JANDON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JANDON FOUNDATION (EIN 13-6199442)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202322989349100212
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T09:42:55-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131302847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL SHMERLER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MARTINE AVE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10606 | 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 | 136199442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANDON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LESLIE CECIL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAND | BusinessNameControlTxt |
| Phone | 9142443770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 DEER KNOLL | AddressLine1Txt |
| City | MOUNT KISCO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEC CECIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9142443770 | PhoneNum |
| Signature | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEC | PersonFirstNm |
| Person Last | CECIL | 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 | WILLIAM SHMERLER | PreparerPersonNm |
| PTIN | P01323169 | PTIN |
| Phone | 9146810400 | PhoneNum |
| Preparation | 2023-10-24 | 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 | $55,079,361 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $538,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $538,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$520,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,735,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $257,464 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $257,464 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $275,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $796,213 | 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 |
| Legal Fees Rev And Expnss | $4,333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,333 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $560,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $558,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $589,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $558,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,899,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $558,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,341,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,624,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $437,441 | CashBOYAmt |
| Cash EOY | $1,176,622 | CashEOYAmt |
| Cash EOYFMV | $1,176,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,654,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $881,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $881,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,584,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,345,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,110,009 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,016,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,664,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,911,428 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $61,692,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,067,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,079,361 | 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 | $61,692,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,067,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,692,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,067,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,692,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,067,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,692,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,624,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,067,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,067,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB 9849-8792 | P | 2021-01-01 | $771,731 | $658,099 | $113,632 | $113,632 |
| CHARLES SCHWAB 2656-7740 | P | 2022-01-01 | $647,000 | $1,102,326 | -$455,326 | -$455,326 |
| CHARLES SCHWAB 2656-7740 | P | 2021-01-01 | $572,481 | $567,064 | $5,417 | $5,417 |
| CHARLES SCHWAB 7209-7568 | P | 2022-01-01 | $500,000 | $643,577 | -$143,577 | -$143,577 |
| CHARLES SCHWAB 7209-7568 | P | 2021-01-01 | $1,146,568 | $1,468,659 | -$322,091 | -$322,091 |
| FROM PARTNERSHIP INVESTMENTS | P | 2022-01-01 | $817,114 | -$817,114 | -$817,114 | |
| FROM PARTNERSHIP INVESTMENTS | P | 2021-01-01 | $458,439 | $458,439 | $458,439 | |
| CAPITAL GAINS DIVIDENDS | P | $639,727 | $639,727 | $639,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$520,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $171,642 | 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 | $171,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $168,344 | OverpaymentAmt |
| Applied To ES Tax | $168,344 | 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 | 0 | 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 | LESLIE CECIL | IndividualWithBooksNm |
| Phone | 9142443770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 DEER KNOLL | AddressLine1Txt |
| City | MOUNT KISCO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE CECIL | ||||||||
| 44 DEER KNOLL | BEDFORD | NY | 10549 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEC CECIL | ||||||||
| 514 PELHAM MANOR ROAD | PELHAM | NY | 10303 | VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES C MICHAEL | ||||||||
| 44 DEER KNOLL | BEDFORD | NY | 10549 | TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DIANE ZULTOWSKY | ||||||||
| 514 PELHAM MANOR ROAD | PELHAM | NY | 10303 | SEC/DIRECTOR | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,631,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,074,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,706,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,706,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $940,595 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,765,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,088,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,088,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,298 | TotalTaxAmt |
| Distributable Before Adj | $3,084,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,084,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,084,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,341,003 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,341,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,084,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,982,830 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,341,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,982,830 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $358,173 | 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 | $2,726,816 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTS WESTCHESTER | ||||||||||||
| 31 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| AMERICAN JEWISH WORLD SERVICES | ||||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| AMERICAN RED CROSS NATIONAL | ||||||||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 | |||||
| AMERICAN COMMITTEE FOR THE WEITZMAN INSTITUTE | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| ART21 | ||||||||||||
| 231 W 29TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| BAYOU COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 582 | HOUMA | LA | 70361 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| BEDFORD 2030 | ||||||||||||
| 68 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| BROOKLYN JESUIT PREP | ||||||||||||
| 925 E 37TH STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,000 | |||||
| BOTTOMLESS CLOSET | ||||||||||||
| 16 EAST 52ND STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| BOYS AND GIRLS CLUB OF N WESTCHESTER | ||||||||||||
| 351 MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $110,000 | |||||
| BROWN UNIVERSITY | ||||||||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,500 | |||||
| CALVARY BAPTIST CHURCH | ||||||||||||
| 188 ORAWAUPUM STREET | WHITE PLAINS | NY | 10606 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| CAMPUS BOUND SCHOLARS | ||||||||||||
| 292 KATONAH AVENUE | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| CENTER FOR DISASTER PHILANTROPY | ||||||||||||
| 1 THOMAS CIR NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| COMMUNITY CTR OF N WESTCHESTER | ||||||||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $11,000 | |||||
| COPLAND HOUSE | ||||||||||||
| PO BOX 2177 | PEEKSKILL | NY | 10566 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 | |||||
| FAMILY SERVICES OF WESTCHESTER | ||||||||||||
| 2975 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 | |||||
| FEEDING WESTCHESTER | ||||||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 | |||||
| GIVEDIRECTLY INC | ||||||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| GUARDARRAYA UNIDOS PATRIMONIO EDUCATIVO | ||||||||||||
| NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,000 | BOX 8482 | PATILLAS | PUERTO RICO | RQ | 00723 | ||||
| HEARTS AND HOMES FOR REFUGEES | ||||||||||||
| PO BOX 8558 | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 | |||||
| HEIGHTS AND HILLS | ||||||||||||
| 81 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,500 | |||||
| FULLER CENTER NY | ||||||||||||
| 659 MAIN STREET | NEW ROCHELLE | NY | 10801 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| CULTURE AID NOLA | ||||||||||||
| 2022 ST BERNARD AVE | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 | |||||
| JACOB BURNS FILM CTR | ||||||||||||
| 364 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $3,000 | |||||
| JANDON SCHOLARS PROGRAM | ||||||||||||
| 44 DEER KNOLL | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $140,000 | |||||
| KALAHARI PEOPLES FUND | ||||||||||||
| PO BOX 1852 | LEANDER | TX | 78641 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| LAWYERS COMM FOR CIVIL RIGHTS | ||||||||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| LEGAL SERVICES OF HUDSON VALLEY | ||||||||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| MILLENNIAL ACTION PROJECT | ||||||||||||
| 1701 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| MOUNT KISCO CHILD CARE CENTER | ||||||||||||
| 95 RADIO CIRCLE DRIVE | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $6,000 | |||||
| NEIGHBORS LINK | ||||||||||||
| 23-25 SPRING STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 | |||||
| NY TIMES NEEDIEST CASES | ||||||||||||
| PO BOX 5193 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| OHR TORAH STONE | ||||||||||||
| 49 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,500 | |||||
| OPEN DOOR FND | ||||||||||||
| 165 MAIN STREET | OSSINING | NY | 10562 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| PARTNERSHIP FOR AFTER SCHOOL EDUCATION | ||||||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 | |||||
| PELHAM JEWISH CTR | ||||||||||||
| 451 ESPLANADE | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| PEN AMERICA | ||||||||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| PLANNED PARENTHOOD FND | ||||||||||||
| PO BOX 97166 | WASHINGTON | NY | 20090 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| PRECIOUS DREAMS FOUNDATION | ||||||||||||
| 116 EAST 27TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 | |||||
| SHARE THE CARE | ||||||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $2,000 | |||||
| SMITH COLLEGE | ||||||||||||
| 23 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 | |||||
| STUDENT ADVOCACY | ||||||||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $52,500 | |||||
| TARGET MARGIN THEATER | ||||||||||||
| 232 52ND STREET | BROOKLYN | NY | 11220 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $100,000 | |||||
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 | |||||
| WESTCHESTER COMMUNITY COLLEGE FND | ||||||||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $57,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $101,000 | |||||
| YWCA WHITE PLAINS | ||||||||||||
| 515 NORTH STREET | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 | |||||
| WESTCHESTER CHILDREN'S ASSOCIATION | ||||||||||||
| 470 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $150,000 | |||||
| NORTHERN WESTCHESTER HOSPITAL | ||||||||||||
| 400 EAST MAIN ST | MOUNT KISCO | NY | 10549 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| NY COMMUNITY FND - CECIL MICHAEL FAMILY CHARITABLE FUND | ||||||||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $500,000 | |||||
| NY COMMUNITY FND - ADJEL CHARITABLE FUND | ||||||||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $500,000 | |||||
| UNIV OF TENN SCHOOL OF ART | ||||||||||||
| 1715 VOLUNTEER BLVD | KNOXVILLE | TN | 37996 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $7,000 | |||||
| NEW ORLEANS ABORTION FUND | ||||||||||||
| PO BOX 850773 | NEW ORLEANS | LA | 70185 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $25,000 | |||||
| GIVE WELL | ||||||||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| DELAWARE ART MUSEUM | ||||||||||||
| 2301 KENTMERE PKWY | WILMINGTON | DE | 19806 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| WESTCHESTER PHILHARMONIC ORCHESTRA | ||||||||||||
| 170 HAMILTON AVE | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $10,000 | |||||
| BROOKLYN BOATWORKS | ||||||||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $1,000 | |||||
| RALEIGH-CARY JCC | ||||||||||||
| 12804 NORWOOD ROAD | RALEIGH | NC | 27613 | NONE | PUBLIC CHARITY | CHARITABLE & EDUCATIONAL | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,310,000 | 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 | $538,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$520,894 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INV INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,319 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME USED TO FUND DISTRIBUTIONS |
| 8 | INCOME USED TO FUND DISTRIBUTIONS |
| 11 | INCOME USED TO FUND DISTRIBUTIONS |
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 | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKETABLE SEC SCHWAB 9849-8792 | $5,252,218 | $5,662,929 |
| MARKETABLE SEC SCHWAB 2656-7740 | $3,754,496 | $3,949,106 |
| MARKETABLE SEC SCHWAB 7209-7568 | $19,338,482 | $14,497,974 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,664,460 | BookValueAmt |
| EOYFMV | $28,911,428 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,333 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,333 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW-FILING FEES | $1,500 | $0 | $1,500 |
| LAW JRL AD & MISC FEES | $170 | $0 | $170 |
| BROKER INVESTMENT FEES | $303,040 | $303,040 | $0 |
| PARTNERSHIP INVESTMENT FEES | $255,883 | $255,883 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INV INCOME | Desc |
| Revenue And Expenses Per Books | $257,464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $257,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $257,464 | AdjustedNetIncomeAmt |