THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-15
- IRS object ID
- 202521059349101232
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T19:28:13-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | 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 | 133200783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
| Phone | 5168020100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 ARLINGTON AVENUE 20J | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN M LEVY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5168020100 | PhoneNum |
| Signature | 2025-03-17 | SignatureDt |
| 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 | MARY P GANNETT CPA | PreparerPersonNm |
| PTIN | P01423082 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2025-03-06 | 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 | $27,547,464 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $110,585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,348 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $110,585 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $479,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $479,692 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $479,692 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,007,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,453,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,007,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,597,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,579,584 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $590,277 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $167,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,699 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $111,399 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,090 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $696 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,394 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,018 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,037 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,354,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,282,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,507,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $590,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,462 | CashBOYAmt |
| Cash EOY | $6,816 | CashEOYAmt |
| Cash EOYFMV | $6,816 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $925,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,841 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $392,165 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $372,157 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $352,232 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,772,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,694,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,399,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,581,130 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,627,712 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,568,502 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,675,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,922,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,547,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,675,609 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,922,005 | CapitalStockEOYAmt |
| Retained Earning EOY | $267 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,675,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,922,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,675,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,922,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,675,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,785 | OtherIncreasesAmt |
| Subtotal | $14,922,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,922,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ID HSG PARTIAL CALL | P | 2022-12-16 | 2024-01-01 | $5,000 | $5,000 | ||
| 500 SHR. JOHNSON & JONSON | P | 2002-07-23 | 2024-09-05 | $82,569 | $21,581 | $60,988 | $60,988 |
| ID HSB PARTIAL CALL | P | 2024-06-05 | 2024-07-01 | $15,000 | $15,000 | ||
| 200 SHR. MSCI INC. | P | 2021-02-10 | 2024-09-05 | $113,929 | $82,872 | $31,057 | $31,057 |
| 3,000 SHR. ALCON INC. | P | 2019-04-10 | 2024-02-29 | $255,051 | $172,406 | $82,645 | $82,645 |
| 200 SHR. AON PLC | P | 2020-06-10 | 2024-09-05 | $69,826 | $38,557 | $31,269 | $31,269 |
| 250 SHR. ALCON INC. | P | 2019-11-06 | 2024-02-29 | $21,254 | $14,649 | $6,605 | $6,605 |
| SCHWAB MMA | P | 2024-08-20 | 2024-09-11 | $1,150,000 | $1,150,000 | ||
| 750 SHR. ALCON INC. | P | 2021-06-28 | 2024-02-29 | $63,763 | $52,773 | $10,990 | $10,990 |
| 49,682.875 SHR. GUGGENHEIMER TOTAL | P | 2022-12-12 | 2024-01-19 | $1,167,548 | $1,175,000 | -$7,452 | -$7,452 |
| 300 SHR. AON PLC | P | 2021-06-28 | 2024-06-11 | $87,538 | $72,671 | $14,867 | $14,867 |
| 250,000 SHR. WELLS FARGO | P | 2016-04-15 | 2024-09-24 | $245,863 | $249,805 | -$3,942 | -$3,942 |
| 100 SHR. COSTCO | P | 2005-04-22 | 2024-06-11 | $84,367 | $4,052 | $80,315 | $80,315 |
| 500 SHR. PROGRESSIVE | P | 2020-11-25 | 2024-06-11 | $103,896 | $44,341 | $59,555 | $59,555 |
| 1,500 SHR. THE TRADE DESK NC. | P | 2017-02-28 | 2024-06-11 | $139,236 | $5,325 | $133,911 | $133,911 |
| 400 SHR. ALPHABET | P | 2012-10-26 | 2024-08-19 | $66,802 | $6,707 | $60,095 | $60,095 |
| 200 SHR. AON PLC | P | 2021-06-28 | 2024-08-19 | $66,442 | $48,448 | $17,994 | $17,994 |
| 1,000 SHR. JOHNSON & JOHNSON | P | 2002-07-23 | 2024-08-19 | $159,455 | $43,162 | $116,293 | $116,293 |
| 900 SHR.PEPSICO | P | 2005-03-04 | 2024-08-19 | $155,389 | $48,705 | $106,684 | $106,684 |
| 1,300 SHR, PEPSICO | P | 2005-03-04 | 2024-10-08 | $219,574 | $70,352 | $149,222 | $149,222 |
| 300 SHR. MSCI INC. | P | 2021-02-10 | 2024-10-22 | $180,755 | $124,307 | $56,448 | $56,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,007,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,951 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,951 | SubtotalAmt |
| Tax Based On Investment Income | $20,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,351 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168020100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 ARLINGTON AVENUE 20J | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JILL LEVY | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | PRESIDENT | 2.00 | $2,000 | $0 | $0 |
| HELEN O WESTCOTT | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | SECRETARY | 1.00 | $2,000 | $0 | $0 |
| ALEXANDER T WESTCOTT | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| ALLAN M LEVY | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | TREASURER | 1.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS JONES WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 FIFTH AVE FL 11 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVI | ServiceTypeTxt |
| Compensation | $141,898 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,987,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $662,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,649,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $26,649,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $399,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,250,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,312,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,312,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,951 | TotalTaxAmt |
| Distributable Before Adj | $1,291,553 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,291,553 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,291,553 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,282,630 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,282,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,291,553 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,141,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,380,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,282,630 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,282,630 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,923 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,923 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,372,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,372,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,132,143 | ExcessFromYear3Amt |
| Excess From Year2 | $103,828 | ExcessFromYear2Amt |
| Excess From Year1 | $136,059 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS FOUNDATION | |||||||
| 100 SILVERMAN WAY | WINDHAM | NY | 12496 | N/A | NON-PROFIT | GENERAL | $4,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | NON-PROFIT | GENERAL | $10,000 |
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 E PALISADES AVE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | NON-PROFIT | GENERAL | $15,000 |
| CAPITAL HARMONY WORKS | |||||||
| 1 N JOHNSON AVE 209 | TRENTON | NJ | 08609 | N/A | NON-PROFIT | GENERAL | $30,000 |
| CHAPIN SCHOOL | |||||||
| 4101 PRINCETON PIKE | PRINCETON | NJ | 08540 | N/A | NON-PROFIT | GENERAL | $20,000 |
| CHEWONSKI FOUNDATION | |||||||
| 485 CHEWOSKI NECK ROAD | WISCASSET | ME | 04578 | N/A | NON-PROFIT | GENERAL | $15,000 |
| CHILD CANCER FUND | |||||||
| 841 PRUDENTIAL DR | JACKSONVILLE | FL | 32256 | N/A | NON-PROFIT | GENERAL | $11,000 |
| CITY HARVEST | |||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | N/A | NON-PROFIT | GENERAL | $10,000 |
| COMMUNITY VOICES HEARD | |||||||
| 115 EAST 106TH STREET 3RD | NEW YORK | NY | 10029 | N/A | NON-PROFIT | GENERAL | $10,000 |
| DIRECT RELIEF FOUNDATION | |||||||
| 27 S LA PATERA LANE | GOLETA | CA | 93117 | N/A | NON-PROFIT | GENERAL | $30,000 |
| DUNN SCHOOL | |||||||
| PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | NON-PROFIT | GENERAL | $20,000 |
| FOOD BANK NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | NON-PROFIT | GENERAL | $7,500 |
| FRIENDS OF WLRN | |||||||
| 172 NE 15TH STREET | MIAMI | FL | 33132 | N/A | NON-PROFIT | GENERAL | $5,000 |
| GEORGE STEVENS ACADEMY | |||||||
| 23 UNION ST | BLUE HILL | ME | 04614 | N/A | NON-PROFIT | GENERAL | $36,000 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICA | NEW YORK | NY | 10013 | N/A | NON-PROFIT | GENERAL | $10,000 |
| HIGHLANDER RESEARCH AND ED | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | NON-PROFIT | GENERAL | $7,000 |
| HONOR THE EARTH | |||||||
| 1430 HAINES AVE | RAPID CITY | SD | 57701 | N/A | NON-PROFIT | GENERAL | $10,000 |
| HOPE FOR YOUTH FOUNDATION | |||||||
| 201 DIXON AVENUE | AMITYVILLE | NY | 11701 | N/A | NON-PROFIT | GENERAL | $8,250 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEE | MN | 56007 | N/A | NON-PROFIT | GENERAL | $10,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NCHARLES ST | BALTIMORE | MD | 21218 | N/A | NON-PROFIT | GENERAL | $25,000 |
| KIEVE WAVUS EDUCATION | |||||||
| 42 KIEVE ROAD | NOBLEBORO | ME | 04555 | N/A | NON-PROFIT | GENERAL | $10,000 |
| LET IT SHINE INC | |||||||
| 137 7TH STREET | VERPLANCK | NY | 10596 | N/A | NON-PROFIT | GENERAL | $8,250 |
| LIFE NEEDS CO-OP | |||||||
| 205 NORTH PLAIN ROAD | GEAT BARRINGTON | MA | 01230 | N/A | NON-PROFIT | GENERAL | $35,000 |
| MIDLAND SCHOOL | |||||||
| 94 READINGTON RD | NORTH BRANCH | NJ | 08876 | N/A | NON-PROFIT | GENERAL | $15,000 |
| MULTIPLE MYELOMA RESEARCH | |||||||
| 4400 COLDWATER CANYON AVE | STUDIO CITY | CA | 91604 | N/A | NON-PROFIT | GENERAL | $10,000 |
| NEW GEORGIA PROJECT | |||||||
| 830 GLENWOOD AVE SE | ATLANTA | GA | 30316 | N/A | NON-PROFIT | GENERAL | $5,000 |
| NEW GRANGE SCHOOL | |||||||
| 800 NRD | PENNINGTON | NJ | 08534 | N/A | NON-PROFIT | GENERAL | $20,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | NON-PROFIT | GENERAL | $5,000 |
| NOLS FUND | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | N/A | NON-PROFIT | GENERAL | $10,000 |
| NORTH WELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | N/A | NON-PROFIT | GENERAL | $45,000 |
| OPENING ACT | |||||||
| PO BOX 25613 CADMAN PLAZA | BROOKLYN | NY | 11202 | N/A | NON-PROFIT | GENERAL | $5,000 |
| PENNINGTON SCHOOL | |||||||
| 112 WEST DELAWARE AVE | PENNINGTON | NJ | 08534 | N/A | NON-PROFIT | GENERAL | $110,000 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 26 BLEECKER STREET | NEW YORKK | NY | 10012 | N/A | NON-PROFIT | GENERAL | $25,000 |
| PRINCETON DAY SCHOOL | |||||||
| 650 GREAT ROAD | PRINCETON | NJ | 08540 | N/A | NON-PROFIT | GENERAL | $5,500 |
| PRINCETON JUNIOR SCHOOL | |||||||
| 3270 LAWRENCEVILLE RD | PRINCETON | NJ | 08540 | N/A | NON-PROFIT | GENERAL | $20,000 |
| RECONNECT AT THOMAS BARRY PLACE | |||||||
| 86-45 EDGERTON BLVD | JAMAICA | NY | 11432 | N/A | NON-PROFIT | GENERAL | $13,000 |
| ROCKY MOUNTAIN BIOLOGICAL LAB | |||||||
| PO BOX 519 | CRESTED BUTTE | CO | 81224 | N/A | NON-PROFIT | GENERAL | $7,000 |
| SANTA YNEX VALLEY FAMILY SCHOOL | |||||||
| 5300 FIGUEROE MOUNTIAN RD | LAEK DIVEA | CA | 93441 | N/A | NON-PROFIT | GENERAL | $15,000 |
| SEEDS ACCESS CHANGES EVERYTHING | |||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | N/A | NON-PROFIT | GENERAL | $10,000 |
| SISTER SONG | |||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | N/A | NON-PROFIT | GENERAL | $5,000 |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL ROAD | NEW HOPE | PA | 18938 | N/A | NON-PROFIT | GENERAL | $65,000 |
| SSWSC FOUNDATION | |||||||
| 845 HOWELSEN PARKWAY | STEAM BOAT SRPINGS | CO | 80487 | N/A | NON-PROFIT | GENERAL | $5,500 |
| ST VINCENT DE PAUL SOCIETY OF MARIN | |||||||
| 820 B ST | SAN RAFAEL | CA | 94901 | N/A | NON-PROFIT | GENERAL | $6,500 |
| STRONG ISLAND ANIMAL RESCUE LEAGUE | |||||||
| PO BOX 605 | PORT JEFFERSONSTATION | NY | 11776 | N/A | NON-PROFIT | GENERAL | $3,500 |
| SUZANNES COMFORT CARE | |||||||
| 167 NORTH MAIN STREET | PERRY | NY | 14530 | N/A | NON-PROFIT | GENERAL | $16,500 |
| THE BRONX HS OF SCIENCE | |||||||
| 75 BRONX SCIENCE BLVD | BRONX | NY | 10468 | N/A | NON-PROFIT | GENERAL | $50,000 |
| THE CAMPHILL SCHOOL | |||||||
| 1784 FAIRVIEW ROA | GLENMOORE | PA | 19343 | N/A | NON-PROFIT | GENERAL | $125,000 |
| THE HART ISLAND PROJECT | |||||||
| PO BOX 4327 | NEW YORK | NY | 10163 | N/A | NON-PROFIT | GENERAL | $2,500 |
| THE HILL SCHOOL | |||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | N/A | NON-PROFIT | GENERAL | $26,500 |
| THE MEMPHIS ZOO | |||||||
| 2000 PENTISS PLACE | MEMPHIS | TN | 38112 | N/A | NON-PROFIT | GENERAL | $10,000 |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTRE PLAZA | NEW YROK | NY | 10023 | N/A | NON-PROFIT | GENERAL | $10,000 |
| THE NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | N/A | NON-PROFIT | GENERAL | $4,000 |
| UNICEF | |||||||
| 125 MAI DEN LANE | NEW YORK | NY | 10038 | N/A | NON-PROFIT | GENERAL | $10,000 |
| UNITED HOSPITAL FUND | |||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10015 | N/A | NON-PROFIT | GENERAL | $50,000 |
| UNIVERSITY COMMUNITY SOCIAL SERVICE | |||||||
| 137 EAST 2ND STREET | NEW YORK | NY | 10009 | N/A | NON-PROFIT | GENERAL | $22,000 |
| WAVE EPISCOPAL CHURCH | |||||||
| PO BOX 958983 | ST LOUIS | MO | 63195 | N/A | NON-PROFIT | GENERAL | $2,500 |
| WEST PALM BEACH OPERA HOUSE | |||||||
| 1800 S AUSTRALIAN AVE | WEST PALM BEACH | FL | 33109 | N/A | NON-PROFIT | GENERAL | $5,000 |
| WNET NEW YORK PUBLIC MEDIA | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | NON-PROFIT | GENERAL | $50,000 |
| YOUNG SCHOLARS INSTITUTE | |||||||
| 349 WEST STATE STREET | TRENTON | NJ | 08613 | N/A | NON-PROFIT | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,585 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,007,544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $590,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,007,544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,597,821 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,700 | Amt |
| Net Investment Income | $10,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,800 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Short Explanation | JILL LEVY | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BOND INVESTMENT | BondNm |
| EOY Book Value | $2,627,712 | EOYBookValueAmt |
| EOYFMV | $2,568,502 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,717,644 | $17,493,123 |
| EXCHANGE TRADED FUNDS | $721,609 | $3,003,866 |
| MUTUAL FUNDS | $4,255,060 | $3,902,084 |
| OTHER ASSETS | $433 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $372,157 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $352,232 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL REGISTRATION FEES | $750 | $250 | $500 |
| DUES & SUBSCRIPTIONS | $830 | $277 | $553 |
| INSURANCE | $646 | $215 | $431 |
| OFFICE EXENSES | $438 | $146 | $292 |
| POSTAGE | $391 | $130 | $261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $3,518 |
| COST BASIS ADJUSTMENT | $267 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTATION FEES | $25,200 | $8,400 | $16,800 |
| INVESTMENT ADVIOSRY FEES | $141,898 | $47,299 | $94,599 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $2,090 | Amt |
| Net Investment Income | $696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,394 | DisbursementsCharitablePrpsAmt |