HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-16
- IRS object ID
- 202342899349101534
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T22:33:57-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921693419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | NEWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $19,214,318 | 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 | $1,555,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $304,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,195,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $411,987 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,867,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $721,180 | 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 | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $757,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $757,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $763,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,104,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,748,686 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,487,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,487,896 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,809,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,174,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,726,422 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,557,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,662,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,214,318 | 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 | $11,557,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,662,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,557,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,662,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,557,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,662,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,557,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,104,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,662,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,662,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,195,741 | GrossSalesPriceAmt |
| Cost Or Other Basis | $783,754 | CostOrOtherBasisAmt |
| Gain Or Loss | $411,987 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $411,987 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $411,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,430 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,430 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $7,371 | OverpaymentAmt |
| Applied To ES Tax | $7,371 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 205 WESR 19TH ST APT 5F | NEW YORK | NY | 10011 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 1205 ENFIELD ROAD | AUSTIN | TX | 78703 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $15,884,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,633,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,517,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,517,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,224,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $961,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $961,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,988 | TotalTaxAmt |
| Distributable Before Adj | $951,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $951,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $951,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $760,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $951,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $418,988 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $663,377 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $248,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,469,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $760,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $760,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $191,251 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $191,251 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,278,736 | 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 | $227,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,050,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $663,377 | ExcessFromYear4Amt |
| Excess From Year2 | $248,521 | ExcessFromYear2Amt |
| Excess From Year1 | $139,101 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADALAH JUSTICE PROJECT | ||||||||||
| PO BOX 541 | GLEN CARBON | IL | 62034 | PC | TO TRANSFORM PUBLIC DISCOURSE AND U.S. POLICY ON PALESTINE THROUGH PUBLIC EDUCATION, COALITION-BUILDING, AND ADVOCACY FOR POLICIES GROUNDED IN UNIVERSAL RIGHTS OF FREEDOM, EQUALITY AND JUSTICE | $1,000 | ||||
| AL-SHABAKA (MIDDLE EAST POLICY NETWORK) | ||||||||||
| PC | NETWORK IS AN INDEPENDENT, TRANSNATIONAL THINK TANK, WHOSE MISSION IS "TO EDUCATE AND FOSTER PUBLIC DEBATE ON PALESTINIAN HUMAN RIGHTS AND SELF-DETERMINATION WITHIN THE FRAMEWORK OF INTERNATIONAL LAW | $1,000 | 33 PIERRE KOENIG | JERUSALEM | IS | 9346941 | ||||
| AMNESTY LEADERSHIP | ||||||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $2,000 | ||||
| ASPEN INSTITUTE | ||||||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $5,000 | ||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | TO BE THE HOME FOR ADVENTUROUS ARTISTS, AUDIENCES, AND IDEAS. | $1,000 | ||||
| BROOKLYN INSTITUTE FOR SOCIAL | ||||||||||
| 68 JAY STREET 308 | BROOKLYN | NY | 11201 | PC | TO OFFER CRITICAL, COMMUNITY BASED EDUCATION IN THE HUMANITIES AND SOCIAL SCIENCES. | $100,000 | ||||
