I W FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- I W FOUNDATION INC (EIN 13-3924347)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349102434
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:13:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 133924347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | IWFO | BusinessNameControlTxt |
| Phone | 7185436704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 WEST 246TH STREET 323 | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH LEVI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | 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 | $9,154,726 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $192,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,470,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,348 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $97 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $490,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $490,420 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,250 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,250 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $926 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,632 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,429 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,351 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $575 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,709 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,138 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,138 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $408,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $269,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $370,370 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $371,163 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $374,350 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $2,891,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,557,949 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,553,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,551,673 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,181,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $299,521 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,780 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,438 | LandBOYAmt |
| Land EOY | $863 | LandEOYAmt |
| Land EOYFMV | $863 | LandEOYFMVAmt |
| Total Assets BOY | $5,452,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,452,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,154,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,452,779 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,452,261 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,452,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,452,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,452,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,452,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,452,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35 | OtherIncreasesAmt |
| Subtotal | $5,452,261 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,452,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,171,027 | $859,159 | $311,868 | $311,868 |
| PUBLICLY TRADED SECURITIES | P | $300,657 | $316,423 | -$15,766 | -$15,766 |
| CAPITAL GAIN DIVIDENDS | P | $1,246 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,675 | SubtotalAmt |
| Tax Based On Investment Income | $5,675 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $159 | EsPenaltyAmt |
| Tax Due | $5,834 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7185436704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 WEST 246TH STREET | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER SEIDEN | ||||||||
| 70 E 55TH ST 19TH FLOOR | NEW YORK | NY | 10022 | CHAIRMAN OF BOARD | 2.0 | $2,000 | $0 | $0 |
| JUDITH LEVI | ||||||||
| 630 WEST 246TH ST 323 | BRONX | NY | 10471 | PRESIDENT | 40.0 | $68,000 | $12,500 | $0 |
| MARK LEVI | ||||||||
| 630 WEST 246TH ST 323 | BRONX | NY | 10471 | TREASURER | 2.0 | $2,000 | $0 | $0 |
| TRACEY LEVI | ||||||||
| 69 Windingwood Road South | RYE BROOK | NY | 10573 | DIRECTOR | 2.0 | $2,000 | $0 | $0 |
| LESLIE SPIRO | ||||||||
| 440 EAST 57TH STREET | NEW YORK | NY | 10022 | DIRECTOR | 2.0 | $2,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment mgmt | ServiceTypeTxt |
| Compensation | $68,633 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,370,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,714,513 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,714,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,583,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,675 | TotalTaxAmt |
| Distributable Before Adj | $423,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,765 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $423,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $405,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $219,583 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $219,583 | AppliedToYear1Amt |
| Applied To Current Year | $186,119 | 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 |
| Undistributed Income CY | $237,646 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lenox Memorial Middle and High School | |||||||
| 197 East St | Lenox | MA | 01240 | NONE | PC | PROGRAM GRANT | $10,750 |
| Monument Mountain High School | |||||||
| 24510 State Highway 2 | Wrightwood | CA | 92397 | NONE | PC | PROGRAM GRANT | $7,635 |
| Ski Buttermut Ski Patrol | |||||||
| 133 S VAN GORDON ST STE 100 | LAKEWOOD | CA | 80228 | NONE | PC | PROGRAM GRANT | $4,977 |
| Westchester Jewish Community Center | |||||||
| 845 North Broadway | White Plains | NY | 10603 | NONE | PC | PROGRAM GRANT | $25,000 |
| I Golf fore kids foundation | |||||||
| 6422 Riverside Station Blvd | secaucus | NJ | 07094 | NONE | PC | PROGRAM GRANT | $25,000 |
| Food bank NYC | |||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | NONE | PC | PROGRAM GRANT | $10,000 |
| Feeding america | |||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | NONE | PC | PROGRAM GRANT | $10,000 |
| US Holocaust musem | |||||||
| Raoul Wallenberg Place SW | Washington | DC | 20024 | NONE | PC | PROGRAM GRANT | $500 |
| Trust Bridge Foundation | |||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | NONE | PC | PROGRAM GRANT | $5,000 |
| simon wiesnthal center | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | PROGRAM GRANT | $250 |
| Boggy creek | |||||||
| 30500 Brantley Branch Rd | Eustis | FL | 32736 | NONE | PC | PROGRAM GRANT | $2,000 |
| St Judes Children's Hospital | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | NONE | PC | PROGRAM GRANT | $5,000 |
| PLANNED PARENTHOOD Federation of America Inc | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | NONE | PC | PROGRAM GRANT | $2,500 |
| Operation Warm | |||||||
| 50 Applied Bank Blvd Suite 204 | Glen Mills | PA | 19342 | NONE | PC | PROGRAM GRANT | $2,500 |
| Hillel | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | NONE | PC | PROGRAM GRANT | $500 |
| Happiness is camping | |||||||
| 62 SUNSET LAKE ROAD | Hardwick | NJ | 07825 | NONE | PC | PROGRAM GRANT | $2,000 |
| Emergency Medical Assistance | |||||||
| PO BOX 33552 | PALM BEACH GARDENS | FL | 33420 | NONE | PC | PROGRAM GRANT | $500 |
| Collage for Every students | |||||||
| 2303 Main St | ESSEX | NY | 12936 | NONE | PC | PROGRAM GRANT | $25,000 |
| ACLU Foundation | |||||||
| 125 Broad St Fl 18 | New York | NY | 10004 | NONE | PC | PROGRAM GRANT | $500 |
| Butternut Race Club | |||||||
| PO Box 607 | Great Barrington | MA | 01230 | NONE | PC | PROGRAM GRANT | $9,800 |
| The Associated Jewish fund of Baltimore | |||||||
| 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | PROGRAM GRANT | $10,000 |
| Arlington Ladies | |||||||
| PO BOX 152336 | ARLINGTON | TX | 76015 | NONE | PC | PROGRAM GRANT | $250 |
| Wikimedia Foundation | |||||||
| 1 Montgomery Street Suite 1600 | San Francisco | CA | 94104 | NONE | PC | PROGRAM GRANT | $75,000 |
| Gettysburg College | |||||||
| 300 N Washington St | Gettysburg | PA | 17325 | NONE | PC | PROGRAM GRANT | $55,000 |
| Lets Get Ready Inc | |||||||
| 50 BROADWAY 25TH FLOOR | New York | NY | 10004 | NONE | PC | PROGRAM GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,662 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $490,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $490,420 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTUR | 2000-05-31 | $3,890 | $3,890 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2003-09-30 | $2,284 | $2,284 | M5 | 5 | |
| COMPUTER EQUIPMENT | 2007-06-30 | $2,561 | $2,561 | M5 | 5 | |
| FURNITURE & FIXTUR | 2008-06-30 | $3,596 | $3,596 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2010-02-06 | $2,407 | $2,407 | M5 | 5 | |
| FURNITURE & FIXTUR | 2011-12-09 | $1,300 | $1,300 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2015-06-01 | $2,614 | $2,614 | M5 | ||
| COMPUTER EQUIPMENT | 2022-07-01 | $4,991 | $3,553 | M5 | $575 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOA 347435 - FIXED INCOME | BondNm |
| EOY Book Value | $1,553,843 | EOYBookValueAmt |
| EOYFMV | $1,551,673 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA 347435 - EQUITIES | $1,720,426 | $4,423,590 |
| BOA 742932 - EQUITIES | $818,522 | $1,669,210 |
| BOA 2413367 - EQUITIES | $352,074 | $465,149 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BOA 347435 - HEDGE FUNDS | CategoryOrItemTxt |
| Book Value | $265,000 | BookValueAmt |
| EOYFMV | $299,521 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| FURNITURE & FIXTUR | $3,890 | $3,890 | $863 | |
| COMPUTER EQUIPMENT | $2,284 | $2,284 | ||
| COMPUTER EQUIPMENT | $2,561 | $2,561 | ||
| FURNITURE & FIXTUR | $3,596 | $3,596 | ||
| COMPUTER EQUIPMENT | $2,407 | $2,407 | ||
| FURNITURE & FIXTUR | $1,300 | $1,300 | ||
| COMPUTER EQUIPMENT | $2,614 | $2,614 | ||
| COMPUTER EQUIPMENT | $4,991 | $4,128 | $863 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $13,010 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,709 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | litigation settlement proceeds | Desc |
| Revenue And Expenses Per Books | $97 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX COST ADJUSTMENT | -$215 |
| RECOVERY OF PY GRANT | $250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK / INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $68,632 | Amt |
| Net Investment Income | $68,632 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - PR TAXES | $7,057 | $706 | $6,351 |
| TAXES - NII EXCISE TAXES | $2,558 | ||
| FOREIGN TAXES PAID | $1,723 | $1,723 |