THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THOMAS AND AGNES CARVEL FOUNDATION (EIN 13-2879673)
Tax period: 2011-12-01 to 2012-11-30
Filed: 2013-03-29
IRS object ID: 201340889349100004
Schema version: 2011v1.5
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
General Explanation Attachment
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-03-29T09:43:55-05:00	Timestamp
Tax Period End Date	2012-11-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	132550103	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	D'ARCANGELO & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	800 WESTCHESTER AVE SUITE N-400	AddressLine1
City	RYE BROOK	City
State	NY	State
ZIP Code	105731301	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	132879673	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE THOMAS AND AGNES CARVEL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	THOM	NameControl
Phone	9147937300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	35 EAST GRASSY SPRAIN ROAD	AddressLine1
City	YONKERS	City
State	NY	State
ZIP Code	10710	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PETER SMITH	Name
Title	PRESIDENT	Title
Phone	9147937300	Phone
Date Signed	2013-03-19	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANTHONY PENNELLA	Name
PTIN	P00834560	PTIN
Phone	9146944600	Phone
Date Prepared	2013-03-19	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	35863248	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	482796	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	10046	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	10046	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	763259	DividendsRevAndExpnss
Dividends Net Invst Incm	763259	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-923187	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	12229384	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Income Modifications Adj Net Incm	1000	IncomeModificationsAdjNetIncm
Other Income Rev And Expnss	101812	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	101812	OtherIncomeNetInvstIncm
Total Revenue And Expenses	434726	TotalRevenueAndExpenses
Total Net Investment Income	875117	TotalNetInvestmentIncome
Total Adjusted Net Income	1000	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	124300	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	74580	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	49720	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	87577	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	52546	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	35031	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	4173	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	2504	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	1669	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	454409	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	454409	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	30700	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	30700	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	7116	TaxesRevAndExpnss
Taxes Net Invst Incm	4270	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	2846	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	1011	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	607	DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss	42792	OccupancyRevAndExpnss
Occupancy Net Invst Incm	21396	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	21396	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	8495	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	5097	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	3398	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	296152	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	271848	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	24304	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1056725	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	917957	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	138364	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1085700	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1085700	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2142425	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	917957	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1224064	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-1707699	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	1000	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	1	CashEOY
Cash EOYFMV	1	CashEOYFMV
Savings And Temp Cash Invst BOY	2655481	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1177347	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1177347	SavingsAndTempCashInvstEOYFMV
