ROBERT DAVID LION GARDINER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT DAVID LION GARDINER FOUNDATION INC (EIN 13-3354308)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202612379349100601
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T09:01:49-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112459188 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLEN & DANOWSKI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ROUTE 112 | AddressLine1Txt |
| City | PORT JEFFERSON STA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117763060 | 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 | 133354308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT DAVID LION GARDINER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6315943990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W MAIN ST SUITE 309 | AddressLine1Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN M CURRAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6315943990 | PhoneNum |
| Signature | 2026-08-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM SCHARF CPA | PreparerPersonNm |
| PTIN | P00770945 | PTIN |
| Phone | 6314733400 | PhoneNum |
| Preparation | 2026-08-19 | 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 | $122,665,581 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $992,043 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $992,043 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,590,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,590,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,730,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,233,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,730,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,795 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,341,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,333,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $462,058 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,905 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $59,786 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,786 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,891 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,891 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,690 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $988,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $767,545 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $221,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $166,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,636 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,842 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $73,619 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $73,619 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $64,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $64,110 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,084,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $780,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $519,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,955,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,262,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,039,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $780,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,782,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,301,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,553,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17 | CashBOYAmt |
| Cash EOY | $17 | CashEOYAmt |
| Cash EOYFMV | $17 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,425,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,723,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,723,337 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,750 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,552,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,582,253 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,582,253 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $89,769,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,019,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,019,940 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,306,424 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,312,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,312,573 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,786 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $19,121 | LandBOYAmt |
| Land EOY | $13,279 | LandEOYAmt |
| Land EOYFMV | $13,279 | LandEOYFMVAmt |
| Other Assets BOY | $12,468 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,432 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,432 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,085,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,665,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,665,581 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,188 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,156 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,896,811 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,589,573 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $82,383 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $54,849 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,011,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,681,578 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,074,042 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,984,003 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,074,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,984,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,085,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,665,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,074,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,301,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,608,097 | OtherIncreasesAmt |
| Subtotal | $116,984,003 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $116,984,003 | 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 | $15,843,318 | $16,174,003 | -$330,685 | -$330,685 |
| PUBLICLY TRADED SECURITIES | P | $24,389,930 | $14,328,852 | $10,061,078 | $10,061,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,730,719 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160,597 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $160,597 | SubtotalAmt |
| Tax Based On Investment Income | $160,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115,370 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $215,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $501 | EsPenaltyAmt |
| Overpayment | $54,272 | OverpaymentAmt |
| Applied To ES Tax | $54,272 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RDLGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHRYN M CURRAN | IndividualWithBooksNm |
| Phone | 6315943990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W MAIN STREET | AddressLine1Txt |
| Address Line2 | STE 309 | AddressLine2Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT WATKINS | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | VICE PRES./D | 1.00 | $42,500 | $0 | $0 |
| KATHRYN M CURRAN | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | EXECUTIVE DI | 40.00 | $218,596 | $0 | $0 |
| LYNNE C NOWICK | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TREASURER/SE | 1.00 | $93,462 | $0 | $0 |
| JENNIFER ATTONITO | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TRUSTEE/CHAI | 3.00 | $65,000 | $0 | $0 |
| JUSTICE PETER FOX COHALAN | |||||||||
| 30 W MAIN STREET | STE 309 | RIVERHEAD | NY | 11901 | TRUSTEE/DIRE | 1.00 | $42,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY TIRADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 W MAIN STREET | AddressLine1Txt |
| Address Line2 | STE 309 | AddressLine2Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $153,905 | CompensationAmt |
| Employee Benefits | $24,525 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ||||||
| 3801 PGB BLVD | SUITE 1000 | PALM BEACH GARDENS | FL | 33410 | INVESTMENT MGR | $767,545 |
| MOTION MEDIA ENTERTAINMENT INC | ||||||
| 124 BURTIS AVENUE | OYSTER BAY | NY | 11771 | CONSULTING | $130,658 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S DIRECT CHARITABLE ACTIVITIES CONSIST OF PROVIDING FOR SCHOLARSHIPS AND DONATIONS TO EDUCATIONAL FACILITIES & OTHER CHARITABLE ORGANIZATIONS TO EDUCATE AND PRESERVE THE HISTORY AND HISTORICAL ARTIFACTS OF LONG ISLAND, NEW YORK. THE FOUNDATION'S PURPOSE ALSO INCLUDES EDUCATION AND INFORMATION TO THE GENERAL PUBLIC IN THE STATE OF NEW YORK, PARTICULARLY IN THE AREA OF THE TOWN OF ISLIP AND MORE GENERALLY IN SUFFOLK COUNTY, CONCERNING THE CULTURE, ART AND TRADITION OF THE LOCALITY; TO CULTIVATE, FOSTER AND PROMOTE INTEREST IN, AND UNDERSTANDING AND APPRECIATION OF THE SOCIETAL HERITAGE OF THE TOWN OF ISLIP, PARTICULARLY DURING THE NINETEENTH CENTURY; TO ENCOURAGE AND SPONSOR THE CREATION AND PERPETUATION BY EXISTING AND FUTURE HISTORICAL SOCIETIES OF COLLECTIONS AND REPOSITORIES OF THE DEPOSIT, COLLECTION AND EXAMINATION OF DOCUMENTS AND ARTIFACTS OF VARIOUS KINDS OF RELEVANT TO SUCH HERITAGE AND TRADITIONS; AND TO SPONSOR AND ENCOURAGE THE PRESERVATION, RESTORATION AND EX | Description1Txt |
| Expenses1 | $4,262,675 | Expenses1Amt |
| Description2 | THE FOUNDATION DOES NOT MAKE ANY PAYMENTS TO INDIVIDUAL BENEFICIARIES WITHIN THE MEANING OF REG. SEC.53.4949(G)-2 | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,970,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,044,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,014,457 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $118,014,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,770,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,244,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,812,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,812,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $160,597 | TotalTaxAmt |
| Distributable Before Adj | $5,651,615 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,616 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,659,231 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,659,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,782,482 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,782,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,659,231 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $47,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $357,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $236,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,904,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,546,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,782,482 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,782,482 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $876,749 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $876,749 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,669,750 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,669,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,669,750 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN CURRAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WEST MAIN ST | AddressLine1Txt |
| Address Line2 | SUITE 309 | AddressLine2Txt |
| City | RIVERHEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6315943990 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICANTS MUST COMPLETE THE MAIN APPLICATION FORM, PROPOSAL CHECKLIST AND PARTS A - E, PLUS ATTACHMENTS, AS WELL AS ANY ADDITIONAL FORMS THAT ARE APPLICABLE TO THE PROJECT. THE APPLICATION FORMS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE REVIEWED TWICE PER YEAR. APPLICATIONS ARE DUE THE SECOND FRIDAY IN MARCH, BY 5P.M. AND TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GIVES GRANTS UP TO 500,000. AWARD AMOUNTS, AS WELL AS MATCHING LEVELS, VARY DEPENDING ON THE TYPE OF PROJECT. THE DIFFERENT CATEGORIES AND FUNDING LIMITS CAN BE FOUND ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BELLPORT-BROOKHAVEN HISTORICAL | |||||||||
| SOCIETY | 31 BELLPORT LANE | BELLPORT | NY | 11713 | NONE | PC | 2024 & 2025 AWARDS AND GRANTS | $35,239 | |
| BRIDGEHAMPTON MUSEUM | |||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | 2025 GYS AND EXHIBIT AWARD | $6,600 | ||
| BROOKS PARK ARTS & NATURE CENTER | |||||||||
| 128 NECK PATH | EAST HAMPTON | NY | 11937 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $7,850 | ||
| CAUMSETT FOUNDATION | |||||||||
| PO BOX 1948 | HUNTINGTON | NY | 11743 | NONE | PC | 2025 GARDINER YOUNG SCHOLARSHIP | $1,600 | ||
| CELEBRATE ST JAMES PAST PRESENT | |||||||||
| FUTURE | 459 LAKE AVENUE | ST JAMES | NY | 11780 | NONE | PC | 2025 GRANT AWARD | $211,300 | |
| COLD SPRING HARBOR LABORATORY | |||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | GARDINER YOUNG SCHOLARSHIP | $1,600 | ||
| COLD SPRING HARBOR LABORATORY | |||||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2023 GRANT PAYMENT 2 OF 6 | $500,000 | ||
| COLONEL JOSIAH SMITH NATIONAL | |||||||||
| DAUGHTER OF THE AMERICAN REVOLUTION | 65 PENNSYLVANIA AVE | MEDFORD | NY | 11763 | NONE | PC | 2025 GRANT AWARD | $10,000 | |
| CONSCIENCE POINT SHELLFISH HATCHERY | |||||||||
| 1990 NORTH SEA ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $10,000 | ||
| COOPER UNION FOR THE ADV OF SCIENCE | |||||||||
| 30 COOPER SQ | NEW YORK | NY | 10003 | NONE | PC | 2025 GRANT 1 OF 3 | $200,000 | ||
| CUTCHOGUE-NEW SUFFOLK HISTORICAL | |||||||||
| COUNCIL | PO BOX 714 | CUTCHOGUE | NY | 11935 | NONE | PC | 2025 GYS AND GRANT AWARD | $11,600 | |
| DARTMOUTH COLLEGE | |||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PC | 2024 COHALAN SCHOLARSHIP | $15,000 | ||
| DAVIS TOWN MEETING HOUSE SOCIETY | |||||||||
| PO BOX 4 | CORAM | NY | 11727 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $2,804 | ||
| EAST END SEAPORT MUSEUM AND | |||||||||
| MARINE FOUNDATION | PO BOX 624 | GREENPORT | NY | 11944 | NONE | PC | 2025 GYS AND GRANT AWARD | $295,440 | |
| EAST HAMPTON HISTORICAL SOCIETY | |||||||||
| 101 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | 2025 GRANT AWARD | $59,785 | ||
| FIREBOAT FIRE FIGHTER MUSEUM | |||||||||
| PO BOX 457 | GREENPORT | NY | 11944 | NONE | PC | 2025 CHALLENGE GRANT MATCH | $10,000 | ||
| FIRE ISLAND LIGHTHOUSE PRESERVATION | |||||||||
| SOCIETY INC | 4640 CAPTREE ISLAND | CAPTREE ISLAND | NY | 11702 | NONE | PC | 2025 GRANT AWARD | $3,000 | |
| FRIENDS OF ALICE AUSTEN HOUSE INC | |||||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | NONE | PC | 2025 GRANT AWARD-DIAMOND MATCH | $26,470 | ||
| FRIENDS OF OLD BETHPAGE VILLAGE | |||||||||
| RESTORATION | 10 HEWLETT DRIVE | EAST WILLISTON | NY | 11596 | NONE | PC | 2025 GYS AND CHALLENGE MATCH AWARD | $11,600 | |
| FRIENDS OF ROCK HALL MUSEUM | |||||||||
| 199 BROADWAY | LAWRENCE | NY | 11559 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| GARDEN CITY HISTORICAL SOCIETY | |||||||||
| 109 11TH STREET | GARDEN CITY | NY | 11530 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| GREATER HUDSON HERITAGE NETWORK | |||||||||
| 2199 SAW MILL RIVER RD | ELMSFORD | NY | 10523 | NONE | PC | GRANT PAYMENT AND ANNUAL SPONSOR | $66,000 | ||
| GREATER HUDSON HERITAGE NETWORK | |||||||||
| 2199 SAW MILL RIVER RD | ELMSFORD | NY | 10523 | NONE | PC | 2023 GRANT PAYMENT | $62,000 | ||
| GREATER PATCHOGUE HISTORICAL | |||||||||
| SOCIETY | PO BOX 102 | PATCHOGUE | NY | 11772 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | |
| GREATER WESTHAMPTON HISTORICAL | |||||||||
| MUSEUMS | 101 MILL ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | 2024 GRANT AWARD PYMT 2 OF 2 | $7,675 | |
| HECKSCHER MUSEUM OF ART | |||||||||
| 2 PRIME AVE | HUNTINGTON | NY | 11743 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| HISPANIC SOCIETY MUSEUM AND LIBRARY | |||||||||
| 613 WEST 155TH STREET | NEW YORK | NY | 10032 | NONE | PC | 2025 GRANT AWARD | $100,000 | ||
| HISTORIC HUGUENOT STREET | |||||||||
| 88 HUGUENOT STREET | NEW PALTZ | NY | 12561 | NONE | PC | 2025 GRANT AWARD | $22,698 | ||
| HISTORIC RICHMOND TOWN | |||||||||
| 441 CLARKE AVENUE | STATEN ISLAND | NY | 10306 | NONE | PC | 2025 GRANT AWARD - DIAMOND MATCH | $30,067 | ||
| HISTORICAL SOCIETY OF GREATER | |||||||||
| PORT JEFFERSON | PO BOX 586 | PORT JEFFERSON | NY | 11777 | NONE | PC | 2025 GARDINER YOUNG/CHALLENGE MATCH | $11,245 | |
| HISTORICAL SOCIETY OF ISLIP HAMLET | |||||||||
| PO BOX 601 | ISLIP | NY | 11751 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| HOLOCAUST MEMORIAL & TOLERANCE | |||||||||
| CENTER OF NASSAU COUNTY | 100 CRESCENT BEACH RD | GLEN COVE | NY | 11542 | NONE | PC | 2025 GRANT AWARD | $40,000 | |
| HUNTINGTON HISTORICAL SOCIETY | |||||||||
| 209 MAIN ST | HUNTINGTON | NY | 11743 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR/GRANT | $51,600 | ||
| LAKE RONKONKOMA HISTORICAL SOCIETY | |||||||||
| 328 HAWKINS AVE | LAKE RONKONKOMA | NY | 11779 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| LEWIS LATIMER HOUSE | |||||||||
| 34-41 137TH STREET | FLUSHING | NY | 11354 | NONE | PC | 2025 GRANT AWARD | $38,538 | ||
| LINDENHURST HISTORICAL SOCIETY | |||||||||
| 272 WELLWOOD AVENUE | LINDENHURST | NY | 11757 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| LONG BEACH HISTORICAL AND | |||||||||
| PRESERVATION SOCIETY | 226 WEST PENN STREET | LONG BEACH | NY | 11561 | NONE | PC | 2025 CHALLENGE GRANT MATCH | $10,000 | |
| LONG BEACH HISTORICAL SOCIETY | |||||||||
| PO BOX 286 | LONG BEACH | NY | 11561 | NONE | PC | 2025 GRANT AWARD PYMT 1 OF 2 | $45,580 | ||
| LONG ISLAND CHILDREN'S MUSEUM | |||||||||
| 11 DAVID AVENUE | GARDEN CITY | NY | 11530 | NONE | PC | 2024 GRANT PYMT 2 OF 2 | $50,000 | ||
| LONG ISLAND CHILDREN'S MUSEUM | |||||||||
| 11 DAVID AVENUE | GARDEN CITY | NY | 11530 | NONE | PC | OTHER GRANT | $5,500 | ||
| LONG ISLAND LIBRARY RESOURCES | |||||||||
| COUNCIL | 627 SUNRISE HWY N SERVICE | BELLPORT | NY | 11713 | NONE | PC | 2025 GRANT AWARD | $33,660 | |
| LONG ISLAND MUSIC AND ENTERTAINMENT | |||||||||
| HALL OF FAME | 97 MAIN STREET | STONY BROOK | NY | 11790 | NONE | PC | 2025 GRANT AWARD | $87,400 | |
| LONG ISLAND UNIVERSITY | |||||||||
| 720 NORTHERN BLVD | BROOKVILLE | NY | 11548 | NONE | PC | 2022 GRANT AWARD PYMT 4 OF 4 | $250,000 | ||
| LOUIS ARMSTRONG HOUSE MUSEUM | |||||||||
| 34-56 107TH STREET | CORONA | NY | 11368 | NONE | PC | 2025 GRANT AWARD | $25,000 | ||
| MA'S HOUSE & BIPOC ART STUDIO | |||||||||
| PO BOX 2338 | SOUTHAMPTON | NY | 11969 | NONE | PC | 2026 ARTIST RESIDENCY PROGRAM | $5,000 | ||
| MACKENZIE LEBRON | |||||||||
| 1 STONY HOLLOW DRIVE | RIDGE | NY | 11961 | NONE | I | 2025 GARDINER YOUNG SCHOLAR | $1,152 | ||
| MONTAUK HISTORICAL SOCIETY | |||||||||
| PO BOX 868 | MONTAUK | NY | 11954 | NONE | PC | 2025 GYS AND GRANT AWARD | $45,061 | ||
| MUSEUM OF THE CITY OF NEW YORK | |||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | 2025 GRANT AWARD PYMT 1 OF 3 | $33,333 | ||
| MYSTIC SEAPORT MUSEUM INC | |||||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | PC | 2023 GRANT AWARD PYMT 3 OF 3 | $98,767 | ||
| NATIONAL TRUST FOR HISTORIC PRESV | |||||||||
| 600 14TH STREET NW | WASHINGON | DC | 20005 | NONE | PC | 2023 GRANT AWARD PYMT 3 OF 3 | $333,333 | SUITE 500 | |
| NEW YORK STATE ARCHIVES PARTNERSHIP | |||||||||
| CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | NONE | PC | SPONSORSHIP CONFERENCE | $5,000 | ||
| NEW YORK UNIVERSITY | |||||||||
| 70 WASHINGTON SQAURE SO | NEW YORK | NY | 10012 | NONE | PC | 2024 GRANT AWARD PYMT 2 OF 6 | $200,000 | 12TH FLOOR | |
| NORTH SEA COMMUNITY SCHOOL HOUSE | |||||||||
| ASSOCIATION | 130 NOYAC ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $10,000 | |
| NORTHPORT HISTORICAL SOCIETY | |||||||||
| PO BOX 545 | NORTHPORT | NY | 11768 | NONE | PC | 2025 GYS AND GRANT AWARD | $177,610 | ||
| OYSTER BAY RAILROAD MUSEUM | |||||||||
| PO BOX 335 | OYSTER BAY | NY | 11771 | NONE | PC | 2025 CHALLENGE GRANT MATCH | $6,923 | ||
| OYSTERPONDS HISTORICAL SOCIETY | |||||||||
| 1555 VILLAGE LANE | ORIENT | NY | 11957 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| PARRISH ART MUSEUM | |||||||||
| 279 MONTAUK HIGHWAY | WATERMILL | NY | 11976 | NONE | PC | 2025 GRANT AWARD | $30,425 | ||
| PBS FOUNDATION | |||||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | NONE | PC | 2023 GRANT AWARD PYMT 2 OF 3 | $333,333 | ||
| PRESERVATION LONG ISLAND | |||||||||
| 161 MAIN ST | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| QUOGUE HISTORICAL SOCIETY | |||||||||
| PO BOX 1207 | QUOGUE | NY | 11959 | NONE | PC | 2025 CHALLENGE GRANT MATCH | $10,000 | ||
| RESEARCH FOUNDATION SUNY GENESEO | |||||||||
| 35 STATE STREET | ALBANY | NY | 12207 | NONE | PC | 2025 GRANT AWARD | $112,080 | ||
| ROCKY POINT HISTORICAL SOCIETY | |||||||||
| PO BOX 1720 | ROCKY POINT | NY | 11778 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $10,000 | ||
| ROSLYN LANDMARK SOCIETY | |||||||||
| 36 MAIN ST | ROSLYN | NY | 11576 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| SAG HARBOR HISTORICAL MUSEUM | |||||||||
| 174 MAIN STREET | SAG HARBOR | NY | 11963 | NONE | PC | 2025 GYS AND GRANT AWARD | $200,876 | ||
| SHELTER ISLAND HISTORICAL SOCIETY | |||||||||
| PO BOX 847 | SHELTER ISLAND | NY | 11964 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | 16 SOUTH FERRY ROAD | |
| SOUTHAMPTON CENTER OF THE ARTS INC | |||||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | 2025 GRANT AWARD | $50,000 | ||
| SOUTHOLD HISTORICAL MUSEUM | |||||||||
| 54325 NY-25 | SOUTHOLD | NY | 11971 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| STIRLING HISTORICAL SCOCIETY | |||||||||
| OF GREENPORT | 319 MAIN STREET | GREENPORT | NY | 11944 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | |
| STONY BROOK UNIVERSITY | |||||||||
| 100 NICOLLS ROAD | STONY BROOK | NY | 11794 | NONE | PC | 2023 COHALAN SCHOLAR | $4,036 | ||
| SUFFOLK COUNTY VANDERBILT MUSEUM | |||||||||
| 180 LITTLE NECK RD | CENTERPORT | NY | 11721 | NONE | PC | 2025 FELLOWSHIP | $5,000 | ||
| THE AGRICULTURAL SOCIETY FUND | |||||||||
| 10 HEWLETT DRIVE | EAST WILLISTON | NY | 11596 | NONE | PC | 2025 GYS AND CHALLENGE MATCH GRANT | $11,600 | ||
| THE FOLLY TREE ARBORETUM | |||||||||
| 741 SPRINGS FIREPLACE DR | EAST HAMPTON | NY | 11937 | NONE | PC | 2025 GRANT AWARD | $23,000 | ||
| THE GOTHAM CENTER FOR NEW YORK CITY | |||||||||
| HISTORY INC | 291 STUYVESANT AVE STE 4 | BROOKLYN | NY | 11233 | NONE | PC | 2025 GRANT AWARD PYMT 1 OF 2 | $50,000 | |
