CONWAY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CONWAY FOUNDATION INC (EIN 13-3392387)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-17
- IRS object ID
- 202620769349100712
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-17T11:33:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133392387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONWAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONW | BusinessNameControlTxt |
| Phone | 9149539512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1489 | AddressLine1Txt |
| City | QUOGUE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11959 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON C WORTHINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9149539512 | PhoneNum |
| Signature | 2026-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE LAZZARA | PreparerPersonNm |
| PTIN | P00106188 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2026-02-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,697,950 | 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 | $90 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,733 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,933 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,467 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $32 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $32 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,069 | CashBOYAmt |
| Cash EOY | $48,951 | CashEOYAmt |
| Cash EOYFMV | $48,951 | CashEOYFMVAmt |
| Other Investments BOY | $1,109,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,135,433 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,648,999 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,154,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,184,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,697,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,154,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,184,384 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,154,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,154,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,184,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,154,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,184,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $238,062 | $258,786 | -$20,724 | -$20,724 |
| PUBLICLY TRADED SECURITIES | P | $395,448 | $215,991 | $179,457 | $179,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $223 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $61 | EsPenaltyAmt |
| Tax Due | $1,799 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALLISON C WORTHINGTON PRESIDENT | IndividualWithBooksNm |
| Phone | 9149539512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1489 | AddressLine1Txt |
| City | QUOGUE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALLISON C WORTHINGTON | ||||||||
| PO BOX 1489 | QUOGUE | NY | 11959 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM W GAY | ||||||||
| 37 STRUGIS ROAD | BRONXVILLE | NY | 10708 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDMUND B CAREY | ||||||||
| 70 PINE STREET APT 1401 | NEW YORK | NY | 10005 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,494,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,535,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,535,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,497,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,961 | TotalTaxAmt |
| Distributable Before Adj | $122,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,918 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,717 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,717 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,767 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,717 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,950 | 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 | $119,968 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETHESDA BY THE SEA | ||||||
| 141 S COUNTY RD | PALM BEACH | FL | 33480 | PC | SUPPORT OPERATIONS | $500 |
| BILLION OYSTERS PROJECT | ||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | SUPPORT OPERATIONS | $1,000 |
| BLACK RIVER GOOD NEIGHBOR SERVICES INC | ||||||
| 37B MAIN STREET | LUDLOW | VT | 05149 | PC | SUPPORT OPERATIONS | $15,000 |
| BOWDOIN COLLEGE | ||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | PC | SUPPORT OPERATIONS | $2,500 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | PC | SUPPORT OPERATIONS | $7,500 |
| CROQUET FOUNDATION OF AMERICA | ||||||
| 700 FLORIDA MANGO RD | WEST PALM BEACH | FL | 33406 | PC | SUPPORT OPERATIONS | $10,000 |
| EAST END HOSPICE | ||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | PC | SUPPORT OPERATIONS | $1,000 |
| FLORIDA OUTREACH CENTER FOR THE BLIND | ||||||
| 2315 S CONGRESS AVE | PALM BEACH | FL | 33406 | PC | SUPPORT OPERATIONS | $1,000 |
| GREATER MEREDITH PROGRAM | ||||||
| PO BOX 1417 | MEREDITH | NH | 03253 | PC | SUPPORT OPERATIONS | $3,000 |
| GREENVILLE COMMUNITY CHURCH | ||||||
| 270 ARDSLEY RD | SCARSDALE | NY | 10583 | PC | SUPPORT OPERATIONS | $20,000 |
| HEART OF THE HAMPTONS | ||||||
| 44 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | PC | SUPPORT OPERATIONS | $500 |
| HUNTS POINT ALLIANCE FOR CHILDREN | ||||||
| 1231 LAFAYETTE AVENUE | BRONX | NY | 10474 | PC | SUPPORT OPERATIONS | $1,000 |
| JOBS PARTNERSHIP | ||||||
| 2250 LEE ROAD STE 201 | WINTER PARK | FL | 32789 | PC | SUPPORT OPERATIONS | $2,000 |
| LINCOLN CENTER THEATER | ||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | PC | SUPPORT OPERATIONS | $2,500 |
| LOST TREE FOUNDATION | ||||||
| 8 CHURCH LANE | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT OPERATIONS | $7,500 |
| MONTAUK COMMUNITY CHURCH | ||||||
| 850 OLD MONTAUK HWY | MONTAUK | NY | 11954 | PC | SUPPORT OPERATIONS | $1,000 |
| NEW YORK CITY CENTER | ||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | PC | SUPPORT OPERATIONS | $1,000 |
| PACE UNIVERSITY | ||||||
| ONE PACE PLAZA | NEW YORK | NY | 10038 | PC | SUPPORT OPERATIONS | $10,000 |
| PALM BEACH COUNTY FOOD BANK | ||||||
| 701 BOUTWELL RD SUITES A-1 A-2 | LAKE WORTH BEACH | FL | 33461 | PC | SUPPORT OPERATIONS | $500 |
| QUOGUE LIBRARY | ||||||
| 90 QUOGUE STREET | QUOGUE | NY | 11959 | PC | SUPPORT OPERATIONS | $1,000 |
| QUOGUE WILDLIFE REFUGE | ||||||
| 3 OLD COUNTRY ROAD | QUOGUE | NY | 11959 | PC | SUPPORT OPERATIONS | $5,000 |
| SENIORS FIRST | ||||||
| 5395 LB MCLEOD ROAD | ORLANDO | FL | 32811 | PC | SUPPORT OPERATIONS | $5,000 |
| THE 122 EAST 66TH STREET FOUNDATION | ||||||
| 122 EAST 66TH STREET FOUNDATION | NEW YORK | NY | 10065 | PC | SUPPORT OPERATIONS | $5,000 |
| THE 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | PC | SUPPORT OPERATIONS | $1,000 |
| THE CITY GARDENS CLUB | ||||||
| 755 PARK AVENUE | NEW YORK | NY | 10021 | PC | SUPPORT OPERATIONS | $2,500 |
| UNIVERSITY OF SOUTH CAROLINA AIKEN | ||||||
| 471 UNIVERSITY PKWY | AIKEN | SC | 29801 | PC | SUPPORT OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,902 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ ADVISORS LLC | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,933 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,467 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 58/41 SH ACCENTURE PLC | AT COST | $6,598 | $11,000 |
| 29/7 SH ADOBE SYSTEMS INC | AT COST | $1,761 | $2,450 |
| 884/678 SH ALPHABET INC | AT COST | $38,760 | $212,214 |
| 1006/982 SH AMAZON COM | AT COST | $86,697 | $226,665 |
| 0/40 SH AMPHENOL CORP | AT COST | $5,503 | $5,406 |
| 711/739 SH APPLE INC | AT COST | $86,478 | $200,905 |
| 61/25 SH APPLIED MATERIALS INC | AT COST | $2,567 | $6,425 |
| 0/298 ARISTA NETWORKS INC | AT COST | $24,771 | $39,047 |
| 517/517 SH BOSTON SCIENTIFIC CORP | AT COST | $21,266 | $49,296 |
| 554/487 BROADCOM INC | AT COST | $61,231 | $168,551 |
| 55/38 SH COSTCO WHOLESALE CORP | AT COST | $9,347 | $32,769 |
| 106/83 SH DANAHER CORP | AT COST | $7,443 | $19,000 |
| 65/65 INTUIT | AT COST | $29,552 | $43,057 |
| 103/103 SH INTUITIVE SURGICAL INC | AT COST | $21,015 | $58,335 |
| 99/125 SH LILLY ELI & CO | AT COST | $53,521 | $134,335 |
| 36/36 SH LOWES COMPANIES INC | AT COST | $3,631 | $8,682 |
| 0/43 SH MASTERCARD INC | AT COST | $23,266 | $24,548 |
| 261/197 META PLATFORMS INC | AT COST | $57,671 | $130,038 |
| 703/703 SH MICROSOFT CORP | AT COST | $93,458 | $339,985 |
| 35/35 SH MONDELEZ INTL INC | AT COST | $1,407 | $1,884 |
| 0/70 SH NETFLIX INC | AT COST | $8,464 | $6,563 |
| 1562/1949 NVDIA CORP | AT COST | $231,710 | $363,489 |
| 57/795 SH O REILLY AUTOMATIVE INC | AT COST | $15,134 | $72,512 |
| 135/315 ORACLE CORP | AT COST | $48,354 | $61,397 |
| 158/197 SH PALO ALTO NETWORKS INC | AT COST | $20,305 | $36,287 |
| 87/87 SH PARKER HANNIFIN CORP | AT COST | $16,148 | $76,470 |
| 21/78 SH S&P GLOBAL INC | AT COST | $34,620 | $40,762 |
| 109/93 SH SHERWIN WILLIAMS CO | AT COST | $16,703 | $30,135 |
| 0/117 SH TAIWAN SEMICONDUCTOR MFG CO LTD | AT COST | $30,982 | $35,555 |
| 620/620 SH TJX COS INC | AT COST | $28,905 | $95,238 |
| 5/5 TRANSDIGM GROUP INC | AT COST | $6,380 | $6,649 |
| 52/52 VERALTO CORP | AT COST | $1,934 | $5,189 |
| 297/297 SH VISA INC | AT COST | $39,851 | $104,161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL SERVICES | CategoryTxt |
| Amt | $27,883 | Amt |
| Net Investment Income | $27,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $24 | $0 | $0 |
| NYS TAX | $250 | $0 | $250 |
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