TREVOR PLACE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TREVOR PLACE FOUNDATION (EIN 13-7273247)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-01-14
- IRS object ID
- 202310189349100401
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-14T07:27:37-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137273247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY AND JAMIE HARRIS FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jeffrey Harris | InCareOfNm |
| Business Name Control | JEFF | BusinessNameControlTxt |
| Foreign Phone | 2127272114 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W 12TH ST APT 9C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100141861 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Harris | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Foreign Phone | 2127272114 | ForeignPhoneNum |
| Signature | 2023-01-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,365,021 | 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 | $3,404,235 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $377 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $377 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,434,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,434,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,820,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,434,594 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,662 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,106,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,106,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,119,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,109,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,701,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,434,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,454 | CashBOYAmt |
| Cash EOY | $65,848 | CashEOYAmt |
| Cash EOYFMV | $65,848 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $27,073,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,073,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,299,173 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $27,246,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,139,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,365,021 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,246,707 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,139,101 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,246,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,139,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,246,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,139,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,246,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,701,114 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,947,821 | SubtotalAmt |
| Other Decreases | $1,808,720 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,139,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - Preferred Stock PNC | $250,000 | $0 | $268,820 | -$18,820 | -$18,820 |
| Publicly Traded Securities - Neogen (NEOG) Common Stock | $15 | $0 | $14 | $1 | $1 |
| Publicly Traded Securities - Common Stock of RTX | $438,829 | $0 | $437,938 | $891 | $891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,928 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,656 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,656 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,715 | OverpaymentAmt |
| Applied To ES Tax | $17,715 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | 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 | NA | WebsiteAddressTxt |
| Individual With Books | Jeffrey Harris | IndividualWithBooksNm |
| Phone | 2127272114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W 12TH ST APT 9C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100141861 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2019 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2018 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr2 | 2020 | UndistrIncmSect4942a2AppYr2Yr |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jeffrey Harris | ||||||||
| 400 West 12th Street | New York | NY | 10014 | Trustee | 2.00 | $0 | $0 | $0 |
| Jamie Harris | ||||||||
| 400 West 12th Street | New York | NY | 10014 | Trustee | 0.50 | $0 | $0 | $0 |
| Daniel Harris | ||||||||
| 196 Orchard Street | New York | NY | 10002 | Trustee | 0.00 | $0 | $0 | $0 |
| Rachel Berg | ||||||||
| 1913A Lombardy Avenue | Nashville | TN | 37215 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,177,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,544,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,544,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $923,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,621,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,031,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,031,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,941 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $19,941 | TotalTaxAmt |
| Distributable Before Adj | $3,011,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,011,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,011,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,109,787 | 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 | $3,109,787 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,011,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $855,561 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $2,167,146 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $499,148 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $905,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $762,697 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $855,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,139,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,109,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $855,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,254,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $756,891 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $756,891 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,382,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $2,167,146 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $2,167,146 | 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 | $2,382,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $647,558 | ExcessFromYear3Amt |
| Excess From Year2 | $762,697 | ExcessFromYear2Amt |
| Excess From Year1 | $855,561 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey Harris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Harvard Business School | ||||||
| Teele Hall Soldiers Field Road | Boston | MA | 02163 | PC | Support education | $1,000 |
| Abingdon Square | ||||||
| 302A W 12th Street | New York | NY | 10014 | PC | Public park | $250 |
| ACLU Foundation | ||||||
| 125 Broad Street | New York | NY | 10004 | PC | Support education | $100,000 |
| Center For Jewish History | ||||||
| 15 W 16th Street | New York | NY | 10012 | PC | Support education | $1,000 |
| Cranbrook Educational Community | ||||||
| P O Box 801 | Bloomfield Hills | MI | 48303 | PC | support education | $75,000 |
| Doctors Without Borders | ||||||
| 40 Rector St | New York | NY | 10006 | PC | Support healthcare | $10,000 |
| Everytown For Gun Safety Foundation | ||||||
| P O Box 3886 | New York | NY | 10163 | PC | support education | $125,000 |
| FASPE | ||||||
| 322 W 52nd St | New York | NY | 10019 | PC | Support education | $1,000 |
| Food Bank For NYC | ||||||
| 39 Broadway | New York | NY | 10006 | PC | Support social services | $1,000 |
| Friends of the High Line | ||||||
| 820 Washington St | New York | NY | 10014 | PC | Support public park | $100,000 |
| GreenwichVillageHistoricalPreservat | ||||||
| 232 E 11th St | New York | NY | 10003 | PC | Support neighborhood | $250 |
| Hebrew Free Loan NY | ||||||
| 675 Third Avnue | New York | NY | 10017 | PC | Support social services | $18,000 |
| Hebrew Free Loan Pittsburgh | ||||||
| 4905 Fifth Ave | Pittsburgh | PA | 15213 | PC | Support social services | $500 |
| Henry Street Settlement | ||||||
| 265 Henry Street | New York | NY | 10002 | PC | Support social services | $10,000 |
| International Rescue Committee | ||||||
| PO Box 6068 | Albert Lea | MN | 56007 | PC | Support social services | $1,000 |
| JAA Pittsburgh | ||||||
| 200 JHF Drive | Pittsburgh | PA | 15217 | PC | Support social services | $5,250 |
| MIT | ||||||
| 600 Memorial Drive | Cambridge | MA | 12139 | PC | Support education | $1,000 |
| National Kidney Foundation | ||||||
| 30 E 33rd Street | New York | NY | 10016 | PC | Support medical research | $500 |
| National Multiple Sclerosis | ||||||
| 733 Third Avenue | New York | NY | 10022 | PC | Support medical research | $500 |
| New York Cares | ||||||
| 65 Broadway | New York | NY | 10006 | PC | Support social services | $2,500 |
| NewYorkers4Parks | ||||||
| 55 Broad Street | New York | NY | 10004 | PC | Support public parks | $1,000 |
| NY Genome Center | ||||||
| 101 Ave of the Americas | New York | NY | 10013 | PC | Support medical research | $10,000 |
| New York Presbyterian Hospital | ||||||
| 654 W 70th Street | New York | NY | 10032 | PC | Support healthcare | $2,061,222 |
| OneTable | ||||||
| 228 Park Avenue South | New York | NY | 10003 | PC | Support education | $1,800 |
| Planned Parenthood | ||||||
| 26 Bleecker St | New York | NY | 10014 | PC | Support healthcare | $10,000 |
| Planned Parenthood Middle Tennessee | ||||||
| 430 Poplar Ave | Memphis | TN | 38112 | PC | Support healthcare | $501 |
| Prep For Prep | ||||||
| 215 Park Av | New York | NY | 10003 | PC | Support education | $10,000 |
| Room To Grow | ||||||
| 142 Berkley St | Boston | MA | 12116 | PC | Support education | $5,000 |
| Save The Children | ||||||
| 501 Kings Highway East | Fairfield | CT | 16825 | PC | Support social services | $102 |
| Scarsdale Adult School | ||||||
| PO Box 205 | Scarsdale | NY | 10583 | PC | Support education | $250 |
| Texas Hearing Institute | ||||||
| 3100 Shenandoah St | Houston | TX | 77021 | PC | Support healthcare | $1,000 |
| The Asia Foundation | ||||||
| 465 California St | San Francisco | CA | 94104 | PC | Support education | $10,000 |
| The Joy Project | ||||||
| Jewish Family Services | West Bloomfield | MI | 48322 | PC | Support social services | $500 |
| UJA Federation | ||||||
| 159 E 59th Street | New York | NY | 11203 | PC | Support social services | $500,000 |
| University of Pennsylvania | ||||||
| 3733 Spruce St | Philadelphia | PA | 19104 | PC | Support education | $1,000 |
| Vassar | ||||||
| 124 Raymond Ave | Pougheekpsie | NY | 12604 | PC | Support education | $25,000 |
| VillagePreservationSociety | ||||||
| 235 E 11th Street | New York | NY | 10003 | PC | Support education | $500 |
| WNYC | ||||||
| 160 Varick St | New York | NY | 10013 | PC | Support public radio | $2,500 |
| Writing Through | ||||||
| 54 Blueberry Lane | Marthas Vineyard | MA | 12535 | PC | Support public radio | $10,000 |
| Classic Stage | ||||||
| 136 E 13th Street | New York | NY | 10002 | PC | Support theater | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,106,125 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,434,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,928 | RelatedOrExemptFunctionIncmAmt |
| 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,434,594 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,928 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,416,666 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey Harris GST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 West 12th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,404,235 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 shares of Amazon.com | NoncashPropertyDesc |
| Fair Market Value | $3,404,235 | FairMarketValueAmt |
| Received | 2021-12-03 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie ABBV | $1,019,998 | $1,611,800 |
| Amazon.Com AMZN | $295,919 | $1,930,800 |
| American Electric Power AEP | $518,153 | $580,800 |
| Comcast A CMCSA | $31,500 | $366,400 |
| DTE Energy DTE | $233,191 | $348,030 |
| Duke DUK | $97,499 | $266,413 |
| Fidelity Info Services FIS | $1,114,133 | $1,059,813 |
| Invesco S&P RSP | $392,855 | $595,280 |
| Invesco S&P 500 Equal Weight Consumer RHS | $889,325 | $1,586,430 |
| Invesco S&P 500 Equal Weight Financial RYF | $779,998 | $1,193,400 |
| Invesco S&P 500 Equal Weight Healthcare RYH | $957,791 | $1,464,450 |
| Invesco S&P 500 Equal Weight Technology RYT | $896,970 | $1,579,380 |
| iShares Gold Trust IAU | $1,053,369 | $1,008,000 |
| Johnson & johnson JNJ | $1,105,330 | $1,424,000 |
| Lennar LEN CL. A | $427,250 | $878,300 |
| Lincoln Electric LECO | $1,579,350 | $3,697,000 |
| Miller Knoll MLKN | $136,032 | $65,248 |
| MMM | $721,012 | $466,845 |
| Neogen NEOG | $57,183 | $32,954 |
| NextEra NEE | $2,255,600 | $8,808,800 |
| NRG Energy | $24,292 | $26,744 |
| PNC Financial PNC | $159,180 | $336,520 |
| Schwab US Dividend Fund SCHD | $1,640,000 | $2,367,900 |
| SPDR SPY | $575,235 | $2,038,400 |
| Starbucks SBUX | $215,880 | $613,200 |
| Transdigm TDG | $5,811,379 | $21,369,000 |
| Vanguard MidCap VOT | $853,960 | $1,153,440 |
| Verizon VZ | $518,332 | $584,700 |
| Visa V | $518,850 | $651,000 |
| SVUXX | $2,193,687 | $2,194,126 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sale of securities and miscellaneous adjustments | Desc |
| Amt | $1,808,720 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Postage | $2 | $0 | $0 | $2 |
| New York State Filing Fee | $1,500 | $0 | $0 | $1,500 |
| Tax Preparation Fees | $2,000 | $0 | $0 | $2,000 |
| Advertisement regarding financial statements | $160 | $0 | $0 | $160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated taxes | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |