MOUNT HOLLY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT HOLLY CHARITABLE FOUNDATION (EIN 88-0845968)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202511259349101011
- Schema version
- 2024v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T08:43:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880845968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Holly Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED MCCOURTNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-28 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,633,118 | 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 | $9,366,504 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,624,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $115,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,445 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $36,276 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,276 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $536,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,970,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,661 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,197,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,092,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,512,457 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,242,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,213,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,633,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,242,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,213,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,242,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,213,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,242,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,213,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,242,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,970,215 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,213,022 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,213,022 | 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 |
| Gross Sales Price | $47,112 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,909 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,203 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,203 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,203 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,979 | SubtotalAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,544 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,544 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $435 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Chris McCourtney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Tracy McCourtney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Theo Henry McCourtney III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Theo Henry McCourtney Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Lindsey McPhee | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Ashley Murphy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 145458 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $115,445 | CompensationAmt |
| 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 | $13,171,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,236,833 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,236,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,038,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $651,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $651,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,979 | TotalTaxAmt |
| Distributable Before Adj | $649,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $649,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $649,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $536,276 | 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 | $536,276 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $649,935 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $495,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $331,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $827,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $536,276 | QualifyingDistributionsAmt |
| Applied To Current Year | $536,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $113,659 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $113,659 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $714,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $714,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $382,215 | ExcessFromYear2Amt |
| Excess From Year1 | $331,963 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEO HENRY MCCOURTNEY JR | ContributingManagerNm |
| Contributing Manager | Tracy McCourtney | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $60,000 |
| BRIDGE FUND OF NEW YORK INC | |||||||
| 271 MADISON AVE STE 907 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $10,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK | |||||||
| 1011 1ST AVE 11TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $10,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| PO BOX 5278 | HARLAN | IA | 52772 | N/A | PC | General & Unrestricted | $15,000 |
