SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-13
- IRS object ID
- 202432269349100503
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T09:20:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J MATOCHA | PreparerPersonNm |
| PTIN | P00572001 | PTIN |
| Phone | 2032814933 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,487,159 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,250,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,250,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,188,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,430,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,188,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $94,421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $94,421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,534,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,534,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $252,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $202,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,975 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,995 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,980 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,962 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,992 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,970 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $976 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,904 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,782 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,356 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,426 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,221 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,307 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,061 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,246 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,012 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,746 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $736,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $337,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,935,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,935,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,672,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,272,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,189,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,093 | CashBOYAmt |
| Cash EOY | $274,966 | CashEOYAmt |
| Cash EOYFMV | $274,966 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,456,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,078,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,078,854 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,106,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,433,158 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,391,297 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,402,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,097,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,281,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,641,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,955,944 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,388,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,749,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,865,677 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,329 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $206,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $206,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $206,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,933,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,795,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,487,159 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $32,967 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,967 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,967 | 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 | $49,900,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,762,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,900,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,762,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,933,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,795,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,900,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,762,739 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,762,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JP MORGAN ( PUBLICLY TRADED SECURITIES) | $7,380,103 | $7,080,648 | $299,455 | $299,455 |
| JP MORGAN ( PUBLICLY TRADED SECURITIES) | $9,978,656 | $7,596,132 | $2,382,524 | $2,382,524 |
| BANK OF AMERICA ( PUBLICLY YTRADED SECURITIES) | $1,328,341 | $1,318,549 | $9,792 | $9,792 |
| BANK OF AMERICA ( PUBLICLY YTRADED SECURITIES) | $5,743,345 | $6,265,035 | -$521,690 | -$521,690 |
| JP MORGAN ( PUBLICLY TRADED SECURITIES) | $18,885 | $18,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,188,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,495 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $295 | EsPenaltyAmt |
| Overpayment | $16,866 | OverpaymentAmt |
| Applied To ES Tax | $16,866 | 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 | IL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM BYXBEE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $112,500 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $112,500 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $27,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGMENT | ServiceTypeTxt |
| Compensation | $171,655 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $63,151,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,427,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,427,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $951,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,476,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,123,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,123,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,334 | TotalTaxAmt |
| Distributable Before Adj | $3,079,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,079,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,079,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,272,672 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,272,672 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,079,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,998,407 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,272,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,998,407 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $274,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,805,226 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| 173 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | NONE | PC | BACH MUSIC FESTIVAL | $10,000 | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | FUND PROF SHOSH ARAD'S SULFATED POLYSACCHARIDES OF RED MICROALGAE-BIOTECHNOLOGY APPLICATIONS | $75,000 | FLOOR |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| ASSOCIATED MUSIC TEACHERS LEAGUE INC | ||||||||
| 51 FAIRMONT STREET | HUNTINGTON | NY | 11743 | NONE | PC | AARON ROSAND MEMORIAL PRIZES | $10,000 | |
| AT HOME ON THE SOUND | ||||||||
| PO BOX 523 | MAMARONECK | NY | 10543 | NONE | PC | ASSIST WITH EXISTING AND NEW PROGRAMS | $10,000 | |
| BRONX ARTS ENSEMBLE INC | ||||||||
| 80 VAN CORTLANDT PARK SOUTH 7D-2 | BRONX | NY | 10463 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | CHAMBER MUSIC SERIES, UP CLOSE RECITAL SERVICES, SPRING MUSIC EDUCATION PROGRAM | $25,000 | |
| CHATHAM DAY SCHOOL INC | ||||||||
| 700 SHUNPIKE ROAD | CHATHAM | NJ | 07928 | NONE | PC | IMPROVEMENTS TO OUTDATED SCIENCE LAB | $5,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 193 CLAPBOARD RIDGE ROAD | DANBURY | CT | 06811 | NONE | PC | SEPTICE REPAIR AND CANTOR SERVICES | $15,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | NEW PRIVACY CURTAINS AND ROLLER CARRIERS | $20,000 | |
| CONNECTICUT NEWS PROJECT INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT THE CONNECTICUT MIRROR'S PODCAST, EVENT,AND INVESTIGATIVE JOURNALISM | $50,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT OF THE NEW ENGLAND NEWS COLLABORATIVE FOR EXPANDED PROGRAMMING, REACH AND IMPACT | $40,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | HORIZONS AT FOOTE | $50,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $10,000 | |
| HEBREW FREE LOAN SOCIETY INC | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HOPKINS SCHOOL INC | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | PATHFINDER HOPKINS SCHOOL PROGRAM | $35,000 | |
| INDIA HERITAGE CENTER | ||||||||
| 49 OLD WOODS RD | SADDLE RIVER | NJ | 07458 | NONE | PC | ENROLL ADDITIONAL 15 SURVIVORS | $25,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| INTERNEWS NETWORKS | ||||||||
| PO BOX 4448 | ARCATA | CA | 955184448 | NONE | PC | EARTH JOURNALISM NETWORK | $25,000 | |
| ISRAEL CANCER RESEARCH FUND INC | ||||||||
| 52 VANDERBILT AVE SUTIE 1510 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT WORK PREVENTING CHEMOTHERAPY-INDUCED PERIPHERAL NEUROPATHY IN CANCER PATIENTS | $75,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| PO BOX 178 | MADISON | NJ | 07940 | NONE | PC | NEW JERSEY WOMEN PLAYWRIGHTS PROJECT | $8,500 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | FUND RESEARCH PROJECT ON THE IMPACT OF GENERATIVE ARTIFICAL INTELLIGENCE ON DIGITAL PLATFORM STRATEGY | $50,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SUPPORT VITAL MISSION BASED PROGRAMS | $25,000 | |
| MUSIC MOUNTAIN INC | ||||||||
| PO BOX 738 | LAKEVILLE | CT | 06039 | NONE | PC | SUPPORT EDUCATION OUTREACH, COOPERATION WITH WSHU AND SPONSOR A CONCERT | $20,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 33 CARLA LANE | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06515 | NONE | PC | TEACHING ARTISTS AND DEVELOPMENT PROGRAMS | $10,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | SUPPORT PROGRAMMING DURING THE ARTS CENTER 2023-2024 SEASON | $125,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | SUPPORT FOR SABBATH'S THEATRE | $50,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | NONE | PC | NYU SCHOOL OF LAW BOIES PRIZE | $175,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $150,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | WSHU PUBLIC RADIO | $50,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SOCIAL VENTURES PARTNERS CONNECTICUT INC | ||||||||
| 50 CHARLES STREET | WESTPORT | CT | 06880 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | GRADUATE SUPPORT PROGRAM | $30,000 | |
| SUMMITT MUSIC FESTIVAL | ||||||||
| 270 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | MUSICIAN FEES | $15,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | TO EXPAND SERVICE IN OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY AND WELLNESS PROGRAMS | $25,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25 W 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | SUPPORT EDUCATION PROGRAM | $10,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | GENERAL OPERATING EXPENSES AND PROGRAMS | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | SMART MUSEUM'S FEITLER CENTER | $108,000 | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| E503 SOUTH COLLEGE UNIVERSITY OF | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY | $25,000 | MASSACHUSETTS |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | ADVANCE DEVELOPMENT OF OUR POTENTIAL THERAPY FOR USHER SYNDROME TYPE 3 | $25,000 | |
| WESTCHESTER CHAMBER MUSIC SOCIETY INC | ||||||||
| 823 LONG HILL ROAD WEST | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| WISH NJ INC | ||||||||
| 1980 SPRINGFIELD AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | SUPPORT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITY TO INTEGRATE INTO THE COMMUNITY | $20,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | YESHIVA UNIVERSITY MUSEUM OPERATING BUDGET | $100,000 | |
| AISH GLOBAL INC | ||||||||
| 915 CLIFTON AVENUNE SUITE 4 | CLIFTON | NJ | 07013 | NONE | PC | OUT AND ABOUT ISRAEL EXPERIENCES | $50,000 | |
| CHARLES A MELTON ARTS & EDUCATION CENTER | ||||||||
| 501 E MINER STREET | WEST CHESTER | PA | 19382 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NONE | PC | SUPPORT OF FREE AND LOW COST ARTS EDUCATION PROGRAMS | $10,000 | |
| CONNECTICUT SUMMERFEST | ||||||||
| 19 TANGLEWOOD ROAD | FARMINGTON | CT | 06032 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| GREENWICH HOSPITAL | ||||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | YALE VOICE CENTER AT GREENWICH HOSPITAL, OTOLARYNGOLOGY SURGERY | $20,000 | |
| NEW ROCHELLE POLICE FOUNDATION INC | ||||||||
| PO BOX 96 | NEW ROCHELLE | NY | 10804 | NONE | PC | FUND POLICE DEPARTMENT'S MENTORING IN BLUE PROGRAM | $25,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 420 E SUPERIOR ST 9TH FLOOR | CHICAGO | IL | 60611 | NONE | PC | POTOCSNAK LONGEVITY INSTITUTE | $25,000 | |
| NEXTBOOK INC | ||||||||
| 37 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | TABLE MAGAZINE ARTICLES | $25,000 | |
| WESTCHESTER PC USERS GROUP INC | ||||||||
| 67 BLAIR HEIGHTS | CARMEL | NY | 105122456 | NONE | PC | TECHED CONNECT | $25,000 | |
| TEATRO GRATTACEILO | ||||||||
| 209 40TH STREET 3B | UNION CITY | NJ | 07087 | NONE | PC | PRODUCTION OF NICOLAS FLAGELLO'S OPERA BEYOND THE HORIZON | $50,000 | |
| THE THEATRE FOR THE NEW CITY | ||||||||
| 155 FIRST AVE | NEW YORK | NY | 10003 | NONE | PC | PRODUCE A PLAY CALLED "ADA" | $20,000 | |
| WOODLANDS COMMUNITY TEMPLE INC | ||||||||
| 50 WORTHINGTON ROAD | WHITE PLAINS | NY | 10607 | NONE | PC | FUND ON SITE SECURITY DURING RELIGIOUS AND EDUCATIONAL PROGRAMS | $10,000 | |
| CREATIVE ARTS WORKSHOP INC | ||||||||
| 80 AUDUBON ST | NEW HAVEN | CT | 06510 | NONE | PC | ANN LEHMAN EXHIBITION | $10,000 | |
| UNIVERISTY OF TEXAS | ||||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | NONE | PC | PREVENTION OF IRON DEFICIENCY | $120,000 | |
| REBOOT INC | ||||||||
| 734 LONGMEADOW ST UNIT 103 | LONGMEADOW | MA | 01106 | NONE | PC | SUPPORT OF OPERATING COSTS OF JUST FOR US BROADWAY PRODUCTIONS | $75,000 | |
| THROUGHLINE ARTISTS INC | ||||||||
| 15 W 53RD STREET 22F | NEW YORK | NY | 10019 | NONE | PC | SUPPORT FESTIVAL COSTS | $27,000 | |
| MADISON PUBLIC THEATRE INC | ||||||||
| PO BOX 622 | MADISON | NJ | 07940 | NONE | PC | PRODUCTION COSTS FOR GREASE | $5,000 | |
| NEW JERSEY REPERTORY COMPANY A NEW JERSEY NON PROFIT | ||||||||
| 179 BROADWAY | LONG BRANCH | NJ | 07764 | NONE | PC | PRODUCTION "WELCOME TO MATTESON" | $35,000 | |
| GUS GIORDANOS JAZZ DANCE CHICAGO INC | ||||||||
| 1754 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PTSD DOGS INC | ||||||||
| 15 SYOSSET CIRLCL | NEW YORK | NY | 11791 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SOUTH STREET THEATRE COMPANY INC | ||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | SUPPORT ARTS EDUCATION PROGRAMS | $10,000 | |
| MADISON EDUCATION FOUNDATION INC | ||||||||
| PO BOX 1093 | MADISON | NJ | 07940 | NONE | PC | TEACHER INITIATED GRANTS | $5,000 | |
| NEW YORKREP INC | ||||||||
| 345 WEST 58TH STREET SUITE 10P | NEW YORK | NY | 10019 | NONE | PC | SUPPORT OF OPERATING COSTS OF RUTKA | $50,000 | |
| POETRY WELL INC | ||||||||
| PO BOX 1764 | NEW YORK | NY | 100081764 | NONE | PC | SUPPORT SHORT DOCUMENTARY FILM | $5,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET SUITE 4000 | NEW BRUNSWICK | NJ | 08901 | NONE | PC | CENTER FOR ADULT AUTISM SERVICES | $25,000 | |
| SUPPORT NETWORK | ||||||||
| 214 MAIN STREET SECOND FLOOR | MADISON | NJ | 07940 | NONE | PC | CURRENT PROGRAM EXPANSION | $10,000 | |
| THEATRE DEVELOPMENT FUND INC | ||||||||
| 520 EIGHTH AVENUE SUITE 801 | NEW YORK | NY | 10018 | NONE | PC | SUPPORT TDG ACCESSIBILITY PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,935,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,250,898 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,188,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,534,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,534,285 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,782 | Amt |
| Net Investment Income | $9,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,426 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2023 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. IN ADDITION, THE DIRECTORS ARE REIMBURSED FOR CETAIN TRAVEL AND OTHER EXPENSES THAT ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (49 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAP DESIGNATED | $130,980 | $113,273 |
| AMGEN INC | $167,394 | $174,372 |
| APPLE INC | $92,010 | $94,096 |
| BARCLAYS PLC | $180,576 | $183,848 |
| BANK OF NOVA SCOTIA SENIOR UNSECURED | $264,658 | $243,599 |
| BENCHMARK 2018-CMO 2018 B2 A2 | $63,782 | $59,640 |
| BP CAP MARKETS AMERICA | $69,471 | $69,835 |
| CAPITAL ONE FINANCIAL CO | $168,813 | $174,638 |
| COMCAST CORP | $84,749 | $88,318 |
| CONSTELLATION BRANDS INC | $82,463 | $85,666 |
| DISCOVER CARD E ABS 2017 | $266,815 | $249,826 |
| ENERGY TRANSFER PARTNERS | $166,258 | $171,817 |
| FHLMC RA 7128 03 50%2052 | $501,438 | $505,454 |
| FHLMC SB 8073 01 50%2035 | $487,736 | $417,635 |
| FNMA PCA4978 03%2050 | $202,424 | $171,874 |
| FNMA PCA5658 02 50%2050 | $366,999 | $300,371 |
| FNMA PCA5701 02 50%2050 | $124,573 | $101,319 |
| FNMA PCA8132 02 50%2050 | $374,825 | $313,076 |
| FNMA PCA3282 03 50%2052 | $654,049 | $643,873 |
| FNMA PFM8579 02 50%2051 | $515,658 | $428,543 |
| FNMA PFM1239 03 50%2051 | $540,007 | $538,065 |
| FNMA PFS1820 03%2051 | $344,364 | $323,561 |
| FNMA PMA4303 02%2036 | $380,626 | $334,171 |
| FNMA PMA4441 01 50%2036 | $482,333 | $416,218 |
| ENTERPRISE PRODUCTS OPER | $130,210 | $123,359 |
| FORD CREDIT FLO ABS 2019 | $417,219 | $391,629 |
| GOLDMAN SACHS GROUP INC | $21,529 | $20,527 |
| GOLDMAN SACHS GROUP INC | $136,327 | $116,730 |
| GS MORTGAGE SEC CMO 2015 | $273,873 | $271,637 |
| HCA INC | $171,623 | $172,395 |
| JPMORGAN CHASE & CO | $223,428 | $231,067 |
| LOUISVILLE GAS & ELEC | $173,768 | $174,080 |
| META PLATFORMS INC | $87,198 | $87,127 |
| MORGAN STANLEY | $166,425 | $172,873 |
| NEXTERA ENERGY CAP HLDGS INC | $184,862 | $170,217 |
| PARKER-HANNIFIN CORP | $84,899 | $84,318 |
| PFIZER INVESTMENT ENTER | $89,195 | $87,118 |
| PHILIP MORRIS INTL INC | $171,042 | $178,456 |
| ROYAL BANK OF CANADA | $125,244 | $115,529 |
| SUNTRUST BK ATLANTA GA UNSECD | $126,118 | $116,228 |
| SYNCHRONY CARD ABS 2022 | $248,545 | $249,393 |
| TARGA RESOURCES PARTNERS | $85,085 | $88,993 |
| TRUST FINL CORP | $92,937 | $87,292 |
| UNITED TECHNOLOGIES CORP | $115,237 | $117,299 |
| UNITED HEALTH GROUP INC | $94,841 | $94,559 |
| USD ROYAL BK CANADA SER GMTN | $110,801 | $111,301 |
| WARNERMEDIA HOLDINGS INC | $161,127 | $161,069 |
| BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K | $374,489 | $378,766 |
| EATON VANCE | $376,921 | $383,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (109 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $55,897 | $84,218 |
| ADVANTEST CORP | $51,869 | $48,870 |
| ADYEN NV -UNSPON | $109,212 | $97,283 |
| AON PCL CLASS A | $60,737 | $79,739 |
| ARCH CAPITAL GROUP LTD | $65,490 | $67,289 |
| ASM INTERNATIONAL NY REG SHS | $60,719 | $79,957 |
| ASML HOLDING NV NY REG SHS | $44,509 | $103,698 |
| ASTRAZENECA PLC-SPONS ADR | $70,232 | $72,603 |
| ATLAS COPCO AB-SPONS ADR A | $32,984 | $58,307 |
| ATLASSIAN CORP PLC-CLASS A | $125,019 | $113,459 |
| BAE SYSTEMS PLC SPON ADR | $74,406 | $82,217 |
| CANADIAN NATURAL RESOURCES | $49,023 | $51,695 |
| CANAADIAN PACIFIC KANSAS CITY | $96,418 | $138,671 |
| COMPASS GROUP PLC SPON ADR | $51,289 | $51,643 |
| EPAM SYSTEMS INC | $61,585 | $41,330 |
| EVOLUTION AB | $98,034 | $74,034 |
| EXPERIAN PCL SPONS ADR | $57,760 | $72,436 |
| FERGUSON PLC | $64,827 | $84,565 |
| FERRARI NV | $63,972 | $121,158 |
| ICICI BANK LTD SPON ADR | $61,918 | $65,822 |
| ICON PLC | $90,455 | $119,739 |
| LOREAL UNSPONSORED ADR | $60,260 | $66,903 |
| LINDE PLC | $55,420 | $67,767 |
| LVMH MOET HENNESSY UNSP ADR | $36,045 | $71,965 |
| MERCADOLIBRE INC | $90,712 | $102,150 |
| NESTLE SA SPONS ADR | $66,298 | $69,147 |
| NOVO-NORDISK A/S SPONS ADR | $76,030 | $145,037 |
| SAFRAN SA UNSPON ADR | $75,816 | $75,992 |
| SCHNEIDER ELECT SE-UNSP ADR | $42,319 | $54,109 |
| STERIS PLC | $49,273 | $71,012 |
| THOMSON REUTERS CORPORATION | $47,362 | $60,389 |
| UBS GROUP AG REG | $48,841 | $52,406 |
| WASTE CONNECTIONS INC | $57,822 | $60,454 |
| ACUSHNET HOLDINGS CORP | $53,967 | $64,686 |
| ADDUS HOMECARE CORP | $71,725 | $74,280 |
| ADVANCED ENERGY INDUSTRIES | $60,873 | $72,323 |
| AGREE REALTY CORP | $41,432 | $41,673 |
| AMBARELLA INC | $65,351 | $50,932 |
| AMERICAN WOODMARK CORP | $35,736 | $50,325 |
| AMN HEALTHCARE SERVICES INC | $60,112 | $60,503 |
| ATLANTIC UNION BANKSHARES CO | $56,904 | $82,434 |
| AVANOS MEDICAL INC | $85,476 | $64,172 |
| BALCHEM CORP | $53,271 | $74,970 |
| BARNES GROUP INC | $64,507 | $50,413 |
| BENCHMARK ELECTRONICS INC | $50,661 | $60,642 |
| BLACKBAUD INC | $53,662 | $71,094 |
| BOOT BARN HOLDINGS INC | $38,675 | $64,478 |
| BRP GROUP INC -A | $43,580 | $43,861 |
| CASS INFORMATION SYSTEMS INC | $45,561 | $52,303 |
| CHESAPEAKE UTILITIES CORP | $48,379 | $50,174 |
| CNX RESOURCES CORP | $52,360 | $70,880 |
| COCA-COLA CONSOLIDATED INC | $42,560 | $102,124 |
| COMFORT SYSTEMS USA INC | $35,466 | $80,211 |
| CSW INDUSTRIALS INC | $41,364 | $85,038 |
| CTS CORP | $29,757 | $46,102 |
| DIODES INC | $59,471 | $67,395 |
| DORMAN PRODUCTS INC | $53,709 | $64,142 |
| ENERSYS | $51,014 | $63,706 |
| ENOVIS CORP | $58,951 | $60,334 |
| ENPRO INDUSTRIES INC | $71,611 | $108,464 |
| EXLSERVICE HOLDINGS INC | $55,412 | $73,361 |
| FRANKLIN ELECTRIC CO INC | $53,276 | $81,476 |
| GRAY TELEVISION INC | $83,878 | $46,001 |
| HELIOS TECHNOLOGIES INC | $36,951 | $32,516 |
| ICF INTERNATIONAL INC | $68,453 | $105,663 |
| IDACORP INC | $61,792 | $64,105 |
| INTEGRA HOLDINGS CORP | $92,920 | $106,808 |
| KAISER ALUMINUM CORP | $61,869 | $64,285 |
| KFORCE INC | $50,961 | $79,586 |
| KORN FERRY | $56,219 | $80,953 |
| LGI HOMES INC | $57,028 | $65,914 |
| MARCUS & MILLICHAP INC | $76,068 | $99,328 |
| MERCANTILE BANK CORP | $28,787 | $48,335 |
| MOELIS & CO CLASS A | $56,345 | $91,492 |
| MONARCH CASINO & RESORT INC | $73,410 | $73,437 |
| NORTHERN OIL AND GAS INC | $66,683 | $82,703 |
| NV5 GLOBAL INC | $48,937 | $53,560 |
| OLLIE'S BARGAIN OUTLET HOLDI | $58,985 | $78,622 |
| OMNICELL INC | $86,675 | $45,608 |
| ONTO INNOVATION INC | $38,199 | $93,422 |
| ORIGIN BANCORP INC | $49,022 | $45,601 |
| PACIRA BIOSCIENCES INC | $42,691 | $32,627 |
| PATRICK INDUSTRIES INC | $58,632 | $79,176 |
| PERMIAN RESOURCES CORP | $35,990 | $57,338 |
| POWER INTEGRATIONS INC | $60,598 | $67,084 |
| SEACOAST BANKING CORP/FL | $57,891 | $56,977 |
| SELECTIVE INSURANCE GROUP | $68,260 | $103,957 |
| SIMULATIONS PLUS INC | $27,795 | $35,129 |
| SM ENERGY CO | $71,839 | $87,275 |
| SOUTH STATE CORP | $62,351 | $86,139 |
| SPS COMMERCE INC | $29,542 | $60,866 |
| STEWART INFORMATION SYSTEMS | $52,374 | $74,554 |
| SUNSTONE HOTEL INVESTORS INC | $55,691 | $55,034 |
| SUPERNUS PHARMACEUTICALS INC | $38,986 | $38,403 |
| UMB FINANCIAL CORP | $36,508 | $50,715 |
| VIAVI SOLUTIONS INC | $50,788 | $49,726 |
| BERKSHIRE HATHAWAY INC CL-A | $93,695 | $6,511,500 |
| FIDELITY 500 INDEX FD | $7,478,875 | $12,064,732 |
| HEALTH CARE SELECT SECTOR | $668,623 | $974,844 |
| INVESCO QQQ TRUST SERIES 1 | $1,192,562 | $2,233,522 |
| INVESCO S&P 500 EQUAL WEIGHT | $1,014,765 | $1,068,622 |
| ISHARES BIOTECHNOLOGY ETF | $405,561 | $404,154 |
| VANECK OIL SERVICES ETF | $456,086 | $732,634 |
| ISHARES CORE S&P MIDCAP ETF | $424,510 | $450,092 |
| VANGUARD SMALL CAP ETF | $2,947,213 | $4,273,853 |
| FIDELITY INTL INDX INST PRM | $5,918,985 | $6,740,753 |
| GQG PART EMERG MKTS EQ INST | $2,038,206 | $2,274,328 |
| ISHARES CORE MSCI EMERGING | $2,239,182 | $2,118,442 |
| VANECK GOLD MINERS ETG | $629,025 | $602,555 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,433,158 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,391,297 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COHEN & STEERS RL EST-F | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,749,002 | BookValueAmt |
| EOYFMV | $1,865,677 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,880 | LegalFeesAmt |
| Net Investment Income | $976 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,904 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $206,000 | BOYBookValueAmt |
| EOY Book Value | $206,000 | EOYBookValueAmt |
| EOYFMV | $206,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $2,653 | $531 | $2,122 |
| OFFICE SUPPLIES AND EXPENSE | $7,734 | $1,547 | $6,187 |
| TELEPHONE | $943 | $189 | $754 |
| ADP FEES | $4,642 | $928 | $3,714 |
| POSTAGE | $306 | $61 | $245 |
| INSURANCE | $2,155 | $431 | $1,724 |
| OTHER INVESTMENT EXPENSE | $5,325 | $5,325 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VALEANT SECURITIES SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $94,421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $94,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $94,421 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $32,967 | BOYBookValueAmt |
| EOY Book Value | $32,967 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $218,904 | $218,904 | $0 |
| PROFESSIONAL FEES | $42,592 | $34,592 | $8,000 |
| AUDIT EXPENSE | $23,625 | $4,725 | $18,900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,682 | $3,682 | $0 |
| EXCISE TAX | $55,000 | $0 | $0 |