 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045566 | DistributionYr5Rt |
| Total Distribution | 0.232353 | TotalDistributionRt |
| Average Distribution | 0.046471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,304,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $292,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,693 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,519 | SubtotalAmt |
| Tax Based On Investment Income | $3,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $119 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY KOVNER | IndividualWithBooksNm |
| Phone | 2127368255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W 34 ST STE 1313 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY KOVNER | |||||||||
| 225 W 34 TH STREET | 225 W 34 TH STREET | NEW YORK | NY | 10122 | PRES. & DIR. | 6.00 | $0 | $0 | $0 |
| AMY KOVNER | |||||||||
| 225 W 34TH STREET | 225 W 34TH STREET | NEW YORK | NY | 10122 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| NICHOLAS KOVNER | |||||||||
| 225 W 34TH STREET | 225 W 34TH STREET | NEW YORK | NY | 10122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN KOVNER | |||||||||
| 225 W 34TH STREET | 225 W 34TH STREET | NEW YORK | NY | 10122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,250,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,400,940 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,400,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,304,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,519 | TotalTaxAmt |
| Distributable Before Adj | $311,727 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $311,727 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,693 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,693 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,519 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $379,174 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,184 | UndistributedIncomePYAmt |
| Qualifying Distributions | $382,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,184 | AppliedToYear1Amt |
| Applied To Current Year | $311,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,782 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $43,782 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY KOVNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST 34TH ST STE 1313 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127368255 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO SUPPORT THE NEEDS AND COMFORTS OF CHILDREN, THE NEEDY, ORPHANS, HOMELESS PEOPLE, AND OTHER DULY QUALIFIED ORGANIZATIONS PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NEW YORK METROPOLITAN AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ALYN HOSPITAL | ||||||||
| 51 EAST 42ND STREET 308 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $250 | |
| BED STUY CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| BOYS TOWN | ||||||||
| 444 PARK AVE S | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| BROADWAY HOUSING | ||||||||
| 575 W 155 ST | NEW YORK | NY | 10032 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CHANGE FOR KIDS | ||||||||
| 325 W 38TH ST 1404 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| CHARITY CHECKS | ||||||||
| 30473 MULHOLLAND HIGHWAY | AGOURA HILLS | CA | 91301 | NONE | PUBLIC | GENERAL SUPPORT | $1,225 | GIVE THE JOY OF GIVING |
| CITY HARVEST NEW YORK | ||||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $3,200 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 424 MADISON AVENUE 6TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $1,650 | |
| FAMILY AND CHILDREN'S ASSOCATION | ||||||||
| 100 EAST OLD COUNTRY ROAD | MINEOLA | NY | 11501 | NONE | PUBLIC | SCHOLARSHIP | $2,500 | |
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF ISRAEL | ||||||||
| 575 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $100 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PL | NEW YORK | NY | 10009 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| GLEN COVE BOYS AND GIRLS | ||||||||
| 113 GLEN COVE AVE | GLEN COVE | NY | 11542 | NONE | PUBLIC | GENERAL SUPPORT | $500 | CLUB |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | REFRIGERATED VANS | $50,000 | |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | FACILITIES RENOVATION | $40,000 | |
| GREENWICH HOUSE | ||||||||
| 224 W 30 ST 302 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HEALTH VOLUNTEERS OVERSEA | ||||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| INTERFAITH NUTRITIONAL NETWORK | ||||||||
| 211 FULTON AVE | HEAMPSTEAD | NY | 11550 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| ISLAND HARVEST | ||||||||
| 199 2ND STREET | MINEOLA | NY | 11501 | NONE | PUBLIC | GENERAL SUPPORT | $4,500 | |
| L I ALZHEIMER FOUND | ||||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL SUPPORT | $6,500 | |
| LITTLE SISTERS OF THE | ||||||||
| 2999 SCHURZ AVE | BRONX | NY | 10465 | NONE | PUBLIC | INSTALLATION OF WI-FI | $26,181 | POOR |
| LONG ISLAND CARES | ||||||||
| 10 DAVIDS DRIVE | HAPPAGUE | NY | 11788 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LONG ISLAND COUNCIL ON | ||||||||
| 207 HILLSIDE AVE | WILLISTON PARK | NY | 11596 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | ALCOHOL AND DRUG DEP |
| LUSTGARTEN FOUNDATION | ||||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| MS SOCIETY | ||||||||
| 40 MARCUS DRIVE SUITE 100 | MELVILLE | NY | 11747 | NONE | PUBLIC | GENERAL SUPPORT | $250 | |
| NASSAU COUNTY COALITION | ||||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | NONE | PUBLIC | GENERAL SUPPORT | $4,050 | AGAINST DOMESTIC VIOLENCE |
| NORTH SHORE LIJ HOSPITAL | ||||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | PUBLIC | REHAB GYMS | $50,000 | |
| PART OF THE SOLUTION | ||||||||
| 2763 WEBSTER AVE | BRONX | NY | 10458 | NONE | PUBLIC | LEGAL & SOCIAL SERVICE CENTER | $50,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 267-07 76 AVE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| ROOM TO GROW | ||||||||
| 51 CHAMBERS STREET ROOM 2 | NEW YORK | NY | 10007 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SCHERVIER NURSING CARE CENTER | ||||||||
| 2975 INDEPENDENCE AVENUE | BRONX | NY | 10463 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SELFHELP | ||||||||
| 520 8TH AVE 5 | NEW YORK | NY | 10018 | NONE | PUBLIC | AIR CONDITIONING UNITS | $21,177 | |
| ST JUDES HOSPITAL | ||||||||
| 14 PENNSYLVANIA PLAZA | NEW YORK | NY | 10122 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| ST MARY'S HOSPITAL FOR CHILDREN | ||||||||
| 5 DAKOTA DR | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SWIM ACROSS AMERICA | ||||||||
| PO BOX 7878 | GARDEN CITY | NY | 11530 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 1 KEENER BLDG | NEW YORK | NY | 10035 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 9305 168TH STREET | JAMAICA | NY | 11433 | NONE | PUBLIC | BACK PACK PROGRAM | $25,000 | |
| WOMEN'S SHELTER | ||||||||
| 90 LAFAYETTE ST | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $26,950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,033 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,383 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,501 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| JEFFREY KOVNER |
| AMY KOVNER |
| NICHOLAS KOVNER |
| KRISTIN KOVNER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES AND DEBENTURES | BondNm |
| EOY Book Value | $1,048,006 | EOYBookValueAmt |
| EOYFMV | $1,082,362 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $123,625 | EOYBookValueAmt |
| EOYFMV | $170,605 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,223,087 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,719,606 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $888 | LegalFeesAmt |
| Net Investment Income | $444 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $444 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $4 | $2 | $2 |
| BROKER FEES | $150 | $150 | |
| COMMUNICATIONS | $638 | $319 | $319 |
| FEDERAL EXCISE TAX | $308 | $154 | $154 |
| FILING FEES | $250 | $125 | $125 |
| INSURANCE | $1,044 | $1,044 | |
| LEGAL NOTICE | $135 | $135 | |
| TRAVEL | $370 | $185 | $185 |
| MEALS | $64 | $32 | $32 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,000 | $49,000 | |
| EXECUTIVE FEES | $18,000 | $18,000 |
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