SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349103247
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:22:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | SMART | 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 | EDWARD F CLEARY | PreparerPersonNm |
| PTIN | P00651269 | PTIN |
| Phone | 2032814933 | PhoneNum |
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 | $59,803,225 | 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 | $30,485 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,105,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,105,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,785,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,176,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,785,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,921,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,890,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $245,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $196,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,225 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,845 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,898 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,980 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,918 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,657 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $331 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,326 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $262,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $259,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,360 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,744 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,949 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47,795 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $734,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $328,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,760,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,760,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,494,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,088,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$573,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,515,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,029,132 | CashBOYAmt |
| Cash EOY | $1,456,789 | CashEOYAmt |
| Cash EOYFMV | $1,456,789 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $149,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,093 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,975,558 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,106,352 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,671,919 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,446,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,402,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,764,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,673,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,641,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,584,173 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,329 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $206,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $206,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $206,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,480,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,933,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,803,225 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,548 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,967 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,967 | 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 | $50,473,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,900,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,473,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,900,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,480,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,933,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,473,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$573,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,900,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,900,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN (PUBLILY TRADED SECURITIES) | P | $1,706,658 | $1,656,899 | $49,759 | $49,759 |
| BANK OF AMERICA (PUBLICLY TRADED SECURITIES) | P | $1,902,106 | $2,013,647 | -$111,541 | -$111,541 |
| BANK OF AMERICA (PUBLICLY TRADED SECURITIES) | P | $5,338,121 | $5,729,873 | -$391,752 | -$391,752 |
| JP MORGAN (PUBLILY TRADED SECURITIES) | P | $5,229,473 | $2,990,384 | $2,239,089 | $2,239,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,785,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,456 | 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 | $41,456 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,495 | OverpaymentAmt |
| Applied To ES Tax | $6,495 | 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 | Yes (1) | 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 | IL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM BYXBEE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $110,000 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $110,000 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $172,007 |
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGMENT | $51,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $64,148,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,419,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,419,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $966,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,453,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,172,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,172,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,961 | TotalTaxAmt |
| Distributable Before Adj | $3,137,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,137,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,137,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,088,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,088,754 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,137,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,949,465 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,088,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,949,465 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,289 | 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 | $2,998,407 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| 173 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | NONE | PC | BACH MUSIC FESTIVAL | $25,000 | |
| AMERICAN ASSOCIATION BEN GURION UNIVERISTY OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | WORK OF PROFESSOR SHOSHANA ARAD AT BEN GURION UNIVERSITY | $100,000 | FLOOR |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT/UNRESTRICTED | $100,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $108,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 419 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ASSOCIATED MUSIC TEACHERS LEAGUE INC | ||||||||
| 51 FAIRMONT STREET | HUNTINGTON | NY | 11743 | NONE | PC | AARON ROSAND MEMORIAL PRIZES | $10,000 | |
| AT HOME ON THE SOUND | ||||||||
| PO BOX 523 | MAMARONECK | NY | 10543 | NONE | PC | INTERGENERATIONAL COMMUNITY PLAY/MUSICAL | $10,000 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | BETH EL DAY CAMP | $20,000 | |
| BRONX ARTS ENSEMBLE INC | ||||||||
| 80 VAN CORTLANDT PARK SOUTH 7D-2 | BRONX | NY | 10463 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTER FOR NONPROFIT LEGAL SERVICES | ||||||||
| 225 WEST MAIN STREET | MEDFORD | OR | 97501 | NONE | PC | THOMAS BUILDING RENOVATIONS | $50,000 | |
| CHAMELEON ARTS ENSEMBLE BOSTON | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | 25TH ANNIVERSARY SEASON PROGRAMS | $10,000 | |
| CHATHAM DAY SCHOOL INC | ||||||||
| 700 SHUNPIKE ROAD | CHATHAM | NJ | 07928 | NONE | PC | IMPROVEMENTS TO THEATER PROGRAM | $25,000 | |
| CHOPRA | ||||||||
| 13485 VETERANS WAY STE 105 | ORLANDO | FL | 32827 | NONE | PC | TO SUPPORT THE GROWTH OF ITS NEVERALONE AND PWI PROGRAMS | $25,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| COMMUNITY SERVICE SOCIETY OF NEW YORK | ||||||||
| 633 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CSS AND THE JOHN JAY COLLEGE INSTITUTE FOR JUSTICE AND OPPORTUNITY | $25,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 193 CLAPBOARD RIDGE ROAD | DANBURY | CT | 06811 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | NEW PRIVACY CURTAINS AND ROLLER CARRIERS | $20,000 | |
| CONNECTICUT NEWS PROJECT INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT THE CONNECTICUT MIRROR'S PODCAST, EVENT,AND INVESTIGATIVE JOURNALISM | $50,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT OF THE NEW ENGLAND NEWS COLLABORATIVE FOR EXPANDED PROGRAMMING, REACH AND IMPACT | $50,000 | |
| DEVILS YOUTH FOUNDATION INC | ||||||||
| 25 LAFAYETTE STREET | NEWARDK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 285 MADISON AVENUE M-DBO-01 | MADISON | NJ | 07940 | NONE | PC | SUPPORT SCHOOL OF THE ARTS AND EXCLUSIVE PARTNERSHIP WITH FAMED ROYAL SHAKESPEARE COMPANY IN STRATFORD, ENGLAND | $54,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 285 MADISON AVENUE M-DBO-01 | MADISON | NJ | 07940 | NONE | PC | SUPPORT SCHOLARSHIPS IN THEATRE AND FILM AT THE SCHOOL OF THE ARTS | $5,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 285 MADISON AVENUE M-DBO-01 | MADISON | NJ | 07940 | NONE | PC | SUPPORT THE COMMISSIONING OF A NEW IMMERSIVE THEATRE | $10,000 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | FOOD RELIEF FOR LOW INCOME WESTCHESTER COUNTY RESIDENTS | $50,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PLACE 4TH FLOOR | NEW YORK | NY | 10280 | NONE | PC | DEVELOPMENT AND WORKSHOP OF A NEW THEATRICAL WORK IN YIDDISH, GHETTO SONG | $25,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | HORIZONS AT FOOTE | $50,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CALLING ALL KIDS | $7,500 | |
| FOUR NATIONS | ||||||||
| PO BOX 1112 | HUDSON | NY | 12534 | NONE | PC | SUPPORT VIDEO AND AUDIO OF PERFORMANCE ACTIVITIES | $10,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $10,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | TEEN PRODUCED PRODUCTION NEXT TO NORMAL | $5,000 | |
| GREENWICH CHORAL SOCIETY INC | ||||||||
| 299 GREENWICH AVE PO BOX 5 | GREENWHICH | CT | 06836 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | ||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| HEBREW FREE LOAN SOCIETY INC | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | 25% FOR UKRAINIAN HOUSING GRANT, 75% GENERAL SUPPORT | $100,000 | |
| HOPKINS SCHOOL INC | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | PATHFINDER HOPKINS SCHOOL PROGRAM | $30,000 | |
| INDIA HERITAGE CENTER | ||||||||
| 49 OLD WOODS RD | SADDLE RIVER | NJ | 07458 | NONE | PC | REHABILITATE THIRTEEN GIRLS | $15,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| INTERNEWS NETWORKS | ||||||||
| PO BOX 4448 | ARCATA | CA | 955184448 | NONE | PC | EARTH JOURNALISM NETWORK | $10,000 | |
| ISRAEL CANCER RESEARCH FUND INC | ||||||||
| 52 VANDERBILT AVE SUTIE 1510 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT ROLES OF THE UBIQUITIN SYSTEM IN THE CONTROL OF CELL DIVISION AND IN CANCER | $50,000 | |
| JEWISH INTEREST FREE LOAN OF ATLANTA | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL-INC | ||||||||
| 78 RANDALL AVE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | WEBSITE DEVELOPER TRAINING FOR FIVE BEDOUIN WOMEN | $50,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | FUND AFTERSCHOOL AND SUMMER PROGRAMS | $35,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| PO BOX 178 | MADISON | NJ | 07940 | NONE | PC | PRODUCTION AND MOMOLOGUES | $6,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| PO BOX 178 | MADISON | NJ | 07940 | NONE | PC | PRODUCTIN OF KISS ME KATE | $10,000 | |
| MOMS HELPING MOMS FOUNDATION INC | ||||||||
| 223 STIRLING ROAD STE E | WARREN | NJ | 07059 | NONE | PC | SUPPORT HEALTHY START FOR BABIES PROGRAM | $5,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | FUND RESEARCH PROJECT ON DIGITAL PLATFORM STRATEGY | $50,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SUPPORT CONSERVATORY PROGRAMS | $25,000 | |
| MUSIC MOUNTAIN INC | ||||||||
| PO BOX 738 | LAKEVILLE | CT | 06039 | NONE | PC | SUPPORT EDUCATION OUTREACH, COOPERATION WITH WSHU AND SPONSOR A CONCERT | $20,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 33 CARLA LANE | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06515 | NONE | PC | TEACHING ARTISTS | $10,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | GENERAL OPERATING | $125,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | NONE | PC | JONATHAN BOIES MEMORIAL FUND | $150,000 | |
| OXFORD ACADEMY INC | ||||||||
| 1393 BOSTON POST ROAD | WESTBROOK | CT | 06498 | NONE | PC | ANNUAL FUND PROGRAM | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| POINTSMAN FOUNDATION | ||||||||
| 2005 MOUNTAINVIEW ROAD | AUSTIN | TX | 78703 | NONE | PC | CONTINUED SUPPORT MEASURING ISOTOPE RATIOS OF IRON | $122,500 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | WSHU PUBLIC RADIO | $50,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SOCIAL VENTURES PARTNERS CONNECTICUT INC | ||||||||
| 50 CHARLES STREET | WESTPORT | CT | 06880 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SUMMITT MUSIC FESTIVAL | ||||||||
| 270 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | ORCHESTRA MUSICIANS | $20,000 | |
| THE JERUSALEM FOUNDATION INC | ||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFITH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT EDUCATION PROGRAMS | $5,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | EXPAND SERIVES WHICH INCLUDE OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY AND NUTRITION UNITS | $25,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25 W 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | RENEWED SUPPORT FOR THE PALEY CENTER'S EDUCATION INITIATIVES | $10,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | GENERAL OPERATING EXPENSES AND PROGRAMS | $25,000 | |
| UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | SMART MUSEUM'S FEITLER CENTER | $75,000 | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| E503 SOUTH COLLEGE UNIVERSITY OF | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY | $50,000 | MASSACHUSETTS |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | ADVANCE DEVELOPMENT OF OUR POTENTIAL THERAPY FOR USHER SYNDROME TYPE 3 | $25,000 | |
| WESTCHESTER CHAMBER MUSIC SOCIETY INC | ||||||||
| 823 LONG HILL ROAD WEST | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WISH NJ INC | ||||||||
| 1980 SPRINGFIELD AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | NEW PROGRAM VEHICLE | $35,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | SUPPORT THE MAIMONIDES EXHIBITION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,760,000 | 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 | $1,105,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,785,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,890,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,890,899 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,600 | Amt |
| Net Investment Income | $8,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,880 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2022 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. IN ADDITION, THE DIRECTORS ARE REIMBURSED FOR CETAIN TRAVEL AND OTHER EXPENSES THAT ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAP DESIGNATED | $267,499 | $207,938 |
| BARCLAYS PLC | $180,576 | $173,286 |
| BANK OF NOVA SCOTIA SENIOR UNSECURED | $264,658 | $235,246 |
| BLACKROCK HIGH YIELD | $375,000 | $357,245 |
| BENCHMARK 2018-CMO 2018 B2 A2 | $133,408 | $127,420 |
| BOEING CO | $77,308 | $63,720 |
| CITIGROUP INC | $199,786 | $191,674 |