| THE NEW YORK LANDMARKS CONSERVANCY | |||||||||
| ONE WHITHALL ST 21ST FL | NEW YORK | NY | 10004 | NONE | PC | 2025 GRANT AWARD PYMT 1 OF 3 | $50,000 | ||
| TRUSTEES OF COLUMBIA UNIVERSITY IN | |||||||||
| THE CITY OF NEW YORK | 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | 2025 GRANT AWARD PYMT 1 OF 5 | $22,000 | |
| UNIVERSITY AT ALBANY | |||||||||
| 1400 WASHINGTON AVE | ALBANY | NY | 12222 | NONE | PC | 2022 COHALAN SCHOLARSHIP | $10,000 | ||
| UNIVERSITY OF MASSACHUSETTES | |||||||||
| OFFICE OF THE BURSAR | 215 WHITMORE BUILDING | AMHERST | MA | 01003 | NONE | PC | COHALAN SCHOLARSHIP | $5,000 | 181 PRESIDENTS DRIVE |
| VILLAGE OF BABYLON HISTORICAL AND | |||||||||
| PRESERVATION SOCIETY | PO BOX 484 | BABYLON | NY | 11702 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | |
| WADING RIVER HISTORICAL SOCIETY | |||||||||
| PO BOX 263 | WADING RIVER | NY | 11792 | NONE | PC | 2025 GYS AND CHALLENGE MATCH GRANT | $7,070 | ||
| WAINSCOTT HERITAGE PROJECT | |||||||||
| PO BOX 242 | WAINSCOTT | NY | 11975 | NONE | PC | 2024 CHALLENGE GRANT | $10,000 | ||
| WAINSCOTT HERITAGE PROJECT | |||||||||
| PO BOX 242 | WAINSCOTT | NY | 11975 | NONE | PC | 2025 CHALLENGE MATCH GRANT | $10,000 | ||
| WALT WHITMAN BIRTHPLACE ASSOCIATION | |||||||||
| 246 OLD WALT WHITMAN RD | HUNTINGTON | NY | 11746 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| WATERFRONT MUSEUM | |||||||||
| 290 CONOVER ST | BROOKLYN | NY | 11231 | NONE | PC | 2025 GYS AND GRANT AWARD | $1,600 | ||
| WHALING MUSEUM & EDUCATION CENTER | |||||||||
| 279 MAIN STREET | COLD SPRING HARBOR | NY | 11724 | NONE | PC | 2024 GRANT AWARD PYMT 2 OF 2 | $8,025 | ||
| YAPHANK HISTORICAL SOCIETY | |||||||||
| 111 YAPHANK AVENUE | YAPHANK | NY | 11980 | NONE | PC | 2025 GARDINER YOUNG SCHOLAR | $1,600 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,262,675 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COOPER UNION FOR THE ADV OF SCIENCE | ||||||||
| 30 COOPER SQ | NEW YORK | NY | 10003 | NONE | PC | 2025 GRANT AWARD | $400,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 101 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | 2025 GRANT AWARD | $59,785 | |
| FRIENDS OF ALICE AUSTEN HOUSE INC | ||||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | NONE | PC | 2025 GRANT AWARD | $26,470 | |
| GREATER HUDSON HERITAGE NETWORK | ||||||||
| 2199 SAW MILL RIVER RD | ELMSFORD | NY | 10523 | NONE | PC | 2025 GRANT AWARD | $124,000 | |
| HISTORIC HUGUENOT STREET | ||||||||
| 88 HUGUENOT STREET | NEW PALTZ | NY | 12561 | NONE | PC | 2025 GRANT AWARD | $45,395 | |
| LEWIS LATIMER HOUSE | ||||||||
| 34-41 137TH STREET | FLUSHING | NY | 11354 | NONE | PC | 2025 GRANT AWARD | $38,537 | |
| LONG BEACH HISTORICAL SOCIETY | ||||||||
| PO BOX 286 | LONG BEACH | NY | 11561 | NONE | PC | 2025 GRANT AWARD | $45,580 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | 2025 GRANT AWARD | $50,000 | |
| MUSEUM OF THE CITY OF NEW YORK | ||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | 2025 GRANT AWARD | $66,667 | |
| RESEARCH FOUNDATION SUNY GENESEO | ||||||||
| 35 STATE STREET | ALBANY | NY | 12207 | NONE | PC | 2025 GRANT AWARD | $112,080 | |
| SAN DIEGO HISTORICAL SOCIETY | ||||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PC | 2025 GRANT AWARD | $50,000 | |
| SMITHTOWN HISTORICAL SOCIETY | ||||||||
| 239 MIDDLE COUNTRY RD | SMITHTOWN | NY | 11787 | NONE | PC | 2025 GRANT AWARD | $108,270 | |
| THE GOTHAM CENTER FOR NEW YORK CITY | ||||||||
| 291 STUYVESANT AVE STE 4 | BROOKLYN | NY | 11233 | NONE | PC | 2025 GRANT AWARD | $50,000 | HISTORY INC |
| THE NEW YORK LANDMARKS CONCERVANCY | ||||||||
| ONE WHITHALL ST 21ST FL | NEW YORK | NY | 10004 | NONE | PC | 2025 GRANT AWARD | $100,000 | |
| TRUSTEES OF CLUMBIA UNIVERSITY IN | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | 2025 GRANT AWARD | $88,000 | THE CITY OF NEW YORK |
| AVERY YANG | ||||||||
| 42 HITHERBROOK ROAD | ST JAMES | NY | 11780 | NONE | I | 2025 GRANT AWARD | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,399,784 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $992,043 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,590,001 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,730,719 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF GRANT | Desc |
| Related Or Exempt Function Incm | $7,616 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,333,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,616 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,341,558 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,690 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,690 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $5,842 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (99 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. 3.6% 051425 | ||
| ABBVIE INC. 5.05% 031534 | $806,012 | $806,012 |
| AIR LEASE CORP 2.2% 011527 | $105,807 | $105,807 |
| AIR LEASE CORP 5.85% 121527 | $132,644 | $132,644 |
| AMERICAN EXPRESS CO 5.098% 021628 | $134,573 | $134,573 |
| AMERICAN TOWER CORP 5.8% 111528 | $132,617 | $132,617 |
| ASTRAZENECA PLC 3.375% | ||
| AT&T INC. 3.8% 021527 | $100,814 | $100,814 |
| AT&T INC. 5.4% 021534 | $138,110 | $138,110 |
| BANK OF AMERICA CORP 2.551% 020428 | $195,774 | $195,774 |
| BANK OF AMERICA CORP 5.08% 012027 | $132,066 | $132,066 |
| BK OF AMER CORP 5.015% 072233 | $562,962 | $562,962 |
| BANK OF NY MELLON CORP 4.947% 042627 | $134,434 | $134,434 |
| BK OF NY MELLON CORP 2.8% 050426 | $191,268 | $191,268 |
| BP CAPITAL MARK AMERICA3.937% 092128 | $184,289 | $184,289 |
| BP CAPITAL MARK AMERICA 4.234%110628 | $100,684 | $100,684 |
| BP CAPITAL MARK AMERICA 4.893%091133 | $138,557 | $138,557 |
| BROADCOM INC 4.8% 101534 | $501,925 | $501,925 |
| CATERPILLAR FINANCIAL SERVICES | ||
| CATERPILLAR INC. 5.05% 022726 | $132,193 | $132,193 |
| CIGNA GROUP 5.0% 051529 | $136,679 | $136,679 |
| CITIGROUP INC. 3.7% 011226 | $185,978 | $185,978 |
| CITIGROUP INC. 4.4% 061025 | ||
| CITIGROUP INC. 5.174% 021330 | $136,598 | $136,598 |
| CITIGROUP INC. 5.827% 021335 | $335,199 | $335,199 |
| CME GROUP INC 3.0% 031525 | ||
| COMCAST CORP 3.15% 030126 | $288,902 | $288,902 |
| COMCAST CORP 5.5% 111532 | $135,359 | $135,359 |
| CONAGRA BRANDS 4.6% 110125 | ||
| CVS HEALTH CORP 3.25% 081529 | $103,337 | $103,337 |
| CVS HEALTH CORP 5.125% 022130 | $137,768 | $137,768 |
| DOLLAR GENERAL CORP 5.2% 070528 | $135,333 | $135,333 |
| DOLLAR TREE INC. 4.2% 051528 | $351,309 | $351,309 |
| DOW CHEMICAL CO 2.1% 111530 | $458,052 | $458,052 |
| DOW CHEMICAL CO 5.15% 021534 | $134,228 | $134,228 |
| DUKE ENERGY CORP 4.5% 081532 | $501,086 | $501,086 |
| ELEVANCE HEALTH INC 2.375% | ||
| ELEVANCE HEALTH INC. 5.375% 061534 | $776,273 | $776,273 |
| ENBRIDGE INC. 4.25% 120126 | $350,690 | $350,690 |
| ENBRIDGE INC. 5.7% 030833 | $139,251 | $139,251 |
| ENERGY TRANSFER 5.55% 051534 | $136,905 | $136,905 |
| EQUINOR ASA 3.625% 091028 | $184,547 | $184,547 |
| FISERV INC. 2.25% 060127 | $104,160 | $104,160 |
| FLORIDA PWR & LIGHT CO 2.45% 020332 | $451,840 | $451,840 |
| FREEPORT-MCMORAN INC. 5.25% 090129 | $231,890 | $231,890 |
| GENERAL MOTORS 4.0% 011525 | ||
| GENERAL MOTORS 6.125% 100125 | ||
| GENERAL MOTORS 5.75% 020831 | $473,891 | $473,891 |
| GOLDMAN SACHS GROUP 3.8% 031530 | $192,087 | $192,087 |
| GOLDMAN SACHS GROUP 4.250% 102125 | ||
| GOLDMAN SACHS GROUP 5.798% 081026 | ||
| HASBRO INC. 3.9% 111929 | $104,286 | $104,286 |
| INTEL CORP 3.7% 072925 | ||
| INTEL CORP NTS 3.4% | ||
| INTERCONTINENTAL 4.6% 031533 | $506,535 | $506,535 |
| INTERCONTINENTAL EXCHANGE 3.75% | ||
| JP MORGAN CHASE & CO 4.125% 121526 | $786,476 | $786,476 |
| JP MORGAN CHASE & CO 5.012% 012330 | $136,364 | $136,364 |
| LOCKHEED MARTIN CORP 5.25% 011533 | $989,256 | $989,256 |
| MERCK & CO INC. 1.7% 061027 | $192,810 | $192,810 |
| META PLATFORMS INC. 3.85% 081532 | $728,468 | $728,468 |
| MICROSOFT CORP 3.125% 110325 | ||
| MORGAN STANLEY 3.75% 042924 | ||
| MORGAN STANLEY 3.875% 012726 | $184,976 | $184,976 |
| MORGAN STANLEY 4.35% 090826 | $99,173 | $99,173 |
| MORGAN STANLEY 5.123% 020129 | $135,796 | $135,796 |
| MOTOROLA SOLUTIONS 4.6% 022328 | $352,616 | $352,616 |
| MOTOROLA SOLUTIONS 5.6% 060132 | $135,878 | $135,878 |
| NEWMONT CORP 2.25% 100130 | $107,229 | $107,229 |
| OCCIDENTAL PETROLEUM 6.625% 090130 | $97,963 | $97,963 |
| OCCIDENTAL PETROLEUM 6.125% 010131 | $135,297 | $135,297 |
| PARKER HANNIFIN CORP 3.25% 061429 | $103,197 | $103,197 |
| PEPSICO INC 3.0% 101527 | $187,157 | $187,157 |
| PNC FINANCIAL SERV GRP 3.45% 042329 | $193,891 | $193,891 |
| PROLOGICS LP 4.75% 011531 | $1,023,220 | $1,023,220 |
| RAYTHEON TECH CORP 5.15% 022733 | $695,070 | $695,070 |
| REGENERON PHARMACEUTICALS 1.75% 0915 | $107,144 | $107,144 |
| RTX CORP 5.75% 110826 | $129,757 | $129,757 |
| SCHLUMBERGER INVMT 2.65% 062630 | $190,637 | $190,637 |
| STARBUCKS CORP 3.55% 081529 | $184,684 | $184,684 |
