DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & EDITH A EHRLICH FAMILY FOUNDATION (EIN 13-3977042)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349103731
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:28:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133399047 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER ACCOUNTANTS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | 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 | 133977042 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J AND EDITH A EHRLICH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2125340732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GRACIE TERRACE 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER RIMMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5166723682 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SCHEIDLINGER CPA | PreparerPersonNm |
| PTIN | P00083421 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $1,818,180 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $617 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,236 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,813 | CashBOYAmt |
| Cash EOY | $28,796 | CashEOYAmt |
| Cash EOYFMV | $28,796 | CashEOYFMVAmt |
| Corporate Stock BOY | $362,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $346,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,329,220 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $453,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $473,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $460,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $834,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $849,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,818,180 | 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 | $834,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $849,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $834,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $849,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $834,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $849,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $834,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $849,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $849,596 | 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 | $140,298 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,768 | CostOrOtherBasisAmt |
| Gain Or Loss | $124,530 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $124,530 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | 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 | $3,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $860 | OverpaymentAmt |
| Applied To ES Tax | $860 | 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 | 0 | 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 | JENNIFER RIMMER | IndividualWithBooksNm |
| Phone | 5166723682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER RIMMER | ||||||||
| ONE GRACIE TERRACE APT 11A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NINA EHRLICH-FOLEY | ||||||||
| 54 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | TRUSTEE | 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 | $1,949,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,002,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,002,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,972,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,260 | TotalTaxAmt |
| Distributable Before Adj | $96,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,736 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,736 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,328 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,417 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $372,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $418,907 | 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 | $143,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $275,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,328 | ExcessFromYear4Amt |
| Excess From Year3 | $88,412 | ExcessFromYear3Amt |
| Excess From Year2 | $67,417 | ExcessFromYear2Amt |
| Excess From Year1 | $55,014 | ExcessFromYear1Amt |
| Excess From Current Year | $46,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER RIMMER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRACIE TERRACE APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5166723682 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH EXPLANATION OF ORGANIZATION'S FUNCTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $2,884 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | TO PROVIDE COMPASSIONATE AND COLLABORATIVE CARE TO ANIMALS AND TO LEADING THE ADVANCEMENT OF VETERINARY MEDICINE THROUGH INNOVATIVE CLINICAL RESEARCH AND EDUCATION. | $3,749 |
| ANIMAL WELFARE INSTITUTE | ||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | TO ALLEVIATE THE SUFFERING INFLICTED ON ANIMALS BY HUMANS. | $1,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 840 FIRST STREET | WASHINGTON | DC | 20002 | PC | TO CREATE A SAFER AMERICA BY CUTTING GUN DEATHS IN HALF BY 2025. | $8,749 |
| COVE ANIMAL RESCUE | ||||||
| 40 SHORE RD | GLENN COVE | NY | 11542 | PC | TO SUPPORT ANIMAL RESCUE | $3,749 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | TO END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. | $22,499 |
| HIAS INC | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | TO HELP REFUGEES AROUND THE WORLD REBUILD THEIR LIVES IN SAFETY AND DIGNITY | $7,498 |
| CAMP HORSEABILITY | ||||||
| 223 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | PC | TO IMPROVE THE LIVES OF INDIVIDUALS WITH SPECIAL NEEDS THROUGH FACILITATED INTERACTIONS WITH HORSES. | $3,750 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PC | TO UPHOLD HUMAN DIGNITY AND ADVANCE THE CAUSE OF HUMAN RIGHTS FOR ALL. | $3,749 |
| INTERNATIONAL RESEARCH FOUNDATION FOR RSDCRPS | ||||||
| 1910 EAST BUSCH BOULEVARD | TAMPA | FL | 33612 | PC | TO SUPPORT AN INTERNATIONAL RESEARCH NETWORK WHICH WILL HELP EDUCATE MEDICAL PROFESSIONALS AND SUPPORT RESEARCH WORLDWIDE | $1,500 |
| LAST CHANCE ANIMAL RESCUE | ||||||
| PO BOX 1661 | SOUTHAMPTON | NY | 11969 | PC | TO SAVE THE LIVES OF ANIMALS, AND RESCUE ANIMALS THAT ARE LOCATED IN "KILL" FACILITIES AND UNDERWRITE THE COSTS OF RELOCATING THEM TO "NO KILL" FACILITIES AND FOSTER HOMES IN HOPES OF FINDING THEM A FOREVER FAMILY. | $1,000 |
| LITTLE SHELTER | ||||||
| 33 WARNER RD | HUNTINGTON | NY | 11743 | PC | DEDICATED TO SAVING ABANDONED DOGS AND CATS AND PLACING THEM INTO LOVING FOREVER HOMES SINCE 1927. | $1,500 |
| LONG ISLAND CARES | ||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PC | TO IMPROVE FOOD SECURITY FOR FAMILIES, SPONSOR PROGRAMS THAT HELP FAMILIES ACHIEVE SELF-SUFFICIENCY, AND EDUCATE THE GENERAL PUBLIC ABOUT THE CAUSES AND CONSEQUENCES OF HUNGER ON LONG ISLAND. | $3,749 |
| MAMA FOUNDATION FOR THE ARTS | ||||||
| 149 WEST 126TH STREET | NEW YORK | NY | 10027 | PC | TO PRESENT, PRESERVE, AND PROMOTE THE HISTORY AND FUNDAMENTALS OF GOSPEL, JAZZ, AND RHYTHM AND BLUES MUSIC FOR CURRENT AND FUTURE GENERATIONS. | $6,000 |
| MATINECOCK MEETING HOUSE | ||||||
| PIPING ROCK AND DUCK POND ROADS | LOCUST VALLEY | NY | 11560 | PC | PRESERVE HISTORIC LANDMARKED BUILDING | $1,442 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PC | TO SUPPORT ADVOCACY, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES | $5,249 |
| NEW YORK POPS | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | THE MISSION IS TO CREATE GREATER PUBLIC AWARENESS AND APPRECIATION OF AMERICA'S RICH MUSICAL HERITAGE THROUGH PRESENTATION OF CONCERTS AND EDUCATION PROGRAMS | $1,000 |
| NORTH SHORE SOUP KITCHEN | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | PC | TO FEED HUNGRY AND HOMELESS PEOPLE IN THE GLEN COVE, NY AREA. | $2,884 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | TO ENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR BODIES, THEIR LIVES, AND THEIR FUTURES. | $3,250 |
| QUEENS THEATRE | ||||||
| 14 UNITED NATIONS AVE S | CORONA | NY | 11368 | PC | TO PROVIDE QUALITY AND DIVERSE PERFORMING ARTS ACTIVITIES THAT ARE ECONOMICALLY AND GEOGRAPHICALLY ACCESSIBLE TO THE RESIDENTS OF QUEENS. | $1,000 |
| SCENIC HUDSON | ||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | TO PRESERVE LAND AND FARMS AND CREATE PARKS THAT CONNECT PEOPLE WITH THE INSPIRATIONAL POWER OF THE HUDSON RIVER, WHILE FIGHTING THREATS TO THE RIVER AND NATURAL RESOURCES THAT ARE THE FOUNDATION OF THE VALLEY'S PROSPERITY. | $30,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | TO ENSURE THAT THE PROMISE OF THE CIVIL RIGHTS MOVEMENT BECAME A REALITY FOR ALL. | $3,749 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $2,884 |
| ST MARKS SCHOOL | ||||||
| 2602 EAST 19TH STRRET | BROOKLYN | NY | 11235 | PC | TO PROMOTE EDUCATIONAL INTEGRITY, MORAL STRENGTH, PERSONAL RESPONSIBILITY AND CULTURAL AWARENESS. | $1,442 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | PUBLIC RADIO | $2,884 |
| FERNANDINA WINS INC | ||||||
| 307 ELM STREET | FERNANDINA BEACH | FL | 32034 | PC | TO PREVENT ETHANOL MANUFACTURING | $3,000 |
| THE SYMPHONY SPACE INC | ||||||
| 2537 BROADWAY AT 95TH ST | NEW YORK | NY | 10025 | PC | PERFORMING ARTS | $1,000 |
| INTERNATIONAL CONSORTIUM OF INVESTIGATIVE JOURNALISTS | ||||||
| 1730 RHODE ISLAND AVE NW SUITE 317 | WASHINGTON | DC | 20036 | PC | INVESTIGATIVE JOURNALISM | $2,884 |
| PRO PUBLICA | ||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | INVESTIGATIVE JOURNALISM | $1,442 |
| NRDC | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | CLIMATE CHANGE | $3,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,236 | 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 | $43,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,020 | 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 | $6,500 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $11,367 | $93,968 |
| ABBVIE INC | $17,471 | $242,885 |
| AT&T INC. | $13,667 | $41,334 |
| COSTCO WHOLESALE CORP | $36,874 | $304,406 |
| DELL TECHNOLOGIES INC | $13,667 | $50,478 |
| MEDTRONIC PLC | $56,327 | $70,316 |
| PFIZER | $37,258 | $42,131 |
| S&P 500 INDEX FUND | $114,808 | $159,591 |
| SONY CORP | $41,719 | $312,526 |
| WARNER BROS DISCOVERY INC | $3,650 | $11,585 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS CORE FIXED CLASS P | AT COST | $209,321 | $188,924 |
| GOLDMAN SACHS SHORT DURATION CLASS P | AT COST | $264,671 | $271,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $1,357 | $1,357 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
| ADR AND OTHER FEES | $327 | $230 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,238 | $0 | $0 |
| FOREIGN TAXES | $617 | $617 | $0 |
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