HANCOCK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HANCOCK FOUNDATION (EIN 13-3941584)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-07
- IRS object ID
- 202442819349100019
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T10:15:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133850905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115301662 | 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 | 133941584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANCOCK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARRY SCHWARTZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANC | BusinessNameControlTxt |
| Phone | 2125725170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTRAL PARK WEST - 9D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY F SCHWARTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125725170 | PhoneNum |
| Signature | 2024-10-01 | 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 | SETH STARR | PreparerPersonNm |
| PTIN | P00254301 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $895,564 | 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 | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $95 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,734 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,734 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,871 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,871 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $224,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,531 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,700 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,700 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,087 | CashBOYAmt |
| Cash EOY | $2,088 | CashEOYAmt |
| Cash EOYFMV | $2,088 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,688 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $724,679 | OtherAssetsBOYAmt |
| Other Assets EOY | $811,013 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $889,788 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $741,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $816,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $895,564 | 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 | $741,231 | RetainedEarningBOYAmt |
| Retained Earning EOY | $816,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $741,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $816,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $741,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $816,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $741,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $816,789 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $816,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5 VANGUARD FTSE ALL-WLD EX-US IDX A | P | 2023-06-16 | 2023-08-10 | $182 | $184 | -$2 | -$2 |
| 2,524 VANGUARD ULTRA-SHORT-TERM BO | P | 2023-01-01 | 2023-08-31 | $50,000 | $50,103 | -$103 | -$103 |
| CHARLES SCHWAB #3139 LT COVERED - SEE STATEMENT ATTACHED | P | $339,227 | $160,169 | $179,058 | $179,058 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,878 | $1,878 | $1,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,831 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$105 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,309 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,309 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $4,506 | OverpaymentAmt |
| Applied To ES Tax | $4,506 | 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 | CT | 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 | BARRY F SCHWARTZ | IndividualWithBooksNm |
| Phone | 2125725170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 BEDFORD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY F SCHWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTRAL PARK WEST - 9D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $768,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $787,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $787,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $775,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,787 | TotalTaxAmt |
| Distributable Before Adj | $36,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $250,289 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,168 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $80,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $633,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $984,765 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,094,754 | 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 | $250,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $844,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,168 | ExcessFromYear4Amt |
| Excess From Year3 | $80,001 | ExcessFromYear3Amt |
| Excess From Year1 | $633,307 | ExcessFromYear1Amt |
| Excess From Current Year | $109,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY F SCHWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KENYON COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT KENYON | COLLEGE | GAMBIER | OH | 43022 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 |
| NEW YORK CITY CENTRE INC | ||||||||
| 130 W 56TH STREET | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| QUEENS COMMUNITY HOUSE | ||||||||
| 108-69 62ND DRIVE | FOREST HILLS | NY | 11375 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE | NEW YORK CITY | NY | 10128 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| NEW YORK STEM CELL FOUNDATION INC | ||||||||
| 619 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| VERA INSTITUTE OF JUSTICE INC | ||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| OUR PLACE | ||||||||
| 100 E 6TH ST RM B02 | LITTLEFIELD | TX | 79339 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| USA FOUNDATION | ||||||||
| 4518 N 32ND ST | PHOENIX | AZ | 85018 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| FRIENDS OF HUDSON RIVER PARK INC | ||||||||
| 305 7TH AVE 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| NORTHEAST COMMUNITY CENTER | ||||||||
| PO BOX 1463 | BETHLEHEM | PA | 18016 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| SHARON FIRE DEPARTMENT INC | ||||||||
| 36 W MAIN ST | SHARON | CT | 06069 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| MUSEUM OF THE AMERICAN REVOLUTION | ||||||||
| 101 S THIRD STREET | PHILADELPHIA | PA | 19106 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| NYU LANGONE HOSPITALS | ||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| THE LORD'S PLACE | ||||||||
| PO BOX 3265 | WEST PALM BCH | FL | 33402 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| VASSAR HEALTH CONNECTICUT INC | ||||||||
| 50 HOSPITAL HILL ROAD | SHARON | CT | 06069 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,734 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,242 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,251 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (12 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX ADM FUND | $173,826 | $124,601 | $237,347 |
| VANGUARD FTSE ALL WORLD EX US | $26,478 | $10,436 | $9,957 |
| WCM FOCUSED INTL GROWTH | $13,791 | $13,791 | $27,329 |
| VANGUARD ULTRA SHORT | $201,978 | $255,971 | $254,472 |
| MATTHEWS JAPAN FD INSTL | $40,164 | $40,164 | $35,382 |
| ARIEL INTERNATIONAL INST | $51,486 | $36,418 | $35,797 |
| CLARKSTON PARTNERS INSTI | $63,546 | $65,690 | $59,264 |
| MATTHEWS ASIA DIVIDEND I | $57,165 | $57,611 | $35,488 |
| SPYGLASS GROWTH INSTITUT | $36,647 | $36,647 | $24,670 |
| VANGUARD EUROPEAN STOCK | $26,498 | $6,934 | $7,332 |
| OCA ORC LLC | $7,197 | $4,339 | $4,339 |
| SCHWAB GOVERNMENT MONEY MARKET | $25,903 | $158,411 | $158,411 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OCA ORC LLC K-1 (INCOME/LOSS) | $3,871 | $3,871 | $3,871 |
| EXCISE TAX REFUND | $2,309 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXTENSION PAYMENT | $0 | $0 | $0 | $0 |
| REFUND APPLIED | $2,309 | $0 | $0 | $0 |
| FOREIGN TAXES | $384 | $0 | $0 | $0 |