AGING IN AMERICA INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AGING IN AMERICA INC (EIN 13-6126508)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-21
- IRS object ID
- 202642339349100304
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-21T08:54:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 136126508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING IN AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGIN | BusinessNameControlTxt |
| Phone | 9175392952 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E STEVENS AVENUE LL1 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR WILLIAM T SMITH PHD | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9142055030 | PhoneNum |
| Signature | 2026-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2026-08-18 | 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 | $40,296,794 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $456,355 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $739,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $739,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $700,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,441,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $700,516 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,896,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,440,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $402,293 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $498,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,712 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $96,968 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,154 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,154 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $109,822 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $109,822 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,504 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $32,506 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,506 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,075 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,075 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,478 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,478 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $915,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $885,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,448,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,417,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $448,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,337,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $408,961 | CashBOYAmt |
| Cash EOY | $739,052 | CashEOYAmt |
| Cash EOYFMV | $739,052 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,477,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $583,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $583,672 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $641,858 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,895 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,895 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,270,884 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,066,351 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,066,351 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,107,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,375,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,375,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,058,554 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,193,595 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,193,595 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,271,959 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,323,434 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,323,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,252,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,296,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,296,794 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $453,321 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $363,057 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $453,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $363,057 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,526,925 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,610,303 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,271,959 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,323,434 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,798,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,933,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,252,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,296,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,798,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $448,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,686,296 | OtherIncreasesAmt |
| Subtotal | $39,933,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,933,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,441,586 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,741,070 | CostOrOtherBasisAmt |
| Gain Or Loss | $700,516 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $700,516 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $700,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $2,418 | OverpaymentAmt |
| Applied To ES Tax | $2,418 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MILTON GUTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9179748937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E STEVENS AVENUE SUITE LL1 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| DR WILLIAM T SMITH PHD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | CEO | 18.75 | $402,293 | $52,461 | $0 |
| KATHARINE M WEISS | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | CHAIR | 1.00 | $0 | $0 | $0 |
| DOUGLAS H HOFFMAN | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| NEAL J BAUMANN | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD H ALTERI PHD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CARLTON MITCHELL | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN KENNELLY PRITCHARD | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR LYNN M TEPPER | ||||||||
| 115 E STEVENS AVENUE LL1 | VALHALLA | NY | 10595 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILLMINGTON | DE | 198900001 | INVESTMENT MANAGEMENT | $86,961 |
| CITRIN COOPERMAN | |||||
| 180 PARK AVENUE SUITE 200 | FLORHAM PARK | NJ | 07932 | ACCOUNTING | $70,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $25,819,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,366,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,185,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,185,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,782 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,777,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,338,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,338,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,589 | TotalTaxAmt |
| Distributable Before Adj | $1,320,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,320,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,320,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,417,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,417,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,320,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,260 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,417,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,260 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,296,723 | 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 | $23,572 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADELPPHI UNIVERSITY | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | N/A | PC | GERENTOLOGY NURSE EDUCATION PROGRAM | $54,369 |
| COLLABORATIVE FOR PALLIATIVE CARE | |||||||
| 7 ELLIS DRIVE | WHITE PLAINS | NY | 10605 | N/A | PC | POLIATIVE CARE TRAINING PROGRAM | $10,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH STREET BOX 20 | NEW YORK | NY | 10032 | N/A | PC | TEPPER INTERDISCIPL FELLOWSHIP ON AGING | $250,000 |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | |||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | N/A | PC | SENIOR PROGRAM SPONSORSHIP | $75,000 |
| GLOBAL AGEING NETWORK | |||||||
| 2519 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | WEBINAR SERIES PROGRAM | $5,000 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||
| 420 LEXINGTON AVENUE ROOM 300 | NEW YORK | NY | 101700399 | N/A | PC | HOME SAFETY AND FALLS PREVENTION PROGRAM | $20,000 |
| NGO COMMITEE ON AGING | |||||||
| PO BOX 1854 | NEW YORK | NY | 10163 | N/A | PC | UNIDOP 2025 PROGRAM | $5,000 |
| NY STATE SOCIETY ON AGING | |||||||
| 515 BROADWAY STE 402 | ALBANY | NY | 12207 | N/A | PC | SPONSORSHIP - INTNT'L DAY FOR OLDER PERSONS | $1,000 |
| PACE UNIVERSITY | |||||||
| ONE PLACE PLAZA | NEW YORK | NY | 10038 | N/A | PC | SCHOLARSHIPS FOR THE ADULT GERONTOLOGY ACUTE CARE NURSE PRACTITIONER PROGRAM | $75,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 106032427 | N/A | PC | GERIATRIC CARE MANAGEMENT | $35,326 |
| WESTCHESTER PUBLICPRIVATE PARTNERSHIP | |||||||
| 100 CLAREWOOD DRIVE UNIT 3J | HASTINGS ON HUDSON | NY | 10550 | N/A | PC | EVENTS TO REMEMBER SPONSOR | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,695 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $739,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $700,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,440,329 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,440,329 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE PHELPS TRUST | ||||||
| 1 | C/O JP MORGAN BANK 270 PARK AVENUE | NEW YORK | NY | 10017 | $437,688 | Yes (X) |
| M&T BANK | ||||||
| 2 | ONE MT PLAZA | BUFFALO | NY | 14203 | $5,000 | Yes (X) |
| THE SILVER TRUST | ||||||
| 3 | C/O JP MORGAN BANK 270 PARK AVENUE | NEW YORK | NY | 10017 | $13,667 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT, TAX RETURN PREPARATION AND COMPLIANCE | CategoryTxt |
| Amt | $109,822 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $109,822 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | U.S. CORPORATE BONDS | BondNm |
| EOY Book Value | $2,193,595 | EOYBookValueAmt |
| EOYFMV | $2,193,595 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK - COMMUNICATION SERVICES | $550,271 | $550,271 |
| COMMON STOCK - CONSUMER DISCRETIONARY | $590,108 | $590,108 |
| COMMON STOCK - CONSUMER STAPLES | $232,809 | $232,809 |
| COMMON STOCK - ENERGY | $164,313 | $164,313 |
| COMMON STOCK - FINANCIALS | $867,429 | $867,429 |
| COMMON STOCK - HEALTH CARE | $551,729 | $551,729 |
| COMMON STOCK - INDUSTRIALS | $676,101 | $676,101 |
| COMMON STOCK - INFORMATION TECHNOLOGY | $1,795,611 | $1,795,611 |
| COMMON STOCK - INTERNATIONAL DEVELOPED | $491,823 | $491,823 |
| COMMON STOCK - MATERIALS | $138,746 | $138,746 |
| COMMON STOCK - REAL ESTATE | $69,797 | $69,797 |
| COMMON STOCK - UTILITIES | $129,586 | $129,586 |
| ETF, INDEX FUNDS | $11,913,548 | $11,913,548 |
| MUTUAL FUNDS | $2,202,961 | $2,202,961 |
| OTHER EQUITIES | $963 | $963 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,601,354 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,601,354 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,464,997 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,464,997 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATE AND GENERAL GOVERNANCE | CategoryTxt |
| Legal Fees | $19,154 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,154 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Desc |
| BOY Book Value | $10,271,959 | BOYBookValueAmt |
| EOY Book Value | $11,323,434 | EOYBookValueAmt |
| EOYFMV | $11,323,434 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES AND OTHER | $7,095 | $0 | $7,095 |
| FILING FEES | $800 | $0 | $800 |
| OFFICE EXPENSE | $678 | $0 | $678 |
| INSURANCE | $7,908 | $0 | $7,908 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $1,051,475 |
| UNREALIZED CHANGE IN INVESTMENT VALUE | $2,414,821 |
| BAD DEBT RECOVERY | $220,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARTBURG WALTEMADE DEVELOPMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2024-01 | NoteDt |
| Loan Maturity | 2025-07 | LoanMaturityDt |
| Repayment Terms | PAYMENT WILL BE DUE IN FULL AT MATURITY DATE | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PREDEVELOPMENT OF SENIOR AFFORDABLE HOUSING PROJECT | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $1,000,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & WEBSITE SERVICES | $18,915 | $0 | $18,915 |
| CONSULTING FEES | $62,589 | $0 | $62,589 |
| INVESTMENT MANAGEMENT FEES | $102,977 | $102,977 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $17,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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