NORDEMANN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORDEMANN FOUNDATION INC (EIN 11-2667115)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349101349
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:48:00-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112988799 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN REISNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | 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 | 112667115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDEMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORD | BusinessNameControlTxt |
| Phone | 5168689500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O REISNER 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH J NORDEMANN | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 5168689500 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | NORDEMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN REISNER | PreparerPersonNm |
| PTIN | P01257996 | PTIN |
| Phone | 5168689500 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $1,344,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,924 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,924 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,864 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,924 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $450 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $13,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $13,096 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,067 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,067 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $411 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,024 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,024 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,900 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,126 | CashBOYAmt |
| Cash EOY | $68,492 | CashEOYAmt |
| Cash EOYFMV | $68,492 | CashEOYFMVAmt |
| Corporate Stock BOY | $604,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $540,754 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,276,270 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $608,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $609,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,344,762 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,969 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,969 | CapitalStockEOYAmt |
| Retained Earning BOY | $567,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $573,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $603,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $609,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $609,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $603,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,840 | ExcessRevenueOverExpensesAmt |
| Subtotal | $610,115 | SubtotalAmt |
| Other Decreases | $869 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $609,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 TIPS | 2016-11-14 | 2022-01-07 | $25,232 | $22,800 | $2,432 | $2,432 |
| 50 KD | 2017-08-07 | 2022-12-05 | $559 | $1,612 | -$1,053 | -$1,053 |
| 100 NUE | 2013-07-23 | 2022-01-07 | $11,407 | $4,657 | $6,750 | $6,750 |
| 100 PYPL | 2013-12-16 | 2022-01-07 | $18,711 | $3,229 | $15,482 | $15,482 |
| 200 STX | 2020-06-19 | 2022-06-28 | $14,573 | $10,125 | $4,448 | $4,448 |
| 500 VZ | 2016-10-12 | 2022-12-05 | $18,460 | $25,056 | -$6,596 | -$6,596 |
| 600 BMY | 2008-12-31 | 2022-12-05 | $48,512 | $13,841 | $34,671 | $34,671 |
| 800 INTC | 2009-04-01 | 2022-12-05 | $23,183 | $11,966 | $11,217 | $11,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,110 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,110 | SubtotalAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,110 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Individual With Books | ALAN REISNER CPA | IndividualWithBooksNm |
| Phone | 5168689500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEBORAH NORDEMANN | ||||||
| PO BOX 815 | SANTA FE | NM | 87504 | PRES | 010.00 | $0 |
| HANS B H NORDEMANN | ||||||
| 332 SOUTHDOWN RD | HUNTINGTON | NY | 11743 | TREAS | 010.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,481,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,518,273 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,518,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,495,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,110 | TotalTaxAmt |
| Distributable Before Adj | $73,665 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,665 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,665 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,474 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $73,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $335 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,236 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,101 | ExcessFromYear4Amt |
| Excess From Year3 | $9,398 | ExcessFromYear3Amt |
| Excess From Year2 | $6,543 | ExcessFromYear2Amt |
| Excess From Year1 | $12,474 | ExcessFromYear1Amt |
| Excess From Current Year | $335 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH NORDEMANN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 815 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6315490505 | RecipientPhoneNum |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACION INTERNATIONAL | ||||||
| 56 ROLAND ST SUITE 300 | BOSTON | MA | 02129 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| COUSTEAU SOCIETY | ||||||
