STREICKER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STREICKER FOUNDATION INC (EIN 06-1485504)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104931
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:11:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CORPORATE DRIVE SUITE 725 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064846241 | 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 | 061485504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STREICKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRE | BusinessNameControlTxt |
| Phone | 6462414941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 TRUMBULL AVE APT 3 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELEANOR STREICKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6462414941 | PhoneNum |
| Signature | 2024-11-11 | 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 | ERIC N HENDLIN | PreparerPersonNm |
| PTIN | P00034535 | PTIN |
| Phone | 2039293535 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| 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 | $27,728,268 | 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 | $618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $618 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $454,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $454,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $758,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $758,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,214,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,214,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $375,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $178,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,010 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,136 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,438 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $582,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $670,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $670,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,252,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $670,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,104,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,600 | CashBOYAmt |
| Cash EOY | $284,238 | CashEOYAmt |
| Cash EOYFMV | $284,238 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,412 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $6,152 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,152 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,537,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,273,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,745,242 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $424,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $424,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $592,224 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,126,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,088,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,728,268 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $505 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $505 | 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 | $11,126,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,087,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,126,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,087,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,126,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,088,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,126,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,087,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,087,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SCHWAB ACCOUNT | 2020-01-01 | 2023-11-20 | $999,261 | $264,742 | $734,519 | $734,519 | |
| CAPITAL GAINS DIVIDENDS | $24,479 | $24,479 | $24,479 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $758,998 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,306 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,906 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $323 | EsPenaltyAmt |
| Overpayment | $1,228 | OverpaymentAmt |
| Applied To ES Tax | $1,228 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6462414941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 TRUMBULL AVE APT 3 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET STREICKER | ||||||||
| 87 TRUMBULL AVE | MILFORD | CT | 06460 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL STREICKER | ||||||||
| 87 TRUMBULL AVE | MILFORD | CT | 06460 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH STREICKER | ||||||||
| 87 TRUMBULL AVE | MILFORD | CT | 06460 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELEANOR STREICKER | ||||||||
| 87 TRUMBULL AVE | MILFORD | CT | 06460 | EXECUTIVE DIRECTOR | 40.00 | $375,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,680,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,805,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,805,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $387,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,418,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,270,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,270,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,355 | TotalTaxAmt |
| Distributable Before Adj | $1,255,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,255,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,255,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $670,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $670,099 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,255,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,599,485 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,599,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $670,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $670,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $585,458 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $585,458 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,014,027 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,014,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,014,027 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AUSTRALIAN AMERICAN LEADERSHIP DIALOGUE FOUNDATION INC | |||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NOT FOR PROFIT | TO HELP THE ORGANIZATION IN ITS INITIATIVE TO BRING TOGETHER AUSTRALIAN AND AMERICAN LEADERS TO REVIEW AND REFINE THE PARAMETERS OF THE AUSTRALIAN-AMERICAN BILATERAL RELATIONSHIP. | $50,000 | |
| BARROW STREET NURSERY SCHOOL | |||||||
| 27 BARROW STREET | NEW YORK | NY | 10014 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMIC AND RELATED PROGRAMS FOR STUDENTS. | $5,000 | |
| BRANDEIS UNIVERSITY INSTITUTIONAL ADVANCEMENT | |||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 02453 | NOT FOR PROFIT | TO PROVIDE UNDERGRADUATE STUDENTS THE OPPORTUNITY TO CARRY OUT SUBSTANTIVE INTERNSHIPS & RESEARCH. | $5,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NOT FOR PROFIT | TO HELP THE ORGANIZATION FULFILL ITS MISSION TO PROTECT AND MAINTAIN CENTRAL PARK. | $10,000 | |
| CONGREGATION EMANU-EL OF CITY OF NY | |||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PUBLIC FOUNDATION | TO HELP ENABLE THE TEMPLE TO CONTINUE OFFERING SPIRITUAL, INTELLECTUAL, CULTURAL & SOCIAL PROGRAMMING | $100,000 | |
| CT ZOOLOGICAL SOCIETY | |||||||
| 1875 NOBLE AVE | BRIDGEPORT | CT | 06610 | NOT FOR PROFIT | TO SUPPORT THE ZOO IN ITS EFFORTS TO PROTECT ITS RARE AND ENDANGERED SPECIES. | $5,000 | |
| FRIENDS OF AUSTRALIAN WILDLIFE CONSERVANCY | |||||||
| 121 NASSAU STREET | NEW YORK | NY | 10038 | NOT FOR PROFIT | TO HELP THE EFFECTIVE CONSERVATION OF ALL AUSTRALIAN NATIVE SPECIES AND THE HABITATS IN WHICH THEY LIVE. | $5,000 | |
| HORACE MANN ANNUAL GIVING | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN ALL CAMPUSES. | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NOT FOR PROFIT | TO PROVIDE SUPPORT FOR ONGOING MEDICAL RESEARCH. | $25,000 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| PO BOX 35 | HARTSDALE | NY | 10530 | NOT FOR PROFIT | TO HELP THE ORGANIZATION FULFILL ITS MISSION TO PROVIDE SAFE MEDICAL SERVICES TO THOSE IN NEED. | $2,500 | |
| POMFRET ANNUAL GIVING | |||||||
| 398 POMFRET STREET | POMFRET CENTER | CT | 06259 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN CAMPUSES. | $5,000 | |
| POSTPARTUM SUPPORT INTERNATIONAL | |||||||
| 6706 SW 54TH AVENUE | PORTLAND | OR | 97219 | NOT FOR PROFIT | TO ASSIST THE ORGANIZATION IN FULFILLING ITS MISSION TO HELP FAMILIES SUFFERING FROM POSTPARTUM DEPRESSION, ANXIETY AND DISTRESS. | $2,500 | |
| SAVE THE SOUND | |||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | NOT FOR PROFIT | TO HELP THE ORGANIZATION FULFILL IT'S MISSION TO FIGHT CLIMATE CHANGE, SAVE ENDANGERED LANDS, PROTECT THE SOUND AND ITS RIVERS AND WORK TO RESTORE ECOSYSTEMS. | $10,000 | |
| ST BERNARD'S SCHOOL | |||||||
| 4 E 98TH STREET | NEW YORK | NY | 10029 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN CAMPUS. | $5,000 | |
| THE BEEKMAN SCHOOL | |||||||
| 220 EAST 50TH STREET | NEW YORK | NY | 10022 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN CAMPUS. | $5,000 | |
| THE BREARLEY SCHOOL OFFICE OF ANNUAL GIVING | |||||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN CAMPUS. | $5,000 | |
| THE SPENCE SCHOOL | |||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | NOT FOR PROFIT | TO HELP ENHANCE ACADEMICS AND MAINTAIN CAMPUS. | $5,000 | |
| THE TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK SUITE 300 | PRINCETON | NJ | 08540 | NOT FOR PROFIT | TO PROVIDE SUPPORT FOR ACADEMIC OUTREACH AND STUDENT INTERNSHIPS & RESEARCH. | $125,099 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | NOT FOR PROFIT | TO HELP THE HOSPITAL PROVIDE CRITICAL SUPPORT FOR SAFE, HIGH QUALITY MEDICAL SERVICES THAT IMPROVES LIVES IN THE COMMUNITY. | $75,000 | |
| YALE PEABODY MUSEUM | |||||||
| PO BOX 208118 | NEW HAVEN | CT | 06520 | NOT FOR PROFIT | TO HELP THE MUSEUM MAKE EACH VISIT A UNIQUE AND INSPIRING EXPERIENCE. | $10,000 | |
| YLS ALUMNI ENGAGEMENT & DEVELOPMENT | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NOT FOR PROFIT | TO PROVIDE SUPPORT FOR STUDENT AND FACULTY ACADEMIC PROJECTS. | $25,000 | |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NOT FOR PROFIT | TO PROVIDE SUPPORT FOR THE THEATER & ARTS | $50,000 | |
| COLUMBIA UNIVERSITY SCHOOL OF ARCHITECTURE | |||||||
| 1172 AMSTERDAM AVE | NEW YORK | NY | 10027 | NOT FOR PROFIT | TO SUPPORT THE GRADUATE SCHOOL & ENHANCE ACADEMICS | $5,000 | |
| JAFEE INSTITUTE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NOT FOR PROFIT | TO SUPPORT RESEARCH IN FOOD ALLERGIES | $25,000 | |
| SUNY DOWNSTATE HEALTH | |||||||
| 450 CLARKSON AVE | BROOKLYN | NY | 11203 | NOT FOR PROFIT | TO SUPPORT MEDICAL SCHOOL STUDENTS | $5,000 | |
| HEALTHRIGHT INTERNATIONAL | |||||||
| 244 FIFTH AVE SUITE C150 | NEW YORK | NY | 10012 | NOT FOR PROFIT | TO SUPPORT INTERNATIONAL PUBLIC HEALTH | $10,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||||
| 747 THIRD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NOT FOR PROFIT | TO SUPPORT RESEARCH IN MENTAL HEALTH | $40,000 | |
| BOY SCOUTS-CT YANKEE COUNCIL | |||||||
| PO BOX 32 | MILFORD | CT | 06460 | NOT FOR PROFIT | TO SUPPORT BOY SCOUTS | $5,000 | |
| CHAZEN MUSEUM OF ART | |||||||
| UNIV OF WISCONSIN 750 UNIVERSITY | MADISON | WI | 53706 | NOT FOR PROFIT | TO SUPPORT THE PERMANENT COLLECTION | $10,000 | AVE |
| HUNTER COLLEGE CITY UNIV OF NEW YORK | |||||||
| 695 PARK AVE SUITE E1313 | NEW YORK | NY | 10065 | NOT FOR PROFIT | TO SUPPORT ACCESS CENTER FOR STUDENTS WITH DISABILITIES | $5,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NOT FOR PROFIT | TO FIGHT HATE & ANTI-SEMITISM | $5,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | |||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NOT FOR PROFIT | TO SUPPORT GENERAL OPERATIONS OF PLANNED PARENTHOOD | $10,000 | |
| COLUMBIA UNIVERSITY BUSINESS SCHOOL | |||||||
| 665 W 130TH STREET | NEW YORK | NY | 10027 | NOT FOR PROFIT | TO SUPPORT & ENHANCE ACADEMICS AT THE BUSINESS SCHOOL | $5,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NOT FOR PROFIT | TO SUPPORT & PURCHASE AMBULANCES IN ISRAEL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $670,099 | 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 | $618 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $758,998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,214,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,214,258 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX | CategoryTxt |
| Amt | $11,150 | Amt |
| Net Investment Income | $5,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14000 SHARES US BANCORP | $369,213 | $605,920 |
| 11200 SHARES DOVER CORP | $1,020,397 | $1,722,672 |
| 12700 SHARES ORACLE CORP | $450,103 | $1,338,961 |
| 18624 SHARES UNIBAIL-RODAMCO WES ORDF | $60,569 | $68,517 |
| 1700 SHARES GOLDMAN SACHS | $287,375 | $655,809 |
| 13100 SHARES TEXAS INSTRUMENTS | $645,675 | $2,233,026 |
| 20000 SHARES ARCHER DANIELS MIDLAND | $831,409 | $1,444,400 |
| 2500 SHARES MERCK & CO INC | $189,495 | $272,550 |
| 2525 SHARES ONEMARKET LTD | $767 | $0 |
| 3600 SHARES STRYKER | $292,839 | $1,078,056 |
| 3802 SHARES PPG INDUSTRIES | $115,408 | $568,589 |
| 4200 SHARES APTAR GROUP INC | $204,814 | $519,204 |
| 4100 SHARES BOEING | $575,913 | $1,068,706 |
| 4100 SHARES CATERPILLAR INC | $315,629 | $1,212,247 |
| 4200 SHARES HOME DEPOT INC | $136,905 | $1,455,510 |
| 4200 SHARES JOHNSON & JOHNSON | $406,486 | $658,308 |
| 4700 SHARES GENERAL DYNAMICS | $681,784 | $1,220,449 |
| 5000 SHARES AMERIPRISE FINANCIAL | $524,436 | $1,899,150 |
| 4000 SHARES S&P GLOBAL INC | $149,482 | $1,762,080 |
| 5900 SHARES AMERICAN EXPRESS | $265,509 | $1,105,306 |
| 5850 SHARES ADOBE SYSTEM | $573,330 | $3,490,110 |
| 8000 SHARES WALT DISNEY CO | $848,981 | $722,320 |
| 5800 SHARES PROCTER & GAMBLE | $589,238 | $849,932 |
| 6500 SHARES KIMBERLY-CLARK | $727,874 | $789,815 |
| 250 SHARES ORGANON & CO | $9,492 | $3,605 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STRATEGIC EQUITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $424,257 | BookValueAmt |
| EOYFMV | $592,224 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS & FEES | $2,376 | $0 | $0 |
| FUNDRAISER | $750 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $15,036 | $4,010 | $0 |
| FEDERAL TAX | $163,730 | $0 | $0 |