THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349102735
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T16:11:49-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133200783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 ARLINGTON AVENUE 20J | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C ALLEN CPA | PreparerPersonNm |
| PTIN | P00075601 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,794,565 | 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 | $97,457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,457 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $97,457 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $415,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,581 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $415,581 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,122 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,161,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,122 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,863 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,863 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $517,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,023 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $514,901 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $107,358 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $191 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $996 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,347,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,277,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$829,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,354 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $514,901 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,707 | CashBOYAmt |
| Cash EOY | $7,674 | CashEOYAmt |
| Cash EOYFMV | $7,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $841,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,234,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,234,184 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $278,284 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $392,175 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $365,846 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,011,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,945,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,944,863 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,693,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,388,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,241,998 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $15,837,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,968,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,794,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,837,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,968,243 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,837,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,968,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,837,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,968,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,837,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$829,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,409 | OtherIncreasesAmt |
| Subtotal | $15,016,790 | SubtotalAmt |
| Other Decreases | $48,547 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,968,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20 SHR. ALPHABET INC. | P | 2012-10-26 | 2022-01-20 | $53,847 | $6,707 | $47,140 | $47,140 |
| 1,000 SHR.. COLGAGE PALMOLIVE | P | 2017-09-11 | 2022-11-07 | $73,487 | $71,835 | $1,652 | $1,652 |
| 500 SHR APPLE INC. | P | 2013-10-24 | 2022-01-20 | $83,117 | $9,456 | $73,661 | $73,661 |
| 700 SHR. META PLATFORMS INC. | P | 2015-05-27 | 2022-11-22 | $76,423 | $56,113 | $20,310 | $20,310 |
| 1500 SHR. GLOBAL PAYMENTS INC. | P | 2021-09-17 | 2022-01-20 | $218,784 | $243,187 | -$24,403 | -$24,403 |
| 130,276.61 SHR. DOUBLELINE TOTAL RET | P | 2000-01-01 | 2022-12-07 | $1,173,768 | $1,378,897 | -$205,129 | -$205,129 |
| 2,150 SHR. ROLLINS INC. | P | 2019-08-01 | 2022-05-10 | $70,722 | $48,604 | $22,118 | $22,118 |
| 100 SHS SALES FORCE | P | 2021-06-30 | 2022-12-29 | $12,970 | $24,511 | -$11,541 | -$11,541 |
| 100,000 SHR. ATT INC. | P | 2016-05-03 | 2022-05-11 | $102,597 | $102,838 | -$241 | -$241 |
| 200,000 SHR. ATT INC. | P | 2016-05-03 | 2022-05-11 | $205,194 | $205,673 | -$479 | -$479 |
| 3,200 SHR. ROLLINS INC. | P | 2019-08-01 | 2022-05-11 | $106,758 | $72,341 | $34,417 | $34,417 |
| 3,200 SHR. ROLLINS INC. | P | 2019-08-01 | 2022-05-12 | $105,985 | $72,341 | $33,644 | $33,644 |
| 40,000. MI STATE HSG RNTL | P | 2021-11-29 | 2002-06-12 | $40,000 | $40,235 | -$235 | -$235 |
| 600 SHR. AMAZON.COM | P | 2015-10-08 | 2022-06-08 | $73,559 | $16,177 | $57,382 | $57,382 |
| 1,100 SHR. APTARGROUP INC. | P | 2021-09-17 | 2022-07-26 | $113,424 | $133,093 | -$19,669 | -$19,669 |
| 900 SHR. APTARGROUP INC. | P | 2019-11-06 | 2022-07-26 | $92,801 | $98,102 | -$5,301 | -$5,301 |
| 5,000 SHR. TJX COMPANIES | P | 2021-06-28 | 2022-07-26 | $302,509 | $331,946 | -$29,437 | -$29,437 |
| 145,000 MI STATE HSG RNTL | P | 2021-11-29 | 2022-10-01 | $145,000 | $145,877 | -$877 | -$877 |
| 1,500 SHR. COLGAGE PALMOLIVE CO. | P | 2015-12-29 | 2022-11-07 | $110,231 | $101,126 | $9,105 | $9,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,122 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$45,184 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,218 | SubtotalAmt |
| Tax Based On Investment Income | $6,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,782 | OverpaymentAmt |
| Applied To ES Tax | $25,782 | 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 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168010100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE | AddressLine1Txt |
| Address Line2 | SUITE 400 | AddressLine2Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JILL LEVY | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | PRESIDENT | 2.00 | $2,000 | $0 | $0 |
| HELEN O WESTCOTT | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | SECRETARY | 1.00 | $2,000 | $0 | $0 |
| ALEXANDER T WESTCOTT | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| ALLAN M LEVY | ||||||||
| 250 SOUTH OCEAN BLVD 14D | BOCA RATON | FL | 33432 | TREASURER | 1.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS JONES & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 FIFTH AVE FL 11 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVI | ServiceTypeTxt |
| Compensation | $135,836 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,184,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,769,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,953,912 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $23,953,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $359,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,594,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,179,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,179,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,218 | TotalTaxAmt |
| Distributable Before Adj | $1,173,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,173,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,173,512 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,277,340 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,277,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,173,512 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,141,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,141,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,277,340 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,173,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,828 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,244,894 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,244,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,141,066 | ExcessFromYear1Amt |
| Excess From Current Year | $103,828 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| ARNOLD P GOLD FOUNDATION | ||||||||
| PO BOX 1116 | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | NON-PROFIT | GENERAL | $15,000 | |
| ARTIST FELLOWSHIP | ||||||||
| 47 FIFTH AVENUE | NEW YROK | NY | 10003 | N/A | NON-PROFIT | GENERAL | $1,500 | |
| BETHEL HOBBS COMM FARM | ||||||||
| 178 OXHEAD ROAD | CENTERACH | NY | 11720 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| BORN FREE WILD LIFE REHAB | ||||||||
| PO BOX 772096 | STEAMBOAT SPRINGS | CO | 80477 | N./A | NON-PROFIT | GENERAL | $3,500 | |
| BRONX HIGH SCHOOL | ||||||||
| 75 BRONX SCIENCE BLVD | BRONX | NY | 10468 | N/A | NON-PROFIT | GENERAL | $10,000 | SCIENCE ALUMNI ASSOCIATION |
| CAPITAL HARMONY WORKS | ||||||||
| 1 N JOHNSON AVE 209 | TRENTON | NJ | 08609 | N/A | NON-PROFIT | GENERAL | $30,000 | |
| CHAPIN SHCOOL | ||||||||
| 4101 PRINCE PKE | PRINCETON | NJ | 08542 | N/A | NON-PROFIT | GENERAL | $20,000 | |
| CHILD CANCER FUND | ||||||||
| 4720 SALISBURY ROAD | JACKSONVILLE | FL | 32256 | N/A | NON-PROFIT | GENERAL | $13,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| COMMUNITY VOICE HEAR | ||||||||
| 115 EAST 106TH STREET 3RD | NEW YORK | NY | 10029 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| CONQUER CANCER FOUNDATION | ||||||||
| 2318 MILL ROAD 800 | ALEXANDRIA | VA | 22314 | GENERAL | $15,000 | |||
| DIRECT RELIEF FOUNDATION | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | NON-PROFIT | GENERAL | $30,000 | |
| DR LOMA BREEN HEROES FOUNDATION | ||||||||
| 1867 WINSTON RD | CHARLOTTESVILLE | VA | 22903 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| DUNN SCHOOL | ||||||||
| 2555 WEST HIGHWAY 154 | LOS OLIVOS | CA | 93441 | N/A | NON-PROFIT | GENERAL | $33,000 | |
| EPIC LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TPKE | EAST MEADOW | NY | 11554 | N/A | NON-PROFIT | GENERAL | $25,000 | |
| FOOD BANK NYC | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | NON-PROFIT | GENERAL | $7,500 | |
| FRIENDS OF WLRN | ||||||||
| PO BOX 01-9731 | MIAMI | FL | 33101 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| GEORGE STEVENS ACADEMY | ||||||||
| 23 UNION ST | BLUE HILL | ME | 04614 | N/A | NON-PROFIT | GENERAL | $24,000 | |
| HIGHLANDER RESEARCH AND ED | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| HONOR THE EARTH | ||||||||
| PO BOX 155 | PONSFORD | MN | 56575 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| HOPE FOR YOUTH FOUNDATION | ||||||||
| 201 DIXON AVENUE | AMITYVILLE | NY | 11701 | N/A | NON-PROFIT | GENERAL | $8,250 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEE | MN | 56007 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3400 NCHARLES ST | BALTIMORE | MD | 21218 | N/A | NON-PROFIT | GENERAL | $25,000 | |
| KIEVE WAVUS EDUCATION | ||||||||
| 42 KIEVE ROAD | NOBLEBORO | ME | 04555 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| LET IT SHINE INC | ||||||||
| 137 7TH STREET | VERPLANCK | NY | 10596 | N/A | NON-PROFIT | GENERAL | $8,250 | |
| LIFE NEEDS CO-OP | ||||||||
| 205 NORTH PLAIN ROAD | GEAT BARRINGTON | MA | 01230 | N/A | NON-PROFIT | GENERAL | $35,000 | |
| MASS GENERAL HOSPITAL FTD UNIT | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| MERCY HEALTH FOUNDATION | ||||||||
| 14528 S OUTER 40 | CHESTERFIELD | MO | 63017 | N/A | NON-PROFIT | GENERAL | $16,500 | |
| MIDLAND SCHOOL | ||||||||
| 94 READINGTON RD | NORTH BRANCH | NJ | 08876 | N/A | NON-PROFIT | GENERAL | $12,000 | |
| MULTIPLE MYELOMA RESEARCH | ||||||||
| 4400 COLDWATER CANYON AVE | STUDIO CITY | CA | 91604 | N/A | NON-PROFIT | GENERAL | $20,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DRIVE | BEDVERTON | OR | 97008 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| NEW GEORGIA PROJECT | ||||||||
| 830 GLENWOOD AVE SE | ATLANTA | GA | 30316 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| NEW GRANGE SCHOOL | ||||||||
| 800 NRD | PENNINGTON | NJ | 08534 | N/A | NON-PROFIT | GENERAL | $20,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | NON-PROFIT | GENERAL | $15,000 | |
| NOLS FUND | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| NORTH WELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | N/A | NON-PROFIT | GENERAL | $45,000 | |
| OPENING ACT | ||||||||
| 81 PROSPECT STREET | BROOKLYN | NY | 11201 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| PACE UNIVERSITY | ||||||||
| ONE PACE PLAZA | NEW YORK | NY | 10038 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| PENNINGTON SCHOOL | ||||||||
| 112 WEST DELAWARE AVE | PENNINGTON | NJ | 08534 | N/A | NON-PROFIT | GENERAL | $110,000 | |
| PLANNED PARENTHOOD FOUNDATION | ||||||||
| 26 BLEECKER STREET | NEW YORKK | NY | 10012 | N/A | NON-PROFIT | GENERAL | $25,000 | |
| PRINCETON DAY SCHOOL | ||||||||
| 650 GREAT ROAD | PRINCETON | NJ | 08540 | N/A | NON-PROFIT | GENERAL | $5,500 | |
| PRINCETON JUNIOR SCHOOL | ||||||||
| 3270 LAWRENCEVILLE RD | PRINCETON | NJ | 08540 | N/A | NON-PROFIT | GENERAL | $20,000 | |
| RECONNECT BROOKLYN | ||||||||
| 1000 DEAN ST SUITE 307 | BROOKLYN | NY | 11238 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| ROCKY MOUNTAIN BIOLOGICAL LAB | ||||||||
| PO BOX 519 | CRESTED BUTTE | CO | 81224 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| SANTA YNEX VALLEY FAMILY SCHOOL | ||||||||
| 5300 FIGUEROE MOUNTIAN RD | LAEK DIVEA | CA | 93441 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| SEEDS ACCESS CHANGES EVERYTHING | ||||||||
| 494 BROAD STREET | NEWARK | NJ | 07102 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| SISTER SONG | ||||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| SOLEBURY SCHOOL | ||||||||
| 6832 PHILLIPS MILL ROAD | NEW HOPE | PA | 18938 | N/A | NON-PROFIT | GENERAL | $65,000 | |
| SUZANNES COMFORT CARE | ||||||||
| 167 NORTH MAIN STREET | PERRY | NY | 14530 | N/A | NON-PROFIT | GENERAL | $16,500 | |
| THE CAMPHILL SCHOOL | ||||||||
| 1784 FAIRVIEW ROAD | GLENMOORE | PA | 19343 | N/A | NON-PROFIT | GENERAL | $75,000 | |
| THE CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONSKI NECK ROAD | WISCASSET | ME | 04578 | N/A | NON-PROFIT | GENERAL | $15,000 | |
| THE CHILDREN'S VILLAGE | ||||||||
| 1 ECHO HILLS ROAD | DOBBS FERRY | NY | 10522 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| THE CUMBERLAND CRISIS PREGRANCY | ||||||||
| 2229 NASHVILLE PIKE | GALLATIN | TN | 37066 | N/A | NON-PROFIT | GENERAL | $7,500 | |
| THE HART ISLAND PROJECT | ||||||||
| 232 E 11TH ST | NEW YORK | NY | 10003 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| THE HILL SCHOOL | ||||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | N/A | NON-PROFIT | GENERAL | $16,500 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTRE PLAZA | NEW YROK | NY | 10023 | N/A | NON-PROFIT | GENERAL | $30,000 | |
| THE NASHVILLE ZOO | ||||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | N/A | NON-PROFIT | GENERAL | $4,000 | |
| UNICEF | ||||||||
| 125 MAI DEN LANE | NEW YORK | NY | 10038 | N/A | NON-PROFIT | GENERAL | $10,000 | |
| UNITED HOSPITAL FUND | ||||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10015 | N/A | NON-PROFIT | GENERAL | $50,000 | |
| UNIVERSITY COMMUNITY SOCIAL SERVICE | ||||||||
| 137 EAST 2ND STREET | NEW YORK | NY | 10009 | N/A | NON-PROFIT | GENERAL | $22,000 | |
| WAVE EPISCOPAL CHURCH | ||||||||
| PO BOX 958983 | ST LOUIS | MO | 63195 | N/A | NON-PROFIT | GENERAL | $2,500 | |
| WNET NEW YORK PUBLIC MEDIA | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | NON-PROFIT | GENERAL | $45,000 | |
| YOUNG SCHOLARS INSTITUTE | ||||||||
| 349 WEST STATE STREET | TRENTON | NJ | 08613 | N/A | NON-PROFIT | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,457 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,581 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,863 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,117 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $513,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,980 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,023 | 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 | $32,700 | Amt |
| Net Investment Income | $10,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,800 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Short Explanation | JILL LEVY | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BOND INVESTMENT | BondNm |
| EOY Book Value | $2,388,580 | EOYBookValueAmt |
| EOYFMV | $2,241,998 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $5,745,915 | $11,702,924 |
| EXCHANGE TRADED FUNDS | $721,609 | $1,958,721 |
| MUTUAL FUNDS | $4,265,060 | $3,876,298 |
| OTHER ASSETS | $213,046 | $406,920 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $392,175 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $365,846 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $48,547 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL REGISTRATION FEES | $725 | $242 | $483 |
| DUES & SUBSCRIPTIONS | $795 | $265 | $530 |
| INSURANCE | $723 | $241 | $482 |
| OFFICE EXENSES | $384 | $128 | $256 |
| POSTAGE | $360 | $120 | $240 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SUIT SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,863 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $6,157 |
| PRIOR PERIOD ADJUSTMENT | $3,252 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTATION FEES | $25,200 | $8,400 | $16,800 |
| INVESTMENT ADVIOSRY FEES | $135,836 | $45,278 | $90,558 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $286 | Amt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $191 | DisbursementsCharitablePrpsAmt |