MICHAEL TUCH FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL TUCH FOUNDATION INC (EIN 13-6002848)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-14
- IRS object ID
- 202631049349100113
- Schema version
- 2025v4.1
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T07:54:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141745230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ SELIG & ZERONDA CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 CENTURY HILL DRIVE | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 121102113 | 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 | 136002848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TUCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5187272010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 SOUTH PINE AVE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA TUCH ROZETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187272010 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY E MACKRELL CPA | PreparerPersonNm |
| PTIN | P01864652 | PTIN |
| Phone | 5187837200 | PhoneNum |
| Preparation | 2026-04-13 | 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 | $5,608,372 | 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 | $131,837 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $219,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $582,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,453,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $582,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $933,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $801,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,834 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,422 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,002,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,002,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,058,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,017,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $761,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,367 | CashBOYAmt |
| Cash EOY | $53 | CashEOYAmt |
| Cash EOYFMV | $53 | CashEOYFMVAmt |
| Other Investments BOY | $4,999,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,878,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,608,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,002,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,878,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,608,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$124,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,002,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,878,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,002,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,878,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,002,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,878,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,878,169 | 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 | $2,453,611 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,871,178 | CostOrOtherBasisAmt |
| Gain Or Loss | $582,433 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $582,433 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $582,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,022 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEY BANK NA | IndividualWithBooksNm |
| Phone | 2128134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA TUCK ROZETT | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | PRESIDENT | 1.00 | $18,000 | $0 | $0 |
| JONATHAN S TUCK | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSHUA S ROZETT | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN M ROZETT | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL H TUCK | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDER TUCK ROZETT | ||||||||
| 124 SOUTH PINE STREET | ALBANY | NY | 12208 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,735,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,735,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,735,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,649,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,582 | TotalTaxAmt |
| Distributable Before Adj | $271,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,017,972 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,017,972 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $181,706 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $208,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $244,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $352,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $549,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,536,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,017,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $746,080 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,282,674 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $181,706 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,100,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $208,654 | ExcessFromYear4Amt |
| Excess From Year3 | $244,806 | ExcessFromYear3Amt |
| Excess From Year2 | $352,305 | ExcessFromYear2Amt |
| Excess From Year1 | $549,123 | ExcessFromYear1Amt |
| Excess From Current Year | $746,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAS MUSICAL THEATRE | |||||||
| 630 9TH AVENUE SUITE 1400 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $10,000 |
| ANSONIA MUSIC OUTREACH | |||||||
| 330 WADSWORTH AVE 2G | NEW YORK | NY | 10040 | NONE | PC | GENERAL OPERATING | $5,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $15,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $20,000 |
| BALLET TECH FOUNDATION | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $10,000 |
| BRONX ARTS ENSEMBLE | |||||||
| 80 VAN CORTLANDT PARK SOUTH | BRONX | NY | 10463 | NONE | PC | GENERAL OPERATING | $10,000 |
| BROOKLYN CONSERVATORY OF MUSIC | |||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $10,000 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | NONE | PC | GENERAL OPERATING | $10,000 |
| BROOKLYN PUBLIC LIBRARY CENTER FOR BROOKLYN HISTORY | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | GENERAL OPERATING | $10,000 |
| BROOKLYN YOUTH CHORUS ACADEMY | |||||||
| 179 PACIFIC STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $25,000 |
| BROOKYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | PC | GENERAL OPERATING | $10,000 |
| BUILDING FOR THE ARTS --THEATER ROW | |||||||
| 412 W 42ND ST FIFTH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $5,000 |
| CITY ARTS | |||||||
| 77 BLEEKER STREET SUITE C2-18 | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING | $15,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 100657001 | NONE | PC | GENERAL OPERATING | $10,000 |
| CLASSIC STAGE COMPANY | |||||||
| 136 EAST 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $10,000 |
| CORA DANCE | |||||||
| 177 DWIGHT ST 2R | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $15,000 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $15,000 |
| EDUCATION THROUGH MUSIC INC | |||||||
| 122 E 42ND ST STREET SUITE 2000 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING | $15,000 |
| EPIC THEATRE ENSEMBLE | |||||||
| 31-01 VERNON BLVD 612 | ASTORIA | NY | 11106 | NONE | PC | GENERAL OPERATING | $20,000 |
| FIASCO THEATER | |||||||
| PO BOX 291 | NEW YORK | NY | 10276 | NONE | PC | GENERAL OPERATING | $25,000 |
| FUTURES AND OPTIONS | |||||||
| 111 BROADWAY SUITE 1602 | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $10,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 EIGHTH AVENUE SUITE 304 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $15,000 |
| GRAND PISTACHIO | |||||||
| 17 KERMIT PLACE | BROOKLYN | NY | 112181810 | NONE | PC | GENERAL OPERATING | $10,000 |
| GREEN GUERILLAS | |||||||
| 925 BERGEN ST 206 | BROOKLYN | NY | 11238 | NONE | PC | GENERAL OPERATING | $15,000 |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | |||||||
| POBOX 125 | GARRISON | NY | 10524 | NONE | PC | GENERAL OPERATING | $10,000 |
| INTREPID SEA AIR & SPACE MUSEUM | |||||||
| ONE INTREPID SQ W 46TH AND 12TH AVE | NEW YORK | NY | 100364103 | NONE | PC | GENERAL OPERATING | $15,000 |
| IRISH REPERTORY THEATRE | |||||||
| 132 W 22ND ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $15,000 |
| JAZZ PASSENGERS MUSIC PROJECTS | |||||||
| 559 MARLBOROUGH ROAD | BROOKLYN | NY | 11226 | NONE | PC | GENERAL OPERATING | $10,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $10,000 |
| LEAP LEARNING THROUGH AN EXPANDED ARTS PROGRAM | |||||||
| 535 EIGHTH AVE SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $15,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $15,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PC | GENERAL OPERATING | $5,000 |
| MINT THEATRE COMPANY | |||||||
| 412 WEST 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $15,000 |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING | $10,000 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL OPERATING | $15,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL OPERATING | $15,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | GENERAL OPERATING | $10,000 |
| NEW YORK CITY CENTER | |||||||
| 130 WEST 56TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $15,000 |
| NEW YORK CITY CHILDREN'S THEATER | |||||||
| 340 EAST 46TH STREET | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $25,000 |
| NEW YORK CLASSICAL | |||||||
| 11 BROADWAY SUITE 420 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $20,000 |
| NEW YORK HISTORICAL | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $15,000 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $10,000 |
| ORCHESTRA OF ST LUKE'S | |||||||
| 450 W 37TH ST SUITE 502 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $5,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $10,000 |
| PROSPECT MUSICALS | |||||||
| 520 8TH AVENUE SUITE 307 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $25,000 |
| PUBLICOLOR | |||||||
| PO BOX 4 | NEW YORK | NY | 10156 | NONE | PC | GENERAL OPERATING | $35,000 |
| QUEENS BOTANICAL GARDEN | |||||||
| 43-50 MAIN STREET | FLUSHING | NY | 11355 | NONE | PC | GENERAL OPERATING | $10,000 |
| QUEENS MUSEUM | |||||||
| FLUSHING MEADOWS CORONA PARK | QUEENS | NY | 11368 | NONE | PC | GENERAL OPERATING | $10,000 |
| RED BULL THEATER | |||||||
| 191 SEVENTH AVE STE 2S | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $30,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 WEST 39TH STREET STE 1200 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $20,000 |
| S'COOL SOUNDS | |||||||
| 111 2ND PLACE | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $10,000 |
| SEARCH AND CARE | |||||||
| 207 E 94TH ST MEZZANINE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING | $15,000 |
| SECOND STAGE THEATER | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $30,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $10,000 |
| STATEN ISLAND MUSEUM | |||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL OPERATING | $10,000 |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY | NEW YORK | NY | 100256990 | NONE | PC | GENERAL OPERATING | $15,000 |
| TEATRO CIRCULO | |||||||
| 64 E 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $7,000 |
| TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE HOPE PROGRAM | |||||||
| ONE SMITH STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $15,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 W 52ND ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $20,000 |
| THE PAPER BAG PLAYERS | |||||||
| 1120 AVE OF THE AMERICAS 4TH FL | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE UNIVERSITY AT ALBANY FOUNDATION | |||||||
| 1400 WASHINGTON AVE UAB 226 | ALBANY | NY | 12222 | NONE | PC | GENERAL OPERATING | $20,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 154 CHRISTOPHER STREET STE 3D | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING | $25,000 |
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $50,000 |
| URBAN STAGES | |||||||
| 555 EIGHT AVENUE STE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $15,000 |
| WATERFRONT MUSEUM | |||||||
| 290 CONOVER STREET | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $10,000 |
| WORKING THEATER | |||||||
| 520 EIGHTH AVE SUITE 303 | NEW YORK | NY | 100188635 | NONE | PC | GENERAL OPERATING | $10,000 |
| YOUTH JUSTICE NETWORK | |||||||
| 63 WEST 125TH ST 4TH FL | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING | $10,000 |
| STATEN ISLAND MUSEUM | |||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | RETURN OF PRIOR YEAR GIFT | -$15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,002,000 | 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 | $219,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $582,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $801,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $801,755 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCH UW MICHAEL TUCH PARAGRAPH SEVEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK 4900 REIDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $131,837 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (93 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2824100 :ABBOTT LABS | AT COST | $16,307 | $15,035 |
| 00287Y109 :ABBVIE INC | AT COST | $14,387 | $22,392 |
| 31162100 :AMGEN INC | AT COST | $18,997 | $23,566 |
| 60505104 :BANK OF AMERICA CORP | AT COST | $27,660 | $40,480 |
| 127097103 :COTERRA ENERGY INC | AT COST | $11,471 | $12,344 |
| 134429109 :THE CAMPBELL'S CO | AT COST | $9,347 | $6,522 |
| 14149Y108 :CARDINAL HEALTH INC | AT COST | $22,658 | $35,963 |
| 166764100 :CHEVRON CORP | AT COST | $31,407 | $52,886 |
| 17275R102 :CISCO SYS INC | AT COST | $12,165 | $21,183 |
| 20825C104 :CONOCOPHILLIPS | AT COST | $28,850 | $25,087 |
| 219350105 :CORNING INC | AT COST | $16,072 | $47,107 |
| 231021106 :CUMMINS INC | AT COST | $18,984 | $43,388 |
| 237194105 :DARDEN RESTAURANTS INC | AT COST | $14,092 | $18,402 |
| 26441C204 :DUKE ENERGY CORP | AT COST | $15,878 | $19,457 |
| 30231G102 :EXXON MOBIL CORP | AT COST | $13,812 | $14,922 |
| 31847R102 :FIRST AMERICAN FINANCIAL CORP | AT COST | $18,206 | $16,896 |
| 370334104 :GENERAL MLS INC | AT COST | $9,625 | $7,115 |
| 372460105 :GENUINE PARTS CO | AT COST | $9,408 | $9,591 |
| 375558103 :GILEAD SCIENCES INC | AT COST | $17,919 | $17,184 |
| 38141G104 :GOLDMAN SACHS GROUP INC | AT COST | $13,472 | $38,676 |
| 437076102 :HOME DEPOT INC | AT COST | $35,619 | $34,410 |
| 438516106 :HONEYWELL INTERNATIONAL INC | AT COST | $20,491 | $25,362 |
| 452308109 :ILLINOIS TOOL WKS INC | AT COST | $16,941 | $16,010 |
| 46625H100 :JP MORGAN CHASE & CO | AT COST | $69,235 | $230,710 |
| 478160104 :JOHNSON & JOHNSON | AT COST | $8,199 | $32,491 |
| 539830109 :LOCKHEED MARTIN CORP | AT COST | $18,783 | $22,732 |
| 594918104 :MICROSOFT CORP | AT COST | $4,736 | $121,872 |
| 61945C103 :MOSAIC CO | AT COST | $18,460 | $12,310 |
| 64110D104 :NETAPP INC | AT COST | $13,931 | $19,919 |
| 65339F101 :NEXTERA ENERGY INC | AT COST | $18,340 | $17,260 |
| 704326107 :PAYCHEX INC | AT COST | $19,163 | $18,734 |
| 713448108 :PEPSICO INC | AT COST | $13,364 | $38,750 |
| 717081103 :PFIZER INC | AT COST | $16,255 | $16,534 |
| 718172109 :PHILIP MORRIS INTERNATIONAL INC | AT COST | $31,206 | $36,892 |
| 74144T108 :T ROWE PRICE GROUP INC | AT COST | $10,933 | $11,057 |
| 855244109 :STARBUCKS CORP | AT COST | $39,659 | $34,526 |
| 8.7612E+110 :TARGET CORP | AT COST | $21,587 | $11,730 |
| 882508104 :TEXAS INSTRS INC | AT COST | $19,041 | $20,992 |
| 902494103 :TYSON FOODS INC | AT COST | $14,164 | $16,472 |
| 911312106 :UNITED PARCEL SERVICE INC | AT COST | $26,422 | $18,449 |
| 91324P102 :UNITEDHEALTH GROUP INC | AT COST | $8,267 | $8,253 |
| 91913Y100 :VALERO ENERGY CORPORATION | AT COST | $11,709 | $13,837 |
| 92343V104 :VERIZON COMMUNICATIONS INC | AT COST | $21,157 | $26,556 |
| 94106L109 :WASTE MANAGEMENT INC | AT COST | $18,282 | $16,918 |
| 97717W505 :WISDOMTREE U.S. MIDCAP DIVIDEND FUND | AT COST | $179,647 | $218,526 |
| 808524797 :SCHWAB US DIVIDEND EQUITY ETF | AT COST | $225,230 | $240,616 |
| G5960L103 :MEDTRONIC PLC | AT COST | $34,814 | $43,995 |
| 97717W604 :WISDOMTREE U.S. SMALLCAP DIVIDEND | AT COST | $190,937 | $213,846 |
| 40434L105 :HP INC | AT COST | $19,752 | $16,933 |
| 33939L860 :FLEXSHARES QUALITY DIVIDEND INDEX FUND | AT COST | $167,018 | $244,289 |
| 464286319 :ISHARES EMERGING MARKETS DIVIDEND ETF | AT COST | $100,236 | $77,308 |
| 11135F101 :BROADCOM INC | AT COST | $7,579 | $38,417 |
| 33939L837 :FLEXSHARES INT QUALITY DIVIDEND INDEX FD | AT COST | $390,349 | $447,822 |
| 52736R102 :LEVI STRAUSS & CO | AT COST | $14,208 | $21,777 |
| G7709Q104 :ROYALTY PHARMA PLC | AT COST | $13,108 | $17,002 |
| 92556V106 :VIATRIS INC | AT COST | $22,416 | $24,900 |
| 186854204 :CLIFFWATER CORP LENDING | AT COST | $198,960 | $196,613 |
| H11356104 :BUNGE GLOBAL SA | AT COST | $24,572 | $21,290 |
| 172967KA8 :CITIGROUP INC | AT COST | $50,116 | $50,322 |
| 743315AR4 :PROGRESSIVE CORP | AT COST | $72,064 | $73,899 |
| 3135G0Q22 :FANNIE MAE | AT COST | $28,776 | $29,632 |
| 25468PDV5 :WALT DISNEY CO | AT COST | $48,254 | $49,485 |
| 74432QCC7 :PRUDENTIAL FINANCIAL INC | AT COST | $49,438 | $49,965 |
| 64110LAS5 :NETFLIX INC | AT COST | $50,634 | $51,071 |
| 191216CR9 :COCA-COLA CO | AT COST | $29,537 | $29,910 |
| KEYBKDEP01 :KEYBANK DEPOSIT SWEEP | AT COST | $7,962 | $7,962 |
| 166764BX7 :CHEVRON CORP | AT COST | $46,006 | $48,902 |
| 46647PBR6 :JPMORGAN CHASE & CO | AT COST | $72,995 | $73,142 |
| 92826CAH5 :VISA INC | AT COST | $48,174 | $49,395 |
| 00287YBV0 :ABBVIE INC | AT COST | $33,478 | $34,727 |
| 91282CFZ9 :UNITED STATES TREAS NTS | AT COST | $35,256 | $35,249 |
| 89236TKL8 :TOYOTA MOTOR CREDIT CORP | AT COST | $77,269 | $77,242 |
| 65339KCM0 :NEXTERA ENERGY CAPITAL HLDGS INC | AT COST | $40,741 | $40,739 |
| 91282CGP0 :UNITED STATES TREAS NTS | AT COST | $60,039 | $60,626 |
| 89115A2M3 :TORONTO-DOMINION BANK | AT COST | $50,700 | $51,132 |
| 89115A2U5 :TORONTO-DOMINION BANK | AT COST | $57,052 | $56,983 |
| 91282CJT9 :UNITED STATES TREAS NTS | AT COST | $54,774 | $55,264 |
| 91282CKA8 :UNITED STATES TREA NTS | AT COST | $54,615 | $55,361 |
| 91282CKJ9 :UNITED STATES TREAS NTS | AT COST | $74,493 | $75,923 |
| 91282CKZ3 :UNITED STATES TREAS NTS | AT COST | $88,022 | $88,155 |
| 91282CLL3 :UNITED STATES TREAS NTS | AT COST | $39,905 | $39,926 |
| 63743HFT4 :NATIONAL RURAL UTILS COOP FIN CORP | AT COST | $79,425 | $80,369 |
| 91282CLQ2 :UNITED STATES TREAS NTS | AT COST | $64,604 | $65,434 |
| 571748BY7 :MARSH & MCLENNAN COS INC | AT COST | $84,742 | $86,002 |
| 91282CMB4 :UNITED STATES TREAS NTS | AT COST | $59,421 | $60,581 |
| 91282CMF5 :UNITED STATES TREAS NTS | AT COST | $65,871 | $65,957 |
| 3133ER4Q1 :FEDERAL FARM CR BANKS | AT COST | $55,258 | $55,830 |
| 855244AP4 :STARBUCKS CORP | AT COST | $48,652 | $49,479 |
| 91282CND9 :UNITED STATES TREAS NTS | AT COST | $59,644 | $60,326 |
| 91282CNU1 :UNITED STATES TREAS NTS | AT COST | $74,974 | $75,191 |
| 91282CNY3 :UNITED STATES TREAS NTS | AT COST | $44,863 | $44,816 |
| 91282CPK1 :UNITED STATES TREAS NTS | AT COST | $49,805 | $49,946 |
| KEYBANKDEPOSIT | AT COST | $595,070 | $595,070 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,141 | Amt |
| Net Investment Income | $33,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,356 | $1,356 | $0 |
| FOREIGN TAX NONQUALIFIED | $1,004 | $1,004 | $0 |
| PAYROLL TAXES | $1,896 | $474 | $1,422 |
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