ACQUAVELLA FAMILY FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACQUAVELLA FAMILY FOUNDATION TR (EIN 13-7140356)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202331329349101548
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:12:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | 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 | 137140356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACQUAVELLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACQU | BusinessNameControlTxt |
| Phone | 2127346300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM ACQUAVELLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127346300 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | ACQUAVELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES FERRARA | PreparerPersonNm |
| PTIN | P00288604 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,011,327 | 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 |
| Dividends Rev And Expnss | $77,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,527,205 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,783 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,566 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $244,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,390 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,558 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,396,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,356,083 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,152,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,667 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,667 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $6,476,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,376,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,922,993 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,612,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,465,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,011,327 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,612,256 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,460,080 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,612,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,460,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,612,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,465,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,612,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,152,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,460,113 | SubtotalAmt |
| Other Decreases | $33 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,460,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $7 | $7 | $7 | |
| BESSEMER TRUST #8G2616- AVAILABLE UPON REQUEST | P | $378,842 | -$30,969 | -$30,969 | $409,811 |
| BESSEMER TRUST #8G2616- AVAILABLE UPON REQUEST | P | $1,008,798 | $256,487 | $256,487 | $752,311 |
| BESSEMER TRUST #NN1141- AVAILABLE UPON REUQEST | P | $514,849 | -$16,649 | -$16,649 | $531,498 |
| BESSEMER TRUST #NN1141- AVAILABLE UPON REUQEST | P | $624,709 | -$46,093 | -$46,093 | $670,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,165 | OverpaymentAmt |
| Applied To ES Tax | $9,165 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM ACQUAVELLA | IndividualWithBooksNm |
| Phone | 2127346300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R ACQUAVELLA | ||||||||
| 18 EAST 79TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DONNA JO ACQUAVELLA | ||||||||
| 18 EAST 79TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,694,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,775,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,775,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,674,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,835 | TotalTaxAmt |
| Distributable Before Adj | $330,867 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $330,867 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $330,867 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,356,083 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,356,083 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $317,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $378,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,111,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,574,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $979,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,361,958 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,356,083 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $330,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,025,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,387,174 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $317,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,069,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $378,869 | ExcessFromYear4Amt |
| Excess From Year3 | $1,111,776 | ExcessFromYear3Amt |
| Excess From Year2 | $1,574,502 | ExcessFromYear2Amt |
| Excess From Year1 | $979,457 | ExcessFromYear1Amt |
| Excess From Current Year | $1,025,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM R ACQUAVELLA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN AGORA FOUNDATION INC | ||||||||
| 27 UNION SQUARE WEST | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| AMERICAN-ITALIAN CANCER FOUNDATION | ||||||||
| 112 EAST 71ST STREET SUITE 2B | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| ANIMAL MEDICAL CENTER | ||||||||
| 510 E 62ND ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ASPCA | ||||||||
| 520 EIGHT AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| AVENUES FOR JUSTICE INC | ||||||||
| 100 CENTRE STREET SUITE 1541 | NEW YORK | NY | 100134308 | NONE | PC | GENERAL PURPOSE | $1,545 | |
| CARE USA | ||||||||
| 151 ELLIS STREET NORTH EAST | ATLANTA | GA | 30303 | NONE | PC | GENERAL PURPOSE | $5,250 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| CLARK ART INSTITUTE | ||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| CONVENT OF THE SACRED HEART | ||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 101280689 | NONE | PC | GENERAL PURPOSE | $118,333 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $35,000 | |
| FOUNDATION FOR ITALIAN ART & CULTURE | ||||||||
| 112 EAST 71ST STREET SUITE 1B | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| GLADES ACADEMY FOUNDATION | ||||||||
| ONE NORTH CLEMATIS STREET 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| GOOD SHEPHERD SERVICES | ||||||||
| 305 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | GENERAL PURPOSE | $250,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| JOSEPH A MCBRIDE FUND | ||||||||
| PO BOX 1366 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NEW YORK CITY POLICE FOUNDATION | ||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| NYU LANGONE HEALTH SYSTEM | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| PARTNERSHIP TO END ADDICTION | ||||||||
| 711 THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $10,563 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| SEO | ||||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| SKOWHEGAN SCHOOL | ||||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSE | $125,000 | |
| SURF FOR ALL | ||||||||
| 218 EAST PARK AVENUE 552 | LONG BEACH | NY | 11561 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE BOYS' CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL PURPOSE | $13,500 | |
| THE BUCKLEY SCHOOL | ||||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| THE CHAPIN SCHOOL | ||||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| THE CHURCH | ||||||||
| 48 MADISON STREET | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE COLLEGE FOUNDATION ARTS & SCIENCE DEVELOPMENT OFFICE | ||||||||
| PO BOX 400801 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE FRALIN MUSEUM OF ART | ||||||||
| PO BOX 400119 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| THE FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $16,667 | |
| THE HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||||
| 40 WEST 57TH STREET SUITE 1440 | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| THE HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE JAMES C FERRER EDUCATION FUND INC | ||||||||
| 200 TUCKAHOE ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| THE MORGAN LIBRARY & MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 100163405 | NONE | PC | GENERAL PURPOSE | $36,000 | |
| THE ROGOSIN INSTITUTE | ||||||||
| 504-506 EAST 74TH ST SUITE 101 | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| UBUNTU PATHWAYS | ||||||||
| 32 BROADWAY SUITE 414 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $1,200 | |
| UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC | ||||||||
| C/O ALSTON BIRD 1201 WEST PEACHTREE | ATLANTA | GA | 303093424 | NONE | PC | GENERAL PURPOSE | $25,000 | STREET |
| VIRGINIA ATHLETICS FOUNDATION | ||||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 229044833 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| WESTMINSTER SCHOOL | ||||||||
| 995 HOPMEADOW STREET PO BOX 337 | SIMSBURY | CT | 06070 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| YAI NETWORK | ||||||||
| 220 E 42ND ST 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,558 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,041 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $244,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,390 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $10,550 | Amt |
| Net Investment Income | $5,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,275 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,667 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,667 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BESSEMER TRUST MARKETABLE SECURITIES AND BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,376,746 | BookValueAmt |
| EOYFMV | $5,922,993 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION ON INVESTMENTS | Desc |
| Amt | $33 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $4,566 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,566 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,002 | Amt |
| Net Investment Income | $17,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $128 | $128 | $0 |
| FEDERAL EAXCISE TAX ON NET INVESTMENT INCOME | $18,045 | $18,045 | $0 |