| CHILD CARE COUNCIL OF WESTCHESTER INC | |||||||
| 313 CENTRAL PARK AVE | SCARSDALE | NY | 10583 | N/A | PC | General & Unrestricted | $60,000 |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | |||||||
| 84 BEDFORD RD | KATONAH | NY | 10536 | N/A | PC | General & Unrestricted | $20,000 |
| CORNELIA CONNELY CENTER FOR EDUCATION | |||||||
| 220 E 4TH ST | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $35,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $50,000 |
| FRIENDS OF KAREN INC | |||||||
| 118 TITICUS RD | NORTH SALEM | NY | 10560 | N/A | PC | General & Unrestricted | $10,000 |
| GRACE ACADEMY INC | |||||||
| 457 MAIN ST | HARTFORD | CT | 06103 | N/A | PC | General & Unrestricted | $65,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | |||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $10,000 |
| NPH-USA | |||||||
| 20 N WACKER DR ST 4000 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $100,000 |
| PROMISE PROJECT INC | |||||||
| 121 AVE OF THE AMERICAS FL 6 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $10,000 |
| SANCTUARY FOR FAMILIES INC | |||||||
| PO BOX 1406 WALL STREET STA | NEW YORK | NY | 10268 | N/A | PC | General & Unrestricted | $15,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $5,000 |
| THE WINDWARD SCHOOL | |||||||
| 40 W RED OAK LN | WHITE PLAINS | NY | 10604 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | 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 | $439 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,190 | 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 | $24,203 | 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 | $257,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,832 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| McCourtney Family 2022 CLAT | |||||||
| 1 | 200 Katonah Avenue | Katonah | NY | 105362175 | $2,613,660 | Yes (X) | Yes (X) |
| McCourtney Family 2023 CLAT | |||||||
| 2 | 200 Katonah Avenue | Katonah | NY | 105362175 | $5,330,434 | Yes (X) | Yes (X) |
| McCourtney Family 2024 CLAT | |||||||
| 3 | 200 Katonah Avenue | Katonah | NY | 105362175 | $922,410 | Yes (X) | Yes (X) |
| McCourtney Jr Ted | |||||||
| 4 | 200 Katonah Avenue | Katonah | NY | 105362175 | $500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (26 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MICROSOFT CORP MSFT, 1630 sh. | $734,959 | 2024-06-28 |
| 1 | JOHNSON & JOHNSON JNJ, 1080 sh. | $158,069 | 2024-06-28 |
| 1 | INTEL CORP INTC, 3350 sh. | $103,900 | 2024-06-28 |
| 1 | IDEXX CORP IDXX, 500 sh. | $245,295 | 2024-06-28 |
| 1 | CVS CAREMARK CORP CVS, 1390 sh. | $82,330 | 2024-06-28 |
| 1 | COGNEX CORPORATION CGNX, 2730 sh. | $127,723 | 2024-06-28 |
| 1 | CISCO SYSTEMS INC CSCO, 4780 sh. | $227,528 | 2024-06-28 |
| 1 | CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 970 sh. | $159,589 | 2024-06-28 |
| 1 | APPLE INC AAPL, 3630 sh. | $773,862 | 2024-06-28 |
| 2 | MICROSOFT CORP MSFT, 1290 sh. | $546,567 | 2024-12-31 |
| 2 | JOHNSON & JOHNSON JNJ, 2730 sh. | $393,092 | 2024-12-31 |
| 2 | FS KKR CAPITAL CORP FSK, 33970 sh. | $739,187 | 2024-12-31 |
| 2 | DOUBLELINE INCOME SOLUTIONS FUND DSL, 68150 sh. | $857,327 | 2024-12-31 |
| 2 | CISCO SYSTEMS INC CSCO, 8790 sh. | $519,225 | 2024-12-31 |
| 2 | BLACKROCK EQ DIVIDEND A MDDVX, 26520 sh. | $500,432 | 2024-12-31 |
| 2 | APPLE INC AAPL, 4540 sh. | $1,141,152 | 2024-12-31 |
| 2 | CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 3390 sh. | $633,184 | 2024-12-31 |
| 3 | MICROSOFT CORP MSFT, 460 sh. | $194,900 | 2024-12-31 |
| 3 | JOHNSON & JOHNSON JNJ, 580 sh. | $83,514 | 2024-12-31 |
| 3 | INTEL CORP INTC, 2450 sh. | $49,343 | 2024-12-31 |
| 3 | IDEXX CORP IDXX, 190 sh. | $78,855 | 2024-12-31 |
| 3 | COGNEX CORPORATION CGNX, 1410 sh. | $50,795 | 2024-12-31 |
| 3 | CISCO SYSTEMS INC CSCO, 1870 sh. | $110,461 | 2024-12-31 |
| 3 | CVS CAREMARK CORP CVS, 1150 sh. | $51,031 | 2024-12-31 |
| 3 | APPLE INC AAPL, 970 sh. | $243,814 | 2024-12-31 |
| 3 | CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 310 sh. | $57,902 | 2024-12-31 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $4,597,580 | $5,799,727 |
| BLACKROCK EQ DIVIDEND A | $802,219 | $797,648 |
| CHECK POINT SOFTWARE TECHNOLOG | $1,632,706 | $1,872,601 |
| CISCO SYSTEMS INC | $1,976,058 | $2,251,968 |
| COGNEX CORPORATION | $599,023 | $488,772 |
| CVS CAREMARK CORP | $498,304 | $311,088 |
| DOUBLELINE INCOME SOLUTIONS FU | $1,354,946 | $1,368,622 |
| FS KKR CAPITAL CORP | $1,077,882 | $1,103,593 |
| IDEXX CORP | $1,102,430 | $913,702 |
| INTEL CORP | $567,693 | $312,379 |
| JOHNSON & JOHNSON | $1,395,615 | $1,321,827 |
| MICROSOFT CORP | $3,487,905 | $3,970,530 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $34,873 | $34,873 |
| Postage/Delivery Service | $1,378 | $1,378 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $115,445 | Amt |
| Net Investment Income | $115,445 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | McCourtney Family 2024 CLAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Katonah Avenue | AddressLine1Txt |
| City | Katonah | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105362175 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,500 |
| 990-PF Extension for 2023 | $900 |