HAYDEN HARMEN FOUNDATION LTD: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAYDEN HARMEN FOUNDATION LTD (EIN 13-4196155)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-29
- IRS object ID
- 202442429349101069
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T14:42:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 PENNSYLVANIA AVE STE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | 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 | 134196155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYDEN HARMAN FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYD | BusinessNameControlTxt |
| Phone | 6177378255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FULLER ESQ 116 KRAFT AVENUE | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107084134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYDEN HARMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177378255 | PhoneNum |
| Signature | 2024-08-20 | 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 | KEVIN ENSMINGER | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2024-08-20 | PreparationDt |
| 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 | $1,597,592 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,934 | 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 |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $21,853 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,926 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,927 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $188,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,232 | CashBOYAmt |
| Cash EOY | $15,653 | CashEOYAmt |
| Cash EOYFMV | $15,653 | CashEOYFMVAmt |
| Corporate Stock BOY | $693,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,581,939 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $733,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,597,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $788,240 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $788,240 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$56,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$124,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $733,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $664,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $733,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $664,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $733,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,442 | OtherIncreasesAmt |
| Subtotal | $664,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $664,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $72,542 | GrossSalesPriceAmt |
| Cost Or Other Basis | $59,374 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,168 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,168 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,748 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,748 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,438 | OverpaymentAmt |
| Applied To ES Tax | $1,438 | 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 | 0 | 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 | HAYDEN K HARMAN | IndividualWithBooksNm |
| Phone | 6177378259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAYDEN K HARMAN | ||||||||
| 425 BOYLSTON STREET 4TH FL | BOSTON | MA | 02116 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| WHITNEY BARNARDO | ||||||||
| C/O FULLER ESQ 116 KRAFT AVENUE | BRONXVILLE | NY | 10708 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NAN MITCHELL HARMAN | ||||||||
| C/O FULLER ESQ 116 KRAFT AVENUE | BRONXVILLE | NY | 10708 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DAVID OTIS FULLER JR | ||||||||
| C/O FULLER ESQ 116 KRAFT AVENUE | BRONXVILLE | NY | 10708 | SECRETARY | 0.10 | $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 | $1,454,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,483,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,483,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,461,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $310 | TotalTaxAmt |
| Distributable Before Adj | $72,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $188,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $188,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,150 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,756 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $188,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,282 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $653,886 | 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 | $89,150 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $564,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,851 | ExcessFromYear4Amt |
| Excess From Year3 | $128,756 | ExcessFromYear3Amt |
| Excess From Year2 | $110,069 | ExcessFromYear2Amt |
| Excess From Year1 | $126,778 | ExcessFromYear1Amt |
| Excess From Current Year | $115,282 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAYDEN K HARMAN | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL PARK CONSERVANCY | |||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | STAFF FACILITIES RESTORATION FOR ALL CAMPAIGN | $20,142 |
| FLATIRON PARTNERSHIP | |||||||
| 230 5TH AVENUE SUITE 1511 | NEW YORK | NY | 10017 | NONE | PC | GRANT IN SUPPORT OF PEDESTRIAN COUNT SYSTEM | $10,000 |
| MADISON SQUARE PARK | |||||||
| 11 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GRANT IN SUPPORT OF LAWN CARE. | $10,071 |
| MILLERTON FIRE COMPANY | |||||||
| 24 CENTURY BOULEVARD | MILLERTON | NY | 12546 | NONE | PC | GRANT IN SUPPORT OF FUNERAL EXPENSES FOR FIREFIGHTER | $15,830 |
| NORTH EAST COMMUNITY CENTER | |||||||
| 51 S SOUTH CENTER STREET PO BOX 35 | MILLERTON | NY | 12546 | NONE | PC | GRANT IN SUPPORT OF CHILD CARE CENTER | $99,894 |
| NORTH EAST HISTORICAL SOCIETY | |||||||
| 75 MAIN ST | MILLERTON | NY | 12546 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,079 |
| ONE ISRAEL FUND LTD | |||||||
| 445 CENTRAL AVENUE 210 | CEDARHURST | NY | 11516 | NONE | PC | GRANT IN SUPPORT OF EMERGENCY SECURITY - THERMAL DRONE. | $10,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,869 | 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 | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,934 | 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 | $2,225 | Amt |
| Net Investment Income | $2,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $69,476 | $75,970 |
| APPLE INC | $59,801 | $556,989 |
| BECTON DICKINSON & CO | $17,759 | $40,232 |
| BLACKSTONE INC | $43,162 | $261,840 |
| FEDEX CORP | $95,397 | $101,188 |
| JOHNSON & JOHNSON | $63,468 | $94,044 |
| JPMORGAN CHASE & CO | $63,204 | $119,070 |
| MCKESSON CORP | $15,036 | $33,798 |
| MORGAN STANLEY | $71,368 | $93,250 |
| T ROWE PRICE GROUP INC | $89,390 | $75,383 |
| VISA INC CL A | $61,184 | $130,175 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR DONATED STOCKS | Desc |
| Amt | $97,442 | Amt |