JOHN-CHRISTOPHE SCHLESINGER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN-CHRISTOPHE SCHLESINGER FOUNDATION (EIN 13-3984550)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202521199349101327
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T12:27:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133016202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOM HOCHBERG & CO PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SEVENTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133984550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN-CHRISTOPHE SCHLESINGER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9147645123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST LANE | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SCHLESINGER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9147645123 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK COCCODRILLI | PreparerPersonNm |
| PTIN | P00085467 | PTIN |
| Phone | 2122442112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,548,821 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $835 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $219,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,038 | 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 |
| Other Prof Fees Rev And Expnss | $34,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,963 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,443 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,443 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,254 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,359,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,269,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,487,567 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,398,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,330,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,548,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,398,733 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,330,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,398,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,330,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,398,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,330,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,398,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,330,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,330,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC. | P | 2024-05-29 | 2024-12-17 | $50,487 | $67,194 | -$16,707 | -$16,707 |
| PNC FINL SVCS GROUP INC NOTE 5.30000% | P | 2024-02-26 | 2024-12-03 | $25,288 | $24,984 | $304 | $304 |
| PROGRESSIVE CORP BOND PERPETUAL 8.18524% | P | 2023-03-23 | 2024-02-22 | $27,000 | $26,606 | $394 | $394 |
| ACCENTURE PLC | P | 2009-05-20 | 2024-05-29 | $81,416 | $13,423 | $67,993 | $67,993 |
| AIR PRODUCTS AND CHEMICALS INC. | P | 2018-08-15 | 2024-12-03 | $41,452 | $23,924 | $17,528 | $17,528 |
| ANALOG DEVICES INC. | P | 2017-08-30 | 2024-01-22 | $46,714 | $21,286 | $25,428 | $25,428 |
| CSX CORP | P | 2015-09-11 | 2024-12-03 | $26,910 | $7,117 | $19,793 | $19,793 |
| DOLLAR TREE INC | P | 2021-11-16 | 2024-04-30 | $77,020 | $89,285 | -$12,265 | -$12,265 |
| L3HARRIS TECHNOLOGIES INC | P | 2019-04-30 | 2024-04-29 | $43,481 | $32,845 | $10,636 | $10,636 |
| MONDELEZ INTERNATIONAL INC | P | 2020-06-15 | 2024-12-03 | $42,169 | $32,232 | $9,937 | $9,937 |
| MOTOROLA SOLUTIONS INC | P | 2022-06-23 | 2024-12-03 | $67,135 | $32,025 | $35,110 | $35,110 |
| PROLOGIS INC. | P | 2020-08-18 | 2024-05-29 | $31,338 | $31,147 | $191 | $191 |
| T-MOBILE US INC | P | 2022-01-07 | 2024-12-03 | $30,644 | $13,749 | $16,895 | $16,895 |
| CAPITAL GAINS DIVIDENDS | P | $22 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,644 | 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 | $2,644 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $113 | OverpaymentAmt |
| Applied To ES Tax | $113 | 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 | RICHARD SCHLESINGER | IndividualWithBooksNm |
| Phone | 9147645123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST LANE | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD SCHLESINGER | ||||||||
| 14 WEST LANE | POUND RIDGE | NY | 10576 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHEILA SCHLESINGER | ||||||||
| 14 WEST LANE | POUND RIDGE | NY | 10576 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| A LAUREN MONAHAN | ||||||||
| 82 JACOBS LANE | NORWELL | MA | 02061 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KATHERINE S FATES | ||||||||
| 520 IPSWICH ROAD | BOXFORD | MA | 01921 | DIRECTOR | 0.25 | $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 | $3,465,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,483,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,483,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,431,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,531 | TotalTaxAmt |
| Distributable Before Adj | $169,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,443 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,068 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $135,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $385,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $169,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $466,178 | 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 | $72,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,329 | ExcessFromYear4Amt |
| Excess From Year3 | $41,623 | ExcessFromYear3Amt |
| Excess From Year2 | $67,068 | ExcessFromYear2Amt |
| Excess From Year1 | $135,194 | ExcessFromYear1Amt |
| Excess From Current Year | $80,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD SCHLESINGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ALTA COMMUNITY ENRICHMENT | |||||||||
| PO BOX 8142 | ALTA | UT | 84092 | CHARITABLE | $1,000 | ||||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | CHARITABLE | $2,500 | ||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | CHARITABLE | $2,500 | ||||
| BOYS AND GIRLS CLUB OF NORTHERN WESTCHESTER | |||||||||
| 351 E MAIN ST | MOUNT KISCO | NY | 10549 | CHARITABLE | $500 | ||||
| CHABAD | |||||||||
| 770 EASTERN PARKWAY SUITE 405 | BROOKLYN | NY | 11213 | CHARITABLE | $500 | ||||
| CITY MEALS ON WHEELS | |||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | CHARITABLE | $1,500 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE | $5,000 | ||||
| EDDIE WILSON SCHOLARSHIP PROGRAM | |||||||||
| 1500 S AVE K | PORTALES | NM | 88130 | CHARITABLE | $500 | ||||
| FOOD BANK OF WESTCHESTER | |||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | CHARITABLE | $1,500 | ||||
| FRIENDS OF ALTA | |||||||||
| 10201 EAST HWY 210 | ALTA | UT | 84092 | CHARITABLE | $1,000 | ||||
| HABITAT FOR HUMANITY | |||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | CHARITABLE | $1,000 | ||||
| EASTERN NEW MEXICO UNIVERSITY | |||||||||
| 1500 S AVE K | PORTALES | NM | 88130 | CHARITABLE | $1,030 | ||||
| HIMALAYAN CATARACT PROJECT | |||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | CHARITABLE | $25,000 | ||||
| HIRAM HALLE LIBRARY | |||||||||
| 271 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | CHARITABLE | $350 | ||||
| HORIZONS | |||||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | CHARITABLE | $1,500 | ||||
| HUMAN OUTREACH PROJECT | |||||||||
| 7404 SOUTH UNION PARK AVENUE | MIDVALE | UT | 84047 | CHARITABLE | $25,000 | ||||
| KAHAKUKAHI FOUNDATION | |||||||||
| 657 KAI HELE KU ST | LAHAINA | HI | 96761 | CHARITABLE | $4,000 | ||||
| FRIENDS OF HIDDEN PEAK | |||||||||
| PO BOX 920031 | SNOWBIRD | UT | 84092 | CHARITABLE | $2,548 | ||||
| LEE PESKY LEARNING CENTER | |||||||||
| 3324 W ELDER ST | BOISE | ID | 83705 | CHARITABLE | $1,000 | ||||
| LITTLE SISTERS FUND | |||||||||
| PO BOX 909 | HAILEY | ID | 83333 | CHARITABLE | $20,000 | ||||
| IFALPES ANNECY | |||||||||
| CHARITABLE | $3,705 | 14 AVENUE DU RHONE | ANNECY | FR | 74000 | ||||
| NORTHSHORE EDUCATION CONSORTIUM | |||||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | CHARITABLE | $1,000 | ||||
| MARINE CORPS LAW ENFORCEMENT FOUNDATION | |||||||||
| 273 COLUMBUS AVE STE 1 | TUCKAHOE | NY | 10707 | CHARITABLE | $500 | ||||
| MAUI ARTS & CULTURAL CENTER | |||||||||
| 1 CAMERON WAY | KAHULUI | HI | 96732 | CHARITABLE | $1,500 | ||||
| MAUI HUMANE SOCIETY | |||||||||
| MEHAMEHA LOOP | PUUNENE | HI | 96784 | CHARITABLE | $2,000 | ||||
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | CHARITABLE | $1,000 | ||||
| NATIONAL MPS SOCIETY | |||||||||
| 1007 SLATER RD STE 220 | DURHAM | NC | 27708 | CHARITABLE | $300 | ||||
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM | |||||||||
| 180 GREENWICH ST | NEW YORK | NY | 10007 | CHARITABLE | $750 | ||||
