SUNSHINE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUNSHINE FOUNDATION (EIN 56-6615926)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349105941
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:28:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 566615926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSHINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 5163388700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHALIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163388700 | PhoneNum |
| Signature | 2024-11-15 | 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 | EUGENE SHALIK | PreparerPersonNm |
| PTIN | P01434208 | PTIN |
| Phone | 5163388700 | 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 | $49,718,199 | 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 | $8,923,514 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,305,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,305,019 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,305,019 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $812,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,605,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $812,942 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $812,942 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,041,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,117,969 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,117,969 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,000 | 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 | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,754 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,248 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,248 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $37,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Adj Net Incm | $454 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,495 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,495 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $158,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $454 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,800,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,800,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,175,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $454 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,175,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,865,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,117,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,117,515 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $439,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $529,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $529,321 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,128,232 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,913,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,188,877 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,270 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $10,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,577,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,443,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,718,199 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,217 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,217 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,217 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,217 | 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 | $26,557,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,422,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,557,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,422,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,577,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,443,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,557,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,865,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,422,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,422,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY | $4,357,607 | $3,572,215 | $785,392 | $785,392 |
| PUBLICLY TRADED SECURITIES - WELLS FARGO ACCT 3727 | $102,110 | $116,485 | -$14,375 | -$14,375 |
| PUBLICLY TRADED SECURITIES - WELLS FARGO ACCT 9450 | $145,797 | $103,872 | $41,925 | $41,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $812,942 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $812,942 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,390 | 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 | $46,390 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,950 | OverpaymentAmt |
| Applied To ES Tax | $16,950 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SHALIK MORRIS CO LLP | IndividualWithBooksNm |
| Phone | 5163388700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHALIK | ||||||||
| 400 SE 5TH AVE 704-N | BOCA RATON | FL | 33432 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| STACY PARSELL | ||||||||
| 388 N MAIN STREET | SAYVILLE | NY | 11782 | EXECUTIVE DIRECTOR, PHILANTHROPY | 35.00 | $145,000 | $4,350 | $8,900 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J SHALIK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 PARKHAVEN PLACE | AddressLine1Txt |
| City | BROOKHAVEN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $40,991,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,424,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,424,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $621,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,802,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,040,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,175,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,175,887 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-07-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,040,141 | CurrentYearAmt |
| Year1 | $1,646,877 | Year1Amt |
| Year2 | $1,128,300 | Year2Amt |
| Year3 | $1,236,475 | Year3Amt |
| Total | $6,051,793 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,734,120 | CurrentYearAmt |
| Year1 | $1,399,845 | Year1Amt |
| Year2 | $959,055 | Year2Amt |
| Year3 | $1,051,004 | Year3Amt |
| Total | $5,144,024 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,175,887 | CurrentYearAmt |
| Year1 | $3,563,896 | Year1Amt |
| Year2 | $3,381,513 | Year2Amt |
| Year3 | $2,915,132 | Year3Amt |
| Total | $13,036,428 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,175,887 | CurrentYearAmt |
| Year1 | $3,563,896 | Year1Amt |
| Year2 | $3,381,513 | Year2Amt |
| Year3 | $2,915,132 | Year3Amt |
| Total | $13,036,428 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $33,521,048 | Year1Amt |
| Year2 | $42,323,967 | Year2Amt |
| Year3 | $39,122,117 | Year3Amt |
| Total | $114,967,132 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A CHANCE IN LIFE | |||||
| 250 E 63RD ST | NEW YORK | NY | 10065 | FOOD AND FEEDING PROGRAMS | $10,000 |
| AMERICAN CANCER SOCIETY | |||||
| PO BOX 1357 | NEW YORK | NY | 10018 | MEDICAL RESEARCH | $15,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||
| 199 WATER STREET | NEW YORK | NY | 10038 | MENTAL HEALTH PROGRAMS AND SERVICES | $15,000 |
| AMERICAN HUMANE ASSOCIATION | |||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | SERVICE ANIMAL TRAINING | $15,000 |
| AMERICA'S VETDOGS | |||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | SERVICE ANIMAL TRAINING | $12,500 |
| ASPCA | |||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | VETERINARY CARE | $12,500 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | MENTAL HEALTH PROGRAMS AND SERVICES | $15,000 |
| BIG BROTHERS BIG SISTERS NYC | |||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | MENTOR PROGRAMS | $17,500 |
| BLUE CARD | |||||
| 171 MADISON AVE | NEW YORK | NY | 10016 | ESSENTIAL NEEDS | $15,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | MEDICAL RESEARCH | $15,000 |
| CAMPAIGN AGAINST HUNGER | |||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | FOOD AND FEEDING PROGRAMS | $40,000 |
| CENTER FOR URBAN COMMUNITY SERVICES | |||||
| 198 EAST 121ST STREET | NEW YORK | NY | 10035 | YOUTH DEVELOPMENT PROGRAMS | $10,000 |
| CHAI LIFELINE | |||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | AFTER-SCHOOL PROGRAMMING | $12,500 |
| CHILDREN'S AID | |||||
| 117 WEST 124TH STREET | NEW YORK | NY | 10027 | YOUTH DEVELOPMENT PROGRAMS | $15,000 |
| CITY HARVEST | |||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | FOOD AND FEEDING PROGRAMS | $125,000 |
| CITY MEALS ON WHEELS | |||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | FOOD AND FEEDING PROGRAMS | $50,000 |
| COALITION FOR THE HOMELESS | |||||
| 129 FULTON ST | NEW YORK | NY | 10038 | ESSENTIAL NEEDS | $12,500 |
| COALITION FOR THE HOMELESS | |||||
| 129 FULTON ST | NEW YORK | NY | 10038 | CAMP | $7,500 |
| COMMONPOINT QUEENS | |||||
| 58-20 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | ESSENTIAL NEEDS | $10,000 |
| COVENANT HOUSE NEW YORK | |||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | FOOD AND FEEDING PROGRAMS | $15,000 |
| CURE ALZHEIMERS FUND | |||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | MEDICAL RESEARCH | $20,000 |
| DIABETES ACTION RESEARCH AND EDUCATION FOUNDATION | |||||
| 6701 DEMOCRACY BLVD SUITE 300 | BETHESDA | MD | 20827 | MEDICAL RESEARCH | $15,000 |
| DOCTORS WITHOUT BORDERS | |||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | EMERGENCY RESPONSE/ DISASTER RELIEF | $25,000 |
| DON'T FORGET ME FOUNDATION | |||||
| 2200 UPLONG DRIVE | WEST BLOOMFIELD TOWNSH | MI | 48324 | MEDICAL RESEARCH | $7,500 |
| DOROT | |||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | FOOD AND FEEDING PROGRAMS | $52,500 |
| EAC | |||||
| 99 QUENTIN ROOSEVELT BLVD | GARDEN CITY | NY | 11530 | FOOD AND FEEDING PROGRAMS | $15,200 |
| EAST SIDE HOUSE INC | |||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | FOOD AND FEEDING PROGRAMS | $15,000 |
| FAMILY SERVICE LEAGUE | |||||
| 790 PARK AVENUE | HUNTINGTON | NY | 11743 | CAMP | $35,000 |
| FEEDING WESTCHESTER | |||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | FOOD AND FEEDING PROGRAMS | $70,000 |
| FIVER CHILDRENS FOUNDATION | |||||
| 519 8TH AVENUE | NEW YORK | NY | 10018 | CAMP | $15,000 |
| FOLDS OF HONOR | |||||
| 5971 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | EDUCATIONAL SCHOLARSHIPS | $15,000 |
| FOOD BANK FOR NYC | |||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | FOOD AND FEEDING PROGRAMS | $245,000 |
| FRIENDS OF THE CHILDREN | |||||
| 1325 FIFTH AVENUE | NEW YORK | NY | 10026 | MENTAL HEALTH | $12,500 |
| GARY SINISE FOUNDATION | |||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | ESSENTIAL NEEDS | $12,500 |
| GIRLS INC | |||||
| 25 BROADWAY | NEW YORK | NY | 10004 | YOUTH DEVELOPMENT PROGRAMS | $22,500 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | AFTER-SCHOOL PROGRAMMING | $12,500 |
| GODS LOVE WE DELIVER | |||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | FOOD AND FEEDING PROGRAMS | $50,000 |
| GOLD COAST ARTS CENTER | |||||
| 113 MIDDLE NECK ROAD | GREAT NECK | NY | 11021 | CULTURAL PROGRAMS | $5,000 |
| GRAND STREET SETTLEMENT INC | |||||
| 80 PITT STREET | NEW YORK | NY | 10002 | FOOD AND FEEDING PROGRAMS | $52,500 |
| GRAND STREET SETTLEMENT INC | |||||
| 80 PITT STREET | NEW YORK | NY | 10002 | PROGRAMS AND SERVICES | $25,000 |
| HATZILU RESCUE ORGANIZATION | |||||
| 45 MANETTO HILL RD | PLAINVIEW | NY | 118031325 | FOOD AND FEEDING PROGRAMS | $17,500 |
| HIRE HEROES USA | |||||
| 13010 MORRIS ROAD | ALPHARETTA | GA | 30004 | JOB TRAINING | $12,500 |
| HOLY APOSTLE SOUP KITCHEN | |||||
| 296 NINTH AVE | NEW YORK | NY | 10001 | FOOD AND FEEDING PROGRAMS | $15,000 |
| HOPE LOVES COMPANY INC | |||||
| 800 DENOW ROAD SUITE3 288 | PENNINGTON | NJ | 08534 | CAMP | $20,000 |
| ISLAND HARVEST | |||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | FOOD AND FEEDING PROGRAMS | $441,250 |
| JASA | |||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | FOOD AND FEEDING PROGRAMS | $25,000 |
| JOHN THEISSEN CHILDRENS FOUNDATION | |||||
| 1492 WANTAGH AVENUE | WANTAGH | NY | 11793 | ESSENTIAL NEEDS | $7,500 |
| LEAP | |||||
| 535 8TH AVENUE | NEW YORK | NY | 10018 | AFTER-SCHOOL PROGRAMMING | $10,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | ABUSE PREVENTION & TREATMENT | $15,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | COMMUNITY DEVELOPMENT PROGRAMS | $15,000 |
| LEUKEMIA RESEARCH FOUNDATION | |||||
| 191 WAUKEGAN ROAD | NORTHFIELD | IL | 60093 | MEDICAL RESEARCH | $15,000 |
| LONG ISLAND AGAINST DOMESTIC VIOLENCE | |||||
| 3285 VETERANS MEMORIAL HWY A13 | RONKONKOMA | NY | 11779 | ABUSE PREVENTION AND TREATMENT | $17,500 |
| LONG ISLAND CARES | |||||
| 10 DAVIDS DR | HAUPPAUGE | NY | 11788 | FOOD AND FEEDING PROGRAMS | $76,300 |
| LUNGEVITY FOUNDATION | |||||
| PO BOX 754 | CHICAGO | IL | 60690 | MENTAL HEALTH PROGRAMS AND SERVICES | $12,500 |
| LUSTGARTEN FOUNDATION | |||||
| 415 CROSSWAYS PARK DR | WOODBURY | NY | 11797 | MEDICAL RESEARCH | $20,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||
| 885 SECOND AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | MEDICAL RESEARCH | $15,000 |
| METROPOLITAN COORDINATING COUNCIL ON JEWISH POVERTY | |||||
| 1 STATE STREET PLAZA 24TH FLOOR | NEW YORK | NY | 10004 | FOOD AND FEEDING PROGRAMS | $37,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC | |||||
| 307 W 38TH STREET | NEW YORK | NY | 10018 | MENTAL HEALTH PROGRAMS AND SERVICES | $10,000 |
| NAZARETH HOUSING INC | |||||
| 519 E 11TH ST | NEW YORK | NY | 10009 | FOOD AND FEEDING PROGRAMS | $20,000 |
| NEW DESTINY HOUSING CORPORATION | |||||
| 12 W 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | MENTAL HEALTH PROGRAMS AND SERVICES | $10,000 |
| NEW YORK CARES | |||||
| 65 BROADWAY | NEW YORK | NY | 10006 | ESSENTIAL NEEDS | $25,000 |
| NEW YORK CENTER FOR CHILDREN | |||||
| 333 EAST 70TH STREET | NEW YORK CITY | NY | 10021 | ABUSE PREVENTION AND TREATMENT | $15,000 |
| NEXT FOR AUTISM | |||||
| 1177 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | EDUCATIONAL SCHOLARSHIPS | $15,000 |
| PAL-O-MINE | |||||
| 829 OLD NICHOLS ROAD | ISLANDIA | NY | 11749 | MENTAL HEALTH PROGRAMS AND SERVICES | $12,500 |
| PARKINSON'S FOUNDATION | |||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | MEDICAL RESEARCH | $25,000 |
| PART OF THE SOLUTION | |||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | ESSENTIAL NEEDS | $10,000 |
| PART OF THE SOLUTION | |||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | FOOD AND FEEDING PROGRAMS | $10,000 |
| PROVIDENCE HOUSE INC | |||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | MENTAL HEALTH PROGRAMS AND SERVICES | $15,000 |
| REBUILDING TOGETHER LONG ISLAND INC | |||||
| 208 ROUTE 109 | FARMINGDALE | NY | 11735 | COMMUNITY DEVELOPMENT PROGRAMS | $15,000 |
| SAFE HORIZON | |||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | ABUSE PREVENTION AND TREATMENT | $5,000 |
| SKIN CANCER FOUNDATION | |||||
| 205 LEXINGTON AVE | NEW YORK | NY | 10016 | WELLNESS PROGRAMS | $12,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | MEDICAL CARE | $25,000 |
| SUNNYSIDE COMMUNITY SERVICES INC | |||||
| 43-31 39TH STREET | SUNNYSIDE | NY | 11104 | AFTER-SCHOOL PROGRAMMING | $5,000 |
| SUNRISE ASSOCIATION | |||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | CAMP | $15,000 |
| THE INN | |||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | FOOD AND FEEDING PROGRAMS | $35,000 |
| THE NEW YORK COMMON PANTRY INC | |||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | FOOD AND FEEDING PROGRAMS | $10,000 |
| THE NEW YORK FOUNDLING | |||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | FOOD AND FEEDING PROGRAMS | $15,000 |
| THE NEW YORK FOUNDLING | |||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | MENTAL HEALTH PROGRAMS AND SERVICES | $12,500 |
| THE NEW YORK FOUNDLING | |||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | MENTOR PROGRAMS | $7,500 |
| THE SAFE CENTER | |||||
| 15 GRUMMAN ROAD WEST SUITE 1000 | BETHPAGE | NY | 11714 | ABUSE PREVENTION AND TREATMENT | $30,000 |
| THE VISCARDI CENTER | |||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | MEDICAL EQUIPMENT | $15,000 |
| UNICEF USA | |||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | EMERGENCY RESPONSE/ DISASTER RELIEF | $55,000 |
| UJA FEDERATION OF NEW YORK | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | EMERGENCY RESPONSE/DISASTER RELIEF | $15,000 |
| URBAN PATHWAYS | |||||
| 575 EIGHTH AVE | NEW YORK | NY | 10018 | ESSENTIAL NEEDS | $35,000 |
| WEST SIDE CAMPAIGN FOR HUNGER | |||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | FOOD AND FEEDING PROGRAMS | $57,500 |
| WIN INC | |||||
| ONE STATE STREET PLAZA | NEW YORK | NY | 10004 | ESSENTIAL NEEDS | $30,000 |
| XAVIER MISSION | |||||
| 55 W 15TH ST | NEW YORK | NY | 10011 | FOOD AND FEEDING PROGRAMS | $15,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | EMERGENCY RESPONSE/DISASTER RELIEF | $250,000 |
| GENERAL NEEDS LTD | |||||
| 297 LARKFIELD ROAD | EAST NORTPORT | NY | 11731 | ESSENTIAL NEEDS | $12,500 |
| GOOD SHEPHARD SERVICES | |||||
| 305 SEVENTH AVENUE 9TH FLOOR | BNEW YORK | NY | 10001 | JOB TRAINING | $15,000 |
| NEW YORK CARES | |||||
| 65 BROADWAY | NEW YORK | NY | 10006 | AFTER SCHOOL PROGRAMMING | $15,000 |
| SHEPARD'S CENTER OF NORTHERN VIRGINIA | |||||
| 541 MARSHALL ROAD SW | VIENNA | VA | 22180 | ESSENTIAL NEEDS | $5,000 |
| UNIVERSITY OF TEXAS AT SOUTHWESTERN | |||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75230 | MEDICAL RESEARCH | $10,000 |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | |||||
| 333 JOHN CARLYLE STREET SUITE 125 | ALEXANDRIA | VA | 22314 | RETURN OF CHARITABLE CONTRIBUTION - RECIPIENT WAS NOT ABLE TO USE FUNDS FOR CHARITABLE PURPOSE | -$20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,800,250 | 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 | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,305,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $812,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,117,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,117,969 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | |||||||
| 1 | 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 117972000 | $2,483,500 | Yes (X) | |
| PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | |||||||
| 2 | 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 117972000 | $6,440,014 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $9,639,383 | FairMarketValueAmt |
| Received | 2023-06-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,248 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,248 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| E-TRADE FINANCIAL | $134,419 | $295,405 |
| MORGAN STANLEY | $21,654,328 | $30,627,021 |
| WELLS FARGO | $12,125,137 | $18,266,451 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM CITIBANK | Desc |
| BOY Book Value | $10,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT ADMINISTRATION, MONITORING AND SELECTION | $65,000 | $0 | $0 | $65,000 |
| SOFTWARE | $5,535 | $0 | $0 | $5,535 |
| INVESTMENT FEES | $75,463 | $0 | $0 | $75,463 |
| INSURANCE | $6,208 | $0 | $0 | $6,208 |
| PAYROLL FEES | $3,829 | $0 | $0 | $3,829 |
| OFFICE SUPPLIES AND EXPENSES | $760 | $0 | $0 | $760 |
| BANK FEES | $546 | $0 | $0 | $546 |
| BUSINESS REGISTRATION FEES | $750 | $0 | $0 | $750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $20,217 | BOYBookValueAmt |
| EOY Book Value | $20,217 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $17,048 | $0 | $0 | $17,048 |
| FEDERAL TAXES | $20,001 | $0 | $0 | $20,001 |