| PO BOX 2227 | CHESAPEAKE | VA | 23327 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| DELANCY STREET FOUNDATION | ||||||
| 600 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NC | TO FURTHER EXEMPT PURPOSE | $700 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVE-2ND FLOOR | NYC | NY | 10001 | NC | TO FURTHER EXEMPT PURPOSE | $8,000 |
| FAMILY SERVICE LEAGUE | ||||||
| 790 PARK AVE | HUNTRINGTON | NY | 11743 | NC | TO FURTHER EXEMPT PURPOSE | $3,500 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | NC | TO FURTHER EXEMPT PURPOSE | $8,000 |
| HEART AND SOUL ANIMAL SANCTUARY | ||||||
| 369 MONTEXUMA AVE SUITE 130 | SANTA FE | NM | 87501 | NC | TO FURTHER EXEMPT PURPOSE | $900 |
| HOLE IN THE WALL GANG | ||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | NC | TO FURTHER EXEMPT PURPOSE | $1,800 |
| HUNTINGTON COMMUNITY FIRST AID SQUAD | ||||||
| 2 RAILROAD AVE | HUNTINGTON | NY | 11746 | NC | TO FURTHER EXEMPT PURPOSE | $500 |
| HUNTINGTON FIRE DEPT | ||||||
| 1 LEVERICH PL | HUNTINGTON | NY | 11743 | NC | TO FURTHER EXEMPT PURPOSE | $500 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND ST | NYC | NY | 10168 | NC | TO FURTHER EXEMPT PURPOSE | $11,000 |
| INTO THE LOOKING GLASS-MEDI-COS | ||||||
| 4100 BACULITE MESA RD | PUEBLO | CO | 81001 | NC | TO FURTHER EXEMPT PURPOSE | $5,000 |
| KNME | ||||||
| 1200 UNIVERSITY BLVD | ALBUQUERE | NM | 87502 | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| LA FAMILA | ||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| LONG ISLAND CARES | ||||||
| 10 DAVIDS WAY | HAIPPAUGE | NY | 11788 | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1725 YORK AVE | NYC | NY | 10021 | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| PLAN USA | ||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | NC | TO FURTHER EXEMPT PURPOSE | $1,100 |
| SCHOLARSHIP AMERICA | ||||||
| 1550 AMERICAN BLVD EAST | BLOMINGTON | MN | 55425 | NC | TO FURTHER EXEMPT PURPOSE | $6,000 |
| ST JUDES HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NC | TO FURTHER EXEMPT PURPOSE | $2,000 |
| ST VINCENTS HOSPITAL | ||||||
| 455 ST MICHAELS DE | SANTA FE | NM | 87505 | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| THIRTEEN WNET | ||||||
| 450 WEST 33RD ST | NYC | NY | 10001 | NC | TO FURTHER EXEMPT PURPOSE | $1,000 |
| WELLSPRING LIVING | ||||||
| 1040 BOULEVARD SUITE M | ATLANTA | GA | 30312 | NC | TO FURTHER EXEMPT PURPOSE | $3,500 |
| WORLD WILDLIFE FUND | ||||||
| 1250 TWENTY FOUTH ST NW | WASHINGTON | DC | 20077 | NC | TO FURTHER EXEMPT PURPOSE | $4,000 |
| HUNTINGTON HOSPITAL | ||||||
| 270 PARK AVE | HUNTINGTON | NY | 11743 | NC | TO FURTHER EXEMPT PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,924 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,940 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,864 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,864 | 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 | ACCOUNTANT | CategoryTxt |
| Amt | $450 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $450 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 shares of AMGEN INC | $14,776 | $78,792 |
| 100 shares of ROCHE | $3,547 | $3,915 |
| 700 shares of CVS CAREMARK | $22,074 | $65,233 |
| 300 shares of CISCO SYS INC | $4,934 | $14,292 |
| 1000 shares of WEYERHAEUSER | $28,198 | $31,000 |
| 2800 shares of GOOGLE INC | $24,346 | $247,044 |
| 500 shares of BAYER | $11,155 | $6,447 |
| 200 shares of DISNEY | $18,620 | $17,376 |
| 800 shares of MICROSOFT CORP | $21,990 | $191,856 |
| 100 shares of IBM | $15,320 | $14,089 |
| 50 shares of IBM | $7,453 | $7,045 |
| 1000 shares of SCHLUMBERGER LTD | $38,608 | $53,460 |
| 100 shares of WALMART STORES | $5,551 | $14,179 |
| 50 shares of IBM | $7,129 | $7,045 |
| 300 shares of XOM | $24,856 | $33,090 |
| 500 shares of WALMART STORES | $26,874 | $70,895 |
| 100 shares of NSRGY | $7,624 | $11,580 |
| 200 shares of CITIGROUP | $10,423 | $9,046 |
| 400 shares of NUCOR CORP | $13,972 | $39,543 |
| 50 shares of IBM | $6,876 | $7,045 |
| 150 shares of ROCHE | $9,834 | $11,745 |
| 50 shares of ROCHE | $3,145 | $3,915 |
| 100 shares of CITIGROUP | $5,051 | $4,523 |
| 200 shares of NSRGY | $13,314 | $23,160 |
| 500 shares of ROCHE | $13,924 | $19,575 |
| 200 shares of RIO | $10,082 | $14,240 |
| 100 shares of CITIGROUP | $5,238 | $4,523 |
| 100 shares of CITIGROUP | $4,858 | $4,523 |
| 100 shares of CDN PACIFIC | $17,939 | $37,295 |
| 100 shares of MCD | $9,679 | $26,353 |
| 100 shares of NUE | $5,401 | $13,181 |
| 100 shares of MCD | $9,729 | $26,353 |
| 50 shares of MCD | $4,832 | $13,177 |
| 100 shares of CITIGROUP | $5,652 | $4,523 |
| 200 shares of KO | $8,184 | $12,722 |
| 100 shares of XOM | $8,691 | $11,030 |
| 200 shares of NSRGY | $15,540 | $23,160 |
| 100 shares of NUE | $4,368 | $13,181 |
| 200 shares of PYPL | $6,559 | $14,244 |
| 100 shares of XOM | $6,188 | $11,030 |
| 100 shares of XOM | $4,729 | $11,030 |
| 100 shares of SPDR GOLD | $17,925 | $16,964 |
| 100 shares of NEWMONT CORP | $5,674 | $4,720 |
| 500 shares of BAYER | $8,840 | $6,447 |
| 100 shares of NEWMONT CORP | $4,610 | $4,720 |
| 100 shares of SPDR GOLD | $16,442 | $16,964 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $869 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $250 | $250 |
| SUNDRY | $161 | $161 | $161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $13,096 | Amt |
| Net Investment Income | $13,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,096 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,067 | Amt |
| Net Investment Income | $1,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,067 | AdjustedNetIncomeAmt |