| NEW CANAAN COUNTRY SCHOOL | |||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | CHARITABLE | $10,000 | ||||
| ONE DEGREE FORWARD | |||||||||
| PO BOX 1196 | MAKAWAO | HI | 96768 | CHARITABLE | $25,000 | ||||
| PARTNERS IN HEALTH | |||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | CHARITABLE | $5,000 | ||||
| POUND RIDGE HISTORICAL SOCIETY | |||||||||
| 255 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | CHARITABLE | $250 | ||||
| POUND RIDGE VOLUNTEER AMBULANCE CORPS | |||||||||
| 89 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | CHARITABLE | $500 | ||||
| POUND RIDGE VOLUNTEER FIRE DEPARTMENT | |||||||||
| 80 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | CHARITABLE | $500 | ||||
| SALT LAKE CITY COMMUNITY COLLEGE | |||||||||
| 4600 SOUTH REDWOOD ROAD | SALT LAKE CITY | UT | 84123 | CHARITABLE | $1,985 | ||||
| RIGGING FOR RESCUE | |||||||||
| 1900 MAIN ST 6A | OURAY | CO | 81427 | CHARITABLE | $1,525 | ||||
| ROBIN HOOD FOUNDATION | |||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | CHARITABLE | $1,500 | ||||
| RONALD MCDONALD HOUSE | |||||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | CHARITABLE | $7,500 | ||||
| SHRINERS HOSPITALS FOR CHILDREN | |||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | CHARITABLE | $7,500 | ||||
| SMILE TRAIN | |||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | CHARITABLE | $1,000 | ||||
| SNOWBIRD SPORTS EDUCATION FOUNDATION | |||||||||
| 3165 E MILLROCK DR | SALT LAKE CITY | UT | 84121 | CHARITABLE | $2,500 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | CHARITABLE | $15,000 | ||||
| ST PAUL'S SCHOOL | |||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | CHARITABLE | $5,000 | ||||
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||||
| 2361 HYLAN BLVD STE 3 | STATEN ISLAND | NY | 10306 | CHARITABLE | $1,000 | ||||
| UJA FEDERATION | |||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | CHARITABLE | $2,500 | ||||
| SPECIAL OLYMPICS | |||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $500 | ||||
| UTAH AVALANCHE CENTER | |||||||||
| PO BOX 521353 | SALT LAKE CITY | UT | 84152 | CHARITABLE | $1,000 | ||||
| WASATCH ADAPTIVE SPORTS | |||||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | CHARITABLE | $10,000 | ||||
| YALE NEW HAVEN HOSPITAL | |||||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | CHARITABLE | $40,000 | ||||
| YALE PARENTS ANNUAL FUND | |||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | CHARITABLE | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,443 | 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 | $41,779 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $835 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $217,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,873 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTION | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC | $55,051 | $123,267 |
| ALPHABET INC | $31,999 | $47,610 |
| AMAZON.COM | $38,107 | $87,756 |
| ANALOG DEVICES INC | $16,689 | $42,492 |
| AON PLC | $58,618 | $183,172 |
| APOLLO GLOBAL MGMT INC | $67,444 | $207,606 |
| APPLE INC | $17,444 | $100,168 |
| ASTRAZENECA ADR | $43,546 | $40,950 |
| AVERY DENNISON CORP | $43,625 | $42,104 |
| BERKSHIRE HATHAWAY INC | $26,850 | $45,328 |
| BLACKSTONE GROUP INC | $18,033 | $77,589 |
| CHEVRON CORP | $44,536 | $36,210 |
| CSX CORP | $42,897 | $154,896 |
| ELI LILLY | $25,089 | $270,200 |
| HOME DEPOT INC | $35,426 | $48,624 |
| JPMORGAN CHASE & CO | $30,300 | $107,870 |
| KYNDRYL HLDGS INC | $82,556 | $193,760 |
| LINDE PLC | $79,982 | $157,001 |
| MICROSOFT CORP | $20,099 | $337,200 |
| MONDELEZ INTL INC | $30,185 | $38,824 |
| MOTOROLA SOLUTIONS INC | $41,531 | $159,469 |
| ORACLE CORP | $25,074 | $208,300 |
| PROGRESSIVE CORP | $12,854 | $23,961 |
| SERVICENOW INC | $32,020 | $137,816 |
| THERMO FISHER SCIENTIFIC INC | $52,288 | $80,636 |
| T-MOBILE US INC | $78,382 | $259,358 |
| UNION PAC CORP | $54,710 | $82,094 |
| VISA INC | $65,976 | $93,232 |
| GE AEROSPACE | $98,328 | $100,074 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $835 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $835 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $34,963 | Amt |
| Net Investment Income | $34,963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK FILING FEE | $250 | $0 | $0 |
| FEDERAL TAX | $2,557 | $0 | $0 |