| CARAMOOR MEMBERSHIP | ||||||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | PC | CARAMOOR IS THE LEGACY OF WALTER AND LUCIE ROSEN WHO BUILT THE LUXURIOUS MEDITERRANEAN-STYLE VILLA AND FILLED IT WITH THEIR TREASURES. WALTER ROSEN WAS THE MASTER PLANNER FOR THE CARAMOOR ESTATE, BRINGING HIS DREAM OF CREATING A PLACE TO ENTERTAIN FRIENDS FROM AROUND THE WORLD TO REALITY | $500 | ||||
| CENTRAL PARK CONSERVANCY | ||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | TO HELP THE MANAGEMENT, RESTORATION, AND ENHANCEMENT OF CENTRAL PARK. | $2,000 | ||||
| CITY HARVEST | ||||||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | PC | DONATION TO HELP FEED THE HUNGER AND TO HELP STOP FOOD WASTE. | $100,000 | ||||
| CITY MEALS ON WHEELS | ||||||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,000 | ||||
| COALITION FOR THE HOMELESS | ||||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,000 | ||||
| CONGREGATION EMANU EL | ||||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $6,450 | ||||
| FOOD BANK | ||||||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | PC | TO SUPPORT THE CITY'S MAJOR HUNGER-RELIEF ORGANIZATION WORKING TO END HUNGER THROUGHOUT THE FIVE BOROUGHS FOR MORE THAN 30 YEARS | $1,000 | ||||
| FRANCIS QUIMET SCHOLARSHIP FUND | ||||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | PC | THE OUIMET FUND'S PURPOSE IS TO HELP DESERVING YOUNG MEN AND WOMEN, WHO HAVE WORKED AT GOLF COURSES IN MASSACHUSETTS, OBTAIN A COLLEGE EDUCATION. | $1,000 | ||||
| LANDMARK WEST | ||||||||||
| 45 WEST 67TH STREET | NEW YORK | NY | 10023 | PC | DEDICATED TO BUILDING AN INCLUSIVE COMMUNITY AND CHAMPIONING A POSITIVE NEIGHBORHOOD QUALITY OF LIFE FOR THE UPPER WEST SIDE OF MANHATTAN. | $500 | ||||
| MAYO CLINIC | ||||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | PC | PATIENT CARE, RESEARCH AND EDUCATION | $1,000 | ||||
| MET OPERA GUILD | ||||||||||
| 330 SEVENTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | PC | THE METROPOLITAN OPERA GUILD ENRICHES PEOPLE'S LIVES THROUGH THE PAGEANTRY AND ARTISTRY OF OPERA. | $500 | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | TO HELP ESTABLISH AND MAINTAIN THE CITY'S MUSEUM AND LIBRARY OF ART | $600 | ||||
| NATURE CONSERVANCY | ||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $1,000 | ||||
| NEIGHBORHOOD LINK | ||||||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | TO SUPPORT THE MISSION OF STRENGTHEN THE WHOLE COMMUNITY THROUGH THE HEALTHY INTEGRATION OF IMMIGRANTS | $1,000 | ||||
| NEW DAWN FAMILY RESOURCE CENTER | ||||||||||
| 3278 NORTH PALMER STREET | MLWAUKEE | WI | 53212 | PC | TO HELP DOMESTIC VIOLENCE SUPPORT | $1,000 | ||||
| PLANNED PARENTHOOD | ||||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 | ||||
| SALVATION ARMY | ||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PC | TO HELP THE ORGANIZATION MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $1,000 | ||||
| SCAN HARBOR INC | ||||||||||
| 345 EAST 102ND ST 3RD FL | NEW YORK | NY | 10029 | PC | OUR MISSION IS TO ENABLE OUR YOUTH, PARENTS, AND FAMILIES TO STRIVE FOR EXCELLENCE, AND, REALIZE THEIR MOST HEARTFELT DREAMS AND ASPIRATIONS. | $5,000 | ||||
| SEA CHANGE FOUNDATION | ||||||||||
| ONE EMBARCADERO CENTER 22ND FLOOR | SAN FRANCISCO | CA | 94111 | PC | TO HELP ACHIEVE MEANINGFUL SOCIAL IMPACT THROUGH STRATEGIC PHILANTHROPY THAT ADDRESSES THE MOST PRESSING PROBLEMS FACING THE WORLD TODAY | $10,000 | ||||
| SOUTHERN POVERTY LAW | ||||||||||
| 400 WASHINGTON AVENUE | MONTOMERY | AL | 36104 | PC | TO SUPPORT CIVIL RIGHTS AND PUBLIC INTEREST LITIGATION. | $1,000 | ||||
| ST ANDREWS EPISCOPAL SCHOOL | ||||||||||
| 1112 W 31ST ST | AUSTIN | TX | 78705 | PC | TO PROVIDE AN ENRICHED ACADEMIC PROGRAM WITHIN A CHRISTIAN ENVIRONMENT EMPHASIZING THE FULLFILLMENT OF EACH STUDENT'S POTENTIAL. | $1,000 | ||||
| WESTCHESTER LAND TRUST | ||||||||||
| 403 HARRIS RD | BEDFORD | NY | 10507 | PC | THE PRIMARY MISSION OF THE WESTCHESTER LAND TRUST IS TO CONSERVE, MAINTAIN AND ENHANCE THE NATURAL AND AESTHETIC ENVIRONMENT AND RESOURCES OF WESTCHESTER COUNTY, EASTERN PUTNAM COUNTY AND ITS ENVIRONS | $10,000 | ||||
| YALE UNIVERSITY DEVELOPMENT | ||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO HELP YALE EXPAND AND SHARE KNOWLEDGE, INSPIRE INNOVATION ANDPRESERVE CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. | $500,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $757,550 | 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 | $2,194 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,865 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD NEWMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,555,700 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 25,000 OVINTIV INC REG SHS & 5,000 GILEAD SCIENCES INC COM | NoncashPropertyDesc |
| Fair Market Value | $1,555,700 | FairMarketValueAmt |
| Received | 2022-03-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $2,461,077 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $2,393,276 |
| ISHARES MSCI EAFE | $1,285,497 | $1,510,185 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $2,355,616 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,136,061 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $421,892 |
| ISHARES MSCI EAFE IX FD | $99,939 | $117,408 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $86,885 |
| SPDR S&P 500 ETF TRUST | $2,469,073 | $3,860,322 |
| RENAISSANCERE | $952,800 | $944,550 |
| GILEAD SCIENCES INC COM | $364,825 | $439,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $150 | $150 | $0 |
| FILING FEE | $0 | $0 | $0 |
| OTHER FEES | $180 | $0 | $0 |
| NYS DEPT OF LAW | $750 | $0 | $0 |