STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CHAPMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHAPMAN FAMILY FOUNDATION (EIN 20-5229075)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433199349101203
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T23:57:01-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205229075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAPMAN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O GARDNER CAPITAL MANAGEMENT CORPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHAPBusinessNameControlTxt
Phone9737851896PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 EAST MAIN STREET STE 2AddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07424ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHARINE CHAPMANPersonNm
Person TitleOFFICERPersonTitleTxt
Phone9737851896PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE NASCHEKPreparerPersonNm
PTINP01061964PTIN
Phone6464713000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,515,420FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,340InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,340InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,463DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,463DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$323,797NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,329GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$399,600TotalRevAndExpnssAmt
Total Net Invst Incm$92,132TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,688AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,844AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,844AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,142TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,142TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$570OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$420OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,136TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,264TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,136TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$228,214TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$161,250ExcessRevenueOverExpensesAmt
Net Investment Income$84,996NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$159,525SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,281SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,281SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$6,496AcctRcvblAmt
Acct Rcvbl BOY$7,061AcctRcvblBOYAmt
Acct Rcvbl EOY$6,496AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$6,496AcctRcvblEOYFMVAmt
Other Investments BOY$2,194,609OtherInvestmentsBOYAmt
Other Investments EOY$2,451,259OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,451,259OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,275OtherAssetsBOYAmt
Other Assets EOY$4,384OtherAssetsEOYAmt
Other Assets EOYFMV$4,384OtherAssetsEOYFMVAmt
Total Assets BOY$2,365,470TotalAssetsBOYAmt
Total Assets EOY$2,515,420TotalAssetsEOYAmt
Total Assets EOYFMV$2,515,420TotalAssetsEOYFMVAmt
Accounts Payable BOY$11,300AccountsPayableBOYAmt
Other Liabilities BOY$423OtherLiabilitiesBOYAmt
Other Liabilities EOY$423OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,723TotalLiabilitiesBOYAmt
Total Liabilities EOY$423TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,353,747CapitalStockBOYAmt
Capital Stock EOY$2,514,997CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,353,747TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,514,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,365,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,515,420TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,353,747TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$161,250ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,514,997SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,514,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
MTM ADJUSTMENT ON SECURITIESP$0$0
MTM ADJUSTMENT ON SECURITIESP$0$0
CAPITAL GAINS DIVIDENDSP$16,329$16,329$16,329
FieldValueIRS element (for citing)
Capital Gain Net Income$16,329CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,181InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,181SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,181TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,074EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,074TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$893OverpaymentAmt
Applied To ES Tax$893AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD A BURGERS JRIndividualWithBooksNm
Phone9737851896PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GCMC 66 E MAIN STAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07424ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATHARINE M CHAPMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 EAST MAIN ST C/O GARDNER CAPITALAddressLine1Txt
Address Line2MGMTAddressLine2Txt
CityLITTLE FALLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07424ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.10AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,371,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$159,462AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,330FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,535,079TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,535,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,026CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,497,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,181TaxBasedOnInvestmentIncomeAmt
Total Tax$1,181TotalTaxAmt
Distributable Before Adj$123,672DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$123,672DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$123,672DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$228,214ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$228,214QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,672DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$10,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,600ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$29,952TotalExcessDistributionCyovAmt
Qualifying Distributions$228,214QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$123,672AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,542RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$134,494TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$134,494ExcessDistriCyovToNextYrAmt
Excess From Year4$10,352ExcessFromYear4Amt
Excess From Year3$19,600ExcessFromYear3Amt
Excess From Current Year$104,542ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKATHARINE M CHAPMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFRICAN WILDLIFE FOUNDATION
1400 SIXTEENTH ST NW SUITE 120WASHINGTONDC20036NONEEOFPROVIDE FINANCIAL SUPPORT TO AN INTERNATIONAL NON-GOVERNMENTAL ORGANIZATION DEDICATED TO WILDLIFE CONSERVATION IN AFRICA.$500
AMERICAN DIABETES ASSOCIATION
PO BOX 1834MERRIFIELDVA22116NONEEOFENSURE THE AVAILABILITY OF FUNDS NECESSARY FOR FULL EXPLORATION OF ALL THE SCIENTIFIC POSSIBILITIES THAT DIABETES RESEARCH IS GENERATING.$1,000
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVE NWWASHINGTONDC20004NONEEOFPROVIDE FINANCIAL SUPPORT TO PREVENT LUNG DISEASE AND PROMOTE LUNG HEALTH.$500
AMICI FUND (WOODBERRY FOREST)
402 WOODBERRY STATIONWOODBERRY FORESTVA229890402NONEEOFEACH GIFT PROVIDES FINANCIAL AID FOR DESERVING STUDENTS, TECHNOLOGY FOR CLASSROOMS, MUSICAL INSTRUMENTS FOR OUR FINE ARTS DEPARTMENT, BIKES FOR THE OUTDOOR EDUCATION TEAM, AND EVEN FUNDING FOR CAMPUS-WIDE COMMUNITY SERVICE PROJECTS.$500
BEST FRIENDS ANIMAL SANCTUARY
5001 ANGEL CANYON ROAD PO BOX 567KANABUT84741NONEEOFPROVIDE FINANCIAL SUPPORT TO END THE KILLING IN AMERICAS ANIMAL SHELTERS AND CREATE A TIME WHEN THERE ARE NO MORE HOMELESS PETS.$4,000
BRIARCLIFF MANOR PUBLIC LIBRARY
1 LIBRARY ROADBRIARCLIFFNY10510NONEEOFFINANCIAL SUPPORT TO PROVIDE GRANTS TO SUPPORT THE BRIARCLIFF MANOR PUBLIC LIBRARY.$500
CAMP SUNSHINE & CAMP SNOWFLAKE
35 ARCADIA ROADCASCOME04015NONEEOFFINANCIAL SUPPORT TO PROVIDE RESPITE, SUPPORT, JOY AND HOPE TO CHILDREN WITH LIFE-THREATENING ILLNESSES AND THEIR IMMEDIATE FAMILIES THROUGH VARIOUS STAGES OF A CHILD'S ILLNESS FREE OF CHARGE.$200
CENTER FOR DISCOVERY
PO BOX 840HARRISNY12742NONEEOFPROVIDE FINANCIAL SUPPORT TO INDIVIDUALS WITH A RANGE OF DISABILITIES AND MEDICAL FRAILTIES AND THEIR FAMILIES.$500
CHILDREN'S HOSPITAL FOUNDATION
1 KIDS CORNER BLDG 9VALHALLANY10592NONEEOFPROVIDE FINANCIAL SUPPORT TO HELP CHILDREN'S DOCTORS, NURSES, AND CLINICIANS FULFILL THEIR VISION TO TRANSFORM CHILDREN'S HEALTH IN THE WASHINGTON AREA, ACROSS THE COUNTRY, AND AROUND THE WORLD.$1,000
CHOICE MATTERS
PO BOX 1175WHITE PLAINSNY10602NONEEOFENSURE THAT ALL WOMEN, REGARDLESS OF AGE, RACE, CLASS, STATUS, GEOGRAPHY OR ABILITY TO PAY, HAVE FULL, UNIMPEDED ACCESS TO REPRODUCTIVE HEALTH CARE.$1,000
CITYSQUASH
602 E 187TH ST 204BRONXNY10458NONEEOFPROVIDE FINANCIAL SUPPORT THAT ENABLES YOUTH TO FULFILL THEIR ACADEMIC AND PHYSICAL POTENTIAL.$500
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574JACKSONWY83001NONEEOFPROVIDE FINANCIAL SUPPORT THAT OFFERS PERSONALIZED SERVICES TO INDIVIDUALS & ORGANIZATIONS.$10,050
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEEOFPROVIDE FINANCIAL SUPPORT IN AIDING VICTIMS OF ARMED CONFLICT, EPIDEMICS, NATURAL AND MAN-MADE DISASTERS, AND SOCIAL MARGINALIZATION.$10,000
FAMILY YMCA AT TARRYTOWN
62 MAIN STREETTARRYTOWNNY10591NONEEOFPROVIDE FINANCIAL SUPPORT FOR STRENGTHENING THE COMMUNITY.$200
GLENELG COUNTRY SCHOOL
12793 FOLLY QUARTER ROAD PO BOX 190GLENELGMD21737NONEEOFPROVIDE FINANCIAL SUPPORT TO CULTIVATE A COMMUNITY THAT STIMULATES OUR STUDENTS.$1,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249MOOSEWY83012NONEEOFPROVIDE FINANCIAL SUPPORT TO GRAND TETON NATIONAL PARK FOR THE PROTECTION, RESTORATION, AND ENHANCEMENT OF PARK RESOURCES.$1,000
HOLY LAND CHRISTIANS SOCIETY
P O BOX 6557FALLS CHURCHVA22040NONEEOFHLCS AIMS TO IMPROVE THE QUALITY OF LIFE FOR PALESTINIAN CHRISTIANS THROUGH SCHOLARSHIPS, JOB CREATION AND MEDICAL SERVICES.$500
HUDSON RIVER HEALTHCARE FOUNDATION
1037 MAIN STREETPEEKSKILLNY10566NONEEOFPROVIDE FINANCIAL SUPPORT TO PROVIDE PRIMARY CARE SERVICES TO THE LOCAL COMMUNITY.$500
HUDSON RIVER MUSEUM
511 WARBURTON AVENUEYONKERSNY10701NONEEOFENGAGE IN THE PRESENTATION OF EXHIBITIONS, PROGRAMS, TEACHING INITIATIVES, RESEARCH, COLLECTING, PRESERVATION, CONSERVATION-A WIDE RANGE OF ACTIVITIES THAT INTERPRET OUR COLLECTIONS.$500
INTERFAITH COUNCIL FOR ACTION
PO BOX 775OSSININGNY10562NONEEOFTO SUSTAIN COMMUNITY, DIVERSITY AND OPPORTUNITY THROUGH AFFORDABLE/WORKFORCE HOUSING AND VITAL SOCIAL SERVICES.$1,000
IRONWOOD PIG SANCTUARY
34656 E CRYSTAL VISIONS RDMARANAAZ85653NONEEOFPROVIDE SUPPORT DEDICATED TO ELIMINATING THE SUFFERING OF POT BELLIED PIGS.$300
JACOB BURNS FILM CENTER
405 MANVILLE ROADPLEASANTVILLENY10570NONEEOFPROVIDE FINANCIAL SUPPORT TO THE OPERATION OF A CULTURAL ARTS FILM AND FILM EDUCATION CENTER.$500
KIDS CLUB OF TARRYTOWN & SLEEPY HOLLOW
PO BOX 8544TARRYTOWNNY10591NONEEOFFINANCIAL SUPPORT FOR UNDERSERVED YOUTH THROUGH RESOURCES, INCREASE LOCAL AWARENESS, AND PROGRAMMING.$1,000
MARYLAND INSTITUTE COLLEGE OF ART
1360 MT ROYAL AVENUEBALTIMOREMD21217NONEEOFFINANCIAL SUPPORT DEDICATED TO THE EDUCATION OF PROFESSIONAL ARTISTS AND THE FURTHER ADVANCEMENT OF ART IN THE COMMUNITY.$1,000
NEW ROCHELLE HUMANE SOCIETY
70 PORTMAN ROADNEW ROCHELLENY10801NONEEOFFINANCIAL SUPPORT DEDICATED TO PROMOTING THE HUMAN/ANIMAL BOND THROUGH THE COMPASSIONATE CARE AND TREATMENT OF ANIMALS THROUGHOUT THE COMMUNITIES WE SERVE IN WESTCHESTER COUNTY AND BEYOND.$300
NORTH CAROLINA BOTANICAL GARDEN
CB 3375 TOTTEN CENTERCHAPEL HILLNC27599NONEEOFFINANCIAL SUPPORT FOR THE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE.$600
NORTHERN NJ COUNCIL - FOS
25 RAMAPO VALLEY RDOAKLANDNJ07436NONEEOFPREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW.$500
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC20036NONEEOFEDUCATES AND EMPOWERS PEOPLE TO TAKE ACTION ON BEHALF OF THE OCEAN.$300
OSSINING CHILDREN'S CENTER
90-92 SOUTH HIGHLAND AVENUEOSSININGNY10562NONEEOFPROVIDE FINANCIAL SUPPORT FOR CHILDREN'S LIFE-LONG INTELLECTUAL, SOCIAL, EMOTIONAL AND PHYSICAL GROWTH, BY PROVIDING CARE FOR CHILDREN IN A SAFE, NURTURING, AND ENRICHING ENVIRONMENT WHILE THEIR PARENTS WORK, AND BY SERVING AS A COMMUNITY RESOURCE AND ADVOCATE FOR FAMILIES.$1,000
OSSINING FOOD PANTRY
PO BOX 869OSSININGNY10562NONEEOFPROVIDE FINANCIAL SUPPORT TO FEED THOSE IN NEED.$1,000
PACE UNIVERSITY
1 PLACE PLAZANEW YORKNY10038NONEEOFEDUCATES STUDENTS TO BE "THINKING PROFESSIONALS", HIGHLY SOUGHT AFTER AS INNOVATORS AND SUCCESSFUL LEADERS WHO POSITIVELY IMPACT TWENTY-FIRST CENTURY SOCIETY.$1,500
PAWS CROSSED
100 WAREHOUSE LANE SOUTHELMSFORDNY10523NONEEOFAID IN ANIMAL RESCUE AND PROVIDE MEDICAL CARE, NOURISHMENT, AND A SAFE HAVEN FOR ABANDONED, ABUSED, AND DISABLED ANIMALS.$1,000
PETS FOR THE ELDERLY
530 E HUNT HWY STE 103 PMB 472SAN TAN VALLEYAZ85143NONEEOFFINANCIAL SUPPORT FOR THE SAVING OF AS MANY COMPANION ANIMALS AS POSSIBLE FROM EUTHANASIA.$200
PHELPS HOSPICE
701 NORTH BROADWAYSLEEPY HOLLOWNY10591NONEEOFFINANCIAL SUPPORT TO CONTINUE ITS MISSION OF PROVIDING WORLD-CLASS HEALTHCARE IN THE COMMUNITY.$200
PHELPS MEMORIAL HOSPITAL CENTER
701 BROADWAYSLEEPY HOLLOWNY10591NONEEOFIMPROVE THE HEALTH OF OUR SURROUNDING COMMUNITY.$10,000
PLANNED PARENTHOOD HUDSON PECONIC
11 SKYLINE DRIVEHAWTHORNENY10532NONEEOFPROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES.$1,000
PUPPIES BEHIND BARS
263 WEST 38TH STREET 4TH FLOORNEW YORKNY10018NONEEOFFINANCIAL SUPPORT FOR THE TRAINING OF PRISON INMATES TO RAISE SERVICE DOGS FOR WOUNDED WAR VETERANS.$500
REHABILITATION THROUGH THE ARTS
12 HUNTVILLE ROADKATONAHNY10536NONEEOFFINANCIAL SUPPORT FOR THE ARTS TO BUILD CHARACTER AND SKILLS FOR RE-INTEGRATION INTO THE COMMUNITY.$1,000
SAW MILL RIVER AUDOBON
275 MILLWOOD ROADCHAPPAQUANY105141422NONEEOFPROVIDE FINANCIAL SUPPORT TO MAINTAIN SANCTUARIES AND EDUCATE THE PUBLIC AND PROMOTE THE PROTECTION OF THE ENVIRONMENT.$200
SMILE TRAIN
245 7TH AVENUENEW YORKNY10016NONEEOFPROVIDES FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN IN DEVELOPING COUNTRIES$500
SPCA OF WESTCHESTER INC
590 NORTH STATE ROADBRIARCLIFF MANORNY10510NONEEOFFINANCIAL SUPPORT DEDICATED TO SAVING AND PROTECTING HOMELESS, ABUSED, OR ABANDONED CATS, DOGS AND HORSES.$20,000
ST CATHERINE'S SCHOOL FOUNDATION
6001 GROVE AVENUERICHMONDVA23226NONEEOFST. CATHERINE'S SCHOOL PROVIDES A RIGOROUS EDUCATION THAT PREPARES GIRLS WITH DIVERSE PERSPECTIVES FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE IN A GLOBAL COMMUNITY.$500
ST CHRISTOPHERS INN INC
21 FRANCISCAN WAY BOX 150GARRISONNY10524NONEEOFPROVIDE FINANCIAL SUPPORT FOR SUBSTANCE ABUSE PROGRAM AND HOMELESS SHELTER DEDUCATED TO THE REHABILITATION OF MEN IN CRISIS.$500
TEATOWN LAKE RESERVATION
1600 SPRING VALLEY ROADOSSININGNY10562NONEEOFPROVIDE FINANCIAL SUPPORT TO INSPIRE ENVIRONMENTAL STEWARDSHIP.$1,000
THE NATURE CONSERVANCY
NEW YORK CITY OFFICE 322 8TH AVENUENEW YORKNY10001NONEEOFFINANCIAL SUPPORT DEDICATED TO PROTECTING THE LANDS AND WATERS ON WHICH THE DIVERSITY OF LIFE DEPENDS.$50016TH FL
THE SALVATION ARMY OF GREATER NY
120 WEST 14TH STREETNEW YORKNY10011NONEEOFITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION.$1,000
UNTERMYER GARDENS CONSERVANCY
945 N BROADWAYYONKERSNY10701NONEEOFFINANCIAL SUPPORT FOR RESTORING THE BEAUTY & DIVERSITY OF UNTERMYER GARDENS.$1,000
WESTCHESTER COMMUNITY COLLEGE FOUNDATION
75 GRASSLANDS RD HARTFORD HALLVALHALLANY10595NONEEOFTHE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE SCHOLARSHIPS FOR INCOMING, CONTINUING, AND GRADUATING STUDENTS.$2,000
WESTCHESTER LAND TRUST
403 HARRIS ROADBEDFORD HILLSNY10507NONEEOFPROVIDE FINANCIAL SUPPORT TO CONSERVE, MAINTAIN, AND ENHANCE THE NATURAL AND AESTHETIC ENVIRONMENT AND RESOURCES OF WESTCHESTER COUNTY, EASTERN PUTNAM COUNTY, AND ITS ENVIRONS.$100
WORLD WILDLIFE FUND
