SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202642379349100859
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T12:25:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814236823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INNOVATIVE CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ENTERPRISE DRIVE SUITE 210 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID STONE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2026-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J MATOCHA | PreparerPersonNm |
| PTIN | P00572001 | PTIN |
| Phone | 2034890612 | PhoneNum |
| 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 | $75,117,527 | 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 | $34,734 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,549,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,549,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,695,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,383,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,695,229 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,279,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,244,707 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $267,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,544 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,176 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,197 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,439 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,757 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $343,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $320,581 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,454 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,505 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $65,776 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,155 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,621 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,843 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $907,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $443,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $386,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,990,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,990,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,897,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $443,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,376,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $382,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,800,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $703,980 | CashBOYAmt |
| Cash EOY | $433,360 | CashEOYAmt |
| Cash EOYFMV | $433,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,196,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,218,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,218,461 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,523,416 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,584,308 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,503,817 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,502,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,077,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,164,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,104,666 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,289,087 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,049,689 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,555,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,541,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,744,288 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,611 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,189 | LandBOYAmt |
| Land EOY | $3,004 | LandEOYAmt |
| Land EOYFMV | $3,004 | LandEOYFMVAmt |
| Other Assets BOY | $206,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,794,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,147,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,117,527 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,863 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,788,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,147,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,788,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,147,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,794,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,147,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,788,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $382,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,170,100 | SubtotalAmt |
| Other Decreases | $22,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,147,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN CHASE (PUBLICY TRADED SECURITIES) | $9,263,016 | $7,249,132 | $2,013,884 | $2,013,884 | |
| JP MORGAN CHASE (PUBLICY TRADED SECURITIES) | $2,076,094 | $1,164,618 | $911,476 | $911,476 | |
| BANK OF AMERICA | $748,221 | $753,064 | -$4,843 | -$4,843 | |
| BANK OF AMERICA | $3,283,229 | $3,315,178 | -$31,949 | -$31,949 | |
| STAGE 1 GROWTH FUND SERIES WITRICITY HOLDINGS | $12,661 | $206,000 | -$193,339 | -$193,339 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,695,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,832 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,832 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,691 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $106,691 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,859 | OverpaymentAmt |
| Applied To ES Tax | $53,859 | 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 | IL | OrgReportOrRegisterStateCd |
| 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 INNOVATIVE CPA GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $120,000 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $120,000 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $27,500 | $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 |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $201,933 |
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGMENT | $64,598 |
| 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 | $72,862,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $520,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,382,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,382,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,100,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,282,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,614,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,614,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,832 | TotalTaxAmt |
| Distributable Before Adj | $3,561,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,561,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,561,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,376,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,376,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,561,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,682,777 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,376,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,682,777 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $694,203 | 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 | $2,867,069 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| 173 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | NONE | PC | COMPENSATION OF PERFORMERS, YOUNG ARTISTS AND PERFORMANCE RELATED EXPENSES | $60,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL SCHOLARSHIPS AT ALC | $18,000 | |
| ALSTROM SYNDROME INTERNATIONAL | ||||||||
| 251 SW WILSHIRE BLVD 124-304 | BURLESON | TX | 76028 | NONE | PC | SUPPORT NEW ALSTROM SYNDROME CENTER AND ASI FAMILY RETREAT | $25,000 | |
| AMERICAN ACADEMY IN BERLIN | ||||||||
| 14 E 60TH ST SUITE 1104 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | FUND PROF SHOSH ARAD'S SULFATED POLYSACCHARIDES | $50,000 | FLOOR |
| ASPEN CENTER FOR PHYSICS | ||||||||
| 700 W GILLESPIE ST | ASPEN | CO | 81611 | NONE | PC | SUPPORT PARTICIPANTS | $20,000 | |
| ASSOCIATED MUSIC TEACHERS LEAGUE INC | ||||||||
| 51 FAIRMOUNT STREET | HUNTINGTON | NY | 11743 | NONE | PC | AARON ROSAND MEMORIAL PRIZES | $15,000 | |
| AT HOME ON THE SOUND INC | ||||||||
| PO BOX 523 | MAMARONECK | NY | 10543 | NONE | PC | EXPAND PROGRAMS | $10,000 | |
| BONE CREEK ART MUSEUM | ||||||||
| 575 E STREET | DAVID CITY | NE | 68632 | NONE | PC | RESTORATION AND RENOVATION OF A 21,000 SQUARE FOOT HISTORIC BUILDING IN DAVID CITY NEBRASKA | $25,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | SUPPORT CHAMBER MUSIC SERIES, UP CLOSE RECITAL SERIES, SPRING MUSIC EDUCATION PROGRAM | $10,000 | |
| CHATHAM DAY SCHOOL INC | ||||||||
| 700 SHUNPIKE ROAD | CHATHAM | NJ | 07928 | NONE | PC | TOGETHER WE PLAY CAPITAL CAMPAIGN | $50,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | SUPPORT GENERAL OPERATING EXPENSES | $10,000 | |
| CONNECTICUT FOODSHARE INC | ||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL OPERATIONS FOOD SERVICE | $25,000 | |
| CONNECTICUT NEWS PROJECT INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT INVESTIGATIVE REPORTING AND OPERATING EXPENSES | $50,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT OF THE NEW ENGLAND NEWS COLLABORATIVE AND GENERAL OPERATING EXPENSES | $60,000 | |
| DOBBS FERRY HISTORICAL SOCIETY | ||||||||
| 12 ELM STREET | DOBBS FERRY | NY | 10522 | NONE | PC | GENERAL SUPPORT FOR REPAIRS AND MAINTENANCE | $25,000 | |
| DOBBS FERRY HISTORICAL SOCIETY | ||||||||
| 12 ELM STREET | DOBBS FERRY | NY | 10522 | NONE | PC | REPAIR AGING FENCING AROUND MEAD HOUSE | $25,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | SUPPORT OPERATING BUDGET | $20,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PLACE 4TH FLOOR | NEW YORK | NY | 10280 | NONE | PC | SUPPORT YIDDISH CULTURAL OFFERINGS | $76,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT K-8 GRADE SUMMER ENRICHMENT PROGRAM FOR LOW INCOME STUDENTS ATTENDING NEW HAVEN PUBLIC SCHOOL | $50,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESER REVIEW | $10,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | SUPPORT OF HOLOCAUST AWARENESS THROUGH DOCUMENTARY FILM | $50,000 | |
| FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN | ||||||||
| 113 WEST CHESTNUT STREET | WESTCHESTER | PA | 19380 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | |
| FRIENDS OF THE OLD CROTON AQUEDUCT INC | ||||||||
| 15 WALNUT STREET | DOBBS FERRY | NY | 10522 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | FUND 10 ONE YEAR IMPACT SCHOLARSHIPS FOR THE 2025 ACADEMIC YEAR | $50,000 | |
| GPS WRESTLING BOOSTER | ||||||||
| 10 BROOK RIDGE ROAD | NEW ROCHELLE | NY | 10804 | NONE | PC | PROVIDE DIRECT FINANCIAL SUPPORT TO ATHLETES | $30,000 | |
| GREENWICH CORAL SOCIETY INC | ||||||||
| PO BOX 523 | GREENWICH | CT | 06836 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HEBREW FREE LOAN SOCIETY INC | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| HOPKINS SCHOOL INCORPORATED | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | SUPPORT EDUCATIONAL ENRICHMENT PROGRAM FOR 5TH-8TH GRADERS IN NEW HAVEN PUBLIC SCHOOLS | $35,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 | |
| INTERNATIONAL OCD FOUNDATION INC | ||||||||
| 55 COURT ST | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| INTERNEWS NETWORKS | ||||||||
| PO BOX 4448 | ARCATA | CA | 95518 | NONE | PC | GENERAL SUPPORT FOR EARTH JOURNALISM NETWORK | $10,000 | |
| ISRAEL CANCER RESEARCH FUND INC | ||||||||
| 52 VANDERBILT AVE SUTIE 1510 | NEW YORK | NY | 10017 | NONE | PC | FUND DR. EYLON YAVIN OF HEBREW UNIVERSITY OF JERUSALEM | $25,000 | |
| ITHAKA HARBORS INC | ||||||||
| ONE LIBERTY PLAZA 165 BROADWAY 5TH | NEW YORK | NY | 10006 | NONE | PC | USED TO COLLECT, ANALYZE AND DISTRIBUTE INFORMATION IN COLONEL SAMUAL ALEXANDER WOODS ROLE AS FIRST COMMANDER | $25,000 | FLOOR |
| JEWISH INTEREST FREE LOAN OF ATLANTA INC | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | CHAMBLEE | GA | 30341 | NONE | PC | IMPROVEMENTS TO ADMINISTRATIVE OPERATINGS | $15,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT LEAPS ENRICHMENT ACTIVITIES FOR YOUTH IN NEW HAVEN | $35,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | RESEARCH PROJECT ON ETHICAL GOVERNANCE FRAMEWORKS FOR AGENTIC ARTIFICIAL INTELLIGENCE | $25,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SUPPORT THE CONSERVATORY'S MUSIC INSTRUCTION PROGRAMS FY2025-2026 | $25,000 | |
| MUSIC MOUNTAIN INC | ||||||||
| PO BOX 738 | LAKEVILLE | CT | 06039 | NONE | PC | SUPPORT EDUCATION OUTREACH, COOPERATION WITH WSHU AND UNDERWRITE CONCERT | $20,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 33 CARLA LANE | IRVINGTON | NY | 10533 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NEEMAN FOUNDATION USA | ||||||||
| 867 BOYLSTON ST 5TH FL1342 | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT OF PLATFORD DEVELOPMENT FOR CAMPUS ISRAEL | $50,000 | |
| NEGRO ENSEMBLE COMPANY INC | ||||||||
| 500 7TH AVENUE 8TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING EXPENSES | $55,000 | |
| NEGRO ENSEMBLE COMPANY INC | ||||||||
| 500 7TH AVENUE 8TH FL | NEW YORK | NY | 10018 | NONE | PC | TO PROVIDE ACCESS TO THEATRE FOR UNDERPRIVILEGED COMMUNITIES AND GENERAL OPERATING EXPENSES | $35,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | SUPPORT NJPAC CREATIVE DEVELOPMENT AND SPACE GRANT PROGRAM | $100,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | SUPPORT 25-26 SEASON OF AMERICAN SONG AND CLASSICAL MUSIC PERFORMANCES AND SUPPORT 2025 SPOTLIGHT GALA | $125,000 | |
| NEW ROCHELLE POLICE FOUNDATION INC | ||||||||
| PO BOX 96 | NEW ROCHELLE | NY | 10804 | NONE | PC | MENTORING IN BLUE PROGRAM | $25,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | NONE | PC | NYU SCHOOL OF LAW DAVID BOIES PRIZE PROGRAM | $175,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 420 EAST SUPERIOR STREET RUBLOFF | CHICAGO | IL | 60611 | NONE | PC | SUPPORT AND ACCELERATE THE ACTIVITIES OF THE POTOCSNAK LONGEVITY INSTITUTE | $100,000 | BUILDING 9TH FLOOR |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $37,000 | |
| PREGONES PUERTO RICAN TRAVELING THEATRE INC | ||||||||
| 575 WALTON AVENUE | BRONX | NY | 10451 | NONE | PC | ASSIST IN THE REALIZATION OF YEAR ROUND PROGRAMMATIC AND OPERATIONAL ACTIVITIES | $10,000 | |
| PUNCHING OUT PARKINSONS SANTA FE | ||||||||
| 1704 LLANO STREET SUITE B110 | SANTA FE | NM | 87505 | NONE | PC | SUPPORT TO PURCHASE AN OVAL SOLO STEP OVERHEAD TRACK AND HARNESS SYSTEM | $10,000 | |
| QUEENS JEWISH COMMUNITY COUNCIL IN | ||||||||
| 119-45 UNION TURNPIKE | FOREST HILLS | NY | 11375 | NONE | PC | CONSTRUCTION OF THE QUEENS HOLOCAUST MEMORIAL PARK | $25,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | WSHU GENERAL OPERATING EXPENSES | $60,000 | |
| SCHOOLHOUSE THEATER FOUNDATION INC | ||||||||
| 18 POMANDER WALK | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | OPERATING EXPENSES | $15,000 | |
| SINAI FREE SYNAGOGUE | ||||||||
| NORTH COLUMBUS AVE | MOUNT VERNON | NY | 10552 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SOCIAL IMPACT PARTNERS INC | ||||||||
| 1221 POST ROAD EAST SUITE 302 | WESTPORT | CT | 06880 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SUSTAINABLE WESTCHESTER INC | ||||||||
| 40 GREEN STREET | MT KISCO | NY | 10549 | NONE | PC | SUPPORT 8-10 INTERNS | $12,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | FUNDING FOR SMPA GRADUATE SUPPORT PROGRAM | $35,000 | |
| SUMMITT MUSIC FESTIVAL | ||||||||
| 270 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | PC | SUPPORT INCREASED OPERATIONAL COSTS | $50,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | MUSICIAN FEES | $20,000 | |
| GROUP I ACTING COMPANY INC | ||||||||
| 630 9TH AVE SUITE 603 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING EXPENSES | $30,000 | |
| THE FILM COOABORATIVE INC | ||||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | NONE | PC | GENERAL SUPPORT FOR OPERATING COSTS OF THE FULL CUP FILM | $20,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | GENERAL OPERATING EXPENSES AND PROGRAMS | $25,000 | |
| UNIVERSITY OF MASSASHUSETTS AMHERST | ||||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY JOURNAL | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATIONS OF SMART MUSEUM | $75,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | AUSTIN | TX | 78759 | NONE | PC | FUNDING FOR WORK ON FIGHTING INFECTIONS VIA RARE ISOTOPE BIOFILMS | $50,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | SUPPORT RESEARCH IN TREATMENTS AND A CURE FOR USHER III DISEASE | $25,000 | |
| WELCOME WORLD FOUNDATION INC | ||||||||
| 10 MULBERRY ST SUITE 300 | NEWARD | NJ | 07102 | NONE | PC | SUPPORT LEGACY EFFORTS IN HOSTING THE FIFA WORLD CUP 2026 IN NEW YORK AND NEW JERSEY | $175,000 | |
| WESTCHESTER CHAMBER MUSIC SOCIETY INC | ||||||||
| 823 LONG HILL ROAD WEST | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WOODLANDS COMMUNITY TEMPLE INC | ||||||||
| 50 WORTHINGTON ROAD | WHITE PLAINS | NY | 10607 | NONE | PC | SUPPORT RENOVATION OF EXTERNAL RAMP AND STAIR | $20,000 | |
| WORLD JEWISH RELIEF USA INC | ||||||||
| 1350 5TH AVE FLOOR 2 SUITE 266 | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,990,000 | 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 | $1,549,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,695,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,244,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,244,707 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,250 | Amt |
| Net Investment Income | $8,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | 2017-01-01 | $6,786 | $6,786 | SL | 3.000000000000 | $0 | $0 |
| NEW COMPUTER EQUIPMENT | 2017-01-01 | $4,647 | $4,647 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP | 2017-01-01 | $8,896 | $8,896 | SL | 3.000000000000 | $0 | $0 |
| NEW COMPUTER | 2024-04-25 | $2,099 | $466 | SL | 3.000000000000 | $700 | $0 |
| NEW LAPTOP | 2024-06-20 | $1,867 | $311 | SL | 3.000000000000 | $622 | $0 |
| IPAD AIR MARYS | 2025-07-28 | $1,320 | SL | 3.000000000000 | $183 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2025 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. IN ADDITION, THE DIRECTORS ARE REIMBURSED FOR CETAIN TRAVEL AND OTHER EXPENSES THAT ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAP/GLOBA | $114,054 | $113,625 |
| AMERICAN ELECTRIC POWER | $86,106 | $86,370 |
| AMERICAN EXPRESS | $397,882 | $394,438 |
| AT&T INC | $143,849 | $143,064 |
| BARCLAYS PLC | $180,576 | $196,782 |
| BANK OF NOVA SCOTIA SENIOR UNSECURED | $264,658 | $261,852 |
| BAT CAPITAL CORP | $86,357 | $88,539 |
| BROADCOM INC | $89,855 | $91,443 |
| CAPITAL ONE FINANCIAL CO | $85,700 | $88,730 |
| CARMAX AUTO OWN ABS 2002 | $44,009 | $44,133 |
| CHARLES SCWAB CORP | $54,003 | $56,678 |
| CHARLES SCWAB CORP | $49,236 | $51,418 |
| COMCAST CORP COMPANY GUARNT GLB | $89,862 | $88,891 |
| DELL INT LLC/EMC CORP CO GUARNT GLB | $110,024 | $113,137 |
| DIAMONDBACK ENERGY INC | $90,120 | $92,505 |
| CITIGROUP COMME CMO2017 | $173,834 | $177,449 |
| ENERGY TRANSFER PARTNERS | $88,019 | $87,280 |
| FHLMC RA 7128 03 50%2052 | $429,341 | $437,512 |
| FHLMC SB 8073 01 50%2035 | $375,853 | $335,130 |
| FNMA PCA4978 03%2050 | $172,165 | $145,192 |
| FNMA PCA5658 02 50%2050 | $305,388 | $249,634 |
| FNMA PCA5701 02 50%2050 | $103,209 | $83,925 |
| FNMA PCA8132 02 50%2050 | $315,319 | $264,633 |
| FNMA PFM8579 02 50%2051 | $418,610 | $349,508 |
| FNMA PFM1239 03 50%2051 | $464,511 | $467,784 |
| FNMA PFS1820 03%2051 | $286,062 | $270,640 |
| FNMA PFS7280 05%2053 | $355,996 | $367,260 |
| FNMA PMA4441 01 50%2036 | $383,290 | $344,674 |
| FNMA PMA5556 04%2039 | $388,783 | $395,702 |
| GENERAL MOTORS FINL CO | $89,936 | $90,128 |
| GLOBAL PAYMENTS INC | $149,477 | $149,090 |
| GOLDMAN SACHS GROUP INC | $136,327 | $119,894 |
| HOME DEPOT INC | $162,786 | $169,006 |
| HONDA AUTO RECE ABS 2025 | $298,910 | $301,866 |
| HP ENTERPRISE CO | $88,740 | $83,385 |
| HUNTINGTON BANCSHARES | $48,107 | $48,361 |
| JPMORGAN CHASE & CO | $223,428 | $233,418 |
| LOUISVILLE GAS & ELEC | $93,242 | $89,854 |
| META PLATFORMS INC | $149,804 | $143,966 |
| MERCEDES BENZ A ABS 2023 | $251,706 | $251,246 |
| MORGAN STANLEY | $166,425 | $176,854 |
| PNC FINANCIAL SERVICES | $96,368 | $97,707 |
| ROYAL BANK OF CANADA | $125,244 | $123,945 |
| ROYALTY PHARMA PLC | $88,353 | $90,455 |
| SHELL FINANCE US INC | $135,802 | $135,799 |
| SOUTHERN CO | $156,285 | $160,727 |
| T-MOBILE USA INC | $84,936 | $86,890 |
| TARGA RESOURCES PARTNERS | $85,085 | $89,480 |
| TORONTO DOMINION BANK | $237,900 | $245,295 |
| USD ROYAL BK CANADA SER GMTN | $110,801 | $110,780 |
| WELLS FARGO | $87,128 | $88,019 |
| WESTERN MIDSTREAM OPERAT | $75,626 | $75,596 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (114 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN NV -UNSPON | $55,908 | $73,973 |
| AON PCL CLASS A | $33,590 | $47,286 |
| ARCH CAPITAL GROUP LTD | $64,488 | $84,889 |
| ASM INTERNATIONAL NY REG SHS | $39,203 | $56,722 |
| ASML HOLDING NV NY REG SHS | $51,148 | $131,593 |
| ASTRAZENECA PLC-SPONS ADR | $59,298 | $79,336 |
| BAE SYSTEMS PLC SPON ADR | $89,142 | $138,670 |
| CANADIAN NATURAL RESOURCES | $48,152 | $52,298 |
| CANAADIAN PACIFIC KANSAS CITY | $67,401 | $77,532 |
| COUPANG INC | $59,439 | $75,535 |
| DEUTSCHE BOERSE AG-UNSPN ADR | $64,965 | $52,291 |
| EXPERIAN PCL SPONS ADR | $37,112 | $49,055 |
| FERGUSON PLC | $73,208 | $65,676 |
| FERRARI NV | $28,241 | $49,521 |
| ICICI BANK LTD SPON ADR | $50,027 | $66,245 |
| LINDE PLC | $55,780 | $69,928 |
| MERCADOLIBRE INC | $41,134 | $60,428 |
| MITSUBISHI HEAVY INDUSTRIES | $59,838 | $127,498 |
| MONDAY.COM LTD | $55,072 | $36,742 |
| NINTENDO CO LTD-UNSPONS ADR | $84,243 | $74,774 |
| NOVO-NORDISK A/S SPONS ADR | $51,541 | $43,909 |
| NU HOLDINGS LTD/CAYMAN ISL-A | $48,607 | $79,097 |
| PHILIP MORRIS INTERNATIONAL | $130,201 | $123,508 |
| RHEINMETALL AG-UNSP ADR | $49,773 | $49,708 |
| ROLLS-ROYCE HOLDINGS SP ADR | $90,870 | $188,797 |
| SAFRAN SA UNSPON ADR | $67,076 | $121,087 |
| SAP SE-SPONSORED ADR | $114,867 | $110,038 |
| SEA LTD ADR | $82,024 | $137,776 |
| SEATGATE TECHNOLOGY HOLDINGS | $65,169 | $93,082 |
| SHOPIFY INC CLASS A | $76,435 | $69,539 |
| SIEMENS ENERGY AG-UNSP ADR | $84,021 | $256,334 |
| SPOTIFY TECHONOLOGY SA | $49,027 | $90,010 |
| TAIWAN SEMICONDUCTOR-SP ADR | $109,775 | $230,045 |
| TENCENT HOLDINGS LTD UNS ADR | $82,380 | $90,788 |
| TEVA PHARMACEUTICAL SP ADR | $32,655 | $29,920 |
| UBS GROUP AG REG | $55,478 | $87,989 |
| WASTE CONNECTIONS INC | $39,116 | $47,523 |
| 3L GROUP PLC-UNSPON ADR | $75,619 | $81,501 |
| ACUSHNET HOLDINGS CORP | $53,455 | $80,937 |
| ADDUS HOMECARE CORP | $81,819 | $95,255 |
| ADVANCED ENERGY INDUSTRIES | $61,965 | $140,278 |
| ALAMO GROUP INC | $93,292 | $75,877 |
| AMBARELLA INC | $29,668 | $36,483 |
| AMN HEALTHCARE SERVICES INC | $92,947 | $27,643 |
| ATLANTIC UNION BANKSHARES CO | $81,238 | $106,712 |
| BALCHEM CORP | $60,397 | $84,348 |
| BALDWIN INSURANCE GROUP INC/TH | $43,125 | $43,422 |
| BENCHMARK ELECTRONICS INC | $47,720 | $83,425 |
| BLACKBAUD INC | $76,230 | $72,248 |
| BOOT BARN HOLDINGS INC | $31,064 | $89,470 |
| CARETRUST REIT INC | $33,527 | $47,587 |
| CASS INFORMATION SYSTEMS INC | $48,047 | $50,696 |
| CHESAPEAKE UTILITIES CORP | $63,373 | $75,106 |
| COHU INV | $92,244 | $78,792 |
| CONCENTRA GROUP HOLDINGS PAR | $59,623 | $54,376 |
| CONMED CORP | $62,852 | $53,105 |
| CSW INDUSTRIALS INC | $38,179 | $83,363 |
| CTS CORP | $40,218 | $55,088 |
| DIODES INC | $102,089 | $78,944 |
| DORMAN PRODUCTS INC | $36,099 | $61,349 |
| ENERSYS | $53,185 | $80,126 |
| ENOVIS CORP | $120,478 | $65,268 |
| ENPRO INDUSTRIES INC | $61,098 | $126,551 |
| EPLUS INC | $55,869 | $67,704 |
| ESCO TECHNOLOGIES | $73,544 | $135,014 |
| EXLSERVICE HOLDINGS INC | $49,061 | $78,896 |
| FRANKLIN ELECTRIC CO INC | $44,506 | $63,241 |
| ICF INTERNATIONAL INC | $90,769 | $84,276 |
| IDACORP INC | $68,611 | $92,009 |
| INTEGER HOLDINGS CORP | $92,185 | $83,920 |
| INTERPARFUMS INC | $59,719 | $47,759 |
| KAISER ALUMINUM CORP | $75,241 | $127,839 |
| KFORCE INC | $87,635 | $56,862 |
| KORN FERRY | $55,935 | $89,391 |
| LITTLEFUSE INC | $40,545 | $64,748 |
| LIVERAMP HOLDINGS INC | $75,334 | $74,600 |
| MARCUS & MILLICHAP INC | $97,787 | $81,270 |
| MCGRATH RENTCORP | $45,741 | $44,490 |
| MERCANTILE BANK CORP | $31,167 | $53,006 |
| MOELIS & CO CLASS A | $54,102 | $116,789 |
| MONARCH CASINO & RESORT INC | $59,187 | $82,972 |
| NETSTREIT CORP | $55,286 | $61,070 |
| NORTHERN OIL AND GAS INC | $120,225 | $91,441 |
| OLLIE'S BARGAIN OUTLET HOLDI | $26,785 | $55,353 |
| ORIGIN BANCORP INC | $64,102 | $65,855 |
| PATRICK INDUSTRIES INC | $31,587 | $75,142 |
| POWER INTEGRATIONS INC | $94,767 | $49,720 |
| PRESTIGE CONSUMER HEALTHCARE | $81,237 | $66,749 |
| SEACOAST BANKING CORP/FL | $99,297 | $108,996 |
| SELECTIVE INSURANCE GROUP | $79,842 | $98,145 |
| SIMULATIONS PLUS INC | $68,562 | $46,122 |
| STEWART INFORMATION SYSTEMS | $52,092 | $88,598 |
| SUNSTONE HOTEL INVESTORS INC | $76,173 | $66,460 |
| UMB FINANCIAL CORP | $40,381 | $67,759 |
| UTZ BRANDS INC | $60,130 | $47,208 |
| VIAVI SOLUTIONS INC | $50,286 | $87,122 |
| WALKER & DUNLOP INC | $60,094 | $43,488 |
| BERKSHIRE HATHAWAY INC CL-A | $78,079 | $7,548,000 |
| FIDELITY 500 INDEX FD | $5,257,350 | $12,419,695 |
| INVESCO QQQ TRUST SERIES 1 | $894,197 | $2,513,142 |
| STATE STREET HEALTH CARE | $471,521 | $699,077 |
| STATE STREET CONSUMER STAPLES | $228,443 | $219,990 |
| STATE STREET CONSUMER DISCRET | $409,985 | $469,520 |
| STATE STREET ENERGY SELECT SEC | $235,907 | $236,874 |
| STATE STREET FINANCIAL SELECT | $1,151,565 | $1,366,840 |
| STATE STREET INDUSTRIAL SELECT | $615,440 | $667,326 |
| STATE STREET TECHNOLOGY SELECT | $1,612,567 | $2,040,055 |
| STATE STREET COMMUNICATION SER | $394,004 | $477,355 |
| STATE STREET UTILITIES SELECT | $643,087 | $673,563 |
| VANGUARD SMALL CAP ETF | $2,757,368 | $4,915,495 |
| FIDELITY INTL INDX INST PRM | $6,098,283 | $8,874,769 |
| GQG PART EMERG MKTS EQ INST | $2,156,020 | $2,658,592 |
| ISHARES CORE MSCI EMERGING | $2,708,118 | $3,411,482 |
| JPM DEPOSIT SWEEP | $162,027 | $162,027 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,584,308 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,503,817 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COHEN & STEERS RL EST-F | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,541,408 | BookValueAmt |
| EOYFMV | $1,744,288 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | $6,786 | $6,786 | $0 | $0 |
| NEW COMPUTER EQUIPMENT | $4,647 | $4,647 | $0 | $0 |
| LAPTOP | $8,896 | $8,896 | $0 | $0 |
| NEW COMPUTER | $2,099 | $1,166 | $933 | $933 |
| NEW LAPTOP | $1,867 | $933 | $934 | $934 |
| IPAD AIR MARYS | $1,320 | $183 | $1,137 | $1,137 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $206,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 12/31/2025 COST ADJUSTMENT | $10,111 |
| 12/31/2025 COST ADJUST WITRICITY K1 | $12,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $13,720 | $2,744 | $10,976 |
| TELEPHONE | $1,500 | $300 | $1,200 |
| ADP FEES | $5,927 | $1,185 | $4,742 |
| POSTAGE | $974 | $195 | $779 |
| INSURANCE | $7,094 | $1,419 | $5,675 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $6,863 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $266,531 | $266,531 | $0 |
| PROFESSIONAL FEES | $50,936 | $48,936 | $2,000 |
| AUDIT EXPENSE | $25,568 | $5,114 | $20,454 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $32,154 | $32,154 | $0 |
| EXCISE TAX | $75,000 | $0 | $0 |
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