VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349100737
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T10:37:07-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 366102201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR AND PEARL TUMPEER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 9736698573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL TRENK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9736698573 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY WECHSLER | PreparerPersonNm |
| PTIN | P00293702 | PTIN |
| Phone | 2129498700 | 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 | $1,116,456 | 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 | $7,704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,704 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,490 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,997 | 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 | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,296 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $362,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,384 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,671 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,671 | RcvblFromOfficersEOYAmt |
| Other Investments BOY | $561,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $651,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $946,072 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $931,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $830,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,116,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $931,298 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $830,002 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $931,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $830,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $931,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $830,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $931,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,296 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $830,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $830,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES XXXX326 | P | 2023-01-01 | 2023-12-31 | $185,988 | $185,953 | $35 | $35 |
| RAYMOND JAMES XXXX326 | P | 2022-01-01 | 2023-12-31 | $159,415 | $117,728 | $41,687 | $41,687 |
| CAPITAL GAINS DIVIDENDS | P | $768 | $768 | $768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,606 | 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 | $1,606 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $652 | OverpaymentAmt |
| Applied To ES Tax | $652 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD TRENK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736698573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD TRENK | ||||||||
| 10 WEST ROAD | WEST ORANGE | NJ | 07052 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PERA LEE TRENK | ||||||||
| 800 FIFTH AVENUE 4B | NEW YORK | NY | 10065 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL TRENK | ||||||||
| 201 W 70TH STREET APT 7F | NEW YORK | NY | 10023 | TRUSTEE | 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 |
| 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 | $1,092,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,133,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,133,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,116,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $954 | TotalTaxAmt |
| Distributable Before Adj | $54,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,001 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,410 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,648 | 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 | $141,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,001 | ExcessFromYear4Amt |
| Excess From Year3 | $17,285 | ExcessFromYear3Amt |
| Excess From Year2 | $3,410 | ExcessFromYear2Amt |
| Excess From Year1 | $8,246 | ExcessFromYear1Amt |
| Excess From Current Year | $103,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCENT DANCE NY IRWIN AND ISABELLE ZIEGELMAN FDTN | |||||||
| 12 EAST 49TH STREET 11TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,000 |
| ADVOCATES FOR CHILDREN OF NEW JERSEY | |||||||
| 35 HALSEY STREET 12 | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GRANT FOR CHILDREN SERVICES | $10,000 |
| ALL THE WAY WELL | |||||||
| 3004 W TUFTS AVE | ENGLEWOOD | CO | 80110 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $10,000 |
| ANIMAL LIGHTHOUSE RESCUE | |||||||
| PO BOX 30349 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $617 |
| BROADWAY MALL ASSOCIATION | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,200 |
| BY KIDS | |||||||
| 330 WEST END AVENUE 7A | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $8,000 |
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,812 |
| CARON TREATMENT CENTERS | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,500 |
| CCAP | |||||||
| 2400 MARCONI AVENUE | SACRAMENTO | CA | 95821 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $3,500 |
| CITY HARVEST | |||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $4,000 |
| COMMUNITY FOR CATSKILLS RESORT MUSEUM | |||||||
| PO BOX 45 | ELLENVILLE | NY | 12428 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $20,000 |
| COOPERMAN BARNABAS MEDICAL | |||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $20,000 |
| GILDAS CLUB WESTCHESTER | |||||||
| 80 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,000 |
| HADDASAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $500 |
| JA CLERMONT MEMORIAL FUND | |||||||
| 6512 TRUMAN ROAD | HYATTSVILLE | MD | 20783 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $500 |
| JOHN S MULHOLLAND FAMILY FOUNDATION INC | |||||||
| 1629 K ST NW 300 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSESGRANT FOR CHARITABLE PURPOSES | $15,000 |
| KRISTEN ANN CARR FUND | |||||||
| 39 WEST 32ND STREET SUITE 1403 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $1,500 |
| LIFEFORCE IN LATER YEARS INC | |||||||
| PO BOX 250402 | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,100 |
| LIGUORI ACADEMY | |||||||
| 2343 E TUCKER STREET | PHILADELPHIA | PA | 19125 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $2,500 |
| MARTYS PLACE SENIOR DOG SANCTUARY | |||||||
| 118 COUNTRY ROAD 526 | ALLENTOWN | NJ | 08501 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $10,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $2,000 |
| MENTAL HEALTH ASSOCIATES | |||||||
| 2212 PIERCE STREET | SIOUX CITY | IA | 51114 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $5,000 |
| MSK | |||||||
| 425 WEST 67 STREET | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $500 |
| OPERATION SECOND CHANCE RIDE ALLEGHENY | |||||||
| 2810 N CHURCH STREET | WILMINGTON | DE | 19802 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,030 |
| SHES THE FIRST | |||||||
| 590 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,000 |
| THE JAMES BEARD FOUNDATION | |||||||
| 187 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $1,500 |
| THE NEW YORK STEM CELL FOUNDATION | |||||||
| 619 WEST 54 STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $7,500 |
| THE PHIL RAMONE ORCHESTRA | |||||||
| PO BOX 250882 | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $15,000 |
| WEST ORANGE SCHOLARSHIP FUND | |||||||
| 290 ARANEO DRIVE | WEST ORANGE | NJ | 07052 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,259 | 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 | $7,704 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,997 | 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 FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $453,115 | $748,640 |
| U.S. GOVERNMENT SECURITIES | AT COST | $198,843 | $197,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $77 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,357 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |