HERMAN GOLDMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN GOLDMAN FOUNDATION INC (EIN 13-6066039)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2025-01-14
- IRS object ID
- 202520159349100052
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-14T08:37:10-05:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136066039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herman Goldman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A BRAUNER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,474,787 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,642 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,001 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,001 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,910,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,951 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,969 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $579,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $571,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $211,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $211,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,613 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,613 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,280 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $564 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,539 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $13,539 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,343 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,343 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,646 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $499,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $392,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,114,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,007,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$535,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,693 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,136,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $743,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $743,653 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $654,586 | AcctRcvblAmt |
| Acct Rcvbl EOY | $654,586 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $701,032 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $93,879 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $5,945,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,573,257 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,581,584 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,357,970 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,085,822 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $705,719 | OtherAssetsBOYAmt |
| Total Assets BOY | $14,011,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,019,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,474,787 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $104,072 | AccountsPayableBOYAmt |
| Grants Payable BOY | $290,800 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $18,687 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $413,559 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $13,143,451 | NoDonorRstrNetAssestsBOYAmt |
| Donor Rstr Net Assets BOY | $454,502 | DonorRstrNetAssetsBOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $12,019,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,597,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,019,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,011,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,019,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,597,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$535,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,075 | OtherIncreasesAmt |
| Subtotal | $13,189,867 | SubtotalAmt |
| Other Decreases | $1,170,249 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,019,618 | 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 | $2,910,815 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,616,812 | CostOrOtherBasisAmt |
| Gain Or Loss | $294,003 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $294,003 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,667 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,667 | SubtotalAmt |
| Tax Based On Investment Income | $6,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,450 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $217 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| Mel P Barkan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| Richard K Baron | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Sec, Assistant Treas | 40.0 | $19,452 | $19,678 | $0 |
| David A Brauner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $12,000 | $0 | $0 |
| Michael J Clain | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| Charles A Damato | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| John HF Enteman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| Donald Gibson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| David R Kay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $12,000 | $0 | $0 |
| Alan Michigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| Alan Nisselson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $12,000 | $0 | $0 |
| Kathleen Roselli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Sec | 19.0 | $48,018 | $0 | $0 |
| Christopher C Schwabacher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $12,000 | $0 | $0 |
| Howard L Simon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $12,000 | $0 | $0 |
| Roy M Sparber | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,536,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $835,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $702,015 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,073,905 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,073,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,862,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $693,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $693,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,667 | TotalTaxAmt |
| Distributable Before Adj | $686,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $686,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $686,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,007,391 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,007,391 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $686,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $383,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $288,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,284 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $462,049 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $440,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,830,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,007,391 | QualifyingDistributionsAmt |
| Applied To Current Year | $686,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $320,918 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,151,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $383,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,767,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $288,420 | ExcessFromYear4Amt |
| Excess From Year3 | $256,284 | ExcessFromYear3Amt |
| Excess From Year2 | $462,049 | ExcessFromYear2Amt |
| Excess From Year1 | $440,220 | ExcessFromYear1Amt |
| Excess From Current Year | $320,918 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124612132 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION FOR GRANT APPLICANTS: YOU ARE REQUESTED TO SUBMIT YOUR APPLICATION USING THE NEW YORK/NEW JERSEY AREA COMMON APPLICATION FORM, WHICH CAN BE OBTAINED AT THE WEBSITE OF THE NEW YORK REGIONAL ASSOCIATION OF GRANTMAKERS (NYRAG.ORG). NO ADDITIONAL COPIES ARE NEEDED. IT IS NOT NECESSARY TO SUBMIT A LETTER OF INQUIRY PRIOR TO FILING AN APPLICATION. CONSIDERATION WILL NOT BE GIVEN TO A GRANT PROPOSAL UNLESS IT IS ACCOMPANIED BY A COPY OF INTERNAL REVENUE SERVICE NOTIFICATION OF THE APPLYING ORGANIZATION'S TAX-EXEMPT STATUS. GRANTS TO INDIVIDUALS CANNOT BE CONSIDERED. THE FOUNDATION DOES NOT CONDUCT SITE VISITS OR IN-PERSON INTERVIEWS PRIOR TO CONSIDERATION OF GRANT REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME, BUT ARE CONSIDERED ONLY AT SPECIFIC TIMES DURING THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC | |||||||
| 9801 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | Helene & Roy Schwedelson Special Needs Department | $10,000 |
| ALLEN-CHASE FOUNDATION EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | N/A | PC | Eaglebrook School | $2,500 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | Alvin Ailey Dance Foundation, General Operations FY24 | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK | |||||||
| 360 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | 360 Meetups: Social Engagement for Families Affected by dementia | $2,500 |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE INC | |||||||
| PO BOX 2473 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | N/A | PC | Crisis Support fund for Joint Civil Society Work with Israelis and Palestinians | $5,000 |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | |||||||
| PO BOX 2616 | EAST HAMPTON | NY | 11937 | N/A | PC | Adoption Ready: Animal Care, Medical Care, and Behavioral Training for the Cats and Dogs | $5,000 |
| ARTISTS SPACE INC | |||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | N/A | PC | General Operating Support | $4,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | The Fisher Center at Bard | $11,000 |
| BERKSHIRE THEATRE GROUP INC | |||||||
| 111 S ST | PITTSFIELD | MA | 01201 | N/A | PC | BTG 2023 Season | $22,500 |
| BROADWAY CARES-EQUITY FIGHTS AIDS INC | |||||||
| 165 WEST 46TH ST 1300 | NEW YORK | NY | 10036 | N/A | PC | R.Evolucin Latina's Dare to Go Beyond (D2GB) Children's Performing Arts Camp | $25,000 |
| BROOKLYN BOOK FESTIVAL INC | |||||||
| 249 SMITH ST 106 | BROOKLYN | NY | 11231 | N/A | PC | Brooklyn Book Festival | $5,000 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General Operating Support | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bucknell University Scholarship fund | $10,000 |
| CANCER RESEARCH & TREATMENT FUND INC | |||||||
| 500 E 77TH ST APT 1001 | NEW YORK | NY | 10162 | N/A | PC | 12th International Patient Symposium on Myeloproliferative Neoplasms (MPNs) | $5,000 |
| CANCER RESEARCH & TREATMENT FUND INC | |||||||
| 500 E 77TH ST APT 1001 | NEW YORK | NY | 10162 | N/A | PC | General & Unrestricted | $5,000 |
| CASA BELVEDERE THE ITALIAN CULTURAL FOUNDATION INC | |||||||
| 79 HOWARD AVE | STATEN ISLAND | NY | 10301 | N/A | PC | La Galleria: A Celebration of Italian-American Artistry | $5,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | N/A | PC | General Operating Support | $5,000 |
| CHAMBER ORCHESTRA OF NEW YORK - OTTORINO RESPIGHI | |||||||
| 450 LEXINGTON AVE 1514 | NEW YORK | NY | 10163 | N/A | PC | 2023-2024 Concert Season | $3,000 |
| COMMUNITY MAINSTREAMING ASSOCIATES INC | |||||||
| 1025 OLD COUNTRY RD | WESTBURY | NY | 11590 | N/A | PC | CMA Academy | $5,000 |
| CONCERTS IN MOTION INC | |||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | N/A | PC | To expand Concert in Motion's concert series to alleviate social isolation for homebound and frail older adults | $3,500 |
| CROHNS & COLITIS FOUNDATION INC | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | 2023 General Mission Support | $10,000 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | Supplement to the Herman M. and Mary Brauner Memorial scholarship fund | $12,500 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General Operating Support | $1,800 |
| EARLY ALZHEIMERS FOUNDATION INC | |||||||
| 150 WEST 55TH ST 4A | NEW YORK | NY | 10019 | N/A | PC | The Memory Tree | $3,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PC | Arts for All Program | $5,000 |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | General Support | $5,000 |
| FINE ARTS WORK CENTER IN PROVINCETOWN INC | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | N/A | PC | Fellowship Program for Visual Artists and Writers | $5,000 |
| FJC | |||||||
| 225 W 39TH ST 12TH FL | NEW YORK | NY | 10018 | N/A | PC | Hope Reichbach Fund | $10,000 |
| FOUNDATION FOR SEPHARDIC STUDIES INC | |||||||
| 730 AVE S | BROOKLYN | NY | 11223 | N/A | PC | Solidarity Trip To Israel | $5,000 |
| FRIENDS OF THE PELHAM CIVIC ASSOCIATION INC | |||||||
| PO BOX 8184 | PELHAM | NY | 10803 | N/A | PC | Annual Fall Gala | $5,000 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 AVE OF THE AMERICAS 6TH FLO | NEW YORK | NY | 10013 | N/A | PC | Expanding Support and Advocacy for Children and Youth in nyc foster care | $5,000 |
| FURNITURE SHAREHOUSE INC | |||||||
| PO BOX 702 | LARCHMONT | NY | 10538 | N/A | PC | Furnishing Hope | $5,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 8TH AVE RM 304 | NEW YORK | NY | 10018 | N/A | PC | Shaw's THE DEVIL'S DISCIPLE | $7,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 829 RTE 66 | HUDSON | NY | 12534 | N/A | PC | 30th Anniversary Fund for the Future | $10,000 |
| HEARTS AND HOMES FOR REFUGEES | |||||||
| PO BOX 8558 | PELHAM | NY | 10803 | N/A | PC | Community fund | $5,000 |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | N/A | PC | 2024 Her Justice Annual Photography Auction & Benefit honoree, Ira Dizengoff, Esq. and Her Justice Board member Sara Brauner, Esq | $7,500 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | N/A | PC | The Herman Goldman Scholarship fund and the Mara '66 and Frank O'Laughlin Endowed Scholarship Fund | $20,000 |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | N/A | PC | The Hotchkiss Fund | $5,000 |
| HUNTINGTON HOSPITAL DOLAN FAMILY HEALTH CENTER INC | |||||||
| 972 BRUSH HOLLOW RD 5TH FL | WESTBURY | NY | 11590 | N/A | PC | Patient Hardship Fund | $3,500 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Transforming the Future of Palliative Care Expanding the leap fellowship fund | $5,000 |
| JBI INTERNATIONAL INC | |||||||
| 110 EAST 30TH ST | NEW YORK | NY | 10016 | N/A | PC | JBI Library | $4,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 W 106TH ST | NEW YORK | NY | 10025 | N/A | PC | Increasing Elder-Friendly Technology at The New Jewish home | $2,500 |
| JOHN HART HUNTER EDUCATIONAL FNDN INC | |||||||
| 3109 N TRIPHAMMER RD | LANSING | NY | 14882 | N/A | PC | general & unrestricted | $30,000 |
| JOHN TAYLOR BABBITT FOUNDATION | |||||||
| PO BOX 698 | CHATHAM | NJ | 07928 | N/A | PC | AED Donation Project | $5,000 |
| KIAWAH WOMENS FOUNDATION | |||||||
| 130 GARDNERS CIR PMB I | JOHNS ISLAND | SC | 29455 | N/A | PC | Backpack Buddies | $5,000 |
| LIFETIME ARTS | |||||||
| 208 CAROL AVE | PELHAM | NY | 10803 | N/A | PC | Lifetime Arts Strategic Impact | $5,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 WEST 65TH ST | NEW YORK | NY | 10023 | N/A | PC | 2023-2024 Season fund | $5,000 |
| LSNY BRONX CORPORATION | |||||||
| 40 WORTH ST 6TH FLOOR | NEW YORK CITY | NY | 10013 | N/A | PC | Education Law Unit, Bronx Legal Services fund | $20,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General Support | $12,600 |
| MEMORIAL HALL CENTER FOR THE ARTS INC | |||||||
| PO BOX 1720 | WILMINGTON | VT | 05363 | N/A | PC | General Support | $15,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | From Insights to Innovation: Speeding Parkinson's Research Towards Breakthroughs | $10,000 |
| MINETTE GROSSO MCKENNA ANGEL FOUNDATION INC | |||||||
| 9O BOX 94 | VERONA | NJ | 07044 | N/A | PC | Patient Assistance fund | $5,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | Modern Fund | $5,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | N/A | PC | National Jewish Health Morgridge Academy for chronically ill children | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | 2024 Runway for MS Fashion Show Gala | $5,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Conservation Priorities in New York | $4,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | 2023-2024 General Operating Support | $10,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | 2023 Free Shakespeare in the Park Season | $18,500 |
| NTM INFO & RESEARCH INC | |||||||
| 14411 S DIXIE HWY STE 205 | PALMETTO BAY | FL | 33176 | N/A | PC | Health Care Provider Program | $5,000 |
| PARRISH ART MUSEUM INC | |||||||
| 279 MONTAUK HWY | WATER MILL | NY | 11976 | N/A | PC | Sam Moyer Exhibition | $5,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | To support the general operations of the New York Philharmonic's 2023-24 season | $10,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | To support the general operations of the New York Philharmonic's education and community programs during the 2023-24 season | $4,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General operating support | $2,600 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Harvard Law School Annual Fund | $5,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | Primary Stages 2023/24 Season | $2,000 |
| RAYNAUDS ASSOCIATION INC | |||||||
| 11 TOPSTONE RD | REDDING | CT | 06896 | N/A | PC | 2023 Raynaud's Awareness Campaign | $5,000 |
| REBUILDING TOGETHER LONG ISLAND INC | |||||||
| 208 RTE 109 STE 204 | FARMINGDALE | NY | 11735 | N/A | PC | Safe & Healthy Homes | $5,000 |
| ROELIFF JANSEN COMMUNITY LIBRARY | |||||||
| PO BOX 669 | HILLSDALE | NY | 12529 | N/A | PC | Expanding Access to Library Resources | $5,000 |
| ROUNDABOUT THEATRE COMPANY INC | |||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | N/A | PC | Roundabout Theatre Company 2023-24 Season | $8,000 |
| SIGNATURE THEATRE COMPANY | |||||||
| 480 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General Operating Support for Signature Theatre's 2023-24 season | $8,000 |
| ST FRANCIS DE SALES SCHOOL FOR THE DEAF IN BROOKLY | |||||||
| 260 EASTERN PKWY | BROOKLYN | NY | 11225 | N/A | PC | ADA-Compliant Faculty Prep Room and Lounge | $5,000 |
| STAMFORD SENIOR CENTER INC | |||||||
| 888 WASHINGTON BLVD | STAMFORD | CT | 06901 | N/A | PC | Senior Fitness | $3,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space Wall to Wall Women of Soul | $5,000 |
| THE BRIDGE INC | |||||||
| 290 LENOX AVE 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | Critical Care Services (CCS) | $28,000 |
| THE CHILDRENS HEALTH FUND | |||||||
| 475 RIVERSIDE DR STE 630 | NEW YORK | NY | 10115 | N/A | PC | Children's Health Fund General Operating Support | $2,500 |
| THE SAFE CENTER LI INC | |||||||
| 15 GRUMMAN RD W STE 1000 | BETHPAGE | NY | 11714 | N/A | PC | General Operating Expenses fund | $7,500 |
| THE TLC FOUNDATION FOR BODY FOCUSED REPETITIVE BEH | |||||||
| 716 SOQUEL AVE STE A | SANTA CRUZ | CA | 95062 | N/A | PC | TLC Community Support and Education | $10,000 |
| TOURO COLLEGE | |||||||
| 225 EASTVIEW DR | CENTRAL ISLIP | NY | 11722 | N/A | PC | Herman Goldman Diversity Scholarship fund at Touro Law for the 2023-2024 academic year | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 435 W 116TH ST BOX A-2 | NEW YORK | NY | 10027 | N/A | PC | Human Rights Internship/Summer Funding Program | $8,000 |
| URBAN GREEN COUNCIL | |||||||
| 55 BROAD ST | NEW YORK | NY | 10004 | N/A | PC | Supporting LL97 Implementation in NYC | $2,500 |
| VILNA SHUL BOSTON CENTER FOR JEWISH CULTURE INC | |||||||
| 18 PHILLIPS ST | BOSTON | MA | 02114 | N/A | PC | General Operating | $7,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | Connecting People to Nature at WCS's Zoos and Aquarium and Through Our Global Conservation Efforts | $2,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Alumni Fund crediting Class of 1972 | $7,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | World Central Kitchen | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,001 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT | 01 | $1,969 |
| Federal Tax Refund | 01 | $982 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $572,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $572,810 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ULWT of Herman Goldman fbo L M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Clinton Ave Floor 5 | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,642 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| General Consultations | $17,000 | $17,000 |
| Tax Return Preparation/Review | $3,500 | $3,500 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (64 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC - 4.650% - 12/0 | $134,611 | $134,996 |
| AMERICAN AIRLN SER 2019-1 CL A | $39,150 | $34,685 |
| AMERICAN ELEC PWR INC - 1.000% | $80,671 | $74,341 |
| AMERICAN EXPRESS CO - 4.200% - | $103,410 | $98,667 |
| AMERICAN TOWER CORP - 3.550% - | $36,065 | $33,156 |
| APPLE - 2.200% - 09/11/2029 | $103,255 | $88,356 |
| ARES CAPITAL CORP NOTE - 3.250 | $69,780 | $67,227 |
| AUTODESK INC - 3.500% - 06/15/ | $70,283 | $66,966 |
| BANK OF AMERICA - 5.875% - 03/ | $92,077 | $96,896 |
| BERKSHIRE HATHAWAY INC - 6.500 | $115,439 | $112,715 |
| BNSF - 3.000% - 04/01/2025 | $48,249 | $48,864 |
| BOEING CO NOTE CALL MAKE WHOLE | $47,093 | $46,911 |
| CDW LLC / CDW FIN CORP - 4.250 | $57,016 | $57,064 |
| CHENIERE ENERGY INC SER B NOTE | $65,361 | $62,410 |
| CHEVRON - 1.018% - 08/12/2027 | $80,000 | $70,702 |
| CHUBB INA HLDGS - 3.350% - 05/ | $50,142 | $49,773 |
| COMCAST - 4.250% - 10/15/2030 | $69,381 | $66,924 |
| CONSOLIDATED EDISON CO N Y INC | $103,615 | $98,455 |
| CROWN CASTLE INT - 1.350% - 07 | $69,907 | $66,230 |
| DELL INTERNATIONAL L.L.C - 5.2 | $70,844 | $70,479 |
| DTE ENERGY CO - 1.050% - 06/01 | $75,128 | $71,002 |
| DUKE ENERGY FLA PROJFIN LLC SE | $86,307 | $79,287 |
| ECOLAB INC NOTE - 4.800% - 03/ | $71,838 | $69,898 |
| ELECTRONIC ARTS INC - 1.850% - | $46,644 | $40,674 |
| EQUINIX INC - 2.625% - 11/18/2 | $61,750 | $58,657 |
| EXPEDIA GROUP INC - 3.800% - 0 | $72,350 | $66,175 |
| FISERV INC - 3.200% - 07/01/20 | $58,450 | $57,314 |
| GLOBAL PAYMENTS INC NOTE - 2.6 | $70,079 | $67,928 |
| JP MORGAN CHASE - 4.600% - 12/ | $93,500 | $97,351 |
| JPMORGAN CHASE &CO - 4.493% - | $68,624 | $67,188 |
| MASTERCARD - 4.850% - 03/09/20 | $99,906 | $99,829 |
| MCDONALDS CORP MTN - 4.950% - | $40,589 | $39,660 |
| NETFLIX INC - 4.375% - 11/15/2 | $70,871 | $63,928 |
| NEXTERA ENERGY - 3.550% - 05/0 | $82,357 | $71,343 |
| OHIO STATE HOSP FAC REVENUE ME | $100,000 | $87,204 |
| ONEOK INC. 5.8500% 1/15/26 - 5 | $66,624 | $60,524 |
| ORACLE CORP - 6.150% - 11/09/2 | $75,254 | $73,136 |
| ORACLE CORP NOTE - 3.250% - 11 | $52,769 | $46,848 |
| PARKER-HANNIFIN - 3.300% - 11/ | $97,894 | $98,298 |
| PEPSICO INC NOTE - 3.900% - 07 | $170,159 | $159,450 |
| PNC FINL SVCS GROUP INC BOND P | $100,000 | $94,276 |
| PROVIDENCE ST JOSEPH HLTH OBLI | $63,351 | $52,186 |
| RAYTHEON TECH CORP - 3.200% - | $98,499 | $99,917 |
| SHELL INT'L FINANCE - 2.875% - | $46,765 | $47,871 |
| SHERWIN WILLIAMS CO NOTE CALL | $105,499 | $97,454 |
| STANFORD UNIVERSITY - 3.089% - | $54,095 | $46,719 |
| STARBUCKS CORP NOTE - 4.900% - | $64,604 | $64,214 |
| STATOIL ASA - 7.150% - 11/15/2 | $54,666 | $51,565 |
| T MOBILE USA INC NOTE CALL MAK | $98,625 | $94,596 |
| THE CIGNA CROUP NOTE - 5.250% | $50,261 | $49,390 |
| UNITED AIRLINES - 2.700% - 11/ | $42,642 | $35,596 |
| UNITED RENTALS NORTH AMER INC | $30,230 | $28,250 |
| UNITEDHEALTH GROUP INC - 3.875 | $51,431 | $47,966 |
| UNITEDHEALTH GROUP INC NOTE - | $77,575 | $76,468 |
| US BANCORP - 7.500% - 06/01/20 | $27,568 | $25,979 |
| VERISK ANALYTICS - 5.750% - 04 | $74,373 | $72,274 |
| VMWARE INC NOTE CALL MAKE WHOL | $45,011 | $44,030 |
| VORNADO RLTY L P NOTE CALL MAK | $65,100 | $58,330 |
| VULCAN MATERIALS CO - 4.500% - | $36,342 | $34,615 |
| WALMART INC NOTE CALL MAKE WHO | $69,901 | $66,508 |
| WELLS FARGO &CO MTN CALL MAKE | $50,037 | $49,401 |
| WELLS FARGO CO - 4.100% - 06/0 | $54,121 | $48,654 |
| ZIMMER BIOMET HOLDINGS INC NOT | $74,835 | $72,761 |
| ZOETIS INC - 5.600% - 11/16/19 | $78,611 | $77,439 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $21,597 | $22,971 |
| ALCON INC | $17,723 | $21,560 |
| ALPHABET INC CL C | $67,064 | $109,028 |
| AMAZON COM | $98,067 | $118,429 |
| AMERICAN TOWER REIT INC | $28,515 | $22,869 |
| APPLE INC | $60,416 | $110,438 |
| ASML HOLDING NV NY REG SHS | $27,032 | $57,101 |
| AT&T, INC | $23,712 | $23,922 |
| BECTON DICKINSON & CO | $38,995 | $36,039 |
| BERKSHIRE HATHAWAY INC. CLASS | $40,266 | $54,450 |
| BLACKROCK INC | $24,939 | $35,699 |
| BROOKFIELD INFRASTRUCTURE ORD | $14,103 | $14,595 |
| CANADIAN PACIFIC RAILWAY LTD | $19,281 | $20,487 |
| CATALENT INC | $14,351 | $16,629 |
| CDW CORP | $16,446 | $34,962 |
| CHART INDUSTRIES, INC | $12,682 | $14,286 |
| CHENIERE ENERGY INC | $14,249 | $35,696 |
| CHURCH & DWIGHT | $36,531 | $45,054 |
| CLOROX CO | $11,869 | $11,652 |
| CME GROUP, INC | $18,210 | $23,137 |
| COLGATE-PALMOLIVE COMPANY | $17,055 | $19,121 |
| CSX CORP | $25,759 | $29,404 |
| DANAHER CORP | $41,297 | $49,362 |
| DTE ENERGY CO COM | $38,793 | $36,839 |
| DUKE ENERGY CO | $40,652 | $38,201 |
| EDWARDS LIFESCIENCES | $12,474 | $14,852 |
| ELI LILLY & CO | $16,936 | $51,250 |
| EOG RESOURCES INC | $29,503 | $45,212 |
| EQT CORPORATION | $39,365 | $37,522 |
| EVERCORE EQUITY FUND | $900,394 | $2,215,284 |
| EXELON CORPORATION | $36,961 | $32,614 |
| EXXON MOBIL CORP | $70,810 | $75,986 |
| FISERV, INC | $43,035 | $63,440 |
| FREEPORT-MCMORAN COPPER & GOLD | $34,312 | $30,777 |
| GILEAD SCIENCES INC | $24,523 | $21,991 |
| GQG PARTNERS EMERGING MARKETS | $183,695 | $231,954 |
| GXO LOGISTICS | $50,593 | $45,549 |
| HOME DEPOT INC | $43,034 | $53,285 |
| HUMANA INC | $52,476 | $37,484 |
| INFINITY Q DIVERSIFIED ALPHA F | $132,997 | $461 |
| INTERNATIONAL BUSINESS MACHINE | $35,178 | $39,781 |
| INTUIT | $23,205 | $44,414 |
| ISHARES GOLD TR | $124,844 | $144,938 |
| JOHNSON & JOHNSON | $78,966 | $77,785 |
| JP MORGAN CHASE | $85,059 | $141,033 |
| KENVUE INC | $7,966 | $7,163 |
| KROGER CO | $29,089 | $31,899 |
| LENNAR CORP | $21,399 | $55,479 |
| LOWES COMPANIES INC | $25,584 | $38,507 |
| MASTERCARD INC | $69,156 | $97,326 |
| MERCK & CO INC | $29,347 | $42,977 |
| MICROSOFT CORP | $91,505 | $186,138 |
| MONDELEZ INTERNATIONAL INC | $25,794 | $30,032 |
| MOTOROLA SOLUTIONS INC | $16,272 | $37,995 |
| NEUBERGER BERMAN ABSOLUTE RETU | $307,350 | $327,521 |
| NEWMONT GOLDCORP CORPORATION | $29,878 | $17,344 |
| NEXTERA ENERGY, INC | $88,658 | $77,818 |
| NVIDIA CORP | $13,210 | $79,112 |
| PFIZER INC | $48,737 | $27,596 |
| PHILIP MORRIS INTL | $24,793 | $22,040 |
| PNC FINANCIAL GROUP INC | $35,892 | $35,181 |
| PROCTER GAMBLE CO | $40,587 | $44,344 |
| PROGRESSIVE CORP OHIO | $35,324 | $56,868 |
| PUBLIC SVC ENTERPRISE GROUP IN | $22,988 | $22,027 |
| RIO TINTO PLC SPONSORED ADR | $31,528 | $31,362 |
| ROPER INDUSTRIES | $35,739 | $46,302 |
| S&P GLOBAL INC COM | $67,172 | $71,111 |
| SEMPRA ENERGY COM | $38,265 | $34,594 |
| SERVICE CP INTL | $30,341 | $38,425 |
| STRYKER CORPORATION | $35,421 | $41,190 |
| SUNRUN INC | $7,895 | $4,816 |
| T-MOBILE US INC | $14,855 | $22,862 |
| THE BLACKSTONE GROUP INC CL A | $13,482 | $33,872 |
| THE MOSAIC CO | $22,578 | $12,526 |
| THERMO FISHER SCIENTIFIC INC | $42,694 | $49,035 |
| TRANSUNION COM USD0.01 | $24,898 | $22,513 |
| U.S. LARGE CAP EQUITY PORTFOLI | $737,723 | $1,176,011 |
| UNITEDHEALTH GROUP INC | $57,070 | $70,585 |
| VANGUARD INTL GROWTH FD ADMIRA | $260,000 | $221,154 |
| VERISK ANALYTICS, INC | $23,553 | $35,076 |
| WAL-MART STORES INC | $44,788 | $52,222 |
| WASTE CONNECTIONS | $27,950 | $49,932 |
| WASTE MANAGEMENT INC | $23,546 | $25,501 |
| WELLS FARGO & CO | $35,169 | $39,580 |
| WHEATON PRECIOUS METALS CORP | $35,059 | $28,709 |
| WISDOMTREE LC DVDND | $534,031 | $760,478 |
| ZOETIS INC | $50,666 | $60,491 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $93,879 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,875 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST ASSETS FROM FMV TO BV | Desc |
| Amt | $1,170,249 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $36,969 | $36,969 | |
| Bank Charges | $4 | $4 | |
| Computers/Electronic Devices | $2,101 | $2,101 | |
| Equipment/Furniture Purchase | $1,610 | $1,610 | |
| Indemnification Insurance | $25,312 | $25,312 | |
| Insurance Premiums | $2,969 | $2,969 | |
| EQUIPMENT MAINTENANCE | $300 | $300 | |
| Office Supplies | $3,451 | $3,451 | |
| Payroll Processing Fees | $1,856 | $1,856 | |
| Postage/Delivery Service | $1,211 | $1,211 | |
| Storage Fee | $1,140 | $1,140 | |
| Website Hosting/Support | $2,727 | $2,727 | |
| STATE OR LOCAL FILING FEES | $750 | $750 | |
| CREDIT CARD FEES | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $1,969 | $1,969 |
| Federal Tax Refund | $982 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST ASSETS FROM FMV TO BV | Desc |
| Amt | $127,075 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $89,081 | $89,081 | |
| ACTUARIAL SERVICES | $3,000 | $3,000 | |
| Website Development | $4,650 | $4,650 | |
| IT CONSULTING SERVICES | $28,875 | $28,875 | |
| BROKER FEES | $50 | $50 | |
| PENSION PLAN ADMINISTRATION | $2,705 | $2,705 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We respectfully request that the Foundation's 990-PF for the taxable year ending February 29, 2024 be treated as timely filed and request that no penalty for late filing or late payment be assessed because the delay was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a new reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF. In its transition to its new administrators, there was a misunderstanding by the new firm and an extension for year ending February 29, 2024 was inadvertently not filed and the extension payment was not made. Upon the accountants' discovery of this error, a return was immediately prepared and filed with the IRS and a 990-PF tax payment was submitted. The new administrators have enhanced their policies and procedures in place to track deadlines to ensure timely filing of all forms associated with an exempt organization. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. The Foundation exercised due diligence by responding as soon as possible to the delay once aware of it and is therefore entitled to abatement of any penalty. The delays in sending the return and making the associated payment were due to a misunderstanding and not in any way due to intentional disregard of the rules. Furthermore, assessment of penalties would significantly impact the Foundation's ability to carry out its charitable purpose. Thank you for your consideration. | ExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ULWT of Herman Goldman fbo L M | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Clinton Ave Floor 5 | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $4,500 | |
| 990-PF Extension for 2023 | $10,000 | |
| Foreign Tax Paid | $73 | $73 |