Accounts Receivable BOY	476280	AccountsReceivableBOY
Other Notes And Loans Rcvbl BOY	100000	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	0	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	0	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY	34375	PrepaidExpensesBOY
Prepaid Expenses EOY	42709	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	34992	PrepaidExpensesEOYFMV
Investments Other BOY	33253609	InvestmentsOtherBOY
Investments Other EOY	34554492	InvestmentsOtherEOY
Investments Other EOYFMV	34554492	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	10993	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	9616	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	2388	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	1377	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	1377	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	109347	OtherAssetsBOY
Other Assets EOY	95039	OtherAssetsEOY
Other Assets EOYFMV	95039	OtherAssetsEOYFMV
Total Assets BOY	36631480	TotalAssetsBOY
Total Assets EOY	35870965	TotalAssetsEOY
Total Assets EOYFMV	35863248	TotalAssetsEOYFMV
Accounts Payable BOY	227020	AccountsPayableBOY
Accounts Payable EOY	34576	AccountsPayableEOY
Grants Payable BOY	578693	GrantsPayableBOY
Grants Payable EOY	40000	GrantsPayableEOY
Other Liabilities BOY	2586	OtherLiabilitiesBOY
Other Liabilities EOY	4932	OtherLiabilitiesEOY
Total Liabilities BOY	808299	TotalLiabilitiesBOY
Total Liabilities EOY	79508	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	35823181	UnrestrictedBOY
Unrestricted EOY	35791457	UnrestrictedEOY
Total Net Assets BOY	35823181	TotalNetAssetsBOY
Total Net Assets EOY	35791457	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	36631480	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	35870965	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	35823181	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-1707699	ExcessOfRevenueOverExpenses
Other Increases	1679482	OtherIncreases
Subtotal	35794964	Subtotal
Other Decreases	3507	OtherDecreases
Total Net Assets Fund Balances EOY	35791457	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
PUBLICLY TRADED SECURITIES-BONY	2703606	3020945	-317339	-317339
PUBLICLY TRADED SECURITIES-SCHMEIDLER	8885717	9615442	-729725	-729725
PUBLICLY TRADED SECURITIES-CHASE	568793	516184	52609	52609
CAPITAL GAINS DIVIDENDS	71268		71268	71268	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-923187	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1879384	QualifyingDistributionsYear1
Noncharitable Assets Year1	38114774	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049309	DistributionRatioYear1
Qualifying Distributions Year2	2082900	QualifyingDistributionsYear2
Noncharitable Assets Year2	36650164	NoncharitableAssetsYear2
Distribution Ratio Year2	0.056832	DistributionRatioYear2
Qualifying Distributions Year3	1547926	QualifyingDistributionsYear3
Noncharitable Assets Year3	34184237	NoncharitableAssetsYear3
Distribution Ratio Year3	0.045282	DistributionRatioYear3
Qualifying Distributions Year4	1766039	QualifyingDistributionsYear4
Noncharitable Assets Year4	36780560	NoncharitableAssetsYear4
Distribution Ratio Year4	0.048016	DistributionRatioYear4
Qualifying Distributions Year5	1150179	QualifyingDistributionsYear5
Noncharitable Assets Year5	35888538	NoncharitableAssetsYear5
Distribution Ratio Year5	0.032049	DistributionRatioYear5
Total Distribution Ratio	0.231488	TotalDistributionRatio
Average Distribution Ratio	0.046298	AverageDistributionRatio
Net Noncharitable Assets	35771340	NetNoncharitableAssets
Adjusted Noncharitable Assets	1656141	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1656141	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1224064	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	0	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7749	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7749	TotalCreditsAndPayments
Overpayment	7749	Overpayment
Amount Credited To Next Year	7749	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	THE FOUNDATION	BooksInCareOfPersonName
Books In Care Of Phone Number	9147937300	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 E GRASSY SPRAIN RD YONKERS NY	AddressLine1
City	YONKERS	City
State	NY	State
ZIP Code	107100000	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM GRIFFIN DECEASED
10 OLD JACKSON AVE	HASTINGS ON HUDSON	NY	10706	CHAIRMAN	7.00	40300	0	0
SALVADOR MOLELLA
37035 EXUMA BAY	BOYNTON BEACH	FL	33436	VICE PRESIDENT	3.00	22500	0	0
BRENDAN BYRNE CO CARELLO BYRNE
6 BECKER FARM RD	ROSELAND	NJ	07068	DIRECTOR	1.00	22500	0	0
MARIE HOLCOMBE
19 HEWITT AVENUE	BRONXVILLE	NY	10708	TREASURER	1.00	22500	0	0
BETTY GODLEY
4440E LADY BANKS LANE	MURRELLS INLET	SC	29576	DIRECTOR	1.00	16500	0	0
PETER SMITH
35 E GRASSY SPRAIN RD	YONKERS	NY	10710	PRESIDENT	25.00	45558	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country
KELLY DRYE AND WARREN
101 PARK AVE	NEW YORK	NY	10178	LEGAL	136852
KOOB & MAGOOLAGHAN
221 DEVOE AVE	YONKERS	NY	10705	LEGAL	87252
HERBERT SMITH
				LEGAL	83025	EXCHANGE HOUSE PRIMROSE ST	LONDON	UK
KEVIN STEVENS ESQ
98 LAFAYETTE ST	SUFFERN	NY	10901	LEGAL	68185
GENOVESEJOBLOVE & BATTISTA PA
100 SOUTHEAST SECOND STREET	MIAMI	FL	33131	LEGAL	58438

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	34260541	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1916414	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	139126	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	36316081	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	36316081	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	544741	CashDeemedCharitable
Net Noncharitable Assets	35771340	NetNoncharitableAssets
Minimum Investment Return	1788567	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1788567	MinimumInvestmentReturn
Total Tax	0	TotalTax
Distributable Amount Before Adj	1788567	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	1000	RecoveriesQlfyDistributions
Distributable Amount Before Ded	1789567	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	1789567	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1224064	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1224064	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1224064	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1789567	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year2	106453	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	106453	TotalExcessDistriCarryover
Qualifying Distributions	1224064	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1224064	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	106453	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	106453	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	459050	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	PETER SMITH	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 E GRASSY SPRAIN RD	AddressLine1
City	YONKERS	City
State	NY	State
ZIP Code	10710	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9147937300	RecipientPhoneNumber
Form And Info And Materials	BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (116 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AMERICAN CANCER SOCIETY
30 SPEEN STREET	FRAMINGHAM	MA	01701	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE	DALLAS	TX	75231	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$500
ANOTHER STEP
175 CLEARBROOK ROAD	ELMSFORD	NY	10523	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,500
ARDSLEY EDUCATION FOUNDATION
500 FARM ROAD	ARDSLEY	NY	10502	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,100
ART EDUCATION FOR THE BLIND
589 BROADWAY	NEW YORK	NY	10012	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
ARTSWESTCHESTER
31 MAMARONECK AVENUE	WHITE PLAINS	NY	10601	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
ASSOCIATION OF SMALL FOUNDATIONS
1720 NSTREETNW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,500
AVON FOUNDATION
1 AVON PLAZA	RYE	NY	10580	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,800
BACK 2 SCHOOL
513 W MT PLEASANT AVE	LIVINGSTON	NJ	07039	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
BOYS & GIRLS CLUB OF WESTCHESTER
351 MAIN STREET	MT KISCO	NY	10549	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
BRANCH BROOK PARK ALLIANCE
115 CLIFTON AVENUE	NEWARK	NJ	07104	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
BRIDGES
120 MORRIS AVENUE PO BOX 1444	SUMMIT	NJ	07902	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
BROADWAY HOUSING COMMUNITIES
583 RIVERSIDE DRIVE	NEW YORK	NY	10031	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
BURKE REHABILITATION CENTER
785 MAMARONECK AVENUE	WHITE PLAINS	NY	10601	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
CALDWELL COLLEGE
120 BLOOMFIELD AVENUE	CALDWELL	NJ	07006	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
CALVARY HOSPITAL
1740 EASTCHESTER ROAD	BRONX	NY	10461	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
CARVER CENTER
400 WESTCHESTER AVENUE	PORT CHESTER	NY	10573	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
CHILD CARE COUNCIL OF WESTCHESTER
313 CENTRAL PARK AVENUE	SCARSDALE	NY	10583	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
CHILDREN'S SPECIALIZED HOSPITAL
200 SOMERSET STREET	NEW BRUNSWICK	NJ	08901	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
CHILDREN'S VILLAGE
THE CHILDRENS VILLAGE	DOBBS FERRY	NY	10522	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
CITIZEN'S CAMPAIGN
450 MAIN STREET	METUCHEN	NJ	08840	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$8,000
CITY CENTER
130 WEST 56TH STREET	NEW YORK	NY	10019	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
COMMON GROUND
505 EIGHTH AVENUE	NEW YORK	NY	10018	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
CRESENT PLACE REFORMED CHURCH
40 CRESCENT PLACE	YONKERS	NY	10704	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,000
DREW UNIVERSITY
36 MADISON AVENUE	MADISON	NJ	07940	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
ENRICO FERMI SCHOLARSHIP FUND
13 ANN MARIE PLACE	YONKERS	NY	10703	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
FERNCLIFF MANOR
1154 SAW MILL RIVER ROAD	YONKERS	NY	10710	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
FOOD BANK OF WESTCHESTER
200 CLEARBROOK ROAD	ELMSFORD	NY	10523	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
FORDHAM UNIVERSITY
113 WEST 60TH STREET	NEW YORK	NY	10023	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
FRAXA FOUNDATION
24 CUNNINGHAM DRIVE	LAGRANGEVILLE	NY	12540	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$100,000
FREEDOM HOUSE FOUNDATION
3 PAVILION ROAD PO BOX 367	GLEN GARDNER	NJ	08826	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
FRIENDS OF KAREN
118 TITICUS RD PO BOX 190	PURDYS	NY	10578	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
FURNITURE SHAREHOUSE
1 WEST AVENUE SUITE 201	LARCHMONT	NY	10538	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
GERALDINE DODGE FOUNDATION
14 MAPLE AVE	MORRISTOWN	NJ	07962	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
GIRL SCOUTS
2 GREAT OAK LANE	PLEASANTVILLE	NY	10570	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$13,900
GIRLS INC
52 NORTH BROADWAY	WHITE PLAINS	NY	10603	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
GRACE ACADEMY
277 MAIN STREET	HARTFORD	CT	06106	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
GRACE CHURCH COMMUNITY
52 BROADWAY	WHITE PLAINS	NY	10603	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
GREEN CHIMNEYS
400 DOANSBURGH RD	BREWSTER	NY	10509	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$50,000
GREENWOOD GARDENS
274 OLD SHORT HILLS ROAD	SHORT HILLS	NJ	07078	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
GREYSTON FOUNDATION
21 PARK AVENUE	YONKERS	NY	10703	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
GROUNDWORK HUDSON VALLEY
22 MAIN STREET	YONKERS	NY	10701	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
HARVARD LAW SCHOOL
125 MOUNT AUBURN STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
HEARING AND COMMUNICATION CENTER
50 BROADWAY	NEW YORK	NY	10004	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$25,000
HEARTSONG
ONE SUMMIT AVENUE	WHITE PLAINS	NY	10606	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
HISTORIC HUDSON VALLEY
150 WHITE PLAINS RD	TARRYTOWN	NY	10591	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
HOLY CROSS SCHOOL
1846 RANDALL AVENUE	BRONX	NY	10473	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
HOSPICE OF WESTCHESTER AND PUTNAM
540 WHITE PLAINS RD	TARRYTOWN	NY	10591	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
IMMACULATE CONCEPTION SCHOOL
53 WINTER HILL RD	TUCKAHOE	NY	10707	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
IRISH REPERTORY THEATER
132 WEST 22ND STREET	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
JACK STEWART WILDLIFE FUND
330 OVERLOOK DRIVE	CARMEL	NY	10512	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
JEWISH CHILD CARE ASSOCIATION
120 WALL STREET	NEW YORK	NY	10005	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
JEWISH COUNSEL OF YONKERS
600 NORTH BROADWAY	YONKERS	NY	10701	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$7,500
JOYCE FOUNDATION
175 EIGHTH AVENUE	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
JUVENILE DIABETES RESEARCH FOUNDATION
560 SYLVAN AVENUE	ENGLEWOOD CLIFTS	NJ	07632	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$20,000
KIDNEY & UROLOGY FOUNDATION
2 WEST 47TH STREET	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,000
KIDS CORPORATION II
6 ATLANTIC STREET	NEWARK	NJ	07102	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,000
LEARNING PROJECT
22 MERCER STREET	NEW YORK	NY	10013	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
LEUKEMIA SOCIETY
1311 MAMARONECK AVENUE	WHITE PLAINS	NY	10605	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
MCCARTER THEATER
91 UNIVERSITY PLACE	PRINCETON	NJ	08540	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
MENTAL HEALTH ASSOCIATION OF WESTCHESTER
2269 SAW MILL RIVER ROAD	ELMSFORD	NY	10523	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
MERCY CARE FOR THE ADIRONDACKS
185 OLD MILITARY ROAD	LAKE PLACID	NY	12946	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
MERCY CENTER
377 EAST 145TH STREET	BRONX	NY	10454	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
MIDNIGHT RUN
97 MAIN STREET	DOBBS FERRY	NY	10522	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$7,500
MILLBROOK ROTARY CLUB
PO BOX 1225	MILLBROOK	NY	12545	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,400
MONTCLAIR STATE UNIVERSITY
1 NORMAL AVENUE	MONTCLAIR	NJ	07043	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
MORVEN MUSEUM
55 STOCKTON STREET	PRINCETON	NJ	08540	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
NATIONAL HYPERTENSION
324 EAST 30TH STREET	NEW YORK	NY	10016	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
NEW JERSEY ARTS INCUBATOR
60 WELLINGTON AVENUE	WEST ORANGE	NJ	07052	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
NEW JERSEY BALLET
15 MIRCOLAB ROAD	LIVINGSTON	NJ	07039	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
NJ CONSERVATION FOUNDATION
170 LONGVIEW RD	FAR HILLS	NJ	07931	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
NJ HALL OF FAME
1037 RAYMOND BLVD	NEWARK	NJ	07102	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
NJ KNIGHTS OF COLUMBUS
172 MAIN STREET	WEST ORANGE	NJ	07052	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
NJ SYMPHONY ORCHESTRA
60 PARK PLACE	NEWARK	NJ	07102	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$12,000
NY FOUNDATION FOR THE ARTS
20 JAY STREET	BROOKLYN	NY	11201	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
OPERA NEW JERSEY
PO BOX 3151	PRINCETON	NJ	08543	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
OUR LADY OF THE VALLEY
510 VALLEY STREET	ORANGE	NJ	07050	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
PARC
TERRAVEST CORPORATE PARK31	BREWSTER	NY	10509	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000	INTERNATIONAL BLVD
PAJAMA PROGRAM
34 EAST 39TH STREET	NEW YORK	NY	10016	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
PAPER MILL PLAYHOUSE
BROOKSIDE DRIVE	MILLBURN	NJ	07041	SEE STATEMENT 8	PUBLIC CHARITY	UNRESTRICTED GRANTS	$12,500
PINELANDS PRESERVATION ALLIANCE
17 PEMBERTON ROAD	SOUTHAMPTON	NY	08088	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
PINGRY SCHOOL
39 MARTINSVILLE ROAD	BASKING RIDGE	NJ	10792	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
PRINCETON ACADEMY OF THE SACRED HEART
101 DRAKES CORNER ROAD	PRINCETON	NJ	08540	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,000
PRINCETON UNIVERSITY
91 PROSPECT AVENUE	PRINCETON	NJ	08540	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
ROOSEVELT HIGH SCHOOL
631 TUCKAHOE ROAD	YONKERS	NY	10710	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$8,000
SETON HALL PREPARATORY SCHOOL
120 NORTHFIELD AVENUE	WEST ORANGE	NJ	07052	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
SHAKESPEARE THEATER OF NEW JERSEY
36 MADISON AVE	MADISON	NJ	07940	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
SHARING COMMUNITY
PO BOX 657	YONKERS	NY	10702	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,500
SHOES THAT FIT
1420 N CLAREMONT BLVD	CLAREMONT	CA	91711	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$3,000
SISTER ROSE THERING FUND
400 SOUTH ORANGE AVENUE	SOUTH ORANGE	NJ	07079	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
SONG CATCHERS
44 LIBERTY AVENUE	NEW ROCHELLE	NY	10801	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
SOPAC
20 VALLEY STREET	SOUTH ORANGE	NJ	07079	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
SPARC
3045 GOMER STREET	YORKTOWN	NY	10598	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
ST BENEDICTS PREP SCHOOL
520 DR MARTIN LUTHER KING JR BLVD	NEWARK	NJ	07102	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
ST JOHN THE BAPTIST
82 WEST MAIN ST	MENDHAM	NJ	07945	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$26,000
ST JOHN'S CHURCH
PO BOX 200147	NEWARK	NJ	07102	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUE	NEW HAVEN	CT	06519	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
ST MICHAELS HOME FOR THE AGED
3 LEHMAN TERRACE	YONKERS	NY	10705	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
ST PETERS COLLEGE
2641 KENNEDY BLVD	JERSEY CITY	NJ	07306	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
ST PETERS SCHOOL
204 HAWTHORNE AVENUE	YONKERS	NY	10705	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
ST PETERS SCHOOL
91 LUDLOW STREET	YONKERS	NY	10705	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
ST SIMON STOCK CHURCH
2191 VALENTINE AVENUE	BRONX	NY	10457	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$2,500
ST VINCENT'S ACADEMY
228 WEST MARKET STREET	NEWARK	NJ	07103	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
THE COMMUNITY THEATER
100 SOUTH STREET	MORRISTOWN	NJ	07960	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
THE CROHN'S & COLITIS FOUNDATION OF AMERICA
45 WILSON AVENUE	MANALPAN	NJ	07726	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
THE SEEING EYE
PO BOX 375	MORRISTOWN	NJ	07963	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
THE URSULINE SCHOOL
1354 NORTH AVENUE	NEW ROCHELLE	NY	10804	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
THORPE FAMILY RESIDENCE
406 EAST 184TH STREET	BRONX	NY	10458	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$15,000
UNIVERSITY OF PENNSYLVANIA
3535 MARKET ST SUITE 750	PHILADELPHIA	PA	19104	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$1,000
VILLAGE OF ARDSLEY
507 ASHFORD AVENUE	ARDSLEY	NY	10502	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
WESTCHESTER CHAMBER ORCHESTRA
PO BOX 207	NEW ROCHELLE	NY	10804	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
WESTCHESTER EXCEPTIONAL CHILDREN
520 RT 22	NORTH SALEM	NY	10560	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$10,000
WESTCHESTER JEWISH COMMUNITY
845 NORTH BROADWAY	WHITE PLAINS	NY	10603	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$5,000
WESTCO PRODUCTIONS
9 ROMAR AVENUE	WHITE PLAINS	NY	10605	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$3,500
YONKERS PARTNERSHIP IN EDUCATION
86 MAIN STREET	YONKERS	NY	10701	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$100,000
YONKERS PHILHARMONIC ORCHESTRA
PO BOX 705	YONKERS	NY	10704	NONE	PUBLIC CHARITY	UNRESTRICTED GRANTS	$4,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1085700	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$10,046	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$763,259	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$101,812	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$923,187	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	-$48,070	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-48070	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$30,700	Amount
Net Investment Income	30700	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
COMPUTER EQUIPMENT	2005-01-26	3204	3204	SL	5.000000000000	0
COMPUTER	2005-10-12	1098	1098	SL	5.000000000000	0
XEROX COPIER	2007-07-03	3936	3476	SL	5.000000000000	460
COMPUTER EQUIPMENT	2010-07-15	2755	827	SL	5.000000000000	551

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Return Reference	PART I-LINE 25 GRANTS	ReturnReference
Explanation	RECIPIENT RELATIONSHIP:PAPER MILL PLAYHOUSE- A SPOUSE OF A BOARD MEMBER IS ALSO ON BOARD OF RECIPIENT ORGANIZATION. BOARD MEMBER ABSTAINED FROM VOTING ON GRANT.	Explanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	MARKETABLE SECURITIES	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	34554492	BookValue
EOYFMV	34554492	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
COMPUTER EQUIPMENT	3204	3204	0
COMPUTER	1098	1098	0
XEROX COPIER	3936	3936	0
COMPUTER EQUIPMENT	2755	1378	1377

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$454,409	Amount
Net Investment Income	454409	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
INTEREST RECEIVABLE	103278	88723	88723
SECURITY DEPOSITS	6069	6316	6316

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	DISCOUNT ON GRANTS PAYABLE	Description
Amount	$3,507	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE SUPP. & EXPENSES	5230	2615	2615
TELEPHONE	4334	2167	2167
INSURANCE	39043	19521	19522
INVESTMENT CHARGES	243067	243067	0
FILING FEES	4478	4478	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
SECURITIES SETTLEMENT PROCEEDS	3905	3905	3905
OTHER INCOME	97907	97907	97907

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (3 entries)

DescriptionDescription	AmountAmount
NET LOSS ON INVESTMENTS PER BOOK BASIS	$684,027
NET GAIN ON INVESTMENTS PER TAX BASIS	$994,455
ACCRUAL BASIS GRANTS PAYABLE	$1,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PAYROLL TAXES PAYABLE	Description
BOY Book Value	2586	BOYBookValue
EOY Book Value	4932	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	PAYROLL	Category
Amount	$7,116	Amount
Net Investment Income	4270	NetInvestmentIncome
Disbursements Charitable Prps	2846	DisbursementsCharitablePrps

THOMAS AND AGNES CARVEL FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (116 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (3 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments