LOUIS J AND JUNE E KAY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS J AND JUNE E KAY FOUNDATION (EIN 26-2145377)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-07
- IRS object ID
- 202601889349101110
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-07T19:28:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271633209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATTERYSALOMON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE - 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 262145377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS J AND JUNE E KAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 6465133206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 OLD LONG RIDGE RD A4 SALOMON | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTERINA HERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465133206 | PhoneNum |
| Signature | 2026-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATI H SALOMON | PreparerPersonNm |
| PTIN | P00783660 | PTIN |
| Phone | 6465133206 | PhoneNum |
| Preparation | 2026-06-28 | 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 | $20,063,112 | 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 | $6,000,172 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $212,506 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212,506 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $661,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $661,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $761,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,094,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $761,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,635,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,635,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $350,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $175,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,062 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,062 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,881 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $755,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $755,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,184,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $930,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,451,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,402,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,525,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,523,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,523,009 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,751,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,099,793 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,101,992 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,938,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,206,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,731,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,028,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,132,548 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,209,545 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $245,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,346,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,496,728 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,489,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,309,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,063,112 | 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 | $14,489,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,309,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,489,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,309,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,489,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,309,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,489,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,451,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,941,106 | SubtotalAmt |
| Other Decreases | $631,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,309,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FHLB | P | 2024-10-28 | 2025-11-07 | $500,000 | $500,006 | -$6 | -$6 |
| JPMORGAN CHASE 4.625 | P | 2023-11-26 | 2025-11-18 | $195,700 | $197,308 | -$1,608 | -$1,608 |
| MORGAN STANLEY FI 5250 | P | 2022-11-14 | 2025-11-17 | $500,000 | $500,000 | $0 | $0 |
| TRUIST FINANCIAL 4950 | P | 2020-06-30 | 2025-11-13 | $250,000 | $258,972 | -$8,972 | -$8,972 |
| WELLS FARGO COM | P | 2023-11-26 | 2025-11-25 | $259,920 | $298,450 | -$38,530 | -$38,530 |
| FFCB | P | 2024-07-16 | 2025-07-03 | $500,000 | $499,971 | $29 | $29 |
| FHLB | P | 2024-08-30 | 2025-03-19 | $750,000 | $749,444 | $556 | $556 |
| UNITI GROUP INC | P | 2025-08-04 | 2025-08-04 | $5 | $6 | -$1 | -$1 |
| WELLS FARGO BK N 4900 | P | 2023-05-11 | 2025-05-16 | $245,000 | $245,000 | $0 | $0 |
| UNITI GROUP INC | P | 2023-11-26 | 2025-08-04 | $609 | $670 | -$61 | -$61 |
| TORTOISE ENERGY INFR | P | 2025-10-01 | 2025-11-07 | $385 | $397 | -$12 | -$12 |
| UNITI GROUP INC | P | 2025-08-04 | 2025-08-25 | $487 | $602 | -$115 | -$115 |
| CHEVRON CORP | P | 2023-11-26 | 2025-08-25 | $433,278 | $397,244 | $36,034 | $36,034 |
| AMERICAN ELEC PWR CO INC | P | 2023-11-26 | 2025-08-25 | $192,789 | $132,987 | $59,802 | $59,802 |
| EMERSON ELECTRIC CO | P | 2023-11-26 | 2025-08-25 | $2,132,678 | $1,414,440 | $718,238 | $718,238 |
| THE CAMPBELLS COMPANY | P | 2023-11-26 | 2025-08-25 | $81,388 | $102,397 | -$21,009 | -$21,009 |
| WSFS FINANCIAL CORP | P | 2023-11-26 | 2025-08-25 | $51,802 | $34,723 | $17,079 | $17,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $761,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $12,406 | OverpaymentAmt |
| Applied To ES Tax | $12,406 | 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 | DE | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATI H SALOMON | IndividualWithBooksNm |
| Phone | 6465133206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 OLD LONG RIDGE RDA4 SALOMON | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ESTERINA HERMAN | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | PRESIDENT | 20.00 | $100,000 | $0 | $0 |
| JACOB SALOMON | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | TREASURER AND SECRETARY | 30.00 | $150,000 | $0 | $0 |
| MELANIE PAPKOV | |||||||||
| FLATTERYSALOMON 85 OLD LONG RIDGE | RD | STAMFORD | CT | 06903 | VICE PRESIDENT | 20.00 | $100,000 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,309,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,309,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,309,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,004,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,000,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,000,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,497 | TotalTaxAmt |
| Distributable Before Adj | $980,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $980,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $980,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $930,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $930,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $980,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $845,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $873,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $970,031 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,055,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $915,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,660,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $930,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $930,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,727 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,727 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,609,829 | 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 | $794,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,814,930 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $873,893 | ExcessFromYear4Amt |
| Excess From Year3 | $970,031 | ExcessFromYear3Amt |
| Excess From Year2 | $1,055,685 | ExcessFromYear2Amt |
| Excess From Year1 | $915,321 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-07-14 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ESTERINA HERMAN | ContributingManagerNm |
| Contributing Manager | JACOB SALOMON | ContributingManagerNm |
| Contributing Manager | MELANIE PAPKOV | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DRUG DISCOVERY FUND | ||||||||
| 57 W 57TH ST STE 904 | NEW YORK | NY | 10019 | NONE | NC | GENERAL PURPOSE | $30,000 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 57 W 57TH ST STE 904 | NEW YORK | NY | 10019 | NONE | NC | GENERAL PURPOSE | $83,000 | |
| AMERICAN LIVER FOUNDATION | ||||||||
| PO BOX 299 | WEST ORANGE | NJ | 07052 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| CHRON'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 100168804 | NONE | NC | GENERAL PURPOSE | $80,000 | |
| COHEN'S CHILDREN MEDICAL | ||||||||
| 269-01 76TH AVENUE | QUEENS | NY | 11040 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 222 BLOOMINDALE RD | WHITE PLAINS | NY | 10605 | NONE | NC | GENERAL PURPOSE | $30,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | ||||||||
| 110 E 42ND STREET - 16TH FL | NEW YORK | NY | 10017 | NONE | NC | GENERAL PURPOSE | $20,000 | |
| MAKE A WISH AMERICA | ||||||||
| PO BOX 6062 | ALBERT LEA | MN | 560076662 | NONE | NC | GENERAL PURPOSE | $25,000 | |
| MIRACLE FEET | ||||||||
| 107 CONNER DRIVE SUITE 230 | CHAPEL HILL | NC | 27514 | NONE | NC | GENERAL PURPOSE | $12,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 61 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | NONE | NC | GENERAL PURPOSE | $20,000 | |
| MY FACE | ||||||||
| 333 EAST 30TH STREET | NEW YORK | NY | 100168804 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS | ||||||||
| 410 EAST MAIN STREET | MASCOUTAH | FL | 622580114 | NONE | NC | GENERAL PURPOSEGENERAL PURPOSE | $52,000 | |
| NATIONAL JEWISH HEALTH | ||||||||
| PO BOX 17169 | DENVER | CO | 802170169 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 E 33RD ST 8 | NEW YORK | NY | 10016 | NONE | NC | GENERAL PURPOSE | $15,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | NC | GENERAL PURPOSE | $25,000 | |
| NEXT FOR AUTISM | ||||||||
| 1430 BROADWAY 8TH FL | NEW YORK | NY | 10018 | NONE | NC | GENERAL PURPOSE | $10,000 | |
| NYU LANGONE MEDICAL CENTER - MARTIN J SADOWSKI M | ||||||||
| 45 E 32ND ST 2ND FLOOR | NEW YORK | NY | 10016 | NONE | NC | GENERAL PURPOSE | $95,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | NC | GENERAL PURPOSE | $38,000 | |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | NC | GENERAL PURPOSE | $80,000 | |
| ST JUDES HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | NC | GENERAL PURPOSE | $35,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | NEW YORK | NY | 10306 | NONE | NC | GENERAL PURPOSE | $10,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 14 COMMERCE DR 301 | CRANFORD | NJ | 07016 | NONE | NC | GENERAL PURPOSE | $10,000 | |
| PARKINSONS FOUNDATION | ||||||||
| 5757 WATERFORD DISTRICT DRIVE STE | MIAMI | FL | 33126 | NONE | NC | GENERAL PURPOSE | $10,000 | 310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $755,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,506 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $661,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $761,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,635,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,635,637 | 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 | ESTATE OF JUNE E KAY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 OLD LONG RIDGE ROAD A4 SALOMON | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,172 | 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 | $24,062 | Amt |
| Net Investment Income | $24,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,132,548 | EOYBookValueAmt |
| EOYFMV | $2,209,545 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREFERRED STOCK | $6,573,233 | $6,168,238 |
| FIXED RATE CAPITAL SECURITIES | $1,633,760 | $1,563,600 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,099,793 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,101,992 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND INVESTMENTS | AT COST | $1,500,000 | $1,528,216 |
| MUTUAL FUNDS | AT COST | $507,135 | $507,940 |
| EXCHANGE-TRADED FUNDS | AT COST | $3,339,637 | $3,460,572 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCES | Desc |
| Amt | $631,991 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $33,881 | Amt |
| Net Investment Income | $33,881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $21,387 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |