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STRONG FOUNDATION OF NEW YORK: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STRONG FOUNDATION OF NEW YORK (EIN 13-6093147)
Tax period
2025-04-01 to 2026-03-31
Filed
2026-07-20
IRS object ID
202612019349100206
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-20T09:40:57-05:00ReturnTs
Tax Period End2026-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 ROCKEFELLER PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136093147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STRONG FOUNDATION OF NEW YORKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTROBusinessNameControlTxt
Phone2128198000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ROGER STRONG 30 E 71 ST APTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER L STRONGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128198000PhoneNum
Signature2026-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone2126971000PhoneNum
Preparation2026-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,610,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$313,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$313,295DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,603NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,378,032GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,603CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,220OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,220OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$423,118TotalRevAndExpnssAmt
Total Net Invst Incm$423,118TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,420AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$89,505OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,505OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,240TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$820OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$100,985TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$811,260ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$811,260ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$912,245TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,575TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$819,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$489,127ExcessRevenueOverExpensesAmt
Net Investment Income$333,543NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,846CashBOYAmt
Cash EOY$54,821CashEOYAmt
Cash EOYFMV$54,821CashEOYFMVAmt
Sav And Temp Cash Invst BOY$96,250SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$120,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$120,054SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,554,271CorporateStockBOYAmt
Corporate Stock EOY$5,019,365CorporateStockEOYAmt
Corporate Stock EOYFMV$17,435,863CorporateStockEOYFMVAmt
Total Assets BOY$5,683,367TotalAssetsBOYAmt
Total Assets EOY$5,194,240TotalAssetsEOYAmt
Total Assets EOYFMV$17,610,738TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,683,367CapitalStockBOYAmt
Capital Stock EOY$5,194,240CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,683,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,194,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,683,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,194,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,683,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$489,127ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,194,240SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,194,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,378,032GrossSalesPriceAmt
Cost Or Other Basis$1,269,429CostOrOtherBasisAmt
Gain Or Loss$108,603GainOrLossAmt
Gains Minus Excess Or Losses$108,603GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$108,603CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,636InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,636SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,636TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$964OverpaymentAmt
Applied To ES Tax$964AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITRIN COOPERMAN ADVISORS LLCIndividualWithBooksNm
Phone2126971000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 ROCKEFELLER PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROGER L STRONG
30 EAST 71ST STREETNEW YORKNY10021PRESIDENT6.00$0$0$0
ROGER STRONG JR
6 RIDGEVIEW CIRCLEARMONKNY10504VICE PRESIDENT1.00$0$0$0
JEFFREY STRONG
160 HENRY STREETBROOKLYNNY11201TREASURER3.00$0$0$0
THOMAS STRONG
3102 BLACK CHESTNUT LANECHEVY CHASEMD20815OFFICER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CANNELL & SPEARS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1147 E 48TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$89,505CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,412,156AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,599,916TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,599,916AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$263,999CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,335,917NetVlNoncharitableAssetsAmt
Minimum Investment Return$866,796MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$866,796MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,636TaxBasedOnInvestmentIncomeAmt
Total Tax$4,636TotalTaxAmt
Distributable Before Adj$862,160DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$862,160DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$862,160DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$819,430ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$819,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$862,160DistributableAsAdjustedAmt
Undistributed Income PY$816,086UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$819,430QualifyingDistributionsAmt
Applied To Year1$816,086AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,344AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$858,816UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROGER L STRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND ST YMYWHA
1395 LEXINGTON AVENEW YORKNY01012N/APCGENERAL SUPPORT$500
A WIDER CIRCLE
4808 MOORLAND LANE SUITE 802BETHESDAMD20814N/APCGENERAL SUPPORT$2,500
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APCGENERAL SUPPORT$3,000
ADOPTIVE & FOSTER FAMILY COALITION OF NY
108 MAIN STREET SUITE 5NEW PALTZNY12561N/APCGENERAL SUPPORT$1,000
AFRICAN WILDLIFE FOUNDATION
701 8TH STREET NW SUITE 400WASHINGTONDC20001N/APCGENERAL SUPPORT$600
ALS ARIZONA
360 E CORONADO ROAD SUITE 140PHOENIXAZ85004N/APCGENERAL SUPPORT$500
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVEFLOOR CHICAGOIL60601N/APCGENERAL SUPPORT$1,000
AMERICAN CAMP ASSOC CAMP SCHOLARSHIP PROGRAM
5000 STATE ROAD 67 NORTHMARTINSVILLEIN461517902N/APCGENERAL SUPPORT$500
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741N/APCGENERAL SUPPORT$250
AMERICAN FOLK ART MUSEUM
2 LINCOLN SQUARENEW YORKNY10023N/APCGENERAL SUPPORT$500
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER STREETTH FLOOR NEW YORKNY10038N/APCGENERAL SUPPORT$1,000
AMERICAN JEWISH HISTORICAL SOCIETY
15 WEST 16TH STNEW YORKNY10011N/APCGENERAL SUPPORT$3,600
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024N/APCGENERAL SUPPORT$1,000
ANACOSTIA WATERSHED SOCIETY
4302 BALTIMORE AVEBLADENSBURGMD20710N/APCGENERAL SUPPORT$2,000
AP FUND FOR JOURNALISM
200 LIBERTY STREET 20TH FLOORNEW YORKNY10281N/APCGENERAL SUPPORT$5,000
BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467N/APCGENERAL SUPPORT$15,000
BRIC
647 FULTON STREETBROOKLYNNY11217N/APCGENERAL SUPPORT$2,500
BROOKLYN HEIGHTS ASSOCIATION
55 PIERREPONT STREETBROOKLYNNY11201N/APCGENERAL SUPPORT$750
BROOKLYN HOSPITAL FOUNDATION
121 DEKALB AVEBROOKLYNNY11201N/APCGENERAL SUPPORT$3,000
BROOKLYN KINDERGARTEN SOCIETY
57 WILLOUGHBY STREETBROOKLYNNY11201N/APCGENERAL SUPPORT$10,000
BROOKLYN MUSEUM
200 EASTERN PKWYBROOKLYNNY11238N/APCGENERAL SUPPORT$75,000
BROOKLYNORG (ALL IN BROOKLYN)
1000 DEAN ST 307BROOKLYNNY11238N/APCGENERAL SUPPORT$10,400
BUTTONWOOD FOUNDATION
11 WALL ST FL 21NEW YORK CITYNY10005N/APCGENERAL SUPPORT$250
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVE NEWASHINGTONDC20017N/APCGENERAL SUPPORT$15,000
CARNEGIE HALL CORPORATION
881 SEVENTH AVENUENEW YORKNY10019N/APCGENERAL SUPPORT$1,000
CENTER FOR INSPIRED TEACHING
5614 CONNECTICUT AVE NW 258WASHINGTONDC20015N/APCGENERAL SUPPORT$2,000
CENTRAL PARK CONSERVANCY
14 E 60TH STNEW YORKNY10022N/APCGENERAL SUPPORT$500
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403N/APCGENERAL SUPPORT$4,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027N/APCGENERAL SUPPORT$1,000
CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK
14 WALL STREET SUITE 4ENEW YORKNY10005N/APCGENERAL SUPPORT$1,000
CITY HARVEST
150 52ND STBROOKLYNNY11232N/APCGENERAL SUPPORT$500
CITYMEALS ON WHEELS
360 LEXINGTON AVENUE 9TH FLOORNEW YORKNY10017N/APCGENERAL SUPPORT$1,500
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346N/APCGENERAL SUPPORT$48,000
COLUMBIA UNIVERSITY -- BABIES HEART FUND
615 WEST 131ST STREETNEW YORKNY10027N/APCGENERAL SUPPORT$2,500
COLUMBIA UNIVERSITY TEACHERS COLLEGE
525 W 120TH STNEW YORKNY10027N/APCGENERAL SUPPORT$500
COLUMBIA UNIVERSITY
615 WEST 131ST STREETNEW YORKNY10027N/APCGENERAL SUPPORT$10,000
COMMITTEE TO PROTECT JOURNALISTS
PO BOX 2675NEW YORKNY10108N/APCGENERAL SUPPORT$5,000
DC SCORES
1140 CONNECTICUT AVE NW STE 1200WASHINGTONDC20036N/APCGENERAL SUPPORT$10,000
DESERT BOTANICAL GARDEN
1201 N GALVIN PARKWAYPHOENIXAZ85008N/APCGENERAL SUPPORT$10,000
DESERT FOOTHILLS LIBRARY
38443 N SCHOOL HOUSE RDCAVE CREEKAZ85331N/APCGENERAL SUPPORT$1,000
EARLY ALZHEIMER'S FOUNDATION
322 8TH AVENUE 16TH FLOORNEW YORKNY10001N/APCGENERAL SUPPORT$2,500
ENGIN
6038 E HIDDEN VALLEY DRCAVE CREEKAZ85331N/APCGENERAL SUPPORT$6,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW 600WASHINGTONDC20009N/APCGENERAL SUPPORT$3,000
FAMILY LEGAL CARE
55 BROADWAY 2002NEW YORKNY10006N/APCGENERAL SUPPORT$1,000
FEEDING WESTCHESTER
200 CLEARBROOK ROADELMSFORDNY10523N/APCGENERAL SUPPORT$2,500
FOOD BANK OF NYC
39 BROADWAYNEW YORKNY10006N/APCGENERAL SUPPORT$3,000
FOOTHILLS FOOD BANK
6038 E HIDDEN VALLEY DRCAVE CREEKAZ85331N/APCGENERAL SUPPORT$2,500
FRESH AIR FUND
633 3RD AVENUENEW YORKNY10017N/APCGENERAL SUPPORT$2,000
FRIENDS OF KAREN
118 TITICUS RDNORTH SALEMNY10560N/APCGENERAL SUPPORT$5,000
FRIENDS OF THE NORTH CASTLE PUBLIC LIBRARY
19 WHIPPOORWILL ROAD EASTARMONKNY10504N/APCGENERAL SUPPORT$2,500
FUTURE 5
4 LANDMARK SQUARESTAMFORDCT06901N/APCGENERAL SUPPORT$5,000
GEORGETOWN DAY SCHOOL
4200 DAVENPORT ST NWWASHINGTONDC20016N/APCGENERAL SUPPORT$5,000
GIFFORDS LAW CENTER
268 BUSH STREET 555SAN FRANCISCOCA94104N/APCGENERAL SUPPORT$1,000
GIRLS WHO INVEST
55 PIERREPONT STREETBROOKLYNNY11201N/APCGENERAL SUPPORT$5,000
GOD'S LOVE WE DELIVER
166 6TH AVENEW YORKNY10013N/APCGENERAL SUPPORT$2,000
GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION
114 PERRY STNEW YORKNY10014N/APCGENERAL SUPPORT$2,200
GREEN-WOOD HISTORIC FUND
500 25TH STREETBROOKLYNNY11232N/APCGENERAL SUPPORT$2,500
GROUNDTRUTH PROJECT
10 GUEST STREETBOSTONMA02135N/APCGENERAL SUPPORT$7,500
HARVARD BUSINESS SCHOOL
SOLDIERS FIELD ROADBOSTONMA02163N/APCGENERAL SUPPORT$1,000
HEARD MUSEUM
2301 N CENTRAL AVEPHOENIXAZ85004N/APCGENERAL SUPPORT$5,000
HOLTON ARMS SCHOOL
7303 RIVER ROADBETHESDAMD20817N/APCGENERAL SUPPORT$5,000
JACOB BURNS FILM CENTER
405 MANVILLE RDPLEASANTVILLENY10570N/APCGENERAL SUPPORT$50,000
JAZZ GENERATION
145 HUDSON ST APT 13BNEW YORK CITYNY100132122N/APCGENERAL SUPPORT$5,000
JEWISH MUSEUM
1109 5TH AVENEW YORKNY10128N/APCGENERAL SUPPORT$1,000
JEWISH SOCIAL SERVICES AGENCY (MONT CTY MD)
6123 MONTROSE ROADROCKVILLEMD20852N/APCGENERAL SUPPORT$5,000
JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE
80 WALL STNEW HAVENCT06511N/APCGENERAL SUPPORT$10,000
KENNEDY CHILDREN'S CENTER
2212 3RD AVENUENEW YORKNY10035N/APCGENERAL SUPPORT$3,000
LEHIGH UNIVERSITY
27 MEMORIAL DRIVE WESTBETHLEHEMPA18015N/APCGENERAL SUPPORT$250
LOS ANGELES MISSION
303 E 5TH STREETLOS ANGELESCA90013N/APCGENERAL SUPPORT$2,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905N/APCGENERAL SUPPORT$1,000
MCDOWELL SONORAN CONSERVANCY
15941 N 77TH ST SUITE 2SCOTTSDALEAZ85260N/APCGENERAL SUPPORT$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065N/APCGENERAL SUPPORT$2,000
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065N/APCGENERAL SUPPORT$8,500
METROPOLITAN GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND
49 KNOLLWOOD ROAD SUITE 220ELMSFORDNY10523N/APCGENERAL SUPPORT$1,500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028N/APCGENERAL SUPPORT$600
MONTEFIORE MEDICAL CENTER
111 E 210TH STBRONXNY10467N/APCGENERAL SUPPORT$5,000
MORGAN LIBRARY & MUSEUM
225 MADISON AVENEW YORKNY10016N/APCGENERAL SUPPORT$250
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVENUEBOSTONMA02115N/APCGENERAL SUPPORT$2,500
MUSEUM OF MODERN ART
11 WEST 53RD STNEW YORKNY10019N/APCGENERAL SUPPORT$5,000
MUSICAL INSTRUMENT MUSEUM
4725 E MAYO BLVDPHOENIXAZ85050N/APCGENERAL SUPPORT$5,000
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
40 RECTOR STNEW YORKNY10006N/APCGENERAL SUPPORT$5,000
NATIONAL PARK FOUNDATION
1500 K ST NW SUITE 700WASHINGTONDC20005N/APCGENERAL SUPPORT$10,000
NEIGHBORS LINK
27 COLUMBUS AVEMT KISCONY10549N/APCGENERAL SUPPORT$25,000
NEW YORK ABORTION ACCESS FUND
FDR STATIONBOX NEW YORKNY10150N/APCGENERAL SUPPORT$3,000
NEW YORK LEGAL ASSISTANCE GROUP
100 PEARL STREET 19TH FLOORNEW YORKNY10004N/APCGENERAL SUPPORT$3,000
NEW YORKERS FOR PARKS
PO BOX 431NEW YORKNY10272N/APCGENERAL SUPPORT$1,000
NEWS LITERACY PROJECT
5335 WISCONSIN AVE NWSUITE WASHINGTONDC20015N/APCGENERAL SUPPORT$2,500
NORTH SHORE ANIMAL LEAGUE
25 DAVIS AVENUEPORT WASHINGTONNY11050N/APCGENERAL SUPPORT$500
NORTHERN WESTCHESTER HOSPITAL
400 MAIN STMT KISCONY10549N/APCGENERAL SUPPORT$5,000
PACKER COLLEGIATE INSTITUTE
170 JORALEMON STBROOKLYNNY11201N/APCGENERAL SUPPORT$5,000
PECONIC LAND TRUST
296 HAMPTON RDSOUTHAMPTONNY11968N/APCGENERAL SUPPORT$1,000
PEN AMERICA
20 BROADWAY 26TH FLOORNEW YORKNY10271N/APCGENERAL SUPPORT$2,500
PLAYWRIGHTS HORIZONS
416 WEST 42 STNEW YORKNY10046N/APCGENERAL SUPPORT$25,000
POTOMAC RIVERKEEPER NETWORK
7200 WISCONSIN AVEBETHESDAMD20814N/APCGENERAL SUPPORT$15,000
PREP FOR PREP
328 W 71ST STNEW YORKNY10023N/APCGENERAL SUPPORT$18,000
PS 198 PTA (AUCTION)
1700 3RD AVENUENEW YORKNY10128N/APCGENERAL SUPPORT$250
PUBLIC THEATER
425 LAFAYETTE STNEW YORKNY10003N/APCGENERAL SUPPORT$8,000
PURCHASE COLLEGE FOUNDATION
735 ANDERSON HILL RDPURCHASENY10577N/APCGENERAL SUPPORT$5,000
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY RDQUOGUENY11959N/APCGENERAL SUPPORT$3,000
RAINFOREST TRUST
POB 841WARRENTONVA20188N/APCGENERAL SUPPORT$10,000
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
PO BOX 34176WASHINGTONDC20043N/APCGENERAL SUPPORT$7,500
RIPPOWAM CISQUA SCHOOL
439 CANTITOE STREETBEDFORDNY10506N/APCGENERAL SUPPORT$5,000
ROCK CREEK CONSERVANCY
7200 WISCONSIN AVENUE ST 500BETHESDAMD20814N/APCGENERAL SUPPORT$15,000
ROUNDABOUT THEATER COMPANY
231 W 39TH ST SUITE 1200NEW YORKNY10018N/APCGENERAL SUPPORT$500
RYE COUNTRY DAY SCHOOL
40 RECTOR STNEW YORKNY10006N/APCGENERAL SUPPORT$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612N/APCGENERAL SUPPORT$500
TEMPLE EMANUEL
1 EAST 65TH STNEW YORKNY10065N/APCGENERAL SUPPORT$10,000
THE CONCORD SINGERS
PO BOX 242SUMMITNJ07902N/APCGENERAL SUPPORT$250
THE CONCORD SINGERS
PO BOX 242SUMMITNJ07902N/APCGENERAL SUPPORT$250
THE DOE FUND
345 E 102ND ST 305NEW YORKNY10029N/APCGENERAL SUPPORT$500
THE KENNEDY CENTER
PO BOX 58100WASHINGTONDC200379997N/APCGENERAL SUPPORT$1,800
THE MOTH
75 BROAD STREETTH FLOOR NEW YORKNY10004N/APCGENERAL SUPPORT$1,000
THE NEW YORK HISTORICAL SOCIETY
BOX 306 525 WEST 120TH STNEW YORKNY10027N/APCGENERAL SUPPORT$1,000
THE NEW YORK PUBLIC LIBRARY
445 FIFTH AVENEW YORKNY10016N/APCGENERAL SUPPORT$1,500
THE SHED
545 W 30TH STNEW YORKNY10001N/APCGENERAL SUPPORT$3,000
THE SMITHSONIAN INSTITUTION
POB 37012WASHINGTONDC20013N/APCGENERAL SUPPORT$2,500
TRINITY SCHOOL
139 W 91ST STNEW YORKNY10024N/APCGENERAL SUPPORT$1,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STANDOVERMA01810N/APCGENERAL SUPPORT$55,560
UNICEF USA
125 MAIDEN LANENEW YORKNY10038N/APCGENERAL SUPPORT$5,000
VISIONS
500 GREENWICH STREET 3RD FLOORNEW YORKNY10013N/APCGENERAL SUPPORT$1,000
VNS HEALTH
220 EAST 42ND STREETNEW YORKNY10017N/APCGENERAL SUPPORT$1,000
WAMU
POB 98101WASHINGTONDC20077N/APCGENERAL SUPPORT$3,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMO63130N/APCGENERAL SUPPORT$25,000
WEILL CORNELL DEPT OF UROLOGY
525 EAST 68TH STREETSTARR NEW YORKNY10065N/APCGENERAL SUPPORT$1,000
WESTERN SPIRIT MUSEUM
3830 N MARSHALL WAYSCOTTSDALEAZ85251N/APCGENERAL SUPPORT$5,000
WETA
3939 CAMPBELL AVEARLINGTONVA22206N/APCGENERAL SUPPORT$2,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014N/APCGENERAL SUPPORT$1,500
WLIW
825 EIGHTH AVENUENEW YORKNY10019N/APCGENERAL SUPPORT$500
WNETTHIRTEENPBS
825 EIGHTH AVENEW YORKNY10019N/APCGENERAL SUPPORT$3,000
YALE UNIVERSITY
157 CHURCH STNEW HAVENCT06510N/APCGENERAL SUPPORT$30,000
YDN FOUNDATION
202 YORK STREETNEW HAVENCT06511N/APCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$811,260TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,295ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,220ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,603ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$423,118ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$423,118TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$7,420Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,420DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$52,248$1,232,040
ABBVIE INC$19,057$1,848,665
ALPHABET INC$47,577$86,058
AMAZON.COM$166,323$281,165
BALL CORPORATION$170,305$177,330
BERKSHIRE HATHAWAY$113,776$622,960
BRISTOL-MYERS SQUIBB$114,961$151,625
BROWN & BROWN INC$66,613$179,328
CHUBB LTD$253,537$635,564
COLGATE-PALMOLIVE CO$175,518$264,213
CORNING INC$60,509$203,955
COSTCO WHOLESALE CO$92,016$1,943,039
DANAHER CORP$73,490$265,440
DISNEY WAL CO$211,397$192,760
ECOLAB INC$246,683$532,040
EMERSON ELECRTIC CO$109,081$170,326
EXXON MOBIL CORP$58,577$169,660
FEDEX CORPORATION$62,069$249,326
HONEYWELL INTL INC$157,061$361,648
ILLINOIS TOOL WORKS$148,627$286,319
INTEL CORP$44,885$75,021
JOHNSON & JOHNSON$107,628$977,760
JP MORGAN CHASE & CO$173,118$500,072
LOWES COMPANIES INC$85,400$212,652
MERCK & CO$179,954$481,160
MICROSOFT CORP$116,254$888,408
MONDELEZ INTL$119,593$317,020
NESTLE$202,012$346,850
OPTION CARE HEALTH INC$68,930$80,760
PEPSICO INC$55,770$170,819
PFIZER INC$26,800$28,080
PROCTER & GAMBLE CO$100,973$361,100
QUANTA SERVICES INC$254,733$809,805
REGENERON PHARMACEUTICAL$37,821$38,632
RTX CORP$201,030$578,700
SHELL PLC$74,273$111,600
SYSCO CORP$165,242$356,650
THE COCA-COLA CO$298,766$539,955
TJX COMPANIES$31,466$447,160
UNION PAC CORP$95,425$97,048
VERIZON COMMUNICATION$179,867$163,150

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$70$70$0
STATE FILING FEES$750$0$750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSECURITIES LITIGATIONDesc
Revenue And Expenses Per Books$1,220RevenueAndExpensesPerBooksAmt
Net Investment Income$1,220NetInvestmentIncomeAmt
Adjusted Net Income$1,220AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$89,505Amt
Net Investment Income$89,505NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,240Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt