LANZA FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANZA FAMILY FOUNDATION INC (EIN 13-3922706)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349102905
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2024-05-10T21:22:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133922706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANZA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANZ | BusinessNameControlTxt |
| Phone | 9143818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS LANZA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9143818900 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | LANZA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $26,660,096 | 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 | $24,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $490,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $490,861 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,639,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,562,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,639,529 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,157,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,154,429 | 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 | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $291,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,547,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $291,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,210,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $610,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,862,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,071,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,000,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,000,920 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $820,801 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $937,062 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $820,801 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $820,801 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $100,707 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,753,069 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,753,069 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,240,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,408,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,408,702 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,114,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,676,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,676,604 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,463,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,660,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,660,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,463,817 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,660,096 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,463,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,660,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,463,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,660,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,463,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $610,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $586,063 | OtherIncreasesAmt |
| Subtotal | $26,660,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,660,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $24,524,879 | $22,922,685 | $1,602,194 | $1,602,194 |
| CAPITAL GAINS DIVIDENDS | P | $37,335 | $37,335 | $37,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,639,529 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,049 | 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 | $63,049 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,156 | OverpaymentAmt |
| Applied To ES Tax | $37,156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | PKF O'CONNOR DAVIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143818900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANTHONY LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | TREASURER | 5.00 | $0 | $0 | $0 |
| JAMES LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4890 W KENNEDY BLVD STE 700 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $189,521 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,604,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,416,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $820,801 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,841,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,841,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $387,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,453,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,272,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,272,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,893 | TotalTaxAmt |
| Distributable Before Adj | $1,246,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,249,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,249,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,210,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,210,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,249,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,170,905 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,210,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,170,905 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,210,077 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABLE SOUTH CAROLINA | ||||||||
| 720 GRACERN RD STE 106 | COLUMBIA | SC | 29210 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| ALS RIDE FOR LIFE | ||||||||
| STONY BROOK UNIV SSW HSC L2 NO 106 | STONY BROOK | NY | 11794 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF UNIT 669 INC | ||||||||
| 35 CROSSBROOK RD | LIVINGSTON | NJ | 07039 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ARTS 10566 | ||||||||
| PO BOX 128 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $29,500 | |
| BE THE CHANGE CHARLESTON | ||||||||
| PO BOX 81061 | CHARLESTON | SC | 29416 | N/A | PC | GENERAL OPERATING SUPPORT | $35,300 | |
| BEYOND OUR WALLS | ||||||||
| 2615 HARVEY AVE | N CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BLUE PATH SERVICE DOGS | ||||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF WESTCHESTER | ||||||||
| 351 MAIN ST | MT KISCO | NY | 10549 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CAMP HAPPY DAYS | ||||||||
| 933 DUPONT ROAD SUITE B | CHARLESTON | SC | 29407 | N/A | PC | GENERAL OPERATING SUPPORT | $15,250 | |
| CANDLELIGHTERS NYC | ||||||||
| 345 E 73RD ST APT 2L | NEW YORK CITY | NY | 10021 | N/A | PC | GENERAL OPERATING SUPPORT | $6,300 | |
| CANINE COMPANIONS TRI STATE | ||||||||
| 2965 DUTTON AVENUE | SANTA ROSA | CA | 95407 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| CHARLESTON AREA THERAPEUTIC RIDING | ||||||||
| PO BOX 146 | JOHNS ISLAND | SC | 29457 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CHARLESTON CHAPTER THE MILITARY OFFICER ASSOC OF AMERICA | ||||||||
| PO BOX 70421 | NORTH CHARLESTON | SC | 29415 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CHARLESTON COUNTY VOLUNTEER | ||||||||
| 2521 RESCUE RD | NORTH CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHARLESTON MIRACLE LEAGUE | ||||||||
| PO BOX 22072 | CHARLESTON | SC | 29413 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHHOP | ||||||||
| 200 NORTH WATER STREET | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CHILDREN'S VILLAGE | ||||||||
| 1 ECHO HILLS RD | DOBBS FERRY | NY | 10522 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CLEARWATER BLUE FOUNDATION INC | ||||||||
| 3162 MACDONALD DR | CLEARWATER | FL | 33759 | N/A | PC | GENERAL OPERATING SUPPORT | $18,680 | |
| CLOTHES TO KIDS OF FAIRFIELD CTY | ||||||||
