SCHOENHUT FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCHOENHUT FAMILY FOUNDATION INC (EIN 27-3971234)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-03
- IRS object ID
- 202612159349100416
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-03T15:05:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 LEXINGTON AVE - FLOOR 11 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 273971234 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOENHUT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 7189862981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 FERRY ROAD | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 119631331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED W SCHOENHUT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7189862981 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LEVY | PreparerPersonNm |
| PTIN | P01320401 | PTIN |
| Phone | 2125725500 | PhoneNum |
| Preparation | 2026-08-03 | 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 | $2,371,548 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $337 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $337 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $337 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $70,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,196 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $70,196 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,747,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,471 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,533 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $422 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $422 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $16,139 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,561 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,561 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,938 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,972 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,047 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,465,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,832,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,322,501 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,527,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,881,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,371,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,527,350 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,881,317 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,527,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,881,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,527,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,881,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,527,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,881,920 | SubtotalAmt |
| Other Decreases | $603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,881,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES MSCI CANADA ETF | 2018-12-19 | 2025-03-03 | $30,816 | $18,397 | $12,419 | $12,419 | |
| ISHARES CORE S&P 500 ETF | 2013-07-25 | 2025-03-03 | $44,134 | $12,554 | $31,580 | $31,580 | |
| ISHARES RUSSELL MIDCAP ETF | 2011-02-18 | 2025-03-03 | $47,016 | $14,316 | $32,700 | $32,700 | |
| FIDELITY 500 INDEX FUND | 2025-09-15 | 2025-10-15 | $20,829 | $20,697 | $132 | $132 | |
| FIDELITY 500 INDEX FUND | 2025-09-15 | 2025-10-28 | $28,209 | $27,134 | $1,075 | $1,075 | |
| ISHARES 7-10 YEAR TREASURY B | 2025-03-03 | 2025-09-15 | $105,877 | $103,643 | $2,234 | $2,234 | |
| ISHARES 3-7 YEAR TREASURY BO | 2024-12-10 | 2025-09-15 | $243,049 | $236,758 | $6,291 | $6,291 | |
| JPMORGAN BETABUILDERS JAPAN ETF | 2025-09-15 | 2025-10-28 | $1,108 | $1,075 | $33 | $33 | |
| SIX CIRCLES US UNCONSTR EQ | 2025-10-15 | 2025-10-28 | $7,264 | $7,032 | $232 | $232 | |
| SIX CIRCLES INTL UNCON EQ | 2025-09-15 | 2025-10-28 | $2,438 | $2,384 | $54 | $54 | |
| SIX CIRCLES CREDIT OPPORT | 2025-09-15 | 2025-10-15 | $45,341 | $45,641 | -$300 | -$300 | |
| VANGUARD MORTGAGE-BACKED SEC | 2025-09-15 | 2025-10-15 | $46,199 | $46,330 | -$131 | -$131 | |
| VANGUARD LONG-TERM TREASURY ETF | 2025-03-03 | 2025-09-15 | $43,338 | $43,974 | -$636 | -$636 | |
| ISHARES RUSSELL MID-CAP ETF | 2021-10-27 | 2025-09-15 | $356,472 | $256,513 | $99,959 | $99,959 | |
| ISHARES RUSSELL 2000 ETF | 2021-01-28 | 2025-09-15 | $54,092 | $45,821 | $8,271 | $8,271 | |
| ISHARES SHORT DURATION BOND | 2021-12-28 | 2025-09-15 | $240,645 | $234,395 | $6,250 | $6,250 | |
