CANEEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CANEEL FAMILY FOUNDATION (EIN 45-3570598)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-11
- IRS object ID
- 202401029349101200
- Schema version
- 2023v5.0
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T13:05:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453570598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caneel Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CANE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John H Bruning | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John H | PersonFirstNm |
| Person Last | Bruning | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,380,432 | 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 |
| Interest On Sav Rev And Expnss | $425 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $425 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,235 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,626 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,635 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $804,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $783,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,308,428 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $868,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $855,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,380,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $868,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $855,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $868,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $855,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $868,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $855,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $868,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,307 | ExcessRevenueOverExpensesAmt |
| Subtotal | $855,558 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $855,558 | 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 |
| Gross Sales Price | $201,633 | GrossSalesPriceAmt |
| Cost Or Other Basis | $398 | CostOrOtherBasisAmt |
| Gain Or Loss | $201,235 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $201,235 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,425 | SubtotalAmt |
| Tax Based On Investment Income | $3,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,425 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| John H Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Richard Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Dent | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Lane Dent | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan Miller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert H Sanders | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| John Hyatt Sanders II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $5,025,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,124,758 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,124,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,047,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,425 | TotalTaxAmt |
| Distributable Before Adj | $248,969 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,969 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,969 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,635 | 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 | $235,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $224,060 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $235,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $224,060 | AppliedToYear1Amt |
| Applied To Current Year | $11,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $237,394 | 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 | Barbara Bruning | ContributingManagerNm |
| Contributing Manager | John H Bruning | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $2,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 321 NORRISTOWN RD STE 260 | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 1355 PEACHTREE ST NE STE 600 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $1,000 |
| ATHLETES FOR HOPE | |||||||
| 4801 HAMPDEN LN | BETHESDA | MD | 20814 | N/A | PC | Charitable Event | $10,000 |
| BOYS & GIRLS CLUB OF MONMOUTH COUNTY | |||||||
| 1201 MONROE AVE | ASBURY PARK | NJ | 07712 | N/A | PC | General & Unrestricted | $5,000 |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY 4TH FL | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $1,500 |
| CENTER FOR YOUTH SERVICES INC | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | N/A | PC | Greece Community Schools and Emergency Shelter | $10,000 |
| DANCE ACADEMY VA PRODUCTIONS INC | |||||||
| 6723 WHITTIER AVE STE L1 | MCLEAN | VA | 22101 | N/A | PC | Scholarships to allow affordable access to dance education. | $3,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $5,000 |
| FULL CIRCLE HOME OF ROCHESTER NY INC | |||||||
| 350 LINDEN OAKS STE 120 | ROCHESTER | NY | 14625 | N/A | PC | General & Unrestricted | $2,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Charitable Event | $7,500 |
| GIRLS HELPING GIRLS PERIOD | |||||||
| 38 GLENSIDE RD | SOUTH ORANGE | NJ | 07079 | N/A | PC | General & Unrestricted | $1,000 |
| GREECE TEACHERS COMMUNITY PROGRAMS INC | |||||||
| 120 ERIE CANAL DR STE 320 | ROCHESTER | NY | 14626 | N/A | PC | Greece Central School District Community Schools | $2,000 |
| HONOR FLIGHT ROCHESTER INC | |||||||
| PO BOX 23581 | ROCHESTER | NY | 14692 | N/A | PC | General & Unrestricted | $5,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| LANGLEY SCHOOL INC | |||||||
| 1411 BALLS HILL RD | MCLEAN | VA | 22101 | N/A | PC | Continuing Education for Teachers | $7,500 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $1,000 |
| LUNCH BREAK | |||||||
| PO BOX 2215 | RED BANK | NJ | 07701 | N/A | PC | General & Unrestricted | $1,000 |
| MIKEROWEWORKS FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FL | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $5,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 |
| NJ WARRIORS HOCKEY INC | |||||||
| 1078 COVENTRY WAY | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $2,000 |
| OPEN MEDICINE FOUNDATION INC | |||||||
| 29302 LARO DR | AGOURA HILLS | CA | 91301 | N/A | PC | General & Unrestricted | $25,000 |
| PARTNERS IN HEARING INC | |||||||
| PO BOX 572 | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $2,000 |
| PELOTONIA | |||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | N/A | PC | Charitable Event | $2,000 |
| PENFIELD POP WARNER FOOTBALL INC | |||||||
| PO BOX 141 | PENFIELD | NY | 14526 | N/A | PC | Charitable Event | $500 |
| RANNEY SCHOOL | |||||||
| 235 HOPE RD | TINTON FALLS | NJ | 07724 | N/A | PC | Doug Zagha Memorial Fund | $10,000 |
| ROCHESTER GENERAL HOSPITAL ASSOCIATION INC | |||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | N/A | PC | Rochester Regional Health Hospice Care Support Services | $1,000 |
| SAN FRANCISCO DAY SCHOOL | |||||||
| 350 MASONIC AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | Breakthrough SF | $24,000 |
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | |||||||
| 3033 WILSON BLVD 300 | ARLINGTON | VA | 22201 | N/A | PC | Charitable Event | $1,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 E RIVER RD PO BOX 270032 | ROCHESTER | NY | 14627 | N/A | PC | AD-Care Programs | $40,000 |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $1,000 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 E MAIN ST | ROCHESTER | NY | 14604 | N/A | PC | Exercise Your Mind Center at Schottland Family YMCA | $20,000 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 E MAIN ST | ROCHESTER | NY | 14604 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $425 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,725 | 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 | $180,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $225,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,954 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FUND CL A | $126,571 | $160,374 |
| APPLE INC | $442,720 | $4,681,560 |
| CORNING INC | $214,263 | $466,494 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,350 | $21,350 |
| Postage/Delivery Service | $35 | $35 |
| State or Local Filing Fees | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $2,000 |
| 990-PF Excise Tax for 2022 | $1,626 |