| 90 FAIRFIELD AVE | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC | ||||||||
| 1691 TURNBULL AVE | NORTH CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| COASTAL CRISIS CHAPLAINCY | ||||||||
| PO BOX 21833 | CHARLESTON | SC | 29413 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COLD SPRING POLICE BENEVOLENT ASSOCIATION | ||||||||
| 83 MAIN ST | COLD SPRING | NY | 10156 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CORTLANDT SOFTBALL LITTLE LEAGUE | ||||||||
| PO BOX 529 | VERPLANCK | NY | 105960529 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CT TACTICAL ASSISTANCE GROUP | ||||||||
| 583 MAIN ST | PLANTSVILLE | CT | 06479 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| DAISY JOPLING FOUNDATION | ||||||||
| PO BOX 72 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| DOWN SYNDROME ASSN OF LOWCOUNTRY | ||||||||
| PO BOX 2275 | MT PLEASANT | SC | 29465 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EASTSIDE COMMUNITY DEVELOPMENT | ||||||||
| 330 112TH AVE NE | BELLEVUE | WA | 98004 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EL CENTRO HISPANO INC | ||||||||
| 346 SOUTH LEXINGTON AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| FBIAA MEMORIAL COLLEGE FUND | ||||||||
| PO BOX 320215 | ALEXANDRIA | VA | 22320 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS LIFE COMMUNITY | ||||||||
| 4414 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRIENDS OF OHEKA | ||||||||
| 6 COLD SPRING LN | HUNTINGTON | NY | 11743 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| FULLER CENTER FOR HOUSING | ||||||||
| PO BOX 523 | AMERICUS | GA | 31709 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| GARRISON CHILDREN'S EDUCATION FUND | ||||||||
| PO BOX 262 | GARRISON | NY | 10524 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GARRISON VOLUNTEER FIRE COMPANY INC | ||||||||
| PO BOX 252 | GARRISON | NY | 10524 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GARY STYMOSKI SCHOLARS | ||||||||
| 4825 W UNIVERSITY WAY N | GLENDALE | AZ | 85306 | N/A | PC | GENERAL OPERATING SUPPORT | $17,500 | |
| HABITAT FOR HUMANITY OF TAMPA BAY | ||||||||
| 509 E JACKSON ST | TAMPA | FL | 33602 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HALDANE SCHOOL FOUNDATION | ||||||||
| PO BOX 364 | COLD SPRING | NY | 10516 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| HEART | ||||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| HITCHCOCK PRESBYTERIAN | ||||||||
| 6 GREENACRES AVE | SCARSDALE | NY | 10583 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| HOPE CHILDREN'S HOME | ||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPE FOR HEROES INC | ||||||||
| 124 WALSH ROAD | LAGRANGEVILLE | NY | 12540 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HUDSON VALLEY IRISH FEST | ||||||||
| 22 ANDRE LN | CORTLANDT MANOR | NY | 10567 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HURRICANE ROBOTICS BOOSTER CLUB INC | ||||||||
| PO BOX 851 | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JANSEN DE VRIES SYNDROME | ||||||||
| PO BOX 14 | NATICK | MA | 01760 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| JESSE LEWIS CHOOSE LOVE | ||||||||
| PO BOX 605 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| KIDS HELPING KIDS | ||||||||
| 347 STILLWATER AVE | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| KIDS IN CRISIS | ||||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| KUTZXTOWN UNIVERSITY FOUNDATION | ||||||||
| PO BOX 151 | KUTZTOWN | PA | 19530 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LONG RIDGE FIRE | ||||||||
| 366 OLD LONG RIDGE RD | STAMFORD | CT | 06903 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOS ANGELES PARKS FOUNDATION | ||||||||
| 2650 N COMMONWEALTH AVE | LOS ANGELES | CA | 90027 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOWCOUNTRY AUTISM FOUNDATION | ||||||||
| PO BOX 31874 | CHARLESTON | SC | 29417 | N/A | PC | GENERAL OPERATING SUPPORT | $5,500 | |
| MARINE CORPS LAW ENFORCEMENT FOUNDATION | ||||||||
| 273 COLUMBUS AVE | TUCKAHOE | NY | 10707 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 18 BEE STREET MSC 450 | CHARLESTON | SC | 29425 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | MOLLY SCHOLARSHIP | $10,000 | |
| MOUNT KISCO INTERFAITH | ||||||||
| PO BOX 834 | MOUNT KISCO | NY | 10549 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MUSICAL MIME | ||||||||
| 815 DUNE RD | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MY SISTERS HOUSE | ||||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 29415 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| NEW ERA CREATIVE SPACE INC | ||||||||
| 113 OVERLOOK AVENUE | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| NY STATE POLICE INVESTIGATION | ||||||||
| 54 STATE STREET NO 300 | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| NY STATE TROOPER FOUNDATION | ||||||||
| 3 AIRPORT PARK BLVD | LATHAM | NY | 12110 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NYC PBA WIDOWS AND ORPHANS | ||||||||
| 1340 HELM DR | OXNARD | CA | 93035 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NYSPIA | ||||||||
| 421 LOUDON RD | ALBANY | NY | 12211 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NYSPIF | ||||||||
| 120 STATE STREET | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NYWLE | ||||||||
| PO BOX 38052 | ALBANY | NY | 12203 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| ONBIKES | ||||||||
| 100 N TAMPA ST STE 2320 | TAMPA | FL | 33602 | N/A | PC | GENERAL OPERATING SUPPORT | $28,524 | |
| ONE-EIGHTY FOUNDATION | ||||||||
| 999 3RD AVE STE 4550 | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OPERATION HOPE | ||||||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PARAMOUNT HUDSON VALLEY ARTS | ||||||||
| 1008 BROWN STREET | PEEKSKILL | NY | 06850 | N/A | PC | GENERAL OPERATING SUPPORT | $38,000 | |
| PATTISONS ACADEMY FOR COMPREHENSIVE EDUCATION | ||||||||
| 2014 BEES FERRY ROAD | CHARLESTON | SC | 29414 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PEEKSKILL EDUCATION FOUNDATION | ||||||||
| PO BOX 489 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| PEEKSKILL ROTARY CLUB FOUNDATION INC | ||||||||
| PO BOX 344 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $300 | |
| PERSON TO PERSON INC | ||||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PESW PIPES AND DRUMS | ||||||||
| PO BOX 177 | HAWTHORNE | NY | 10532 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| PHILIPSTOWN GARDEN CLUB | ||||||||
| PO BOX 255 | GARRISON | NY | 10524 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| POLICE UNITY TOUR | ||||||||
| PO BOX 528 | FLORHAM PARK | NJ | 07932 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PUTNAM COUNTY SPCA | ||||||||
| 47 GLENEIDA AVE | CARMEL HAMLET | NY | 10512 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PUTNAM HISTORY MUSEUM | ||||||||
| PUTNAM HISTORY MUSEUM 63 CHESTNUT | COLD SPRING | NY | 10516 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | STREET |
| PUTNAM SHERIFFS PBA | ||||||||
| PO BOX 811 | CARMEL | NY | 10512 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SEACHANGE AGENCY | ||||||||
| 2333 CLARK AVENUE | VENICE | CA | 90291 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| SIGNAL 30 BENEFIT FUND | ||||||||
| 48 HOWARD ST | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| SNARR ANIMAL RESCUE NORTHEAST INC | ||||||||
| 45 SODOM RD | BREWSTER | NY | 10509 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| SPECIAL OLYMPICS NY | ||||||||
| 211 E 43RD ST 802 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SPECIAL OLYMPICS SOUTH CAROLINA | ||||||||
| 109 OAK PARK DR | IRMO | SC | 29063 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SUNCOAST VOICES FOR CHILDREN | ||||||||
| 8550 ULMERTON RD 255 | LARGO | FL | 33771 | N/A | PC | GENERAL OPERATING SUPPORT | $6,182 | |
| SURFERS HEALING FOLLY | ||||||||
| 487 PLANTERS TRACE DR | CHARLESTON | SC | 29412 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE ARC OF TAMPA BAY | ||||||||
| 1501 N BELCHER RD STE 244 | CLEARWATER | FL | 33765 | N/A | PC | GENERAL OPERATING SUPPORT | $6,182 | |
| THE LENS FOUNDATION | ||||||||
| 1050 JOHNNIE DODDS BLVD UNIT 912 | MT PLEASANT | SC | 29465 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE SOCIETY OF OUR LADY OF MT CARMEL | ||||||||
| 155 HIGHLAND AVE | VERPLANCK | NY | 10596 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE SPRING OF TAMPA BAY | ||||||||
| PO BOX 5147 | TAMPA | FL | 33675 | N/A | PC | GENERAL OPERATING SUPPORT | $6,182 | |
| THE SPRINGBOARD FOUNDATION | ||||||||
| 4740 S OCEAN BLVD APT 505 | HIGHLAND BEACH | FL | 33487 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE SUNSHINE KIDS FOUNDATION | ||||||||
| 2814 VIRGINIA STREET | HOUSTON | TX | 77098 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THIS IS ME FOUNDATION | ||||||||
| 43 STONECREST RD | RIDGEFIELD | CT | 06877 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| TOWN OF CORTLAND NY RECREATION DEPT | ||||||||
| PO BOX 216 14 LIBERTY STREET | HEADY ST | NY | 10567 | N/A | GOV | GENERAL OPERATING SUPPORT | $500 | |
| TOWN OF GREENBURGH | ||||||||
| 177 HILLSIDE AVE | GREENBURGH | NY | 10607 | N/A | GOV | GENERAL OPERATING SUPPORT | $28,200 | |
| TOWN OF GREENBURGH | ||||||||
| 177 HILLSIDE AVE | GREENBURGH | NY | 10607 | N/A | GOV | POLICE SUMMER CAMP | $37,500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNIVERSITY OF THE ARTS | ||||||||
| 320 SOUTH BROAD STREET | PHILADELPHIA | PA | 191024901 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| US MARSHALLS SURVIVORS BENEFIT FNDN | ||||||||
| PO BOX 11730 | BOZEMAN | MN | 59719 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VILLAGE VISION | ||||||||
| 1540 APPLING DR | MOUNT PLEASANT | SC | 29464 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WALK FOR AUTISM CHARLESTON | ||||||||
| PO BOX 62097 | NORTH CHARLESTON | SC | 29419 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| WESTCHESTER BALLET COMPANY INC | ||||||||
| 95 CROTON AVE | OSSINING | NY | 10562 | N/A | PC | GENERAL OPERATING SUPPORT | $4,400 | |
| WESTCHESTER BLUE FOUNDATION | ||||||||
| 399 KNOLLWOOD RD STE 220 | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WESTCHESTER COMMUNITY HEALTH CENTER | ||||||||
| 107 W 4TH ST | MT VERNON | NY | 10550 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WESTCHESTER POLICE CHIEFS | ||||||||
| 230 BARGER ST | PUTNAM VALLEY | NY | 10579 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WHEELCHAIR CHARITIES | ||||||||
| 8310 36 AVE | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WHEELCHAIRS 4 KIDS | ||||||||
| 1200 S PINELLAS AVE SUITE 3 | TARPON SPRINGS | FL | 34689 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| WINGS FOR KIDS | ||||||||
| 476 MEETING STREET SUITE E | CHARLESTON | SC | 29403 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| WOUNDED WARRIORS ABILITIES RANCH | ||||||||
| 8880 60TH WAY N | PINELLAS PARK | FL | 33782 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| YO ART MEDIA ARTS | ||||||||
| 1984 FOLLY RD A-214 | CHARLESTON | SC | 29412 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| YORKTOWN LIONS CLUB | ||||||||
| PO BOX 30 | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490,861 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,639,529 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,157,429 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,157,429 | 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 | TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $9,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (143 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO (MMM) 89 SHRS | $9,729 | $9,729 |
| ADOBE INC (ADBE) 128 SHRS | $76,365 | $76,365 |
| ADOBE INC (ADBE) 612 SHRS | $365,119 | $365,119 |
| ADVANCED MICRO DEVICES (AMD) 876 SHRS | $129,131 | $129,131 |
| AFLAC INCORPORATED (AFL) 908 SHRS | $74,910 | $74,910 |
| AIR PROD & CHEM INC (APD) 242 SHRS | $66,260 | $66,260 |
| ALPHABET INC CL A (GOOGL) 1186 SHRS | $165,672 | $165,672 |
| AMAZON COM INC (AMZN) 479 SHRS | $72,779 | $72,779 |
| AMAZON COM INC (AMZN) 644 SHRS | $97,849 | $97,849 |
| ANALOG DEVICES INC (ADI) 372 SHRS | $73,864 | $73,864 |
| APPLE INC (AAPL) 2446 SHRS | $470,928 | $470,928 |
| ARCH CAPITAL GROUP LTD (ACGL) 346 SHRS | $25,697 | $25,697 |
| AT&T INC (T) 821 SHRS | $13,776 | $13,776 |
| AVERY DENNISON CORPORATION (AVY) 2 SHRS | $404 | $404 |
| BADGER METER INC (BMI) 429 SHRS | $66,225 | $66,225 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 169 SHRS | $60,276 | $60,276 |
| BLACKROCK INC (BLK) 67 SHRS | $54,391 | $54,391 |
| BOEING CO (BA) 392 SHRS | $102,179 | $102,179 |
| BOOKING HOLDINGS INC (BKNG) 19 SHRS | $67,397 | $67,397 |
| BOOKING HOLDINGS INC (BKNG) 25 SHRS | $88,681 | $88,681 |
| BOSTON SCIENTIFIC CORP (BSX) 2170 SHRS | $125,448 | $125,448 |
| BOSTON SCIENTIFIC CORP (BSX) 984 SHRS | $56,885 | $56,885 |
| BROADCOM INC (AVGO) 166 SHRS | $185,298 | $185,298 |
| BROADCOM INC (AVGO) 56 SHRS | $62,510 | $62,510 |
| CADENCE DESIGN SYSTEM (CDNS) 259 SHRS | $70,544 | $70,544 |
| CANADIAN PACIFIC KANSAS CITY (CP) 199 SHRS | $15,733 | $15,733 |
| CARDINAL HEALTH INC (CAH) 748 SHRS | $75,398 | $75,398 |
| CASEY'S GENERAL STORES INC (CASY) 228 SHRS | $62,641 | $62,641 |
| CATERPILLAR INC (CAT) 270 SHRS | $79,831 | $79,831 |
| CHEVRON CORP (CVX) 664 SHRS | $99,042 | $99,042 |
| CHUYS HOLDINGS INC (CHUY) 816 SHRS | $31,196 | $31,196 |
| CINTAS CORP (CTAS) 140 SHRS | $84,372 | $84,372 |
| CISCO SYS INC (CSCO) 605 SHRS | $30,565 | $30,565 |
| CITIGROUP INC NEW (C) 793 SHRS | $40,792 | $40,792 |
| CONSTELLATION ENERGY CORP (CEG) 627 SHRS | $73,290 | $73,290 |
| COPART INC (CPRT) 1288 SHRS | $63,112 | $63,112 |
| CRANE NXT CO (CXT) 1148 SHRS | $65,287 | $65,287 |
| CRANE NXT CO (CXT) 550 SHRS | $31,279 | $31,279 |
| DECKER OUTDOOR CORPORATION (DECK) 46 SHRS | $30,748 | $30,748 |
| EBAY INC (EBAY) 250 SHRS | $10,905 | $10,905 |
| ELBIT SYSTEMS LTD (ESLT) 241 SHRS | $51,393 | $51,393 |
| ELI LILLY & CO (LLY) 120 SHRS | $69,950 | $69,950 |
| ELI LILLY & CO (LLY) 358 SHRS | $208,685 | $208,685 |
| ELI LILLY & CO (LLY) 92 SHRS | $53,629 | $53,629 |
| FIRST TRUST RISING DIV ACHIEV (RDVY) 1415 SHRS | $73,113 | $73,113 |
| FISERV INC (FI) 864 SHRS | $114,774 | $114,774 |
| FLEXTRONICS INTL LTD (FLEX) 1110 SHRS | $33,811 | $33,811 |
| GARRETT MOTION INC (GTX) 26 SHRS | $251 | $251 |
| GENERAL ELECTRIC CO (GE) 243 SHRS | $31,014 | $31,014 |
| GENERAL ELECTRIC CO (GE) 880 SHRS | $112,314 | $112,314 |
| HONEYWELL INTL INC (HON) 139 SHRS | $29,150 | $29,150 |
| IDEXX LABS (IDXX) 173 SHRS | $96,024 | $96,024 |
| ILL TOOL WORKS INC (ITW) 199 SHRS | $52,126 | $52,126 |
| INTEL CORP (INTC) 677 SHRS | $34,019 | $34,019 |
| INTERCONTINENTAL EXCHANGE INC (ICE) 212 SHRS | $27,227 | $27,227 |
| INTL BUSINESS MACHINES CORP (IBM) 190 SHRS | $31,075 | $31,075 |
| INTUIT INC (INTU) 230 SHRS | $143,757 | $143,757 |
| INTUITIVE SURGICAL INC (ISRG) 170 SHRS | $57,351 | $57,351 |
| INTUITIVE SURGICAL INC (ISRG) 178 SHRS | $60,050 | $60,050 |
| INTUITIVE SURGICAL INC (ISRG) 509 SHRS | $171,716 | $171,716 |
| JABIL CIRCUIT INC (JBL) 222 SHRS | $28,283 | $28,283 |
| JPMORGAN CHASE & CO (JPM) 190 SHRS | $32,319 | $32,319 |
| JPMORGAN CHASE & CO (JPM) 867 SHRS | $147,477 | $147,477 |
| LAMB WESTON HLDGS INC COM (LW) 306 SHRS | $33,076 | $33,076 |
| LEIDOS HLDGS INC (LDOS) 149 SHRS | $16,128 | $16,128 |
| LINCOLN ELEC HLDGS INC (LECO) 359 SHRS | $78,068 | $78,068 |
| LINDE PLC (LIN) 132 SHRS | $54,214 | $54,214 |
| LINDE PLC (LIN) 181 SHRS | $74,339 | $74,339 |
| LINDE PLC (LIN) 373 SHRS | $153,195 | $153,195 |
| LOCKHEED MARTIN CORP (LMT) 420 SHRS | $190,361 | $190,361 |
| M&T BANK CORP (MTB) 111 SHRS | $15,216 | $15,216 |
| MARATHON OIL CO (MRO) 1 SHRS | $24 | $24 |
| MARATHON PETROLEUM CORP (MPC) 861 SHRS | $127,738 | $127,738 |
| MARSH & MCLENNAN COS INC (MMC) 363 SHRS | $68,778 | $68,778 |
| MAXIMUS INC (MMS) 163 SHRS | $13,669 | $13,669 |
| META PLATFORMS INC CL A (META) 219 SHRS | $77,517 | $77,517 |
| MSCI INC COM (MSCI) 521 SHRS | $294,704 | $294,704 |
| NASDAQ INC COM (NDAQ) 550 SHRS | $31,977 | $31,977 |
| NEXTERA ENERGY INC (NEE) 548 SHRS | $33,286 | $33,286 |
| NISOURCE INC (NI) 295 SHRS | $7,832 | $7,832 |
| NOVARTIS AG ADR (NVS) 669 SHRS | $67,549 | $67,549 |
| NVIDIA CORPORATION (NVDA) 304 SHRS | $150,547 | $150,547 |
| OLD REPUBLIC INTL CP (ORI) 13 SHRS | $382 | $382 |
| OMNICOM GROUP (OMC) 1 SHRS | $87 | $87 |
| ORACLE CORP (ORCL) 1421 SHRS | $149,816 | $149,816 |
| ORACLE CORP (ORCL) 469 SHRS | $49,447 | $49,447 |
| ORACLE CORP (ORCL) 538 SHRS | $56,721 | $56,721 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 130 SHRS | $123,510 | $123,510 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 29 SHRS | $27,552 | $27,552 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 55 SHRS | $52,254 | $52,254 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 61 SHRS | $57,955 | $57,955 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 82 SHRS | $77,907 | $77,907 |
| PACCAR INC (PCAR) 1178 SHRS | $115,032 | $115,032 |
| PALO ALTO NETWORKS INC (PANW) 224 SHRS | $66,053 | $66,053 |
| PALO ALTO NETWORKS INC (PANW) 271 SHRS | $79,912 | $79,912 |
| PALO ALTO NETWORKS INC (PANW) 568 SHRS | $167,492 | $167,492 |
| PARKER HANNIFIN CORP (PH) 126 SHRS | $58,048 | $58,048 |
| PARKER HANNIFIN CORP (PH) 271 SHRS | $124,850 | $124,850 |
| PAYPAL HLDGS INC COM (PYPL) 128 SHRS | $7,860 | $7,860 |
| PDD HOLDINGS INC ADR (PDD) 782 SHRS | $114,414 | $114,414 |
| PHILLIPS 66 COM (PSX) 552 SHRS | $73,493 | $73,493 |
| PIONEER NATURAL RESOURCES CO (PXD) 117 SHRS | $26,311 | $26,311 |
| QUALCOMM INC (QCOM) 493 SHRS | $71,303 | $71,303 |
| REPUBLIC SERVICES INC (RSG) 401 SHRS | $66,129 | $66,129 |
| RESIDEO TECHNOLOGIES INC (REZI) 44 SHRS | $828 | $828 |
| RLI CORP (RLI) 509 SHRS | $67,758 | $67,758 |
| ROSS STORES INC (ROST) 1054 SHRS | $145,863 | $145,863 |
| S&P GLOBAL INC COM (SPGI) 210 SHRS | $92,509 | $92,509 |
| SALESFORCE INC (CRM) 244 SHRS | $64,206 | $64,206 |
| SALESFORCE INC (CRM) 525 SHRS | $138,149 | $138,149 |
| SCIENCE APPLICATIONS INTL (SAIC) 78 SHRS | $9,697 | $9,697 |
| SHOPIFY INC (SHOP) 425 SHRS | $33,108 | $33,108 |
| STANLEY BLACK & DECKER INC (SWK) 273 SHRS | $26,781 | $26,781 |
| STARBUCKS CORP WASHINGTON (SBUX) 861 SHRS | $82,665 | $82,665 |
| STRYKER CORP (SYK) 259 SHRS | $77,560 | $77,560 |
| SUN COMMUNITIES INC (SUI) 231 SHRS | $30,873 | $30,873 |
| SUNCOR ENERGY INC (SU) 1754 SHRS | $56,198 | $56,198 |
| SYSCO CORP (SYY) 282 SHRS | $20,623 | $20,623 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 294 SHRS | $30,576 | $30,576 |
| TESLA INC (TSLA) 125 SHRS | $31,060 | $31,060 |
| TEXAS INSTRUMENTS (TXN) 665 SHRS | $113,356 | $113,356 |
| THERMO FISHER SCIENTIFIC (TMO) 152 SHRS | $80,680 | $80,680 |
| TJX COS INC NEW (TJX) 1550 SHRS | $145,406 | $145,406 |
| TJX COS INC NEW (TJX) 616 SHRS | $57,787 | $57,787 |
| TJX COS INC NEW (TJX) 946 SHRS | $88,744 | $88,744 |
| TRANSDIGM GROUP INC (TDG) 34 SHRS | $34,394 | $34,394 |
| TRAVELERS COMPANIES INC COM (TRV) 1 SHRS | $190 | $190 |
| TRUIST FINL CORP (TFC) 424 SHRS | $15,654 | $15,654 |
| UNION PACIFIC CORP (UNP) 217 SHRS | $53,300 | $53,300 |
| UNITED RENTALS INC (URI) 102 SHRS | $58,489 | $58,489 |
| VALVOLINE INC COM (VVV) 821 SHRS | $30,853 | $30,853 |
| VERISK ANALYTICS INC COM (VRSK) 240 SHRS | $57,326 | $57,326 |
| VISA INC CL A (V) 217 SHRS | $56,496 | $56,496 |
| VISA INC CL A (V) 499 SHRS | $129,915 | $129,915 |
| VISA INC CL A (V) 676 SHRS | $175,997 | $175,997 |
| W W GRAINGER INC (GWW) 96 SHRS | $79,554 | $79,554 |
| WALGREENS BOOTS ALLIANCE INC (WBA) 4 SHRS | $104 | $104 |
| WARNER BROS DISCOVERY INC SER (WBD) 380 SHRS | $4,324 | $4,324 |
| WASTE CONNECTIONS INC (WCN) 378 SHRS | $56,424 | $56,424 |
| WEC ENERGY GROUP INC COM (WEC) 143 SHRS | $12,036 | $12,036 |
| WELLS FARGO & CO NEW (WFC) 1188 SHRS | $58,473 | $58,473 |
| WEST PHARMACEUTICAL SVCS INC (WST) 173 SHRS | $60,917 | $60,917 |
| YUM BRANDS INC (YUM) 299 SHRS | $39,067 | $39,067 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,753,069 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,753,069 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARISTOTLE FLOAT RATE INC I 2 (PLFDX) 26513.961 SHRS | FMV | $253,208 | $253,208 |
| ARISTOTLE SHORT DUR INC I-2 (PLDSX) 30204.082 SHRS | FMV | $306,571 | $306,571 |
| CLEARBRIDGE ENERGY MIDSTREAM (EMO) 299 SHRS | FMV | $10,441 | $10,441 |
| CREDIT SUISSE FLT RT HI INC I (CSHIX) 50928.595 SHRS | FMV | $324,415 | $324,415 |
| CREDIT SUISSE FLT RT HI INC I (CSHIX) 63465.44 SHRS | FMV | $404,275 | $404,275 |
| CREDIT SUISSE STRAT INC I (CSOIX) 32437.247 SHRS | FMV | $306,532 | $306,532 |
| CREDIT SUISSE STRAT INC I (CSOIX) 43502.101 SHRS | FMV | $411,095 | $411,095 |
| DOUBLELINE LOW DURATION BD I (DBLSX) 15926.812 SHRS | FMV | $152,420 | $152,420 |
| DOUBLELINE LOW DURATION BD I (DBLSX) 32390.798 SHRS | FMV | $309,980 | $309,980 |
| E V ADV FLOATING RATE I (EIFAX) 15190.549 SHRS | FMV | $152,817 | $152,817 |
| FULLER&THALER BHV SMCP EQ INST (FTHSX) 7385.945 SHRS | FMV | $307,181 | $307,181 |
| INVESCO AEROSPACE & DEFENSE ET (PPA) 1623 SHRS | FMV | $149,576 | $149,576 |
| INVESCO BUYBACK ACHIEVERS- ETF (PKW) 1543 SHRS | FMV | $152,788 | $152,788 |
| INVESCO S&P 500 EQUAL WEIGHT (RSPN) 3537 SHRS | FMV | $152,480 | $152,480 |
| INVESCO S&P 500 GARP ETF (SPGP) 1520 SHRS | FMV | $149,021 | $149,021 |
| INVESCO SR FLOATING RATE Y (OOSYX) 24525.095 SHRS | FMV | $163,337 | $163,337 |
| ISHARES EDGE MSCI US QLTY FAC (QUAL) 1001 SHRS | FMV | $147,287 | $147,287 |
| ISHARES SEMICONDUCTOR ETF (SOXX) 272 SHRS | FMV | $156,699 | $156,699 |
| LOOMIS GROWTH Y (LSGRX) 12750.265 SHRS | FMV | $296,189 | $296,189 |
| NUVEEN CA HI YIELD MUNI BD I (NCHRX) 19045.266 SHRS | FMV | $150,267 | $150,267 |
| OLSTEIN ALL CAP VALUE ADV (OFAFX) 9374.741 SHRS | FMV | $247,306 | $247,306 |
| PGIM JENNISON GROWTH Z (PJFZX) 5059.623 SHRS | FMV | $296,393 | $296,393 |
| PGIM SHRT DUR MULTI-SECT BND Z (SDMZX) 35559.128 SHRS | FMV | $312,565 | $312,565 |
| PIMCO INCOME I2 (PONPX) 15828.788 SHRS | FMV | $168,102 | $168,102 |
| PIMCO LOW DURATION INC I2 (PFTPX) 39717.375 SHRS | FMV | $315,356 | $315,356 |
| SPDR OIL & GAS EQUIP & SERV (XES) 1714 SHRS | FMV | $144,850 | $144,850 |
| THE TECHNOLOGY SEL SEC SPDR FD (XLK) 763 SHRS | FMV | $146,862 | $146,862 |
| THOMPSON BOND FUND (THOPX) 15670.59 SHRS | FMV | $154,042 | $154,042 |
| THORNBURG INV INC BUILDER I (TIBIX) 12296.408 SHRS | FMV | $295,729 | $295,729 |
| TRANSAMERICA SHT TERM BOND I (TSTIX) 31212.694 SHRS | FMV | $304,012 | $304,012 |
| VANGUARD GROWTH ETF (VUG) 473 SHRS | FMV | $147,046 | $147,046 |
| VIRTUS NWFLT MLTSEC INT BD I (VMFIX) 17128.271 SHRS | FMV | $156,552 | $156,552 |
| VIRTUS ZEVNBRGN INNOV GW STK I (SCATX) 7283.81 SHRS | FMV | $311,164 | $311,164 |
| WISDOMTREE TR US QTLY DIV GRT (DGRW) 1033 SHRS | FMV | $72,599 | $72,599 |
| WISDOMTREE TR US QTLY DIV GRT (DGRW) 2098 SHRS | FMV | $147,447 | $147,447 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $775 | $0 | $775 |
| BANK FEE | $50 | $0 | $50 |
| WRITE OFF OF UNCOLLECTIBLE LOAN | $57,067 | $57,067 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $586,063 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT STRATEGY RESEARCH | $15,000 | $15,000 | $0 |
| INVESTMENT MARKET RESEARCH | $30,000 | $30,000 | $0 |
| INVESTMENT MANAGEMENT FEES | $189,521 | $189,521 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $45,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |