JOSEPH AND LICIA GIMMA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND LICIA GIMMA FOUNDATION (EIN 20-6076603)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-03
- IRS object ID
- 202403389349100205
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-03T09:45:38-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R L DEPANFILIS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 BYINGTON PLACE | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206076603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Licia Gimma Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Joseph Gimma | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH A GIMMA TRUSTEE | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2032477838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Walnut Street Apt 11631 | AddressLine1Txt |
| City | Green Cove Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320433443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph A Gimma | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032477838 | PhoneNum |
| Signature | 2024-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH MILLER | PreparerPersonNm |
| PTIN | P00953522 | PTIN |
| Phone | 2038531040 | 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 | $435,012 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,354 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,745 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $39,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,745 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,205 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,946 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $118 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,674 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $296,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $321,711 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $397,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $435,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $397,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $405,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $397,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $405,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $397,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $397,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $405,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $405,328 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $152,122 | $131,855 | $20,267 | $20,267 | |
| CAPITAL GAIN DIVIDENDS | $1,087 | P | |||
| CAPITAL GAIN DIVIDENDS | $1,087 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,354 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,745 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $439 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $439 | SubtotalAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $61 | OverpaymentAmt |
| Applied To ES Tax | $61 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH A GIMMA TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032477838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WALNUT STREET APT 11631 | AddressLine1Txt |
| City | Green Cove Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320433443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph A Gimma | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Walnut Street Apt 11631 | AddressLine1Txt |
| City | Green Cove Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320433443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $413,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $434,306 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $434,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $427,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $439 | TotalTaxAmt |
| Distributable Before Adj | $20,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,175 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $25,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,175 | AppliedToYear1Amt |
| Applied To Current Year | $20,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,669 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,669 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,669 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Joseph Gimma | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Walnut Street Apt 11631 | AddressLine1Txt |
| City | Green Cove Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320433443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032477838 | RecipientPhoneNum |
| Form And Info And Materials | By invitation of Trustee of Foundation | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no submission deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | n/a | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Click it for Cassie | ||||||||
| 576 Post Road | Darien | CT | 06820 | None | PC | UNRESTRICTED; TO PROMOTE SEAT BELT AND AUTOMOBILE SAFETY AWARENESS. | $1,000 | |
| Juvenile Diabetes Research Foundation Int'l | ||||||||
| 20 Batterson Park Road | Farmington | CT | 06032 | None | PC | UNRESTRICTED; TO SUPPORT ENDOWMENT AND MAINTENANCE FUNDS. | $2,000 | |
| ONE80 PLACE | ||||||||
| 3710 LANDMARK DRIVE | COLUMBIA | SC | 29204 | NONE | PC | "FEED THE NEED" PROGRAM TO SUPPORT WEEKLY MEAL PROGRAM FOR THE HOMELESS AND INDIGENT IN CHARLESTON, SC | $500 | SUITE 301 |
| LOYOLA SCHOOL | ||||||||
| 980 PARK AVENUE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED; TO SUPPORT ENDOWMENT FUND. | $1,000 | |
| MARE NOSTRUM ELEMENTS MOVEMENT THEATER | ||||||||
| 39-48 64TH STREET 2ND FL | WOODSIDE | NY | 11377 | NONE | PC | UNRESTRICTED; TO SUPPORT ENDOWMENT FUND AND ACADEMIC PROGRAMS FOR DANCE AND THEATER. | $250 | |
| ST JOHN CHURCH | ||||||||
| 1986 POST ROAD | DARIEN | CT | 06820 | NONE | PC | UNRESTRICTED; TO SUPPORT ENDOWMENT AND MAINTENANCE FUNDS. | $1,000 | |
| THE NORWALK MARITIME AQUARIUM | ||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | UNRESTRICTED; TO SUPPORT MARINE SCIENCE AND ENVIRONMENTAL EDUCATION. | $1,000 | |
| MYSTIC SEAPORT | ||||||||
| 75 GREENMANVILLE AVENUE | MYSTIC | CT | 06355 | NONE | PC | UNRESTRICED; TO SUPPORT MARITIME HERITAGE AND EDUCATION, AND DAY-TO-DAY OPERATIONS OF THE MUSEUM. | $1,000 | |
| The Bagby Foundation for the Musical Arts | ||||||||
| 501 Fifth Avenue Suite 801 | New York | NY | 10017 | NONE | PC | UNRESTRICTED; TO SUPPORT PHILANTHROPIC EFFORTS IN THE ARTS AND SUPPORT OF MUSICAL PENSIONERS. | $1,000 | |
| HSS FOUNDATION | ||||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | TO SUPPORT THE GENERAL EDUCATIONAL AND CHARITAABLE PURPOSES OF THE HSS FOUNDATION | $3,000 | |
| ST PETER'S UNIVERSITY | ||||||||
| 2641 JOHN F KENNEDY BLVD | JERSEY CITY | NJ | 07306 | NONE | PC | UNRESTRICTED; TO SUPPORT EDUCATIONAL AND GENERAL STUDENT ASSISTANCE PROGRAMS. | $500 | |
| ST JEAN BAPTISTE CATHOLIC CHURCH | ||||||||
| 184 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED; TO SUPPORT ENDOUWMENT AND MAINTENANCE FUNDS. | $1,500 | |
| The Glaucoma Foundation | ||||||||
| 80 Maiden Lane Suite 700 | New York | NY | 10038 | NONE | PC | UNRESTRICTED; GENERAL SCIENTIFIC & EDUCATIONAL EFFORTS IN THE SEARCH FOR A CURE FOR GLAUCOMA. | $1,000 | |
| Semper Fi Fund | ||||||||
| 825 College Blvd Suite 102 | Oceanside | CA | 92057 | none | PC | Unrestricted; to support educational and general assistance programs in support of wounded veterans. | $1,000 | PMB 609 |
| BEN'S FRIENDS | ||||||||
| 1426 Meeting St | Charleston | NC | 29405 | none | PC | UNRESTRICTED; TO PROMOTE SUBSTANCE ABUSE & RECOVERY PROGRAM AWARENESS WITHIN THE RESTAURANT, FOOD SERVICE & HOTEL INDUSTRIES | $1,000 | |
| Danbury Hospital Foundation | ||||||||
| PO Box 22539 | New York | NE | 100872539 | none | PC | UNRESTRICTED; FBO JOHN F. PEZZIMENTI MD ENDOWMENT FUND - CANCER RESEARCH | $1,000 | |
| Dragon Boat Charleston | ||||||||
| 1643 Savannah Hwy 261 | Charleston | SC | 29407 | none | PC | UNRESTRICTED; TO PROMOTE CANCER SCREENING AWARENESS | $500 | |
| HSS Foundation | ||||||||
| 535 EAST 70TH ST | New York | NY | 10021 | none | PC | TO SUPPORT FBO Complex Joint & Reconstruction Center | $2,000 | |
| Regional Hospice | ||||||||
| 30 Milestone Rd | Danbury | CT | 06810 | none | PC | UNRESTRICTED; TO SUPPORT PROGRAMS & FACILITY OPERATIONS FBO PATIENTS AND THEIR LOVED ONES FACING LIFE-LIMITING ILLNESSES | $1,000 | |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | none | PC | UNRESTRICTED; TO SUPPORT ENDOWMENT AND MAINTENANCE FUNDS | $1,000 | |
| Yale New Haven Hospital | ||||||||
| PO Box 1849 | New Haven | CT | 06508 | none | PC | UNRESTRICTED; FBO THORACIC ONCOLOGY TRANSLATIONAL RESEARCH FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,465 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $1,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,445 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $98,537 | GrossSalesPriceAmt |
| Basis | $96,792 | BasisAmt |
| Total Net | $1,745 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE EQUITIES - | ||
| ROCKEFLLER CAPITAL MGMT | $302,774 | $321,711 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS GENEOS WEALTH MGT | CategoryOrItemTxt |
| Book Value | $84,880 | BookValueAmt |
| EOYFMV | $95,627 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,946 | Amt |
| Net Investment Income | $4,946 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ON INVESTMENT INC | CategoryTxt |
| Amt | $118 | Amt |