| ISHARES MSCI UNITED KINGDOM | 2021-01-28 | 2025-09-15 | $85,390 | $56,500 | $28,890 | $28,890 | |
| WISDOMTREE EMERGING MARKETS HIGH | 2021-01-28 | 2025-09-15 | $107,547 | $89,964 | $17,583 | $17,583 | |
| ISHARES RUSSELL MID-CAP ETF | 2011-02-18 | 2025-09-15 | $137,759 | $39,035 | $98,724 | $98,724 | |
| ISHARES RUSSELL 2000 ETF | 2021-01-28 | 2025-09-15 | $54,092 | $18,705 | $35,387 | $35,387 | |
| ISHARES MSCI CANADA ETF | 2021-01-28 | 2025-03-03 | $25,638 | $19,164 | $6,474 | $6,474 | |
| CAPITAL GAINS DIVIDENDS | $20,717 | $20,717 | $20,717 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,938 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,984 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $1,518 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7189862981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 FERRY ROAD | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 119631331 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FRED W SCHOENHUT | ||||||||
| 311 SYLVANIA AVENUE | AVON BY THE SEA | NJ | 07717 | PRES & TREAS | 5.00 | $0 | $0 | $0 |
| LAURIE E SCHOENHUT | ||||||||
| 311 SYLVANIA AVENUE | AVON BY THE SEA | NJ | 07717 | V PRES & SEC | 2.00 | $0 | $0 | $0 |
| SARAH H SCHOENHUT | ||||||||
| 124 WILLOWBROOK AVE | STAMFORD | CT | 06902 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FRED W SCHOENHUT V | ||||||||
| 119 SPRING RIDGE DRIVE | BERKELEY HEIGHTS | NJ | 07922 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZACHARY J SCHOENHUT | ||||||||
| 311 SYLVANIA AVENUE | AVON BY THE SEA | NJ | 07717 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER J SCHOENHUT | ||||||||
| 7 HARRISON CT | SUMMIT | NJ | 07901 | DIRECTOR | 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 | $2,211,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,271,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,271,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,237,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,490 | TotalTaxAmt |
| Distributable Before Adj | $105,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,975 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,975 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,965 | 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 | $78,410 | 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) |
|---|---|---|
| Contributing Manager | FRED W SCHOENHUT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION LONG ISLAND CHAPTER | |||||||||
| 3821 VETERANS MEMORIAL HIGHWAY | RONKONKOMA | MA | 11779 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| AMERICAN CANCER SOCIETY INC | |||||||||
| 3380 CHASTIN MEADOWS PKY NW NO 2 | KENNESAW | GA | 30144 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| ANIMAL HAVEN INC | |||||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| ANNUAL CATHOLIC APPEAL | |||||||||
| PO BOX 70170 | TRENTON | NJ | 07101 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $3,500 | ||
| APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTERPRISES INC | |||||||||
| 141 THOMPKINS AVENUE 3RD FLOOR | PLEASANTVILLE | NY | 10570 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| AVON BY THE SEA BEACH FOUNDATION INC | |||||||||
| 323 SYLVANIA AVE | AVON BY THE SEA | NJ | 07717 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| AVON BY THE SEA EDUCATION FOUNDATION | |||||||||
| 505 LINCOLN AVENUE | AVON BY THE SEA | NJ | 07717 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| AVON-BY-THE-SEA FIRE DEPARTMENT | |||||||||
| PO BOX 202 | AVON BY THE SEA | NJ | 07717 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| AVON-BY-THE-SEA FIRST AID & SAFETY SQUAD | |||||||||
| PO BOX 3 | AVON BY THE SEA | NJ | 07717 | NONE | PC | TO HELP FUND THE FIRST AID OPERATIONS | $500 | ||
| AVON-BY-THE-SEA HISTORICAL SOCIETY | |||||||||
| 227 WOODWARD AVENUE | AVON BY THE SEA | NJ | 07717 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| BERKELEY HEIGHTS PBA LOCAL 144 CIVIC ASSOCIATION INC | |||||||||
| 29 PARK AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| BERKELEY HEIGHTS PUBLIC LIBRARY FOUNDATION | |||||||||
| 29 PARK AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| BERKELEY HEIGHTS RESCUE SQUAD INC | |||||||||
| 378 SNYDER AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | TO HELP FUND THE FIRST AID OPERATIONS | $500 | ||
| BERKELEY HEIGHTS VOLUNTEER FIRE COMPANY | |||||||||
| 651 PLAINFIELD AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| BRADLEY BEACH PBA LOCAL #50 | |||||||||
| PO BOX 50 | BRADLEY BEACH | NJ | 07720 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| BRADLEY FOOD PANTRY INC | |||||||||
| 101 THIRD AVENUE | NEPTUNE CITY | NJ | 07753 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| BROOKSYS MISSION LTD | |||||||||
| 48 ARACA RD | BABYLON | NY | 11702 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| CATHOLIC CHARITIES OF THE DIOCESE OF ROCKVILLE CENTRE | |||||||||
| 90 CHERRY LANE | HICKSVILLE | NY | 11801 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,500 | ||
| CATHOLIC CHARITIES USA | |||||||||
| 2050 BALLENGER AVENUE | ALEXANDRIA | VA | 22314 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| CATHOLIC CHURCH EXTENSION SOCIETY OF USA | |||||||||
| 150 S WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60606 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| CENTRAL NEW JERSEY COLUMBIAN CHARITIES A NJ NONPROFIT CORP | |||||||||
| 57 LAWRENCIA DR | LAWRENCEVILLE | NJ | 08648 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| CHAMINADE DEVELOPMENT FUND INC | |||||||||
| 270 DUCK POND ROAD | LOCUST VALLEY | NY | 11560 | NONE | PC | DONATION TO SCHOOL TORCH FUND | $2,500 | ||
| CHILDRENS MUSEUM OF THE EAST END | |||||||||
| PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| CLARKSON UNIVERSITY | |||||||||
| GIFT PLANNING OFFICER BOX 5522 | POTSDAM | NY | 13699 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $5,000 | ||
| COVENANT HOUSE | |||||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| DAI FRIENDS & ALUMNI ASSOCIATION | |||||||||
| NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $5,000 | 6800 AA ARNHEM | NL | ||||
| DANA-FARBER CANCER INSTITUTE | |||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $200 | ||
| DEBRA OF AMERICA | |||||||||
| 75 BROAD STREET SUITE 300 | NEW YORK | NY | 10004 | NONE | PC | PROGRAM SERVICES TO INDIVIDUALS AFFECTED BY DISEASES | $5,000 | ||
| DIOCESE OF NEW JERSEY | |||||||||
| 808 W STATE STREET | TRENTON | NJ | 08618 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $200 | ||
| EMERGENCY CHILDREN'S HELP ORGANIZATION | |||||||||
| 3041 VETERANS ROAD WEST SUITE 2 | STATEN ISLAND | NY | 10309 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| FOUNDATION FOR FEDERAL ENFORCEMENT & HOMELAND SECURITY CORP | |||||||||
| 150 E 58TH ST 27TH FLOOR | NEW YORK | NY | 10155 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $140 | ||
| FRANZISKA RACKER CENTERS INC | |||||||||
| 3226 WILKINS RD | ITHACA | NY | 14850 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $200 | ||
| FRIENDLY SONS OF THE SHILLELAGH | |||||||||
| 815 16TH AVE | BELMAR | NJ | 07719 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| FRIENDS OF THE PELHAM CIVIC ASSOCIATION INC | |||||||||
| PO BOX 8184 | PELHAM | NY | 10803 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| FULFILL - FOODBANK OF MONMOUTH AND OCEAN COUNTIES | |||||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| GARDEN OF DREAMS FOUNDATION | |||||||||
| 2 PENNSYLVANIA PLAZA | NEW YORK | NY | 10121 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| GARDENS OF AVON BY THE SEA | |||||||||
| PO BOX 365 | AVON BY THE SEA | NJ | 07717 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| GAY MEN'S HEALTH CRISIS INC | |||||||||
| 446 WEST 33 STREET | NEW YORK | NY | 10001 | NONE | PC | DONATE TO THE ORGANIZATION'S FIGHT AGAINST HIV/AIDS | $500 | ||
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| HACKENSACK MERIDIAN HEALTH FOUNDATION INC | |||||||||
| 343 THORNALL STREET | EDISON | NJ | 08837 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| HERMANSKY-PUDLAK SYNDROME NETWORK | |||||||||
| ONE SOUTH ROAD | OYSTER BAY | NY | 11771 | NONE | PC | SUPPORT TO INDIVIDUALS AFFECTED BY DISEASE | $2,500 | ||
| HILLSDALE COLLEGE | |||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| HOSPICE OF ST LAWRENCE VALLEY INC | |||||||||
| 6805 US HIGHWAY 11 | POTSDAM | NY | 13676 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| JILLIAN E DALY FOUNDATION | |||||||||
| 111 HAMILTON ROAD | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | RESEARCH OF AUTOIMMUNE AND BLOOD DISORDER DISEASES | $1,000 | ||
| JOAN DANCY AND PALS FOUNDATION | |||||||||
| 1 RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| KNIGHTS OF COLUMBUS CHARITIES INC | |||||||||
| PO BOX 613 | DEMING | NM | 88031 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,500 | ||
| LEAD THE WAY FUND INC | |||||||||
| PO BOX 281 | HINGHAM | MA | 02043 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| MADONNA HOUSE INC | |||||||||
| 1401 SEVENTH AVENUE | NEPTUNE | NJ | 07753 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| MARY'S PLACE BY THE SEA INC | |||||||||
| PO BOX 86 | OCEAN GROVE | NJ | 07756 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| MERCY CENTER CORPORATION | |||||||||
| 1106 MAIN ST | ASBURY PARK | NJ | 07712 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION | |||||||||
| 6323 SEVENTH AVENUE 3RD FLOOR | BROOKLYN | NY | 11220 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| MINISTER ELDERS AND DEACONS OF THE REFORMED PROTESTANT CHURCH OF THE CITY O | |||||||||
| 500 5TH AVENUE | NEW YORK | NY | 10110 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| MOVEMBER FOUNDATION | |||||||||
| 8559 HIGUERA STREET | CULVER CITY | CA | 90232 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $600 | ||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| NEW YORK CITY POLICE FOUNDATION INC | |||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| OAK KNOLL SCHOOL OF THE HOLY CHILD | |||||||||
| 44 BLACKBURN RD | SUMMIT | NJ | 07901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| ONE TO WORLD INC | |||||||||
| 307 SEVENTH AVENUE SUITE 2003 | NEW YORK | NY | 10001 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| PARISH OF ST TERESA OF CALCUTTA | |||||||||
| 501 BRINLEY AVENUE | BRADLEY BEACH | NJ | 07720 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $10,000 | ||
| PARKINSON'S FOUNDATION | |||||||||
| 200 SE 1ST ST NO 800 | MIAMI | FL | 33131 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| PATROLMANS BENEVOLENT ASSOCIATION OF SOUTHAMPTON TOWN INC | |||||||||
| PO BOX 591 | SPEONK | NY | 11972 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| PLAY LIKE A CHAMPION TODAY EDUCATIONAL SERIES INC | |||||||||
| PO BOX 72 | NOTRE DAME | IN | 46556 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| PROSTATE CANCER FOUNDATION | |||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| PULTE FAMILY CHARITABLE FOUNDATION INC | |||||||||
| 220 S DIXIE HWY | BOCA RATON | FL | 33432 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $2,500 | ||
| RENSSELAER FALLS CEMETERY ASSOCIATION | |||||||||
| PO BOX 75 | RENSSELAER FALLS | NY | 13680 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $2,000 | ||
| RENSSELAER FALLS VOL FIRE & RESCUE INC | |||||||||
| 424 RENSSELAER ST | RENSSELAER FALLS | NY | 13680 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| ROAD FORWARD SCHOLARSHIP FUND | |||||||||
| PO BOX 434 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| ROMAN CATHOLIC CHURCH OF SAINT PETER AND OUR LADY OF THE ROSARY | |||||||||
| 1101 MICHIGAN AVE | LA PORTE | IN | 46350 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| ROMAN CATHOLIC DIOCESE OF ROCKVILLE CENTRE | |||||||||
| PO BOX 9023 | ROCKVILLE CENTRE | NY | 11571 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SAG HARBOR COMMUNITY FOOD PANTRY INC | |||||||||
| PO BOX 3191 | SAG HARBOR | NY | 11963 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SAG HARBOR FIRE DEPARTMENT | |||||||||
| PO BOX 209 | SAG HARBOR | NY | 11963 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SAG HARBOR VFW | |||||||||
| PO BOX 748 | SAG HARBOR | NY | 11963 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| SAG HARBOR VILLAGE POLICE BENEVOLENT ASSOCIATION | |||||||||
| PO BOX 1293 | SAG HARBOR | NY | 11963 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SAG HARBOR VOLUNTEER AMBULANCE CORPS | |||||||||
| PO BOX 2725 | SAG HARBOR | NY | 11963 | NONE | PC | TO HELP FUND VOLUNTEER AMBULANCE OPERATIONS | $500 | ||
| SAMARITANS PURSE | |||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| SSADH ASSOCIATION INC | |||||||||
| PO BOX 180622 | DELAFIELD | WI | 53018 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| ST FRANCIS HOSPITAL FOUNDATION INC (TO 2026) | |||||||||
| 100 PORT WASHINGTON BOULEVARD | ROSLYN | NY | 11576 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| ST PATRICK SCHOOL | |||||||||
| 45 CHATHAM ST | CHATHAM | NJ | 07928 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| ST ANDREW CHURCH | |||||||||
| 122 DIVISION STREET | SAG HARBOR | NY | 11963 | NONE | PC | RELIGIOUS EDUCATION | $5,000 | ||
| ST ANTHONY'S GUILD | |||||||||
| 144 WEST 32ND STREET | NEW YORK | NY | 10001 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| ST ROSE CHURCH | |||||||||
| 603 SEVENTH AVENUE | BELMAR | NJ | 62230 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| ST TERESA OF AVILA CHURCH | |||||||||
| 306 MORRIS AVENUE | SUMMIT | NJ | 07901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $2,800 | ||
| ST TERESA OF AVILA CHURCH | |||||||||
| 307 MORRIS AVENUE | SUMMIT | NJ | 07902 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $2,000 | ||
| STAMFORD FIREFIGHTERS BURN FOUNDATIONS INC | |||||||||
| 629 MAIN ST | STAMFORD | CT | 06901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| STAMFORD POLICE ASSOCIATION INC | |||||||||
| 725 BEDFORD STREET | STAMFORD | CT | 06901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| STONY BROOK FOUNDATION | |||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $100 | ||
| SUMMIT DOWNTOWN INC | |||||||||
| 18 BANK ST 1E | SUMMIT | NJ | 07901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SUMMIT FMBA LOCAL #54 | |||||||||
| 396 BROAD ST | SUMMIT | NJ | 07901 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SUMMIT FREE PUBLIC LIBRARY FOUNDATION INC | |||||||||
| 75 MAPLE ST | SUMMIT | NJ | 07902 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| SUMMIT PBA LOCAL #55 | |||||||||
| PO BOX 552 | SUMMIT | NJ | 07902 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| THE BARUCH COLLEGE FUND | |||||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 10010 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| THE CENTER IN ASBURY PARK INC | |||||||||
| 806 THIRD AVENUE | ASBURY PARK | NJ | 07712 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| THE CHURCH OF THE LITTLE FLOWER | |||||||||
| 290 PLAINFIELD AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,000 | ||
| THE ELLEN P HERMANSON FOUNDATION | |||||||||
| 95 ELY BROOK TO HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $500 | ||
| THE HAYGROUND SCHOOL INC | |||||||||
| 151M MITCHELLS LANE PO BOX 1827 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $5,000 | ||
| THE TREVOR PROJECT INC | |||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | DONATION TO HELP PREVENT YOUTH SUICIDE | $500 | ||
| TRUSTEES OF TUFTS COLLEGE | |||||||||
| 161 COLLEGE AVENUE | MEDFORD | MA | 02155 | NONE | PC | FOR THE BENEFIT OF MEN'S LACROSSE PROGRAM | $1,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 124 CORBY HALL | NOTRE DAME | IN | 46556 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $250 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 124 CORBY HALL | NOTRE DAME | IN | 46557 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $1,500 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 124 CORBY HALL | NOTRE DAME | IN | 46558 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $2,500 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 125 CORBY HALL | NOTRE DAME | IN | 46558 | NONE | PC | ASSIST THE ORGANIZATION IN ITS CHARITABLE PURPOSES | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,940 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $337 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $70,196 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $407,938 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $478,471 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,471 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHRS TRST CORE S&P 500 | AT COST | $423,284 | $923,299 |
| SIX CIRCLES US UNCONSTRAINED EQUITY | AT COST | $367,638 | $353,756 |
| SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY | AT COST | $206,191 | $212,634 |
| SIX CIRCLES GLOBAL BOND | AT COST | $189,674 | $186,407 |
| SIX CIRCLES CREDIT OPPORTUNITY | AT COST | $46,809 | $46,501 |
| FIDELITY INTERNATIONAL INDEX | AT COST | $69,275 | $70,269 |
| FIDELITY 500 INDEX FUND | AT COST | $55,012 | $56,628 |
| JPMORGAN BETABUILDERS JAPAN ETF | AT COST | $68,694 | $67,360 |
| JPMORGAN BETABUILDERS CANADA ETF | AT COST | $46,586 | $49,848 |
| JPMORGAN BETABUILDERS DEVELOPED ETF | AT COST | $34,839 | $33,780 |
| VANGUARD TOTAL BOND MARKET ETF | AT COST | $23,012 | $22,814 |
| VANGUARD INT-TERM CORPORATE ETF | AT COST | $46,246 | $45,811 |
| VANGUARD TOTAL INTL BOND ETF | AT COST | $138,997 | $135,779 |
| VANGUARD MORTGAGE-BACKED SEC ETF | AT COST | $23,165 | $23,069 |
| JPMORGAN BETABUILDERS EUROPE ETF | AT COST | $46,698 | $48,818 |
| ISHARES US TREASURY BOND ETF | AT COST | $46,150 | $45,728 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL EXCISE TAXES | $576 |
| PENALTIES | $27 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $11,111 | $11,111 | $11,111 | $0 |
| MISC EXPENSES | $415 | $0 | $415 | $0 |
| ACCOUNTING FEES | $4,613 | $0 | $4,613 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $422 | Amt |
| Net Investment Income | $422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $422 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments