HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-15
- IRS object ID
- 202402899349100335
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T11:38:12-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2024-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | PTIN |
| Phone | 5169313100 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,656,380 | 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 | $1,854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,854 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $410,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410,948 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $412,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $412,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,965 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,964 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,220,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,220,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,235,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,223,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$822,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $410,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,487,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,665,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,665,329 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,174,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,174,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,991,051 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,662,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,839,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,656,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,662,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,839,452 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,662,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,839,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,662,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,839,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,662,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$822,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,839,452 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,839,452 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,233 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,233 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,525 | OverpaymentAmt |
| Applied To ES Tax | $41,525 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 205 WESR 19TH ST APT 5F | NEW YORK | NY | 10011 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 3606 WINDSOR ROAD | AUSTIN | TX | 78703 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 | $16,094,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,398,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,493,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,493,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,200,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $960,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $960,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,708 | TotalTaxAmt |
| Distributable Before Adj | $954,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $954,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $954,324 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,223,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,223,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $954,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $663,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $248,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,101 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,050,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,223,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $954,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,320,233 | 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 | $663,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $248,521 | ExcessFromYear3Amt |
| Excess From Year2 | $139,101 | ExcessFromYear2Amt |
| Excess From Current Year | $269,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET | NEW YORK | NY | 10041 | NC | TO SUPPORT THE FIGHT GOVERNMENT ABUSE AND TO VIGOROUSLY DEFEND INDIVIDUAL FREEDOMS INCLUDING SPEECH AND RELIGION, A WOMANS RIGHT TO CHOOSE, THE RIGHT TO DUE PROCESS, AND CITIZENS RIGHTS TO PRIVACY. | $1,100 |
| AMNESTY LEADERSHIP | ||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $2,000 |
| ASPEN INSTITUTE | ||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $5,500 |
| BEDFORD LIBRARY | ||||||
| 32 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | TO PROVIDE FREE AND OPEN ACCESS TO INFORMATION, KNOWLEDGE AND THE PURSUIT OF IDEAS IN AN ENVIRONMENT THAT IS COMFORTABLE AND WELCOMING. | $100 |
| CALVARY HOSPITAL | ||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | PC | TO HELP HOSPITAL CARE FOR PATIENTS IN HOSPICE | $1,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | TO PROVIDE GRANTS TO SOCIAL SERVICE AGENCIES SERVING CAMBRIDGE AND TO SERVE AS A CIVIC LEADER | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | TO HELP THE MANAGEMENT, RESTORATION, AND ENHANCEMENT OF CENTRAL PARK. | $1,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,200 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,000 |
| HARVARD UNIVERSITY | ||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | PC | TO HELP HARVARD EXPAND AND SHARE KNOWLEDGE, INSPIRE INNOVATION AND PRESERVE CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. | $1,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC | TO HELP THE MUSEUM CARE FOR AND DISPLAY A PERMANENT COLLECTION, PRESENTS SPECIAL EXHIBITIONS, CONDUCTS EDUCATION PROGRAMS, MAINTAINS A LIBRARY AND RESEARCH CENTER, PUBLISHES A QUARTERLY MAGAZINE AND BOOKS ON WOMEN ARTISTS, AND SUPPORTS A NETWORK OF STATE AND INTERNATIONAL COMMITTEES. | $500 |
| NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL | ||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | PC | TO PROVIDE THE HIGHEST QUALITY DIAGNOSTIC AND TREATEMENT SERVICES FOR COMMUNITY, AND TO IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY BY PROMOTING WELLNESS AND HEALING. | $1,000 |
| RUTGERS OFFICE OF DEVELOPMENT | ||||||
| 1 SPRING STREET | NEW BRUNSWICK | NJ | 08901 | PC | TO MAKE POST SECONDARY SUCCESS POSSIBLE FOR ALL STUDENTS | $1,000 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PC | TO HELP THE ORGANIZATION MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $1,000 |
| SOUTHERN POVERTY LAW | ||||||
| 400 WASHINGTON AVENUE | MONTOMERY | AL | 36104 | PC | TO SUPPORT CIVIL RIGHTS AND PUBLIC INTEREST LITIGATION. | $2,000 |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 90237 | PC | TO HELP SALK EXPLORE THE VERY FOUNDATIONS OF LIFE, SEEKING NEW UNDERSTANDINGS IN NEUROSCIENCE RESEARCH | $964,033 |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 90237 | PC | TO HELP SALK EXPLORE THE VERY FOUNDATIONS OF LIFE, SEEKING NEW UNDERSTANDINGS IN NEUROSCIENCE | $225,000 |
| US CAMPAIGN FOR PALESTINIAN RIGHTS | ||||||
| PO BOX 21539 | WASHINGTON | DC | 20009 | PC | TO END U.S. SUPPORT FOR ISRAEL'S OCCUPATION OF THE PALESTINIAN WEST BANK, GAZA AND EAST JERUSALEM. WE SUPPORT A U.S. POLICY THAT UPHOLDS FREEDOM, JUSTICE AND EQUALITY. | $1,000 |
| WESTCHESTER LAND TRUST | ||||||
| 403 HARRIS RD | BEDFORD | NY | 10507 | PC | THE PRIMARY MISSION OF THE WESTCHESTER LAND TRUST IS TO CONSERVE, MAINTAIN AND ENHANCE THE NATURAL AND AESTHETIC ENVIRONMENT AND RESOURCES OF WESTCHESTER COUNTY, EASTERN PUTNAM COUNTY AND ITS ENVIRONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,220,433 | 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 | $1,854 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $412,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $412,802 | 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 | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $3,929 | Amt |
| Net Investment Income | $1,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,964 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $683,411 | $3,604,919 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $2,370,697 |
| ISHARES MSCI EAFE | $1,385,436 | $1,756,113 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $2,258,686 |
| ISHARES MSCI EMERGING MKTS | $1,406,701 | $1,224,184 |
| SPDR S&P 500 ETF TRUST | $2,469,073 | $4,321,652 |
| RENAISSANCERE | $952,800 | $1,071,800 |
| GILEAD SCIENCES INC COM | $364,825 | $383,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $179 | $179 | $0 |
| STATE FILING FEES | $1,161 | $0 | $1,161 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $9,667 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |