LONGHILL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LONGHILL CHARITABLE FOUNDATION INC (EIN 23-7149847)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349101607
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T13:02:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | 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 | 237149847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONGHILL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 2128127000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FORVIS MAZARS LLP 135 WEST 50TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE COWETT | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2128127000 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BRANT | PreparerPersonNm |
| PTIN | P00830055 | PTIN |
| Phone | 2128127000 | 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 | $35,461,927 | 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 | $1,912,759 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $828,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $828,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$170,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,498,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,800 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,593,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $851,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,889 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,578 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,311 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,604 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $241,431 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $121,148 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,609,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,609,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,883,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,752,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $709,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $723,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,187,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $985,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $985,537 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,194,398 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,441,150 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,507,814 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,050,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,289,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,923,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,565,187 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,442,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,120,055 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $396,631 | OtherAssetsBOYAmt |
| Other Assets EOY | $632,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $924,977 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,394,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,790,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,461,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,839,315 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,839,315 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,555,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,951,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,394,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,790,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,394,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,790,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,394,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $709,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,574 | OtherIncreasesAmt |
| Subtotal | $29,231,275 | SubtotalAmt |
| Other Decreases | $440,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,790,746 | 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 | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,420,809 | $10,669,642 | -$248,833 | -$248,833 | ||
| HEDGE PREMIER RIEF FUND | $73,568 | $73,568 | $73,568 | P | 2023-12-31 | |
| CAPITAL GAINS DIVIDENDS | $4,339 | $4,339 | $4,339 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$170,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,897 | OverpaymentAmt |
| Applied To ES Tax | $5,897 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FORVIS MAZARS LLP | IndividualWithBooksNm |
| Phone | 2128127000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100201299 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRED COWETT | |||||||||
| C/O FORVIS MAZARS USA LLP 135 WEST | 50TH STREET | NEW YORK | NY | 10020 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNE F COWETT | |||||||||
| C/O FORVIS MAZARS USA LLP 135 WEST | 50TH STREET | NEW YORK | NY | 10020 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER NUSSBAUM | |||||||||
| C/O FORVIS MAZARS USA LLP 135 WEST | 50TH STREET | NEW YORK | NY | 10020 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB KLINGENSTEIN FIELDS WEALTH ADV | |||||
| 125 PARK AVE STE 1700 | NEW YORK | NY | 10017 | ADVISOR | $139,885 |
| MORGAN STANLEY | |||||
| 522 5TH AVENUE 15TH FL | NEW YORK | NY | 10036 | ADVISOR | $62,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $32,252,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,249,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,840 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,541,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,541,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $503,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,038,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,651,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,651,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,063 | TotalTaxAmt |
| Distributable Before Adj | $1,641,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,641,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,641,845 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,752,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,752,959 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,641,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,477 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,752,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,477 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,495,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $146,363 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUTH KEELER MEMORIAL LIBRARY | |||||||
| 276 TITICUS RD | NORTH SALEM | NY | 10560 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| CROTON FALLS VOLUNTEER FIRE DEPARTMENT | |||||||
| 1 SUN VALLEY DRIVE | CROTON FALLS | NY | 10519 | NONE | 501(C)(3) | HEALTH | $1,000 |
| NORTH COUNTRY LIFE FLIGHT | |||||||
| HELMS MULLER ROAD | SARANAC LAKE | NY | 12983 | NONE | 501(C)(3) | HEALTH | $2,500 |
| HARVARD U CENTER FOR JEWISH STUDIES | |||||||
| 6 DIVINITY | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 14 EAST 4TH STREET | NEW YORK | NY | 10012 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVENUE SUITE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITY | $5,000 |
| DE LA SALLE ACADEMY | |||||||
| 202 WEST 97TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD SUITE 3 | MISSOULA | MT | 59804 | NONE | 501(C)(3) | ENVIRONMENTAL | $10,000 |
| HARVARD HILLEL | |||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 01451 | NONE | 501(C)(3) | RELIGIOUS | $10,000 |
| LIGHTHOUSE GUILD | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | NONE | 501(C)(3) | HEALTH | $10,000 |
| UNITED NEIGHBORHOOD HOUSES OF NY | |||||||
| 70 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITY | $10,000 |
| CHILDREN'S AID SOCIETY | |||||||
| 219 SULLIVAN STREET | NEW YORK | NY | 10012 | NONE | 501(C)(3) | CHARITY | $10,000 |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| 2356 UNIVERSITY AVENUE W SUITE 430 | ST PAUL | MN | 55114 | NONE | 501(C)(3) | HEALTH | $10,000 |
| PLANNED PARENTHOOD NORTH COUNTRY NY | |||||||
| 66 BRINKERHOFF ST | PLATTSBURGH | NY | 12901 | NONE | 501(C)(3) | HEALTH | $10,000 |
| ADIRONDACK EXPERIENCE | |||||||
| 102 COUNTY VIEW DR | LAKE PLEASANT | NY | 12108 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| RAINFOREST TRUST INC | |||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | 501(C)(3) | ENVIRONMENTAL | $10,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | 501(C)(3) | HEALTH | $15,000 |
| EQUAL JUSTICE INITIATIVE LEGACY MUSEUM | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | CHARITY | $15,000 |
| NM RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE | |||||||
| PO BOX 66433 | ALBUQUERQUE | NM | 87193 | NONE | 501(C)(3) | HEALTH | $15,000 |
| NATIONAL CENTER FOR SCIENCE EDUCATION | |||||||
| 420 40TH STREET SUITE 2 | OAKLAND | CA | 94409 | NONE | 501(C)(3) | EDUCATION | $15,000 |
| UJA-FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITY | $15,000 |
| TEAM RUBICON | |||||||
| 214 MAIN STREET 354 | EL SEGUNDO | CA | 90245 | NONE | 501(C)(3) | CHARITY | $15,000 |
| KIVUNIM | |||||||
| 300 CENTRAL PARK WEST SUITE 12J2 | NEW YORK | NY | 10024 | NONE | 501(C)(3) | EDUCATION | $15,000 |
| THE UPSTATE FOUNDATION FRIENDS OF UROLOGY | |||||||
| 750 E ADAMS STREET | SYRACUSE | NY | 13210 | NONE | 501(C)(3) | HEALTH | $20,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | |||||||
| 420 LEXINGTON AVENUE SUITE 825 | NEW YORK | NY | 10170 | NONE | 501(C)(3) | HEALTH | $20,000 |
| HUMAN RIGHTS WATCH | |||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITY | $20,000 |
| ADIRONDACK COUNCIL | |||||||
| 103 HAND AVE SUITE 3 | ELIZABETH | NY | 12932 | NONE | 501(C)(3) | ENVIRONMENTAL | $20,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | HEALTH | $20,000 |
| CORNELL UNIVERSITY DEPT OF LANDSCAPE ARCHITECTURE | |||||||
| 134 PLANT SCIENCES BUILDING | ITHACA | NY | 14853 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITY | $20,000 |
| HUMAN RIGHTS FIRST | |||||||
| 805 15TH ST NW 900 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITY | $20,000 |
| GLAUCOMA FOUNDATION | |||||||
| 80 MAIDEN LANE SUITE 700 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | HEALTH | $20,000 |
| FLORENCE PROJECT | |||||||
| PO BOX 86299 | TUCSON | AZ | 857546299 | NONE | 501(C)(3) | CHARITY | $25,000 |
| ANTI-DEFAMATION LEAGUE EDUCATIONAL DIVISION | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | 501(C)(3) | CHARITY | $25,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | HEALTH | $25,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | 501(C)(3) | HEALTH | $25,000 |
| WILD CENTER | |||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | 501(C)(3) | ENVIRONMENTAL | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | 501(C)(3) | CHARITY | $25,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | HEALTH | $25,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | NONE | 501(C)(3) | ENVIRONMENTAL | $25,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | NONE | 501(C)(3) | ENVIRONMENTAL | $25,000 |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 01451 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| CORNELL UNIVERSITY URBAN HORTICULTURE INSTITUTE | |||||||
| 134 PLANT SCIENCES BUILDING | ITHACA | NY | 14853 | NONE | 501(C)(3) | EDUCATION | $30,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 WEST 109TH STREET SUITE 200 | OVERLAND PARK | KS | 66211 | NONE | 501(C)(3) | HEALTH | $30,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 1200 N LA SALLE DR | CHICAGO | IL | 60610 | NONE | 501(C)(3) | HEALTH | $30,000 |
| PLANNED PARENTHOOD OF ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | NONE | 501(C)(3) | HEALTH | $30,000 |
| PROPUBLICA | |||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITY | $30,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | CHARITY | $30,000 |
| WHARTON STUDIO MUSEUM | |||||||
| PO BOX 3975 | ITHACA | NY | 14852 | NONE | 501(C)(3) | CHARITY | $30,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36101 | NONE | 501(C)(3) | CHARITY | $35,000 |
| ACLU FOUNDATION | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITY | $35,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 08712 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CHARITY | $35,000 |
| NATIONAL WOMEN'S HEALTH NETWORK | |||||||
| 1413 K ST NW STE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | HEALTH | $40,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | 501(C)(3) | EDUCATION | $50,000 |
| HARVARD COLLEGE FUND | |||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 01451 | NONE | 501(C)(3) | EDUCATION | $50,000 |
| COLLEGIATE SCHOOL | |||||||
| 260 WEST 78TH STREET | NEW YORK | NY | 10024 | NONE | 501(C)(3) | EDUCATION | $50,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NONE | 501(C)(3) | HEALTH | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | HEALTH | $50,000 |
| YALE LAW SCHOOL | |||||||
| PO BOX 603 | NEW HAVEN | CT | 06503 | NONE | 501(C)(3) | EDUCATION | $50,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | CHARITY | $50,000 |
| FRIENDS OF STEWART PARK | |||||||
| 120 BRINDLEY ST STE 4 | ITHACA | NY | 14850 | NONE | 501(C)(3) | ENVIRONMENTAL | $60,000 |
| NEW YORK WEILL CORNELL MED CENTER | |||||||
| 850 THIRD AVE 12TH FL | NEW YORK | NY | 10022 | NONE | 501(C)(3) | HEALTH | $75,000 |
| CANCER RESEARCH INSTITUTE | |||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | NONE | 501(C)(3) | HEALTH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,609,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $828,622 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$170,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $680,496 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $680,496 | 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 |
|---|---|---|---|---|---|---|---|
| MARGARET F COWETT 2011 REV TR | |||||||
| 1 | 48 HILLTOP DR | NORTH SALEM | NY | 10560 | $687,756 | Yes (X) | Yes (X) |
| ARTICLE 7TH TRUST FBO MARGARET F CO | |||||||
| 2 | 48 HILLTOP DR | NORTH SALEM | NY | 10560 | $1,225,003 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1.17620% OWNERSHIP IN ARTWIL & CO | $37,756 | 2023-01-01 |
| 2 | 9.93840% OWNERSHIP IN ARTWIL & CO | $319,023 | 2023-01-01 |
| 2 | VERIZON BUILDING - 1744 DAYTON BLVD, CHATTANOOGA, TN (TENANTS IN COMMON) | $105,980 | 2023-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAZARS USA LLP | CategoryTxt |
| Amt | $27,889 | Amt |
| Net Investment Income | $5,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,311 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND AND EQUITY FUNDS | BondNm |
| EOY Book Value | $6,442,491 | EOYBookValueAmt |
| EOYFMV | $6,120,055 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $17,289,532 | EOYBookValueAmt |
| EOYFMV | $23,923,544 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,441,150 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,507,814 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ARTWIL AND COMPANY | $20,573 | $166,415 | $383,557 |
| BLACKSTONE SECURED LENDING FKA BX/GSO SECURED LENDING FUND | $92,539 | ||
| HEDGEPREMIER/ REIF LP | $283,519 | $359,641 | $435,440 |
| VERIZON BUILDING (TIC) -1744 DAYTON BOULEVARD, CHATTANOOGA, TN | $105,980 | $105,980 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD COST BASIS ADJUSTMENT | $83,750 |
| COST BASIS ADJUSTMENT - DONATED INVESTMENTS | $356,779 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $750 | $0 | $750 |
| ADVISOR FEES - JPMORGAN INVESTMENT | $38,176 | $19,088 | $19,088 |
| ADVISOR FEES - MORGAN STANLEY | $62,454 | $31,227 | $31,227 |
| ADR FEES - CHARLES SCHWAB | $25 | $25 | $0 |
| ADVISOR FEES - CHARLES SCHWAB | $139,885 | $69,943 | $69,942 |
| MISC EXPENSES | $141 | $0 | $141 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARTWIL & COMPANY | $19,874 | $19,874 | $19,874 |
| HEDGE PREMIER RIEF FUND | $2,554 | $2,554 | $2,554 |
| OTHER INCOME | $372 | $372 | $372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWIL & CO BASIS ADJUSTMENT | Desc |
| Amt | $127,574 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,604 | $1,604 | $0 |
| PY EXCISE TAX | $3,473 | $0 | $0 |