BLUMBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLUMBERG FAMILY FOUNDATION INC (EIN 13-6199591)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-07-24
- IRS object ID
- 202432069349100808
- Schema version
- 2022v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-24T11:09:54-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | 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 | 2022-12-01 | 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 | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | BLUMBERG | 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 | TAMMY S KIRSHON CPA | PreparerPersonNm |
| PTIN | P00187388 | PTIN |
| Phone | 8454731811 | PhoneNum |
| Preparation | 2024-07-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $650,424 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,445 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | 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 |
| Tot Opr Expenses Rev And Expnss | $3,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $197,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,962 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,686 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $133,761 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $133,960 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $301,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $295,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $455,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,034 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $533,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $490,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $650,424 | 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 | $533,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $490,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $533,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $490,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $533,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $490,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $533,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $490,679 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $490,679 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10000 SHS QUALCOMM INC 2.6% 01/30/23 | 2020-07-14 | 2023-01-30 | $10,000 | $10,000 | $0 | $0 | |
| 250 SHS WP CAREY INC COM | 2023-05-16 | $17,579 | $20,177 | -$2,598 | -$2,598 | ||
| 12 SHS BROADCOM INC COM | 2023-05-31 | $9,643 | $3,672 | $5,971 | $5,971 | ||
| 0.485 SHS BECTON DICKINSON & CO COM USD1.00 - CASH IN LIEU | 2023-06-02 | $121 | $128 | -$7 | -$7 | ||
| 0 SHS BECTON DICKINSON & CO COM USD1.00 - MERGER PAYOUT | 2023-06-01 | $750 | $750 | $0 | $0 | ||
| 150 SHS PFIZER INC | 2023-02-24 | 2023-06-20 | $5,934 | $6,300 | -$366 | -$366 | |
| 300 SHS PFIZER INC | 2023-06-20 | $11,867 | $15,493 | -$3,626 | -$3,626 | ||
| CAPITAL GAINS DIVIDENDS | $36 | $36 | $36 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$590 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $268 | OverpaymentAmt |
| Applied To ES Tax | $268 | 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 | $543,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,434 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,434 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $32,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,920 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $50,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $96,438 | 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 | $96,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $50,500 | ExcessFromYear2Amt |
| Excess From Year1 | $18,207 | ExcessFromYear1Amt |
| Excess From Current Year | $27,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROOKLYN PUBLIC LIBRARY | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | 501(C)(3) | TO HELP PROVIDE FREE ACCESS TO THE BOOKS, TECHNOLOGY, LITERACY PROGRAMS AND RECREATION FOR THOSE WHO CANNOT AFFORD THESE SERVICES. | $5,000 |
| 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. | $10,000 |
| COPLAND HOUSE INC | ||||||
| PO BOX 2177 | PEEKSKILL | NY | 10566 | 501(C)(3) | TO RENEW AMERICA'S MUSICAL HERITAGE AND TO FOSTER GREATER PUBLIC AWARENESS AND APPRECIAITION TO THE NATION'S COMPOSERS AND THEIR WORK. | $20,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | 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 | $156 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,855 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,855 | 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 | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORP PLC | $16,295 | $22,769 |
| ALPHABET INC CAP STK CL A | $11,813 | $26,506 |
| ANALOG DEVICES INC COM USD0.13 2/3 | $16,060 | $18,338 |
| APPLE INC | $7,594 | $37,990 |
| BROADCOM INC COM | $37,052 | $92,573 |
| CONOCOPHILLIPS COM | $16,914 | $17,335 |
| DEVON ENERGY CORP NEW | $11,201 | $20,237 |
| JPMORGAN CHASE & CO | $8,399 | $11,706 |
| MICROSOFT CORP | $16,202 | $37,891 |
| PEPSICO INC | $16,502 | $21,036 |
| STRYKER CORPORATION COM | $22,416 | $29,633 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON | $10,752 | $14,597 |
| VISA INC | $10,175 | $12,834 |
| ZOETIS INC | $12,740 | $17,667 |
| BECTON DICKINSON & CO COM USD1.00 | $52,420 | $46,764 |
| EXXON MOBIL CORP | $10,937 | $10,274 |
| THERMO FISHER SCIENTIFIC INC | $18,484 | $17,352 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,761 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,960 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $237 | $0 | $0 |
| FOREIGN TAX | $57 | $57 | $0 |