PO BOX 96555WASHINGTONWA200906555NONEEOFFINANCIAL SUPPORT TO PRESERVE THE DIVERSITY AND ABUNDANCE OF LIFE ON EARTH AND THE HEALTH OF ECOLOGICAL SYSTEMS BY PROTECTING NATURAL AREAS AND WILD POPULATIONS OF PLANTS AND ANIMALS, INCLUDING ENDANGERED SPECIES; PROMOTING SUSTAINABLE APPROACHES TO THE USE OF RENEWABLE NATURAL RESOURCES; AND PROMOTING MORE EFFICIENT USE OF RESOURCES AND ENERGY AND THE MAXIMUM REDUCTION OF POLLUTION$700
ARCHVILLE FIRE DEPARTMENT
1 UNION STREETSCARBOROUGHNY10510NONEEOFPROVIDES FINANCIAL SUPPORT TO ARCHVILLE FIRE DEPARTMENT.$200
CAREER CLOSET
142 REVOLUTIONARY ROADSCARBOROUGHNY10510NONEEOFPROVIDES INTERVIEW AND WORK-APPROPRIATE CLOTHING TO UNDERSERVED, JOB SEEEKING WOMEN.$200
ELEPHANT ORPHANAGESHELDRICK WILDLIFE TRUST USA
25283 CABOT RD SUITE 101LAGUNA HILLSCA92653NONEEOFPROVIDE FINANCIAL SUPPORT FOR ANIMAL SHELTERS TO PROVIDE HOUSING, FOOD, MEDICAL TREATMENT, TRAINING, AND REHABILITATION.$1,000
FINCA
1101 14TH STREET NW 11TH FLOORWASHINGTONDC20005NONEEOFFINANCIAL SUPPORT TO END POVERTY THROUGH SUSTAINABLE AND SCALABLE SOLUTIONS INSPIRED BY THE INSIGHTS AND NEEDS OF PEOPLE IN THE COMMUNITIES WHERE THEY LIVE AND WORK.$500
FRANCIS PARKER SCHOOL
6501 LINDA VISTA ROADSAN DIEGOCA92111NONEEOFPROVIDE FINANCIAL SUPPORT FOR EDUCATIONAL INSTITUTION.$1,000
FRIENDS OF ROCKEFELLER STATE PARK
630 BEDFORD ROADSLEEPY HOLLOWNY10591NONEEOFPROVIDE FINANCIAL SUPPORT TO CONSERVE, MAINTAIN, AND ENHANCE THE NATURAL AND AESTHETIC ENVIRONMENT AND RESOURCES OF FRIENDS OF ROCKEFELLER STATE PARK.$200
INSTITUTE FOR THE ARTS & HUMANITIES
CB3100 203 SOUTH BUILDINGCHAPEL HILLNC275993100NONEEOFPROVIDE FINANCIAL SUPPORT TO INSTITUTE FOR ARTS AND HUMANITIES.$2,000
JACKSON HOLE WILDLIFE FOUNDATION
PO BOX 8042JACKSONWY83002NONEEOFPROVIDE FINANCIAL SUPPORT FOR ANIMAL SHELTERS TO PROVIDE HOUSING, FOOD, MEDICAL TREATMENT, TRAINING, AND REHABILITATION.$500
LYNDHURST NATIONAL TRUST
635 SOUTH BROADWAYTARRYTOWNNY10591NONEEOFPROVIDE FINANCIAL SUPPORT FOR HISTORIC PRESERVATION.$500
NATIONAL AUDUBON SOCITEY
225 VARICK STREET 7TH FLOORWASHINGTONDC10014NONEEOFTHE NATIONAL AUDUBON SOCIETY PROTECTS BIRDS AND THE PLACES THEY NEED, TODAY AND TOMORROW.$200
NEW BEGINNINGS OF WESTCHESTER INC
PO BOX 8832BRIARCLIFFNY10510NONEEOFPROVIDE FINANCIAL SUPPORT FOR BASIC HOUSEHOLD NECESSITIES FOR INDIVIDUALS AND FAMILIES TRANSITIONING FROM HOMELESSNESS TO PERMANENT HOUSING.$200
RONALD MCDONALD HOUSE CHARITIES
1 KROC DRIVEOAK BROOKIL60523NONEEOFPROVIDE FINANCIAL SUPPORT FOR TEMPORARY HOUSING FOR CHILDREN BATTLING PEDIATRIC CANCER AND OTHER SERIOUS ILLNESSES AND THEIR FAMILIES.$2,000
SCENIC HUDSON
ONE CIVIC CENTER PLAZAPOUGHKEEPSIENY12601NONEEOFPROVIDE FINANCIAL SUPPORT FOR PRESERVING, PROTECTING AND REVITALIZING LAND AND COMMUNITIES IN THE HUDSON RIVER VALLEY OF NEW YORK.$100
SEASIDE SEMPER FIVE MARINE RAIDER FOUND
1131 BRETT PLACETOMS RIVERNJ08753NONEEOFPROVIDE FINANCIAL SUPPORT FOR BENEVOLENT SUPPORT TO ACTIVE DUTY AND MEDICALLY RETIRED MARSOC RAIDERS AND THEIR FAMILIES.$500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDES PLACEMEMPHISTN38105NONEEOFPROVIDE FINANCIAL SUPPORT TO ST. JUDE CHILDREN'S RESEARCH HOSPITAL.$2,000
TETON RAPTOR CENTER
PO BOX 1805WILSONWY83014NONEEOFPROVIDE FINANCIAL SUPPORT TO TETON RAPTOR CENTER.$500
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573NONEEOFPROVIDE FINANCIAL SUPPORT TO THE LEUKEMIA & LYMPHOMA SOCIETY.$30,000
HUDSON LINK
PO BOX 862OSSININGNY10562NONEEOFPROVIDE FINANCIAL SUPPORT FOR HIGHER EDUCATION IN PRISON.$500
HEIFER INTERNATIONAL
PO BOX 8058LITTLE ROCKAR722038058NONEEOFPROVIDE FINANCIAL SUPPORT TO ERADICATE HUNGER AND POVERTY.$10,000
HISTORIC HUDSON VALLEY
639 BEDFORD ROADYTARRYTOWNNY105919736NONEEOFPROVIDE FINANCIAL SUPPORT TO HISTORIC HUDSON VALLEY.$35,000
JUVENILE DIABETES FOUNDATION
1391 WARNER AVENUETUSTINCA92780NONEEOFPROVIDE FINANCIAL SUPPORT TO JUVENILE DIABETES FOUNDATION.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,340ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,463ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$323,797ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$399,600ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$399,600TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Organization TypeOrganizationTypeDescRelationship DescriptionRelationshipDescriptionTxt
CHAPMAN FAMILY FUND
SEC 501(C)(3) EXEMPTSEE STATEMENT 8
CHAPMAN FAMILY CHARITABLE TRUST
SEC 501(C)(3) EXEMPTSEE STATEMENT 9 & 10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,688Amt
Net Investment Income$5,844NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,844DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
NAME OF AFFILIATED OR RELATED ORGANIZATIONFORM 990-PF, PART XVI, 2BNAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY FUND (TERMINATED AS OF DECEMBER 31, 2007)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________DISTRIBUTOR TO THIS ORGANIZATION OF 50% OF CHAPMAN FAMILY FUND'S REMAINING ASSETS, AFTER $1,000,000 INITIAL TRANSFER TO CHAPMAN FAMILY CHARITABLE TRUST, COMMENCING DECEMBER 31, 2006.
NAME OF AFFILIATED OR RELATED ORGANIZATIONFORM 990-PF, PART XVI, 2BNAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY CHARITABLE TRUST (TERMINATED AS OF DECEMBER 31, 2017)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________RECIPIENT OF $1,000,000 PLUS 50% OF CHAPMAN FAMILY FUND ASSETS, COMMENCING DECEMBER 31, 2006.
NAME OF AFFILIATED OR RELATED ORGANIZATIONFORM 990-PF, PART XVI, 2BNAME OF AFFILIATED OR RELATED ORGANIZATION__________________________________________CHAPMAN FAMILY CHARITABLE TRUST (TERMINATED AS OF DECEMBER 31, 2017)DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION___________________________________________________________________RECIPIENT OF $1,000,000 PLUS 50% OF CHAPMAN FAMILY FUND ASSETS, COMMENCING DECEMBER 31, 2006.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS - MERRILL LYNCHCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,451,259BookValueAmt
EOYFMV$2,451,259EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$4,275BOYBookValueAmt
EOY Book Value$4,384EOYBookValueAmt
EOYFMV$4,384EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ML ANNUAL FEE$150$150$0$0
NYS DEPT OF LAW - FILING FEE$250$0$0$250
LAW JOURNAL ACCRUED EXPENSE$170$0$0$170

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED US EXCISE TAX$3$3
ACCRUED NYS FILING FEE - CHARITABLE ORGANIZATION$250$250
ACCRUED JOURNAL AD EXPENSE$170$170

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,142$1,142$0$0
EXCISE TAX PAID$3,000$0$0$0