SILVESTRI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SILVESTRI FAMILY FOUNDATION (EIN 20-8366232)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-02
- IRS object ID
- 202401549349100100
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-02T09:45:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH M ROSENBERG CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NEPTUNE AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | 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 | 208366232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SILVESTRI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEN ROSENBERG CPA | InCareOfNm |
| Business Name Control | SILV | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SILVESTRI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163745400 | PhoneNum |
| Signature | 2024-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | SILVESTRI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH M ROSENBERG CPA | PreparerPersonNm |
| PTIN | P01354028 | PTIN |
| Phone | 5163745400 | PhoneNum |
| Preparation | 2024-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $5,623,252 | 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 | $228 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,954 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,954 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,965 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,187,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,735,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,187,757 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,224,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,224,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,582 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,795 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,526 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,006,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,198,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,504 | CashBOYAmt |
| Cash EOY | $375,460 | CashEOYAmt |
| Cash EOYFMV | $375,460 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,471,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,159,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,247,792 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,511,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,535,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,623,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,511,159 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,535,333 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,511,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,535,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,511,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,535,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,511,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,006,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,873 | OtherIncreasesAmt |
| Subtotal | $3,535,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,535,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 14482 | 2023-01-01 | 2023-12-31 | $22,207 | $31,107 | -$8,900 | -$8,900 |
| MORGAN STANLEY 14482 | 2022-01-01 | 2023-12-31 | $352,190 | $440,926 | -$88,736 | -$88,736 |
| US TRSRY NOTE | 2023-04-20 | 2023-07-31 | $1,000,000 | $986,455 | $13,545 | |
| US TRSRY NOTE | 2023-04-20 | 2023-10-31 | $500,000 | $488,407 | $11,593 | |
| GARTNER | 2014-01-30 | 2023-01-04 | $332,771 | $69,747 | $263,024 | $263,024 |
| MASTERCARD | 2014-01-30 | 2023-01-04 | $539,648 | $227,073 | $312,575 | $312,575 |
| MICROSOFT | 2017-07-13 | 2023-01-24 | $483,896 | $144,421 | $339,475 | $339,475 |
| VISA | 2014-01-30 | 2023-01-04 | $504,647 | $134,328 | $370,319 | $370,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,187,757 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2007-06-14 | RulingLetterDt |
| Investment Income Excise Tax | $16,660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,660 | SubtotalAmt |
| Tax Based On Investment Income | $16,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,874 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,874 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,214 | OverpaymentAmt |
| Applied To ES Tax | $3,214 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN ROSENBERG CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163745400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NEPTUNE AVE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH SILVESTRI | ||||||||
| 26 WEST 68TH ST | NEW YORK | NY | 10023 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| CAROLYN RISOLI | ||||||||
| 26 WEST 68TH STREET | NEW YORK | NY | 10023 | VP/SECRETARY | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,834,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,042,467 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,042,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,966,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,660 | TotalTaxAmt |
| Distributable Before Adj | $231,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $231,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $231,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $186,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $198,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,068 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $201,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $461,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $186,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,482 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,482 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $416,506 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $152,763 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $263,743 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,068 | ExcessFromYear4Amt |
| Excess From Year3 | $54,147 | ExcessFromYear3Amt |
| Excess From Year1 | $201,528 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| NATIONAL ITALIAN MAERICAN FOUNDATION | |||||||
| 1860 19TH ST NW | WASHINGTON | DC | 20009 | NONE 501(C)(3) | CHARITABLE | $8,200 | |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE 501C3 | CHARITABLE | $100,000 | 501(c)(3) |
| AUBURN SEMINARY | |||||||
| 475 RIVERSIDE DRIVE | NEW YROK | NY | 10115 | NONE 501C3 | CHARITABLE | $10,000 | 501(c)(3) |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 1818 LIBERTY STREET | RESTON | VA | 20190 | NONE 501C3 | CHARITABLE | $15,000 | 501(c)(3) |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | NONE 501(C)(3) | CHARITABLE | $10,000 | |
| SHANTHI PROJECT | |||||||
| PO BOX 3716 | EASTON | PA | 18045 | NONE 501(C)(3) | CHARITABLE | $5,000 | |
| PROJECT HEALTHY MINDS | |||||||
| PO BOX 8073 | NEW YORK | NY | 10116 | NONE 501(C)(3) | CHARITABLE | $25,000 | |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 622 WEST 113TH ST | NEW YORK | NY | 10025 | NONE | CHARITABLE 501(C)(3) | $10,000 | |
| VILLA ST FRANCIS | |||||||
| 250 SOUTH ST | PEEKSKILL | NY | 10566 | NONE 501C3 | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,954 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,187,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,224,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,676 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $3,159,873 | EOYBookValueAmt |
| EOYFMV | $5,247,792 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 199A DIV DEDUCTION | Desc |
| Revenue And Expenses Per Books | $1,526 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,526 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS TAX DIFFERENCES | Desc |
| Amt | $17,873 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MS-INVESTMENT FEES | CategoryTxt |
| Amt | $24,582 | Amt |
| Net Investment Income | $24,582 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| DELEWARE-CSC | $345 |
| US TREASURY | $3,200 |
| NY DEPT OF LAW | $250 |