NETTER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NETTER FOUNDATION INC (EIN 13-6176542)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202331329349102913
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:42:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | 136176542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NETTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NETT | BusinessNameControlTxt |
| Phone | 9142712802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 FOX RUN ROAD | AddressLine1Txt |
| City | CROTON ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105203707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED NETTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9142712802 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFRED | PersonFirstNm |
| Person Last | NETTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TANYA LEE BEHNKE | PreparerPersonNm |
| PTIN | P01363544 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2023-05-11 | 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 | $4,951,203 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $215,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,713 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,258 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,078 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,392,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,268,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,370,337 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,700,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,744,056 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,568,788 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,162,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,024,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,951,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,900,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,900,456 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $261,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $124,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,162,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,024,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,162,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,024,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,162,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,594 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,024,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,024,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P MID-CAP 400 VALUE ETF | P | 2013-11-27 | 2022-12-09 | $70,052 | $38,753 | $31,299 | $31,299 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2022-04-21 | $50,189 | $26,539 | $23,650 | $23,650 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2022-05-31 | $40,107 | $22,326 | $17,781 | $17,781 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2022-10-10 | $25,085 | $16,176 | $8,909 | $8,909 |
| ISHARES S&P 500 VALUE ETF | P | 2013-11-27 | 2022-11-21 | $30,345 | $17,271 | $13,074 | $13,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | 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 | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $861 | OverpaymentAmt |
| Applied To ES Tax | $861 | 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 | KOFLER CO PC | IndividualWithBooksNm |
| Phone | 5165360300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD NETTER | ||||||||
| 101 STATE ST | GUILFORD | CT | 06437 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALFRED NETTER | ||||||||
| 24 FOX RUN ROAD | CROTON ON HUDSON | NY | 10520 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NADINE NETTER LEVY | ||||||||
| 100 WORTH AVE APT 118 | PALM BEACH | FL | 33480 | VICE PRESIDENT | 0.00 | $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 | $5,279,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,300,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,300,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,221,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,339 | TotalTaxAmt |
| Distributable Before Adj | $258,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,893 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $8,021 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,893 | AppliedToYear1Amt |
| Applied To Prior Years | $8,021 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $255,345 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1898 FOUNDATION INC | ||||||||
| PO BOX 248 | PURCHASE | NY | 105770248 | NONE | NONE | CHARITY | $750 | |
| ACCESS SUPPORTS FOR LIVING FOUNDATION INC | ||||||||
| 15 FORTUNE ROAD WEST | MIDDLETOWN | NY | 10941 | NONE | NONE | CHARITY | $5,000 | |
| ALL OUR KIN | ||||||||
| 414 CHAPEL STREET STE 100 | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $500 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $2,000 | |
| BIRTHRIGHT ISRAEL | ||||||||
| 33 E 33RD STREET | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $1,000 | |
| CAMFED USA FOUNDATION | ||||||||
| 466 GEARY ST STE 400 | SAN FRANCISCO | CA | 94102 | NONE | NONE | CHARITY | $500 | |
| CARNEGIE HALL | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | CHARITY | $2,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 E 55TH STREET | NEW YORK | NY | 100223502 | NONE | NONE | CHARITY | $1,000 | |
| CHABAD OF BEDFORD INC | ||||||||
| 220 S BEDFORD ROAD | MOUNT KISCO | NY | 105494955 | NONE | NONE | CHARITY | $2,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 600221168 | NONE | NONE | CHARITY | $300 | |
| CHILDREN'S FOUNDATION OF PALM BEACH COUNTY | ||||||||
| PO BOX 4551 | WEST PALM BEACH | FL | 33402 | NONE | NONE | CHARITY | $500 | |
| CHILDRENS CENTER OF HAMDEN | ||||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06517 | NONE | NONE | CHARITY | $2,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST ST MC 8741 | NEW YORK | NY | 10027 | NONE | NONE | CHARITY | $100 | |
| COMMUNITY CENTER OF NORTHERN WESTCHESTER INC | ||||||||
| 84 BEDFORD RD | KATONAH | NY | 105362102 | NONE | NONE | CHARITY | $500 | |
| COMMUNITY FOUNDATION | ||||||||
| 70 AUDOBON ST | NEW HAVEN | CT | 06510 | NONE | NONE | CHARITY | $25,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $7,500 | |
| CROSSPOINTE ELEMENTARY SCHOOL | ||||||||
| 3015 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | NONE | CHARITY | $2,500 | |
| CROTON CARING COMMITTEE | ||||||||
| 38 PENFIELD AVE | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $1,000 | |
| DENAN PROJECT | ||||||||
| PO BOX 543 | WOODBURY | CT | 06798 | NONE | NONE | CHARITY | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $2,000 | |
| DOROT PROJECT | ||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | NONE | CHARITY | $500 | |
| ETV ENDOWMENT OF SOUTH CAROLINA | ||||||||
| 401 E KENNEDY ST STE B-1 | SPARTANBURG | SC | 29302 | NONE | NONE | CHARITY | $500 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | NONE | CHARITY | $1,500 | |
| FCFC | ||||||||
| 227 EAST GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $11,000 | |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | ||||||||
| 8306 155TH PL N | WEST PALM BEACH | FL | 334181880 | NONE | NONE | CHARITY | $1,500 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | NONE | CHARITY | $4,000 | |
| FELLOWSHIP PLACE | ||||||||
| 441 ELM STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $4,000 | |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | ||||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | NONE | CHARITY | $20,000 | |
| FRIENDS OF THE GREEN BAY TRAIL | ||||||||
| PO BOX 545 | GLENCOE | IL | 60022 | NONE | NONE | CHARITY | $400 | |
| FRONTLINE CHAPLAINS INTERNATIONAL | ||||||||
| PO BOX 1004 | TEMPLE | TX | 765031004 | NONE | NONE | CHARITY | $1,000 | |
| GUILFORD FOUNDATION INC | ||||||||
| PO BOX 35 | GUILFORD | CT | 064370035 | NONE | NONE | CHARITY | $10,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST | ADAWAM | MA | 010011920 | NONE | NONE | CHARITY | $500 | |
| HEROES FOUNDATION OF AMERICA INC | ||||||||
| PO BOX 31863 | PALM BEACH GARDENS | FL | 33420 | NONE | NONE | CHARITY | $1,000 | |
| HUMAN DEVELOPMENT SERVICES OF WESTCHESTER | ||||||||
| 930 MAMARONECK AVE | MAMARONECK | NY | 105431676 | NONE | NONE | CHARITY | $1,000 | |
| ICE THEATRE | ||||||||
| 62 CHELSEA PIER STE 308 | NEW YORK | NY | 10011 | NONE | NONE | CHARITY | $500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST FL 12 | NEW YORK | NY | 10168 | NONE | NONE | CHARITY | $1,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE - SUITE 703 | NEW YORK | NY | 10022 | NONE | NONE | CHARITY | $1,500 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | ||||||||
| 150 N MICHIGAN AVE STE 640 | CHICAGO | IL | 606017524 | NONE | NONE | CHARITY | $500 | |
| JEWISH FAMILY SERVICES OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVENUE | ALBANY | NY | 12203 | NONE | NONE | CHARITY | $1,250 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NONE | CHARITY | $500 | |
| LAKE WACCABUC ASSOCIATION | ||||||||
| PO BOX 241 | SOUTH SALEM | NY | 10590 | NONE | NONE | CHARITY | $7,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NONE | NONE | CHARITY | $2,500 | |
| LOWCOUNTRY FOOD BANK | ||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | NONE | CHARITY | $500 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY STE 1301 | NEW YORK | NY | 10006 | NONE | NONE | CHARITY | $2,000 | |
| MACCABI USA INC | ||||||||
| 1511 WALNUT STREET - SUITE 401 | PHILADELPHIA | PA | 19102 | NONE | NONE | CHARITY | $9,000 | |
| MOBILIZATION FOR JUSTICE INC | ||||||||
| 100 WILLIAM STREET 6TH FLR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $500 | |
| MT SINAI HEALTH CARE FOUNDATION | ||||||||
| 10501 EUCLID AVE - FLOOR 2 | CLEVELAND | OH | 441062204 | NONE | NONE | CHARITY | $10,000 | |
| MUSIC HAVEN | ||||||||
| BLDG 5 2ND FLOOR | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $4,000 | |
| MUSIC HEALS US | ||||||||
| 900 RIVERSIDE DRIVE APT 6B | NEW YORK | NY | 10032 | NONE | NONE | CHARITY | $4,000 | |
| NATIONAL WOMEN'S TENNIS ASSOCIATION | ||||||||
| 7200 SOUTH KARRINGTON DR | FRANKLIN | WI | 53132 | NONE | NONE | CHARITY | $7,500 | |
| NEW HAVEN FRIENDS MEETING | ||||||||
| 223 E GRAND AVE | NEW HAVEN | CT | 06513 | NONE | NONE | CHARITY | $4,000 | |
| NEW HAVEN READS | ||||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | NONE | NONE | CHARITY | $3,000 | |
| NEW REACH INC | ||||||||
| 269 PECK STREET | NEW HAVEN | CT | 065132932 | NONE | NONE | CHARITY | $3,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK ST 8TH FL | NEW YORK | NY | 10013 | NONE | NONE | CHARITY | $1,500 | |
| NO KID HUNGRY | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | NONE | CHARITY | $2,000 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | NONE | CHARITY | $4,000 | |
| OAKWOOD FRIENDS SCHOOL INC | ||||||||
| 22 SPACKENKILL ROAD | POUGHKEEPSIE | NY | 126035335 | NONE | NONE | CHARITY | $500 | |
| OSBORNE ASSOCIATION INC | ||||||||
| 809 WESTCHESTER AVE | BRONX | NY | 104551704 | NONE | NONE | CHARITY | $1,000 | |
| PALM BEACH ISLAND CATS INC | ||||||||
| 1480 VIA MANANA | PALM BEACH | FL | 33480 | NONE | NONE | CHARITY | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NONE | CHARITY | $2,500 | |
| POWERPLAY NYC INC | ||||||||
| 4 WEST 43RD STREET - 313 | NEW YORK | NY | 100367408 | NONE | NONE | CHARITY | $2,500 | |
| RAINFOREST ALLIANCE INC | ||||||||
| 27 E 28TH STREET - 8TH FLOOR | NEW YORK | NY | 10016 | NONE | NONE | CHARITY | $1,000 | |
| RAVINIA FESTIVAL | ||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | NONE | CHARITY | $300 | |
| SELFHELP | ||||||||
| 520 EIGHTH AVE | NEW YORK | NY | 10018 | NONE | NONE | CHARITY | $58,900 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 29401 | NONE | NONE | CHARITY | $500 | |
| STAMFORD PUBLIC SCHOOLS | ||||||||
| 888 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | NONE | NONE | CHARITY | $10,000 | |
| STEM CELLS SAVE LIVES | ||||||||
| 487 E MAIN ST | MOUNT KISCO | NY | 10549 | NONE | NONE | CHARITY | $2,500 | |
| TEMPLE ISRAEL OF N WESTCHESTER | ||||||||
| 31 GLENGARY ROAD | CROTON ON HUDSON | NY | 10520 | NONE | NONE | CHARITY | $1,500 | |
| THE ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | NONE | CHARITY | $2,000 | |
| THE SUMMER CAMP | ||||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | NONE | NONE | CHARITY | $500 | |
| UJA NEW YORK | ||||||||
| 701 WESTCHESTER AVE STE 203E | WHITE PLAINS | NY | 10604 | NONE | NONE | CHARITY | $2,000 | |
| UNITED WAY | ||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | NONE | CHARITY | $10,000 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET - 9TH FLOOR | NEW YORK | NY | 100061732 | NONE | NONE | CHARITY | $3,000 | |
| USC SHOAH FOUNDATION | ||||||||
| PO BOX 80354 | LOS ANGELES | CA | 900999314 | NONE | NONE | CHARITY | $500 | |
| VITA NOVA INC | ||||||||
| 2724 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 334074501 | NONE | NONE | CHARITY | $5,000 | |
| WEIZMANN INSTITUTE | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | NONE | CHARITY | $1,000 | |
| WELLESLEY ATHLETICS | ||||||||
| KEOHANE SPORTS CENTER WELLESLEY | WELLESLEY | MA | 02481 | NONE | NONE | CHARITY | $2,500 | COLLEGE |
| WEST POINT JEWISH CHAPEL FUND | ||||||||
| 1010 NORTHERN BLVD - SUITE 400 | GREAT NECK | NY | 110215330 | NONE | NONE | CHARITY | $500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | CHARITY | $1,000 | |
| WOMEN'S SPORTS FOUNDATION | ||||||||
| 247 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | NONE | NONE | CHARITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $225,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,258 | 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 FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAX YEAR ENDING 12/31/2021PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $12,996 AS APPLIED TO PRIOR YEARS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM CORPORATE BD ETF | $721,673 | $675,582 |
| PIMCO INCOME FUND | $1,022,383 | $893,206 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 VALUE ETF | $481,068 | $828,350 |
| ISHARES S&P 500 GROWTH ETF | $308,551 | $747,981 |
| ISHARES TRUST S&P MIDCAP 400 VALUE ETF | $153,531 | $271,555 |
| ISHARES CORE MSCI EAFE ETF | $955,106 | $983,836 |
| VANGUARD REIT ETF | $169,792 | $243,069 |
| VANGUARD TOTAL WORLD STK INDEX | $200,425 | $295,546 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $0 | $0 |
| LOAN INTEREST | $17 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $55,759 | Amt |
| Net Investment Income | $55,759 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $0 | $0 |
| EXCISE TAX | $3,311 | $0 | $0 |