| CNH EQUIPMENT T ABS 2019 | $343,342 | $322,337 |
| DISCOVER CARD E ABS 2017 | $266,815 | $244,091 |
| EATON VANCE | $376,921 | $372,853 |
| ENERGY TRANSFER OPER L P | $161,082 | $141,538 |
| FHLMC RA 7128 03 50%2052 | $539,977 | $538,966 |
| FHLMC SB 8073 01 50%2035 | $547,452 | $464,377 |
| FNMA PBP6626 02%2050 | $581,668 | $461,595 |
| FNMA PCA4978 03%2050 | $219,897 | $184,523 |
| FNMA PCA5658 02 50%2050 | $390,175 | $318,013 |
| FNMA PCA5701 02 50%2050 | $136,519 | $110,194 |
| FNMA PCA8132 02 50%2050 | $405,000 | $337,932 |
| FNMA PFM8579 02 50%2051 | $560,510 | $460,954 |
| FNMA PFS1820 03%2051 | $380,384 | $354,431 |
| FNMA PMA4303 02%2036 | $426,324 | $371,964 |
| FNMA PMA4441 01 50%2036 | $531,824 | $457,060 |
| ENTERPRISE PRODUCTS OPER | $130,210 | $121,621 |
| FORD CREDIT FLO ABS 2019 | $417,219 | $382,823 |
| GOLDMAN SACHS GROUP INC | $21,529 | $20,205 |
| GOLDMAN SACHS GROUP INC | $136,327 | $114,218 |
| GS MORTGAGE SEC CMO 2014 | $274,506 | $269,076 |
| GS MORTGAGE SEC CMO 2015 | $273,873 | $266,374 |
| HCA INC | $197,366 | $194,912 |
| JPMORGAN CHASE & CO | $186,274 | $164,700 |
| MORGAN STANLEY | $211,699 | $190,644 |
| NEXTERA ENERGY CAP HLDGS INC | $184,862 | $163,967 |
| ORACLE CORP | $164,907 | $173,182 |
| PARKER-HANNIFIN CORP | $180,252 | $174,839 |
| PHILIP MORRIS INTL INC | $171,042 | $172,970 |
| SHIRE ACQ INV IRELAND DA | $159,850 | $154,986 |
| ROYAL BANK OF CANADA | $150,293 | $133,527 |
| SUNTRUST BK ATLANTA GA UNSECD | $126,118 | $114,261 |
| TRUST FINL CORP | $92,937 | $85,115 |
| T-MOBILE USA INC | $196,276 | $189,396 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (114 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $57,344 | $77,384 |
| ADYEN NV -UNSPON | $73,723 | $59,602 |
| AIA GROUP | $61,861 | $71,132 |
| ALCON INC | $56,791 | $70,332 |
| AON PCL CLASS A | $64,205 | $87,641 |
| ASM INTERNATIONAL NY REG SHS | $38,650 | $26,713 |
| ASML HOLDING NV NY REG SHS | $47,205 | $79,774 |
| ASTRAZENECA PLC-SPONS ADR | $70,232 | $73,088 |
| ATLAS COPCO AB-SPONS ADR A | $32,984 | $39,978 |
| ATLASSIAN CORP PLC-CLASS A | $119,858 | $57,906 |
| CANADIAN PACIFIC RAILWAY LTD | $77,111 | $118,598 |
| CSL LTD SPONSORED ADR | $71,951 | $69,839 |
| DSV A S UNSP ADR | $33,689 | $42,791 |
| EPAM SYSTEMS INC | $82,118 | $61,287 |
| EVOLUTION AB | $107,455 | $65,266 |
| EXPERIAN PCL SPONS ADR | $87,013 | $92,163 |
| FERGUSON PLC | $53,350 | $45,836 |
| FERRARI NV | $68,389 | $82,689 |
| ICICI BANK LTD SPON ADR | $60,869 | $59,344 |
| ICON PLC | $65,091 | $63,714 |
| LASERTEC CORP ADR UNSP | $48,252 | $45,068 |
| LI NING CO LTD-UNSPON ADR | $56,321 | $40,803 |
| LONZA GROUP AG UNSPON ADR | $41,573 | $32,955 |
| LINDE PLC | $46,190 | $45,991 |
| LULULEMON ATHLETICA INC | $41,234 | $46,135 |
| LVMH MOET HENNESSY UNSP ADR | $36,045 | $64,177 |
| METTLER-TOLEDO INTERNATIONAL | $28,754 | $53,482 |
| NESTLE SA SPONS ADR | $71,735 | $74,740 |
| NOVO-NORDISK A/S SPONS ADR | $83,730 | $104,753 |
| PERNOD RICARD SA UNSPON ADR | $41,993 | $55,416 |
| RESMED INC | $35,882 | $43,499 |
| SIKA AG BR ADR | $43,416 | $56,810 |
| STERIS PLC | $53,037 | $64,272 |
| SCHNEIDER ELECT SE-UNSP ADR | $77,075 | $66,685 |
| THOMSON REUTERS CORPORATION | $47,362 | $47,111 |
| WASTE CONNECTIONS INC | $46,348 | $42,815 |
| ADDUS HOMECARE CORP | $28,181 | $32,334 |
| ADVANCED ENERGY INDUSTRIES | $42,607 | $42,547 |
| AGREE REALTY CORP | $45,354 | $50,431 |
| AMBARELLA INC | $37,452 | $37,579 |
| AMERICAN WOODMARK CORP | $33,413 | $27,459 |
| AMN HEALTHCARE SERVICES INC | $15,477 | $34,342 |
| ATLANTIC UNION BANKSHARES CO | $40,181 | $59,211 |
| AVANOS MEDICAL INC | $55,535 | $44,297 |
| BALCHEM CORP | $31,784 | $42,006 |
| BARNES GROUP INC | $48,106 | $46,855 |
| BENCHMARK ELECTRONICS INC | $36,679 | $43,878 |
| BLACKBAUD INC | $65,740 | $57,977 |
| BOOT BARN HOLDINGS INC | $22,236 | $39,263 |
| BRP GROUP INC -A | $23,988 | $25,517 |
| CAMBIUM NETWORKS CORP | $57,385 | $41,541 |
| CASS INFORMATION SYSTEMS INC | $28,940 | $34,411 |
| CHESAPEAKE UTILITIES CORP | $22,054 | $29,309 |
| CNX RESOURCES CORP | $40,911 | $49,156 |
| COCA-COLA CONSOLIDATED INC | $25,841 | $49,187 |
| COMFORT SYSTEMS USA INC | $23,775 | $64,560 |
| CSW INDUSTRIALS INC | $19,852 | $34,315 |
| CTS CORP | $19,836 | $35,833 |
| DIODES INC | $36,463 | $47,740 |
| DORMAN PRODUCTS INC | $36,975 | $46,015 |
| EASTERLY GOVERNMENT PROPERTIES | $57,409 | $34,134 |
| ENERSYS | $40,766 | $46,150 |
| ENPRO INDUSTRIES INC | $52,454 | $57,714 |
| EXLSERVICE HOLDINGS INC | $15,357 | $42,527 |
| FORWARD AIR CORP | $25,660 | $55,487 |
| FRANKLIN ELECTRIC CO INC | $34,928 | $55,267 |
| GRAY TELEVISION INC | $67,772 | $37,229 |
| HARMONY BIOSCIENCES HOLDINGS | $18,636 | $20,828 |
| ICF INTERNATIONAL INC | $30,763 | $45,860 |
| IDACORP INC | $44,016 | $51,984 |
| INTEGRA HOLDINGS CORP | $69,848 | $55,110 |
| INTEGRA LIFESCIENCES HOLDING | $43,620 | $45,529 |
| KAISER ALUMINUM CORP | $37,565 | $41,702 |
| KFORCE INC | $28,357 | $44,193 |
| KORN FERRY | $26,888 | $40,344 |
| LA-Z BOY INC | $26,746 | $25,581 |
| LGI HOMES INC | $33,398 | $26,761 |
| MARCUS & MILLICHAP INC | $41,407 | $43,097 |
| MEDPACE HOLDINGS INC | $27,261 | $50,978 |
| MERCANTILE BANK CORP | $19,139 | $29,462 |
| MOELIS & CO CLASS A | $39,256 | $46,811 |
| MONARCH CASINO & RESORT INC | $52,605 | $58,898 |
| MOVADO GROUP INC | $16,867 | $41,474 |
| NORTHERN OIL AND GAS INC | $33,994 | $38,217 |
| OLLIE'S BARGAIN OUTLET HOLDI | $42,769 | $36,348 |
| OMNICELL INC | $58,130 | $39,933 |
| ONTO INNOVATION INC | $21,865 | $46,369 |
| ORIGIN BANCORP INC | $29,773 | $25,727 |
| PACIRA BIOSCIENCES INC | $27,590 | $18,996 |
| PATRICK INDUSTRIES INC | $42,742 | $35,815 |
| PERMIAN RESOURCES CORP | $39,930 | $46,803 |
| POWER INTEGRATIONS INC | $26,845 | $29,907 |
| SEACOAST BANKING CORP/FL | $35,160 | $31,814 |
| SELECTIVE INSURANCE GROUP | $48,711 | $81,433 |
| SOUTH STATE CORP | $35,399 | $49,176 |
| SPS COMMERCE INC | $15,338 | $30,053 |
| STEWART INFORMATION SYSTEMS | $32,746 | $35,124 |
| STIFEL FINANCIAL CORP | $12,273 | $23,757 |
| SUNSTONE HOTEL INVESTORS INC | $37,939 | $32,380 |
| SUPERNUS PHARMACEUTICALS INC | $27,441 | $35,313 |
| UMB FINANCIAL CORP | $14,361 | $24,471 |
| UNITED BANKSHARES INC | $19,845 | $29,882 |
| BERKSHIRE HATHAWAY INC CL-A | $117,119 | $7,030,664 |
| FIDELITY 500 INDEX FD | $9,949,812 | $12,669,261 |
| HEALTH CARE SELECT SECTOR | $1,830,485 | $2,227,397 |
| INVESCO QQQ TRUST SERIES 1 | $1,642,837 | $1,871,150 |
| ISHARES RUSSELL 1000 VALUE E | $1,374,764 | $1,589,140 |
| VANECK OIL SERVICES ETF | $559,365 | $882,657 |
| VANGUARD SMALL CAP ETF | $2,129,403 | $2,903,786 |
| FIDELITY INTL INDX INST PRM | $4,988,877 | $5,048,962 |
| OARKMARK INTERNATIONAL INST | $1,726,999 | $1,704,850 |
| MATTHEWS PACIFIC TIGER INST | $963,010 | $669,604 |
| ISHARES CORE MSCI EMERGING | $2,069,152 | $1,795,382 |
| VANECK GOLD MINERS ETG | $629,996 | $437,208 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,106,352 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,671,919 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,657 | LegalFeesAmt |
| Net Investment Income | $331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,326 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $206,000 | BOYBookValueAmt |
| EOY Book Value | $206,000 | EOYBookValueAmt |
| EOYFMV | $206,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,500 | $300 | $1,200 |
| OFFICE SUPPLIES AND EXPENSE | $10,382 | $2,076 | $8,306 |
| TELEPHONE | $1,168 | $234 | $934 |
| ADP FEES | $4,534 | $907 | $3,627 |
| POSTAGE | $558 | $112 | $446 |
| INSURANCE | $9,478 | $1,896 | $7,582 |
| OTHER INVESTMENT EXPENSE | $3,480 | $3,480 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $6,548 | BOYBookValueAmt |
| EOY Book Value | $32,967 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $223,058 | $223,058 | $0 |
| PROFESSIONAL FEES | $35,502 | $35,502 | $0 |
| AUDIT EXPENSE | $4,200 | $840 | $3,360 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31,466 | $31,466 | $0 |
| EXCISE TAX | $30,000 | $0 | $0 |