BONDI FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BONDI FOUNDATION INC (EIN 13-4015931)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202443099349101354
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T15:35:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CORPORATE DRIVE SUITE 725 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064846241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134015931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BONDI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOND | BusinessNameControlTxt |
| Phone | 2036293139 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JPMORGAN 100 W PUTNAM AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY BIBLE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2036293139 | PhoneNum |
| Signature | 2024-11-04 | 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 | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2039293535 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,229,838 | 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 | $211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $740,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $775,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $909,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $775,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $263 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,516,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,516,182 | 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 |
| Other Prof Fees Rev And Expnss | $50,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,837 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,317 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,276,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,276,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,350,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,278,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,462,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $558,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $858,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $858,419 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,859,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,724,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,371,419 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,417,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,583,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,229,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,736,788 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,736,788 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,318,962 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,153,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,417,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,583,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,417,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,583,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,417,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,583,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,583,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $909,846 | GrossSalesPriceAmt |
| Cost Or Other Basis | $134,736 | CostOrOtherBasisAmt |
| Gain Or Loss | $775,110 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $775,110 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $775,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,664 | OverpaymentAmt |
| Applied To ES Tax | $13,664 | 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 |
| 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 | JP MORGAN | IndividualWithBooksNm |
| Phone | 2036293139 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W PUTNAM AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS BIBLE | ||||||||
| 200 PARK AVE STE 2006 | NEW YORK | NY | 10166 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| SARA BIBLE | ||||||||
| 200 PARK AVE STE 2006 | NEW YORK | NY | 10166 | VICE PRESIDENT | 15.00 | $0 | $0 | $0 |
| GEOFFREY BIBLE | ||||||||
| 200 PARK AVE STE 2006 | NEW YORK | NY | 10166 | SECRETARY | 15.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $50,313 | CompensationAmt |
| 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 | $24,783,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $693,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,476,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,476,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,094,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,254,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,254,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,336 | TotalTaxAmt |
| Distributable Before Adj | $1,234,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,234,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,234,391 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,278,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,278,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,234,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,192,086 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,278,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,192,086 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,134 | 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 | $1,148,257 | 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) |
|---|---|---|
| Contributing Manager | SARA BIBLE | ContributingManagerNm |
| Contributing Manager | GEOFFREY BIBLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JPM CHASE BANK NA ATTN CAROLINE DOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W PUTNAM AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2036293139 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOPT A DOG | |||||||||||
| 23 COX AVENUE | ARMONK | NY | 10504 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $100,000 | ||||
| ANGLO-AMERICAN CHARITABLE FOUNDATION LTD | |||||||||||
| 102 S 3RD STREET | SMITHFIELD | NC | 27577 | NONE | PC | TO SUPPORT UK RESIDENT US CITIZENS | $273,075 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $25,000 | ||||
| CHILDREN'S AID SOCIETY | |||||||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | TO HELP CHILDREN IN POVERTY TO SUCCEED AND THRIVE | $40,000 | ||||
| CONNECTICUT FOODSHARE | |||||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $10,000 | ||||
| HANDS IN 4 YOUTH INC | |||||||||||
| 256 MACOPIN ROAD | WEST MILFORD | NJ | 07480 | NONE | PC | TO SUPPORT RECREATION, EDUCATIONAL ENRICHMENT AND OPPORTUNITIES TO DISADVANTAGED YOUTH | $25,000 | ||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | PC | TO SUPPORT THE PREVENTION, DIAGNOSIS, TREATMENT, AND CURE OF CANCER AND ASSOCIATED DISEASES | $100,000 | ||||
| PLAYWRIGHTS HORIZONS INC | |||||||||||
| 416 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | TO SUPPORT AND DEVELOP CONTEMPORARY AMERICAN PLAYWRIGHTS | $25,000 | ||||
| SAFE HORIZON INC | |||||||||||
| 2 LAFAYETTE ST FLOOR 3 | NEW YORK | NY | 10007 | NONE | PC | TO PROVIDE SUPPORT, PREVENT VIOLENCE, AND PROMOTE JUSTICE FOR VICTIMS OF CRIME AND ABUSE | $100,000 | ||||
| ST MARY'S HOSPITAL FOR CHILDREN | |||||||||||
| 29-01 216TH ST | BAYSIDE | NY | 11360 | NONE | PC | TO PROVIDE LONG-TERM CARE TO CHILDREN WITH MEDICALLY COMPLEX CONDITIONS | $50,000 | ||||
| SYNCHRONICITY EARTH USA INC | |||||||||||
| PO BOX BOX 78 | NEW YORK | NY | 10024 | NONE | PC | TO SUPPORT THE CHARITABLE ACTIVITIES OF SYNCHRONICITY EARTH IN THE UNITED KINGDOM | $20,000 | ||||
| WEILL CORNELL MEDICAL COLLEGE | |||||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $100,000 | ||||
| STEIGER INTERNATIONAL | |||||||||||
| 10125 CROSSTOWN CIRCLE 170 | EDEN PRAIRIE | MN | 55344 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $50,000 | ||||
| BARROW NEUROLOGICAL FOUNDATION | |||||||||||
| 2910 N 3RD AVENUE SUITE 450 | PHOENIX | AZ | 85013 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $200,000 | ||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $20,000 | ||||
| NATIONAL COALITION FOR COMMUNITY CAPITAL | |||||||||||
| 1680 WOODBINE STREET | RIDGEWOOD | NY | 11385 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $20,000 | ||||
| SPECIAL OPERATION FORCES TO SCHOOL OF MEDICINE | |||||||||||
| 1312 SUNSWEPT CIRCLE | RALEIGH | NC | 27603 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $10,000 | ||||
| MAKEWAY FOUNDATION | |||||||||||
| NONE | PC | TO SUPPORT PROGRAM SERVICES | $76,328 | 400-163 W HASTINGS STREET | VANCOUVER | CA | V6B 1H5 | ||||
| BOA FOUNDATION | |||||||||||
| 5232 MARMOL DRIVE | WOODLAND HILLS | CA | 91364 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $7,500 | ||||
| APPALACHIAN PEACE EDUCATION CENTER | |||||||||||
| 19 WAINSCOTT ROOM 11 | WINCHESTER | KY | 40391 | NONE | PC | TO SUPPORT PROGRAM SERVICES | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,276,903 | 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 | $211 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $775,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CURRENCY GAIN | 14 | $105 |
| OTHER INCOME | 14 | $158 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,516,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,516,182 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL B | $1,155,984 | $2,999,511 |
| MONDELEZ INTERNATIONAL INC-A | $448,964 | $4,345,800 |
| PHILIP MORRIS INTERNATIONAL | $1,847,795 | $9,408,000 |
| INVESCO QQQ TRUST SERIES 1 | $963,587 | $3,537,843 |
| SPDR S&P 500 ETF | $2,102,860 | $4,797,304 |
| NOVARTIS AG-REG | $52,501 | $70,586 |
| NESTLE SA-REG | $144,160 | $196,955 |
| ALCON INC | $7,249 | $10,919 |
| SANDOZ GROUP AG | $1,773 | $4,501 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,317 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,317 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CURRENCY GAIN | $105 | $105 | $105 |
| OTHER INCOME | $158 | $158 | $158 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN CHASE BANK (INVESTMENT FEES) | CategoryTxt |
| Amt | $50,353 | Amt |
| Net Investment Income | $50,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDING | $2,837 | $2,837 | $0 |
| FEDERAL EXCISE TAX | $19,306 | $0 | $0 |