| STATE STREET CORP 2.4% 012430 | $196,098 | $196,098 |
| STATE STREET CORP 3.55% | ||
| TARGA RES PARTNERS 4.875% 020131 | $747,986 | $747,986 |
| TARGET CORP NTS 2.25% | ||
| TOTAL CAPITAL INTL. 3.455% 021929 | $186,224 | $186,224 |
| TRUIST FINANCIAL CORP 1.125% 080327 | $207,890 | $207,890 |
| UNITED HEALTH GROUP INC 3.75% | ||
| UNITED HEALTH GROUP 5.35% 021533 | $135,655 | $135,655 |
| UNITED PARCEL SERVICE 4.875% 030333 | $1,031,840 | $1,031,840 |
| US BANCORP NTS 1.45% | ||
| US BANCORP 4.548% 072228 | $101,851 | $101,851 |
| US BANCORP 5.384% 012330 | $136,798 | $136,798 |
| VERIZON COMMUNICATIONS 2.1% 032228 | $104,679 | $104,679 |
| VERIZON COMMUNICATIONS 5.05% 050933 | $136,651 | $136,651 |
| VISA INC. 3.15% 121425 | ||
| WALT DISNEY COMPANY 2.0% 090129 | $193,700 | $193,700 |
| WELLS FARGO & CO 4.3% 072227 | $287,153 | $287,153 |
| WELLS FARGO & CO 5.499% 012335 | $139,010 | $139,010 |
| ACCRUED INTEREST | $293,067 | $293,067 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC, | $2,284,900 | $2,284,900 |
| ALPHABET INC | $4,707,000 | $4,707,000 |
| AMAZON.COM INC | $3,346,890 | $3,346,890 |
| AMER EXPRESS CO | $406,945 | $406,945 |
| APOLLO GLOBAL MGMT LLC | $2,895,200 | $2,895,200 |
| APPLE INC | $4,077,900 | $4,077,900 |
| BLACKROCK INC. | $346,790 | $346,790 |
| BLACKSTONE INC. CL A | $1,280,903 | $1,280,903 |
| BROADCOM LTD | $5,191,500 | $5,191,500 |
| CHEVRON CORP | $1,524,100 | $1,524,100 |
| CHUBB LTD | ||
| COSTCO WHOLESALE CORP | $2,360,225 | $2,360,225 |
| CROWDSTRIKE HOLDINGS INC | $3,268,195 | $3,268,195 |
| EATON CORP | $477,765 | $477,765 |
| FIRST TRUST RBA AMERICAN RENAISSANCE | $752,738 | $752,738 |
| FT PREFERRED SECUR & INC | $9,210,250 | $9,210,250 |
| HOME DEPOT | $1,820,289 | $1,820,289 |
| HONEYWELL INTL INC | ||
| INTUIT | $1,465,273 | $1,465,273 |
| JANUS DETROIT | $2,766,726 | $2,766,726 |
| JP MORGAN CHASE & CO | $402,775 | $402,775 |
| LAM RESEARCH CORP | $3,423,600 | $3,423,600 |
| LILLY ELI & CO | $1,492,731 | $1,492,731 |
| LINDE PLC | $277,154 | $277,154 |
| MARVEL TECHNOLOGY GROUP LTD | $1,459,701 | $1,459,701 |
| MASTERCARD INC | $3,327,089 | $3,327,089 |
| MCDONALDS CORP | $1,553,212 | $1,553,212 |
| MICROSOFT CORP | $3,723,874 | $3,723,874 |
| MORGAN STANLEY | ||
| NETFLIX INC. | $281,280 | $281,280 |
| NEXTERA ENERGY INC | $782,891 | $782,891 |
| NVIDIA CORP | $5,035,500 | $5,035,500 |
| ORACLE CORP | $389,820 | $389,820 |
| PALO ALTO NETWORKS | $2,210,400 | $2,210,400 |
| PROLOGICS INC, | ||
| RECURRENT MLP & INFRASTRUCTURE | ||
| REPUBLIC SERVICES INC. | $803,639 | $803,639 |
| RTX CORP | $2,934,400 | $2,934,400 |
| SALESFORCE.COM | $2,511,612 | $2,511,612 |
| SERVICENOW INC | $1,946,279 | $1,946,279 |
| TAIWAN SEMICONDUCTOR | ||
| TESLA INC | $1,645,525 | $1,645,525 |
| TRANE TECHNOLOGIES PLC | $350,280 | $350,280 |
| UNION PACIFIC CORP | ||
| VALUE LINE MID CAP FOCUSED | ||
| VICTORY PIONEER | $2,068,633 | $2,068,633 |
| VISA INC | $2,826,021 | $2,826,021 |
| WALMART INC. | $389,935 | $389,935 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,582,253 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,582,253 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $43,065 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $29,786 | AccumulatedDepreciationAmt |
| Book Value | $13,279 | BookValueAmt |
| EOYFMV | $13,279 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $7,891 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,891 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAYROLL ASSET | $1,968 | $932 | $932 |
| SECURITY DEPOSIT | $10,500 | $10,500 | $10,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $17,544 | $17,544 |
| SUPPLIES | $24,518 | $24,518 |
| WEBSITE DESIGN | $7,350 | $7,350 |
| UTILITIES | $3,869 | $3,869 |
| WORKERS COMP INSURANCE | $1,242 | $1,242 |
| CLEANING & MAINTENANCE | $960 | $960 |
| MISCELLANEOUS | $3,697 | $3,697 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS INVESTMENT INCO | $21,179 | $21,179 |
| REFUND OF GRANT | $7,616 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED GAIN | Desc |
| Amt | $1,608,097 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $82,383 | BOYBookValueAmt |
| EOY Book Value | $54,849 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $767,545 | $767,545 | |
| OTHER CONTRACT SERVICES | $221,031 | $221,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE TAX | $1,500 | $1,500 | |
| FEDERAL EXCISE TAX | $162,466 | ||
| FOREIGN TAXES | $2,636 | $2,636 |
Comments