BLUMBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BLUMBERG FAMILY FOUNDATION INC (EIN 13-6199591)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-03
- IRS object ID
- 202530939349100743
- Schema version
- 2023v6.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-03T16:49:01-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141569720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRSHON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1999 22 IBM ROAD STE 210 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136199591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUMBERG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUM | BusinessNameControlTxt |
| Phone | 9142592366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | L BLUMBERG 1325 BAPTIST CHURCH RD | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE S BLUMBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462029950 | PhoneNum |
| Signature | 2025-04-01 | 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 | ANN E KUMMER EA CPA | PreparerPersonNm |
| PTIN | P00281980 | PTIN |
| Phone | 8454731811 | PhoneNum |
| Preparation | 2025-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $791,278 | 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 |
| Dividends Rev And Expnss | $18,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $664 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,150 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,574 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,932 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $133,761 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,090 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,136 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $295,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $292,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $617,605 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,581 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $24 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $490,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $466,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $791,278 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $490,679 | RetainedEarningBOYAmt |
| Retained Earning EOY | $466,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $490,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $466,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $490,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $466,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $490,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $466,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $466,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 29.7 SHS BECTON DICKINSON & CO COM | 2020-06-09 | 2023-12-18 | $7,069 | $7,744 | -$675 | -$675 |
| 39.6 SHS BECTON DICKINSON & CO COM | 2020-09-23 | 2023-12-18 | $9,425 | $10,105 | -$680 | -$680 |
| 39.6 SHS BECTON DICKINSON & CO COM | 2020-10-16 | 2023-12-18 | $9,425 | $10,444 | -$1,019 | -$1,019 |
| 89.1 SHS BECTON DICKINSON & CO COM | 2020-12-23 | 2023-12-18 | $21,206 | $24,127 | -$2,921 | -$2,921 |
| 30 SHS ASML HOLDINGS NV | 2024-09-16 | 2024-11-25 | $20,564 | $23,910 | -$3,346 | -$3,346 |
| 10 SHS ASML HOLDINGS NV | 2024-10-30 | 2024-11-25 | $6,855 | $6,935 | -$80 | -$80 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-03-20 | $203 | $194 | $9 | $9 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-04-20 | $205 | $195 | $10 | $10 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-05-20 | $221 | $210 | $11 | $11 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-06-20 | $246 | $235 | $11 | $11 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-07-20 | $223 | $213 | $10 | $10 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-08-20 | $253 | $241 | $12 | $12 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-09-20 | $241 | $230 | $11 | $11 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-10-20 | $220 | $210 | $10 | $10 |
| GNMA SER 2024-001 - PRINCIPAL REPAYMENT | 2024-01-31 | 2024-11-20 | $239 | $228 | $11 | $11 |
| 50 SHS ANALOG DEVICES INC COM | 2021-02-16 | 2024-09-16 | $11,116 | $8,102 | $3,014 | $3,014 |
| 50 SHS ANALOG DEVICES INC COM | 2021-02-24 | 2024-09-16 | $11,116 | $7,959 | $3,157 | $3,157 |
| 100 SHS CONOCOPHILLIPS COM | 2022-09-14 | 2024-10-28 | $10,280 | $11,706 | -$1,426 | -$1,426 |
| 50 SHS CONOCOPHILLIPS COM | 2023-02-24 | 2024-10-28 | $5,140 | $5,209 | -$69 | -$69 |
| 25 SHS PEPSICO INC | 2019-04-01 | 2024-10-08 | $4,238 | $3,064 | $1,174 | $1,174 |
| 50 SHS PEPSICO INC | 2019-05-02 | 2024-10-08 | $8,476 | $6,343 | $2,133 | $2,133 |
| 50 SHS PEPSICO INC | 2020-10-16 | 2024-10-08 | $8,476 | $7,095 | $1,381 | $1,381 |
| 10000 SHS US TREAS SER AW-2025 4.125% | 2023-01-31 | 2024-10-29 | $9,979 | $9,982 | -$3 | -$3 |
| 25000 SHS US TREAS SER AY-2024 1.5% | 2022-03-22 | 2024-01-31 | $24,916 | $24,686 | -$71 | -$71 |
| 100000 SHS US TREAS SER BL-2024 4.5% | 2023-08-18 | 2024-12-02 | $100,000 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $664 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $268 | 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 | $268 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24 | OverpaymentAmt |
| Applied To ES Tax | $24 | 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 | 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 |
| Individual With Books | LARRY S BLUMBERG | IndividualWithBooksNm |
| Phone | 6462029950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 BAPTIST CHURCH RD | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE S BLUMBERG | ||||||||
| 1325 BAPTIST CHURCH RD | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT/TREASURER | 0.50 | $0 | $0 | $0 |
| LEDA BLUMBERG | ||||||||
| 1315 BAPTIST CHURCH RD | YORKTOWN HEIGHTS | NY | 10598 | SECRETARY | 0.00 | $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 | $678,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $754,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $754,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $743,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $36,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $50,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,457 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,895 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $50,500 | ExcessFromYear3Amt |
| Excess From Year2 | $18,207 | ExcessFromYear2Amt |
| Excess From Year1 | $27,731 | ExcessFromYear1Amt |
| Excess From Current Year | $4,457 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL SYNAGOGUE | ||||||
| 123 E 55TH ST | NEW YORK | NY | 10022 | 501(C)(3) | TO PURSUE A WORLD IN WHICH JUDAISM IS CENTRAL TO OUR LIVES AND IS A PROFOUND AND POSITIVE FORCE FOR HUMANITY. | $3,750 |
| FEEDING WESTCHESTER | ||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | 501(C)(3) | TO HELP PROVIDE NUTRITIOUS FOOD TO AREAS IN WESTCHESTER COUNTY WHEREVER IT'S NEEDED MOST. | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | 501(C)(3) | TO HELP PEOPLE AFFECTED BY HUMANITARIAN CRISES TO SURVIVE, RECOVER, AND REBUILD THEIR LIVES. | $10,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES | ||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | 501(C)(3) | TO PROVIDE HOPE AND HEALING TO INDIVIDUALS AND SOCIETY THROUGH EDUCATIONAL EXPERIENCES. | $5,000 |
| TURNING POINTE DONKEY RESCUE | ||||||
| 216 NORTH MEECH ROAD | DANSVILLE | MI | 48819 | 501(C)(3) | TO RESCUE, REHABILITATE, AND REHOME DONKEYS AND MULES AS WELL AS EDUCATE THE PUBLIC ON PROPER CARE, HANDLING, AND TRAINING. | $3,000 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | TO FIGHT FOR RACIAL JUSTIC USING THE POWER OF LAW, NARRATIVE, RESEARCH, AND PEOPLE. | $10,000 |
| PROTECT DEMOCRACY PROJECT | ||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | 501(C)(3) | TO PROVIDE PUBLIC EDUCATION ABOUT THREATS TO DEMOCRATIC NORMS AND INSTITUTIONS AND HOW THE AMERICAN PEOPLE CAN BEST CONFRONT THEM. | $2,500 |
| YORKTOWN VOLUNTEER AMBULANCE CORPS | ||||||
| 2600 LORETTA ST | YORKTOWN HEIGHTS | NY | 10598 | 501(C)(3) | TO ASSIST IN PROVIDING EMERGENCY MEDICAL SERVICES TO THE TOWN OF YORKTOWN. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,150 | 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 | KIRSHON & COMPANY, P.C. | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GNMA SER 2024-001 CL EB | $21,652 | $21,525 |
| NATIONAL RURAL UTILS COOP FIN BD | $14,989 | $15,056 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC | $16,295 | $37,542 |
| JOHNSON CONTROLS INTERNATIONAL PLC | $16,726 | $25,997 |
| ALPHABET INC CAP STK CL A | $11,814 | $33,790 |
| AMGEN INC | $14,474 | $14,144 |
| APPLE INC | $7,594 | $47,466 |
| BROADCOM INC COM | $37,052 | $162,080 |
| DEVON ENERGY CORP NEW | $11,201 | $17,078 |
| EXXON MOBIL CORP | $10,937 | $11,796 |
| GE VERNOVA INC COM | $16,658 | $33,412 |
| JPMORGAN CHASE & CO | $8,399 | $18,729 |
| MCKESSON CORP | $14,718 | $18,855 |
| MICROSOFT CORP | $16,202 | $42,346 |
| STRYKER CORPORATION COM | $22,416 | $39,215 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON | $10,752 | $27,699 |
| THERMO FISHER SCIENTIFIC INC | $27,037 | $26,482 |
| VISA INC | $10,175 | $15,754 |
| ZOETIS INC | $12,740 | $17,525 |
| BOEING CO DEP CONV PFD A 6% 10/15/27 | $27,530 | $27,695 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,090 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,136 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $24 | EOYBookValueAmt |
| EOYFMV | $24 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $476 | $0 | $0 |
| FOREIGN TAX | $76 | $76 | $0 |