HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-22
- IRS object ID
- 202531129349100808
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T12:27:10-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2025-04-17 | 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 | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2025-04-16 | 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 | $24,000,356 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,012,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $389,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,496,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,377,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,571,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,768,066 | 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 |
| Taxes Rev And Expnss | $40,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,866,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,866,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,907,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,866,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$335,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,767,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,665,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,160,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,160,250 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,174,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,343,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,840,106 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,839,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,503,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,000,356 | 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 | $11,839,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,503,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,839,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,503,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,839,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,503,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,839,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$335,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,503,777 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,503,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,496,781 | GrossSalesPriceAmt |
| Cost Or Other Basis | $118,853 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,377,928 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,377,928 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,377,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,525 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,051 | OverpaymentAmt |
| Applied To ES Tax | $38,051 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 205 WESR 19TH ST APT 5F | NEW YORK | NY | 10011 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 3606 WINDSOR ROAD | AUSTIN | TX | 78703 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 | $20,331,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,665,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,997,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,997,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,667,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,083,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,083,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,474 | TotalTaxAmt |
| Distributable Before Adj | $1,044,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,044,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,044,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,866,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,866,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,044,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $248,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $269,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $656,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,866,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,044,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $821,786 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,478,642 | 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 | $1,478,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,521 | ExcessFromYear4Amt |
| Excess From Year3 | $139,101 | ExcessFromYear3Amt |
| Excess From Year1 | $269,234 | ExcessFromYear1Amt |
| Excess From Current Year | $821,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | ||||||
| 311 W 43RD STREET | NEW YORK | NY | 10036 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $1,500 |
| ASPEN INSTITUTE | ||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $15,000 |
| BEDFORD LIBRARY | ||||||
| 32 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | TO PROVIDE FREE AND OPEN ACCESS TO INFORMATION, KNOWLEDGE AND THE PURSUIT OF IDEAS IN AN ENVIRONMENT THAT IS COMFORTABLE AND WELCOMING. | $100 |
| BROOKLYN INSTITUTE FOR SOCIAL | ||||||
| 68 JAY STREET 308 | BROOKLYN | NY | 11201 | PC | TO OFFER CRITICAL, COMMUNITY BASED EDUCATION IN THE HUMANITIES AND SOCIAL SCIENCES. | $200,000 |
| CALVARY FUND INC | ||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | TO HELP HOSPITAL CARE FOR PATIENTS IN HOSPICE | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | TO HELP THE MANAGEMENT, RESTORATION, AND ENHANCEMENT OF CENTRAL PARK. | $1,000 |
| CITY HARVEST | ||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | PC | DONATION TO HELP FEED THE HUNGER AND TO HELP STOP FOOD WASTE. | $100,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,500 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,500 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $3,500 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY ST | KATONAH | NY | 10536 | PC | TO SUPPORT THE CHANGING EXHIBITIONS THAT CROSS A SPECTRUM OF ARTISTIC DISCIPLINES, CULTURES, AND HISTORICAL PERIODS | $1,090 |
| MAYO CLINIC | ||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | PC | PATIENT CARE, RESEARCH AND EDUCATION | $2,000 |
| MIANUS RIVER GORGE | ||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | PC | TO PRESERVE, PROTECT, AND PROMOTE HERITAGE OF THE MIANUS RIVER THROUGHOUT ACQUISITION | $2,500 |
| NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $5,000 |
| NEIGHBORHOOD LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | TO SUPPORT THE MISSION OF STRENGTHEN THE WHOLE COMMUNITY THROUGH THE HEALTHY INTEGRATION OF IMMIGRANTS | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL | ||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | PC | TO PROVIDE THE HIGHEST QUALITY DIAGNOSTIC AND TREATEMENT SERVICES FOR COMMUNITY, AND TO IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY BY PROMOTING WELLNESS AND HEALING. | $5,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $2,500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PC | TO HELP THE ORGANIZATION MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $1,000 |
| ST ANDREWS EPISCOPAL SCHOOL | ||||||
| 1112 W 31ST ST | AUSTIN | TX | 78705 | PC | TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULLFILLMENT OF EACH STUDENT'S POTENTIAL. | $2,000 |
| TUFTS MEDICAL CENTER | ||||||
| 800 DISTRICT AVENUE SUITE 520 | BURLINGTON | MA | 01803 | PC | TO HELP MAKE IT SIMPLE FOR PEOPLE TO GET THE HEALTHCARE THEY NEED. | $5,000 |
| YALE UNIVERSITY DEVELOPMENT | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO HELP YALE EXPAND AND SHARE KNOWLEDGE, INSPIRE INNOVATION ANDPRESERVE CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. | $750,000 |
| YALE UNIVERSITY DEVELOPMENT | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO HELP YALE EXPAND AND SHARE KNOWLEDGE, INSPIRE INNOVATION ANDPRESERVE CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. | $750,000 |
| YORK CITY DOLLAR FOR SCHOLAR | ||||||
| 7900 INTERNATIONAL DR STE 500 | MINNEAPOLIS | MN | 55425 | PC | TO MAKE POST SECONDARY SUCCESS POSSIBLE FOR ALL STUDENTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,866,190 | 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 | $535 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $559,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $559,044 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD NEWMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,012,350 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12500 SHARES OF GILEAD SCIENCES INC COM | NoncashPropertyDesc |
| Fair Market Value | $1,010,250 | FairMarketValueAmt |
| Received | 2023-12-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $1,172,940 | $5,543,856 |
| ISHARES RUSSELL 1000 VALUE | $1,491,194 | $3,629,385 |
| ISHARES MSCI EAFE | $1,782,458 | $2,322,271 |
| ISHARES RUSSELL 2000 VALUE | $1,221,527 | $3,365,621 |
| ISHARES MSCI EMERGING MKTS | $1,654,734 | $1,603,994 |
| SPDR S&P 500 ETF TRUST | $3,020,674 | $6,374,979 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $148 | $148 | $0 |
| STATE FILING FEES | $511 | $0 | $511 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $40,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |