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COLEMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COLEMAN FAMILY CHARITABLE FOUNDATION (EIN 26-1373618)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-25
IRS object ID
202432079349100808
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-25T09:27:48-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261373618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Coleman Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCOLEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE COLEMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-07-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARJORIEPersonFirstNm
Person LastCOLEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,487,223FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$154,167ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$151,380InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$151,380InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,092DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,709NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$8,709CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$97,031OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$94,249OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$422,379TotalRevAndExpnssAmt
Total Net Invst Incm$260,829TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$52,771OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,383OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,388OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,871TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,388TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$397,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$397,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$452,421TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$428,938TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,042ExcessRevenueOverExpensesAmt
Net Investment Income$239,446NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,413,744SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,302,127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,302,127SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$336,150CorporateStockBOYAmt
Corporate Stock EOY$336,150CorporateStockEOYAmt
Corporate Stock EOYFMV$442,876CorporateStockEOYFMVAmt
Other Investments BOY$5,573,480OtherInvestmentsBOYAmt
Other Investments EOY$5,655,055OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,742,220OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,323,374TotalAssetsBOYAmt
Total Assets EOY$9,293,332TotalAssetsEOYAmt
Total Assets EOYFMV$10,487,223TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,323,374RetainedEarningBOYAmt
Retained Earning EOY$9,293,332RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,323,374TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,293,332TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,323,374TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,293,332TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,323,374TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,042ExcessRevenueOverExpensesAmt
Subtotal$9,293,332SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,293,332TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN FROM JCIFPropertyDesc
Gain Or Loss$8,709GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,709CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,328InvestmentIncomeExciseTaxAmt
Subtotal$3,328SubtotalAmt
Tax Based On Investment Income$3,328TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$172OverpaymentAmt
Applied To ES Tax$172AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marjorie T Coleman
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Rebekah Coleman
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Sarah R Coleman
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$427,338AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,434,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,742,220FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,603,965TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,603,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$159,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,444,906NetVlNoncharitableAssetsAmt
Minimum Investment Return$522,245MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$522,245MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,328TaxBasedOnInvestmentIncomeAmt
Total Tax$3,328TotalTaxAmt
Distributable Before Adj$518,917DistributableBeforeAdjAmt
Distributable Before Ded$518,917DistributableBeforeDedAmt
Distributable As Adjusted$518,917DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$428,938ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$428,938QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$518,917DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$428,938QualifyingDistributionsAmt
Applied To Current Year$428,938AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$89,979UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMarjorie T ColemanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
70 FACES MEDIA INC
520 8TH AVE NO 4TH FLNEW YORKNY10018N/APCJewish Telegraph Agency division$10,000
BARD HIGH SCHOOL EARLY COLLEGE QUEENS
30-20 THOMSON AVELONG ISLAND CITYNY11101N/AGOVGeneral & Unrestricted$20,000
BROOKLYN ACADEMY OF MUSIC INC
30 LAFAYETTE AVEBROOKLYNNY11217N/APCGeneral & Unrestricted$1,000
BROOKLYN BOTANIC GARDEN CORPORATION
1000 WASHINGTON AVEBROOKLYNNY11225N/APCGeneral & Unrestricted$1,000
BROOKLYN BRIDGE PARK CONSERVANCY INC
334 FURMAN STBROOKLYNNY11201N/APCGeneral & Unrestricted$500
BROOKLYN COMMUNITY FOUNDATION
1000 DEAN ST STE 307BROOKLYNNY11238N/APCGeneral & Unrestricted$3,500
BROOKLYN COMMUNITY FOUNDATION
1000 DEAN ST STE 307BROOKLYNNY11238N/APCALLINBKLYN$6,300
BROOKLYN COMMUNITY HOUSING AND SERVICES INC
105 CARLTON AVEBROOKLYNNY11205N/APCGeneral & Unrestricted$2,500
BROOKLYN HEIGHTS SYNAGOGUE
131 REMSEN STBROOKLYNNY11201N/APCCapital Campaign for new building$50,000
BROOKLYN HEIGHTS SYNAGOGUE
131 REMSEN STBROOKLYNNY11201N/APCYom Kippur Appeal$10,000
BROOKLYN MUSEUM
200 EASTERN PKWYBROOKLYNNY11238N/APCGeneral & Unrestricted$1,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLZBROOKLYNNY11238N/APCBPL ESOL class fund$3,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLZBROOKLYNNY11238N/APCthe Center for Brooklyn History: William Coleman Archive$37,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLZBROOKLYNNY11238N/APCADULT LEARNING DIGITAL LITERACY TRAINING AND CREDENTIALS: IC3 PROGRAM AT THE BPL$15,000
COMMUNITY HELP IN PARK SLOPE INC
200 4TH AVENUEBROOKLYNNY11217N/APCGeneral & Unrestricted$1,000
CUNY SCHOOL OF PROFESSIONAL STUDIES FOUNDATION INC
119 WEST 31ST STNEW YORKNY10001N/APCGeneral & Unrestricted$1,000
DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION
24 HOSPITAL AVEDANBURYCT06810N/APCTHE NEW MILFORD HOSPITAL'S EXECUTIVE DIRECTOR'S DISCRETIONARY FUND$1,000
FRIENDS OF THE CHILDREN - AUSTIN
1023 SPRINGDALE RD 13CAUSTINTX78721N/APCGeneral & Unrestricted$5,000
GUNN MEMORIAL LIBRARY INC
PO BOX 1273WASHINGTONCT06793N/APCGeneral & Unrestricted$2,500
HEALTH CARE FOR THE HOMELESS INC
421 FALLSWAYBALTIMOREMD21202N/APCGeneral & Unrestricted$25,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN56007N/APCGeneral & Unrestricted$2,500
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$10,000
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013N/APCGeneral & Unrestricted$2,500
NEW YORK UNIVERSITY
ONE PARK AVE 5TH FLOORNEW YORKNY10016N/APCThe Brain Injury Wellness Fund$25,000
PLANNED PARENTHOOD OF GREATER NEW YORK HCSR
26 BLEECKER STNEW YORKNY10012N/APCGeneral & Unrestricted$5,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE STE 206DALLASTX75231N/APCGeneral & Unrestricted$3,500
PREP FOR PREP
328 W 71ST STNEW YORKNY10023N/APCGeneral & Unrestricted$2,500
RED HOOK INITIATIVE
767 HICKS STBROOKLYNNY11231N/APCGeneral & Unrestricted$15,000
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
PO BOX 786100SAN ANTONIOTX78278N/APCGeneral & Unrestricted$5,000
SADIE NASH LEADERSHIP PROJECT INC
4 WEST 43RD ST 5TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$1,000
SAINT ANNS SCHOOL
129 PIERREPONT STBROOKLYNNY11201N/APCComputer Science Center$50,000
SAINT ANNS SCHOOL
129 PIERREPONT STBROOKLYNNY11201N/APCGeneral & Unrestricted$15,000
ST ANDREWS EPISCOPAL SCHOOL INC
1112 W 31ST STAUSTINTX78705N/APCGeneral & Unrestricted$12,000
STEEP ROCK ASSOCIATION INC
PO BOX 279WASHINGTON DEPOTCT06794N/APCGENERAL & UNRESTRICTED$20,000
TEXAS BOOK FESTIVAL
1023 SPRINGDALE BLDG 14 UNIT BAUSTINTX78721N/APCGeneral & Unrestricted$8,000
THE CHILDRENS HEALTH FUND
475 RIVERSIDE DR STE 630NEW YORKNY10115N/APCGeneral & Unrestricted$3,500
THE UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7458AUSTINTX78713N/AGOVPRISCILLA POND FLAWN CHILD AND FAMILY LABORATORY$500
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
2245 S MICHIGAN AVECHICAGOIL60616N/APCGeneral & Unrestricted$3,000
TRUSTEES OF AMHERST COLLEGE
PO BOX 5000AMHERSTMA01002N/APCGeneral & Unrestricted$5,000
VILLAGE IMPROVEMENT SOCIETY INC
PO BOX 203WASHINGTON DTCT06794N/APCGeneral & Unrestricted$250
WASHINGTON AMBULANCE ASSOCIATION INC
PO BOX 294WASHINGTONCT06794N/APCGeneral & Unrestricted$250
WASHINGTON ENVIRONMENTAL COUNCIL INC
PO BOX 283WASHINGTONCT06794N/APCGeneral & Unrestricted$250
WASHINGTON VOLUNTEER FIRE DEPARTMENT INC
PO BOX 244WASHINGTON DTCT06794N/APCGeneral & Unrestricted$500
WEST SIDE CENTER FOR COMMUNITY LIFE INC
263 W 86TH STNEW YORKNY10024N/APCWEST SIDE CAMPAIGN AGAINST HUNGER$2,500
WNET
825 8TH AVENUENEW YORKNY10019N/APCGeneral & Unrestricted$2,500
YALE UNIVERSITY
PO BOX 209010NEW HAVENCT06520N/APCundergraduate education and meeting the most critical needs of such undergraduate students$5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YO
5 W 63RD STNEW YORKNY10023N/APCSupport of the Dodge YMCA$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$397,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,380ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,092ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,709ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
INCOME FROM JCIF14$94,249
Federal Tax Refund01$2,782

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$268,212ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$268,212TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLord Baltimore Capital Partners LLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1110 West Road Suite 430AddressLine1Txt
CityTownsonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Total Contributions$154,167TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$4,504$22,014
ABBVIE INC$5,120$30,994
AT&T, INC$5,409$4,195
COLGATE-PALMOLIVE COMPANY$7,846$15,942
FIDELITY NEW YORK MUNI INCOME$249,999$236,882
INTEL CORP$7,956$20,100
PEPSICO INC$12,912$33,968
SELECT SECTOR SPDR UTILITIES$31,019$63,330
TRUIST FINANCIAL CORPORATION$9,712$14,768
WARNER BROS. DISCOVERY, INC$1,673$683

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJEWISH COMMUNITY INVESTMENT FUCategoryOrItemTxt
Book Value$5,655,055BookValueAmt
EOYFMV$6,742,220EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$31,363$31,363
EXPENSES FROM JCIF$21,383$21,383
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INCOME FROM JCIF$94,249$94,249
Federal Tax Refund$2,782

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2023CategoryTxt
Amt$2,100Amt