JOYCE CHARITABLE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE CHARITABLE FUND (EIN 65-1259920)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-14
- IRS object ID
- 202511049349100116
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T10:40:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651259920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 9144143466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 SEMINARY ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY J JOYCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9144143466 | PhoneNum |
| Signature | 2025-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,530,967 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,043 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,043 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $352,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $561,928 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $376,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,703 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,703 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,255 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $255 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,673 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,673 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $828 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,191 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,191 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,054 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,282,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,406,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,406,913 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,289,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,530,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,530,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,289,269 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,530,967 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,289,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,530,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,289,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,530,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,289,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $95,732 | OtherIncreasesAmt |
| Subtotal | $2,530,967 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,530,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $561,928 | $215,170 | $346,758 | $346,758 | |
| THRU SCHEDULE K-1'S | $53 | $53 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,093 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,093 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,679 | TaxDueAmt |
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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J JOYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144143466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 SEMINARY ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061227 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY J JOYCE | ||||||||
| 37 SEMINARY ROAD | BEDFORD | NY | 105061227 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY D JOYCE | ||||||||
| 37 SEMINARY ROAD | BEDFORD | NY | 105061227 | DIRECTOR, SECRETARY, TREASURER | 1.00 | $0 | $0 | $0 |
| TIMOTHY C JOYCE | ||||||||
| 37 SEMINARY ROAD | BEDFORD | NY | 105061227 | DIRECTOR, ASST SECRETARY, ASST TREAS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,350,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,398,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,398,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,362,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,772 | TotalTaxAmt |
| Distributable Before Adj | $113,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,395 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,936 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,707 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $320,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $409,035 | 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 | $72,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $336,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,551 | ExcessFromYear4Amt |
| Excess From Year3 | $82,925 | ExcessFromYear3Amt |
| Excess From Year2 | $37,707 | ExcessFromYear2Amt |
| Excess From Year1 | $72,147 | ExcessFromYear1Amt |
| Excess From Current Year | $88,769 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL INC | |||||||
| 315 W 39TH STREET | NEW YORK | NY | 100181412 | N/A | PC | GENERAL OPERATIONS | $5,328 |
| AGING WITH DIGNITY INC | |||||||
| PO BOX 1661 | TALLAHASSEE | FL | 323021661 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| ANDREW K DWYER FOUNDATION | |||||||
| 756 GUARD HILL ROAD | BEDFORD | NY | 105061042 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| BEDFORD FREE LIBRARY | |||||||
| PO BOX 375 | BEDFORD | NY | 105060375 | N/A | PC | GENERAL OPERATIONS | $350 |
| BEDFORD HISTORICAL SOCIETY | |||||||
| 612 OLD POST ROAD | BEDFORD | NY | 105061211 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| CARDINAL MCCLOSKEY COMMUNITY SERVICES | |||||||
| 115 E STEVENS AVENUE SUITE LL5 | VALHALLA | NY | 105951286 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 066043502 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| CHRIST CHURCH GREENWICH | |||||||
| 254 E PUTNAM AVE | GREENWICH | CT | 068304801 | N/A | PC | GENERAL OPERATIONS | $200 |
| COME AND SEE FOUNDATION | |||||||
| 6385 CORPORATE DRIVE SUITE 200 | COLORADO SPRINGS | CO | 809195912 | N/A | PC | GENERAL OPERATIONS | $206 |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER | |||||||
| 84 BEDFORD ROAD | KATONAH | NY | 105362102 | N/A | PC | GENERAL OPERATIONS | $500 |
| ELM PROJECT | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 069023111 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BOULEVARD NCW4B | BOSTON | MA | 022102031 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH AND O STREET NW | WASHINGTON | DC | 200570001 | N/A | PC | GENERAL OPERATIONS | $25,270 |
| GOOD COUNSEL INC | |||||||
| 411 CLIENT STREET | HOBOKEN | NJ | 070302780 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GREENWICH HOSPITAL AUXILIARY | |||||||
| 199 HAMILTON AVENUE | GREENWICH | CT | 068306167 | N/A | PC | GENERAL OPERATIONS | $500 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 068313300 | N/A | PC | GENERAL OPERATIONS | $580 |
| HEARTS TO HOMES | |||||||
| 51 LINDBERGH PLACE | NEW YORK | NY | 107072232 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| HOPE COMMUNITY SERVICES | |||||||
| 50 WASHINGTON AVENUE | NEW ROCHELLE | NY | 108015503 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| HOUR CHILDREN INC | |||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 111065067 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| IMPACT CHARITABLE | |||||||
| 1536 WYNKOOP STREET SUITE 223 | DENVER | CO | 802021569 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| IONA PREPARATORY UPPER SCHOOL | |||||||
| 255 WILMOT ROAD | NEW ROCHELLE | NY | 108041225 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 105737501 | N/A | PC | GENERAL OPERATIONS | $500 |
| LITTLE SISTERS OF THE POOR | |||||||
| 140 SHEPHERDS LANE SUITE 1 | TOTOWA | NJ | 075122814 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| MAKE A WISH FOUNDATION OF CONNECTICUT | |||||||
| 56 COMMERCE DRIVE | TRUMBULL | CT | 066115403 | N/A | PC | GENERAL OPERATIONS | $1,244 |
| MOUNT KISCO INTERFAITH FOOD PANTRY INC | |||||||
| PO BOX 834 | MOUNT KISCO | NY | 105490834 | N/A | PC | GENERAL OPERATIONS | $1,515 |
| NORTHERN WESTCHESTER COMMUNITY | |||||||
| 84 BEDFORD ROAD | KATONAH | NY | 105362102 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| OUR LADY OF THE ELMS SCHOOL | |||||||
| 1375 W EXCHANGE STREET | AKRON | OH | 443137619 | N/A | PC | GENERAL OPERATIONS | $1,070 |
| OUR RESCUE | |||||||
| PO BOX 57338 | MURRAY | UT | 841570338 | N/A | PC | GENERAL OPERATIONS | $1,308 |
| RUSTICUS GARDEN CLUB INC | |||||||
| PO BOX 732 | BEDFORD | NY | 105060732 | N/A | PC | GENERAL OPERATIONS | $385 |
| SAN MIGUEL ACADEMY OF NEWBURGH | |||||||
| PO BOX 284 | CHAPPAQUA | NY | 105140284 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| ST CHRISTOPHER CHURCH | |||||||
| 12001 SE FEDERAL HIGHWAY D | HOBE SOUND | FL | 334555487 | N/A | PC | GENERAL OPERATIONS | $10,100 |
| ST JOSEPH'S SEMINARY AND COLLEGE | |||||||
| 201 SEMINARY AVENUE | YONKERS | NY | 107041852 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| ST MATTHEW'S CHURCH | |||||||
| 382 CANTITOE STREET | BEDFORD | NY | 105062551 | N/A | PC | GENERAL OPERATIONS | $12,350 |
| ST MICHAEL'S CHURCH | |||||||
| 469 NORTH STREET | GREENWICH | CT | 068303949 | N/A | PC | GENERAL OPERATIONS | $350 |
| ST PATRICK'S CHURCH | |||||||
| 7 POUND RIDGE ROAD | BEDFORD | NY | 105061235 | N/A | PC | GENERAL OPERATIONS | $12,925 |
| ST PAUL CENTER | |||||||
| 1380 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 439521700 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| SWIM ACROSS AMERICA INC | |||||||
| 1 INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 021102621 | N/A | PC | GENERAL OPERATIONS | $500 |
| THE BEDFORD VILLAGE CHOWDER AND MARCHING CLUB | |||||||
| PO BOX 704 | BEDFORD | NY | 105060704 | N/A | PC | GENERAL OPERATIONS | $250 |
| THE GARDEN CONSERVANCY | |||||||
| 20 NAZARETH WAY | GARRISON | NY | 105240000 | N/A | PC | GENERAL OPERATIONS | $135 |
| THE GLOW MEDIA PROJECT | |||||||
| 2712 35TH PLACE | NW WASHINGTON | DC | 200071407 | N/A | PC | GENERAL OPERATIONS | $500 |
| USA NORTHEASTERN PROVINCE OF THE SOCIETY OF JESUS | |||||||
| 39 E 83RD STREET | NEW YORK | NY | 100280810 | N/A | PC | GENERAL OPERATIONS | $8,250 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 104601068 | N/A | PC | GENERAL OPERATIONS | $425 |
| WOUNDED AND WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 322566033 | N/A | PC | GENERAL OPERATIONS | $100 |
| YMCA OF CENTRAL NORTHERN WESTCHESTER | |||||||
| 148 HAMILTON AVENUE | WHITE PLAINS | NY | 106011702 | N/A | PC | GENERAL OPERATIONS | $3,350 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 809033325 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,191 | 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 | $2,043 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,478 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $376,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $376,962 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,703 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,703 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 1,000.000 SHARES | $189,300 | $189,300 |
| ALPHABET INC CL C (GOOG) 400.000 SHARES | $76,175 | $76,175 |
| AMAZON (AMZN) 170.000 SHARES | $37,295 | $37,295 |
| AMPHENOL CORP NEW CL A (APH) 690.000 SHARES | $47,920 | $47,920 |
| APPLE INC (AAPL) 3,000.000 SHARES | $751,260 | $751,260 |
| BLACKSTONE INC (BX) 910.000 SHARES | $156,901 | $156,901 |
| BLAROCK INC NEW COM (BLK) 60.000 SHARES | $61,507 | $61,507 |
| CACI INTL INC CL A (CACI) 125.000 SHARES | $50,508 | $50,508 |
| CANADIAN NATL RY CO (CNI) 700.000 SHARES | $71,057 | $71,057 |
| DANAHER CORP (DHR) 905.000 SHARES | $207,743 | $207,743 |
| ENERGY TRANSFER LP (ET) 3,850.000 SHARES | $75,422 | $75,422 |
| ENTERPRISE PRODS PARTNERS L P (EPD) 2,750.000 SHARES | $86,240 | $86,240 |
| L3HARRIS TECHNOLOGIES INC (LHX) 200.000 SHARES | $42,056 | $42,056 |
| LOCKHEED MARTIN CORP (LMT) 169.000 SHARES | $82,124 | $82,124 |
| MARSH & MCLENNAN COS INC (MMC) 125.000 SHARES | $26,551 | $26,551 |
| MPLX LP COM UNIT REPSTG LTD PARTNER INT (MPLX) 1,560.000 SHARES | $74,662 | $74,662 |
| NORTHROP GRUMMAN CORP (NOC) 150.000 SHARES | $70,394 | $70,394 |
| NVIDIA CORP (NVDA) 500.000 SHARES | $67,145 | $67,145 |
| ONEOK INC (OKE) 400.000 SHARES | $40,160 | $40,160 |
| UNION PAC CORP (UNP) 345.000 SHARES | $78,674 | $78,674 |
| UNITEDHEALTH GROUP INC (UNH) 225.000 SHARES | $113,819 | $113,819 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $175 | $0 | $175 |
| OFFICE AND OTHER EXPENSES | $653 | $0 | $653 |
| OTHER EXPENSES THRU SCHEDULE K-1'S | $0 | $713 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER LOSSES THRU SCHEDULE K-1'S | -$67 | ||
| RESCINDED GRANTS | $1,250 | $1,250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $95,732 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT AND ADVISORY | CategoryTxt |
| Amt | $26,346 | Amt |
| Net Investment Income | $26,346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $1,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $255 | $255 | $0 |