SUNSHINE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUNSHINE FOUNDATION (EIN 56-6615926)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349107727
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:08:03-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 566615926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSHINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 5163388700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHALIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163388700 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | SHALIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | EUGENE SHALIK | PreparerPersonNm |
| PTIN | P01434208 | PTIN |
| Phone | 5163388700 | 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 | 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 | $33,521,048 | 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 | $1,726,525 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,116,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,116,863 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,116,863 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $530,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,662,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $530,462 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $530,462 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,373,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,647,331 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,647,331 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $282,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $282,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,050 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,674 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,674 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,292 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Adj Net Incm | $454 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,211 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,211 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155,919 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $489,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $454 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $489,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,074,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,074,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,563,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $454 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,563,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,647,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,646,877 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $964,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,177 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $25,819,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,128,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,071,670 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,270 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $10,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,794,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,577,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,521,048 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $46,742 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,217 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $46,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,217 | 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 | $26,747,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,557,393 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,747,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,557,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,794,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,577,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,747,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,557,393 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,557,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MORGAN STANLEY | $3,132,680 | $2,808,357 | $324,323 | $324,323 |
| WELLS FARGO - 3617 | $205,397 | $204,811 | $586 | $586 |
| WELLS FARGO - 3727 | $149,822 | $13,707 | $136,115 | $136,115 |
| WELLS FARGO - 9450 | $174,986 | $105,548 | $69,438 | $69,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $530,462 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $530,462 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,898 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,898 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,288 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,390 | OverpaymentAmt |
| Applied To ES Tax | $6,390 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SHALIK MORRIS CO LLP | IndividualWithBooksNm |
| Phone | 5163388700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHALIK | ||||||||
| 400 SE 5TH AVE 704-N | BOCA RATON | FL | 33432 | TRUSTEE | 15.00 | $140,000 | $0 | $0 |
| STACY PARSELL | ||||||||
| 388 N MAIN STREET | SAYVILLE | NY | 11782 | EXECUTIVE DIRECTOR, PHILANTHROPY | 35.00 | $142,500 | $4,050 | $2,211 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J SHALIK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3606 PARKHAVEN PLACE | AddressLine1Txt |
| City | BROOKHAVEN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NONE | 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 | $35,788,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $787,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,576,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,576,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $548,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,027,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,801,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,563,896 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,563,896 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-07-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,646,877 | CurrentYearAmt |
| Year1 | $1,128,300 | Year1Amt |
| Year2 | $1,236,475 | Year2Amt |
| Year3 | $868,034 | Year3Amt |
| Total | $4,879,686 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,399,845 | CurrentYearAmt |
| Year1 | $959,055 | Year1Amt |
| Year2 | $1,051,004 | Year2Amt |
| Year3 | $737,829 | Year3Amt |
| Total | $4,147,733 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,563,896 | CurrentYearAmt |
| Year1 | $3,381,513 | Year1Amt |
| Year2 | $2,915,132 | Year2Amt |
| Year3 | $1,097,125 | Year3Amt |
| Total | $10,957,666 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,563,896 | CurrentYearAmt |
| Year1 | $3,381,513 | Year1Amt |
| Year2 | $2,915,132 | Year2Amt |
| Year3 | $1,097,125 | Year3Amt |
| Total | $10,957,666 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $33,521,048 | CurrentYearAmt |
| Year1 | $42,323,967 | Year1Amt |
| Year2 | $39,122,117 | Year2Amt |
| Year3 | $35,823,234 | Year3Amt |
| Total | $150,790,366 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A CHANCE IN LIFE | ||||||
| 250 E 63RD STSTE 204 | NEW YORK | NY | 10065 | FOOD AND FEEDING PROGRAMS | $7,500 | |
| ALZHEIMERS FOUNDATION OF AMERICA | ||||||
| 322 EIGHTH AVE 16TH FL | NEW YORK | NY | 10001 | PROGRAMS AND SERVICES | $15,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 3380 CHASTAIN MEADOWS PARKWAY NW | KENNESAW | GA | 301440101 | MEDICAL RESEARCH | $15,000 | SUITE 200 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 199 WATER STREET11TH FLOOR | NEW YORK | NY | 10038 | MENTAL HEALTH PROGRAMS AND SERVICES | $15,000 | |
| AMERICAN HUMANE ASSOCIATION | ||||||
| 1400 16TH STREET NWSUITE 360 | WASHINGTON | DC | 20036 | SERVICE ANIMAL TRAINING | $15,000 | |
| AMERICA'S VETDOGS | ||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | SERVICE ANIMAL TRAINING | $12,500 | |
| ASPCA | ||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | VETERINARY CARE | $12,500 | |
| ASSOCIATION TO BENEFIT CHILDREN | ||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | MENTAL HEALTH PROGRAMS AND SERVICES | $12,500 | |
| ASTOR SERVICES FOR CHILDREN AND FAMILIES | ||||||
| 6339 MILL STREET | RHINEBECK | NY | 12572 | MENTAL HEALTH PROGRAMS AND SERVICES | $7,500 | |
| BETHANY HOUSE OF NASSAU COUNTY | ||||||
| 625 DEMOTT AVENUE | BALDWIN | NY | 11510 | MENTAL HEALTH PROGRAMS AND SERVICES | $5,000 | |
| BIG BROTHERS BIG SISTERS NYC | ||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | MENTOR PROGRAMS | $27,500 | |
| BIRTHDAY WISHES | ||||||
| 15 CANTIAGUE ROCK ROAD | HICKSVILLE | NY | 11801 | YOUTH DEVELOPMENT PROGRAMS | $5,000 | |
| BLUE CARD | ||||||
| 171 MADISON AVESUITE 1405 | NEW YORK | NY | 10016 | ESSENTIAL NEEDS | $21,500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | MEDICAL RESEARCH | $15,000 | |
| BRIGHTER TOMORROWS | ||||||
| 408 MAIN ST | CENTER MORICHES | NY | 119343518 | ESSENTIAL NEEDS | $9,000 | |
| BUILDING HOMES FOR HEROES INC | ||||||
| 4584 AUSTIN BLVD2ND FLOOR | ISLAND PARK | NY | 11558 | SHELTERS/ HOUSING | $20,000 | |
| CAMPAIGN AGAINST HUNGER | ||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | FOOD AND FEEDING PROGRAMS | $32,500 | |
| CENTER FOR URBAN COMMUNITY SERVICES | ||||||
| 198 EAST 121ST STREET6TH FLOOR | NEW YORK | NY | 10035 | PROGRAMS AND SERVICES | $10,000 | |
| CHAI LIFELINE | ||||||
| 151 W 30TH STTHIRD FL | NEW YORK | NY | 10001 | AFTER-SCHOOL PROGRAMMING | $10,000 | |
| CHILDREN'S AID | ||||||
| 117 WEST 124TH STREET5TH FLOOR | NEW YORK | NY | 10027 | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| CITY HARVEST | ||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | FOOD AND FEEDING PROGRAMS | $130,500 | |
| CITY MEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE3RD FLOOR | NEW YORK | NY | 10017 | FOOD AND FEEDING PROGRAMS | $45,000 | |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | CAMP | $5,000 | |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | ESSENTIAL NEEDS | $25,000 | |
| COMMONPOINT QUEENS | ||||||
| 58-20 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | FOOD AND FEEDING PROGRAMS | $5,000 | |
| COVENANT HOUSE NEW YORK | ||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | FOOD AND FEEDING PROGRAMS | $15,000 | |
| CURE ALZHEIMERS FUND | ||||||
| 34 WASHINGTON STREETSUITE 310 | WELLESLEY HILLS | MA | 02481 | MEDICAL RESEARCH | $20,000 | |
| DAVIS PHINNEY FOUNDATION FOR PARKINSON'S | ||||||
| 357 S MCCASLIN BLVDSTE 105 | LOUISVILLE | CO | 80027 | WELLNESS PROGRAMS | $7,500 | |
| DIABETES ACTION RESEARCH AND EDUCATION FOUNDATION | ||||||
| PO BOX 34635 | BETHESDA | MD | 20827 | MEDICAL RESEARCH | $15,000 | |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET16TH FLOOR | NEW YORK | NY | 10006 | EMERGENCY RESPONSE/ DISASTER RELIEF | $50,000 | |
| DON'T FORGET ME FOUNDATION | ||||||
| 2200 UPLONG DRIVE | WEST BLOOMFIELD TOWNSH | MI | 48324 | MEDICAL RESEARCH | $7,500 | |
| DOROT | ||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | FOOD AND FEEDING PROGRAMS | $50,000 | |
| EAC | ||||||
| 99 QUENTIN ROOSEVELT BLVDSTE 200 | GARDEN CITY | NY | 11530 | ABUSE PREVENTION AND TREATMENT | $10,000 | |
| EAC | ||||||
| 99 QUENTIN ROOSEVELT BLVDSTE 200 | GARDEN CITY | NY | 11530 | FOOD AND FEEDING PROGRAMS | $12,500 | |
| EAST SIDE HOUSE INC | ||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | FOOD AND FEEDING PROGRAMS | $12,500 | |
| EMS FDNY HELP FUND | ||||||
| PO BOX 604362 | BAYSIDE | NY | 113609993 | FINANCIAL ASSISTANCE | $12,500 | |
| FAMILY SERVICE LEAGUE | ||||||
| 790 PARK AVENUE | HUNTINGTON | NY | 11743 | CAMP | $30,000 | |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY | ||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | EMERGENCY RESPONSE/ DISASTER RELIEF | $120,000 | |
| FEEDING WESTCHESTER | ||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | FOOD AND FEEDING PROGRAMS | $65,000 | |
| FIRST RESPONDERS CHILDREN'S FOUNDATION | ||||||
| 38 EAST 32ND STREET SUITE 602 | NEW YORK | NY | 100165566 | MENTAL HEALTH PROGRAMS AND SERVICES | $5,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH | ||||||
| FDR STATIONPO BOX 220 | NEW YORK | NY | 10150 | MEDICAL RESEARCH | $10,000 | |
| FIVER CHILDRENS FOUNDATION | ||||||
| 519 8TH AVENUEFLOOR 24 | NEW YORK | NY | 10018 | CAMP | $12,500 | |
| FOLDS OF HONOR | ||||||
| 5971 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | EDUCATIONAL SCHOLARSHIPS | $15,000 | |
| FOOD BANK FOR NYC | ||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | FOOD AND FEEDING PROGRAMS | $225,000 | |
| FOSTER PRIDE | ||||||
| 305 SEVENTH AVE9TH FL | NEW YORK | NY | 10001 | FOSTER CARE | $15,000 | |
| FRIENDS OF THE CHILDREN | ||||||
| 204A WEST 115TH ST | NEW YORK | NY | 10026 | MENTOR PROGRAMS | $12,500 | |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | SHELTERS/ HOUSING | $10,000 | |
| GIRLS INC | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | YOUTH DEVELOPMENT PROGRAMS | $20,000 | |
| GLOBAL EMPOWERMENT MISSION | ||||||
| 1850 NW 84TH AVESTE 100ATTN FINANCE | DORAL | FL | 33126 | EMERGENCY RESPONSE/ DISASTER RELIEF | $60,000 | DEPARTMENT |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | AFTER-SCHOOL PROGRAMMING | $12,500 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | FOOD AND FEEDING PROGRAMS | $10,000 | |
| GODS LOVE WE DELIVER | ||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | FOOD AND FEEDING PROGRAMS | $40,000 | |
| GOLD COAST ARTS CENTER | ||||||
| 113 MIDDLE NECK ROAD | GREAT NECK | NY | 11021 | PROGRAMS AND SERVICES | $10,000 | |
| GRAND STREET SETTLEMENT INC | ||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | FOOD AND FEEDING PROGRAMS | $25,000 | |
| GRAND STREET SETTLEMENT INC | ||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | PROGRAMS AND SERVICES | $25,000 | |
| GRAND STREET SETTLEMENT INC | ||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | WELLNESS PROGRAMS | $25,000 | |
| HATZILU RESCUE ORGANIZATION | ||||||
| 45 MANETTO HILL RD | PLAINVIEW | NY | 118031325 | FOOD AND FEEDING PROGRAMS | $15,000 | |
| HIRE HEROES USA | ||||||
| 13010 MORRIS ROADSUITE 175 | ALPHARETTA | GA | 30004 | JOB TRAINING | $12,500 | |
| HOLY APOSTLE SOUP KITCHEN | ||||||
| 296 NINTH AVE | NEW YORK | NY | 10001 | FOOD AND FEEDING PROGRAMS | $25,000 | |
| HOPE & HEROES CHILDREN'S CANCER FUND | ||||||
| 161 FORT WASHINGTON AVEIRVING | NEW YORK | NY | 10032 | MEDICAL RESEARCH | $20,000 | PAVILION 7TH FLOOR |
| HOPE FOR THE WARRIORS | ||||||
| 8003 FORBES PLACESUITE 201 | SPRINGFIELD | VA | 22151 | WELLNESS PROGRAMS | $12,500 | |
| HOPE LOVES COMPANY INC | ||||||
| 210 PARK AVE STE 324 | WORCESTER | MA | 01609 | CAMP | $20,000 | |
| HOT BREAD KITCHEN LTD | ||||||
| C/O CHELSEA MARKET75 NINTH AVENUE | NEW YORK | NY | 10011 | JOB TRAINING | $10,000 | SUITE 0610 |
| ISLAND HARVEST | ||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | FOOD AND FEEDING PROGRAMS | $251,000 | |
| JASA | ||||||
| 247 W 37TH ST9TH FLOOR | NEW YORK | NY | 10018 | ABUSE PREVENTION AND TREATMENT | $10,000 | |
| JASA | ||||||
| 247 W 37TH ST9TH FLOOR | NEW YORK | NY | 10018 | FOOD AND FEEDING PROGRAMS | $27,500 | |
| JCCA | ||||||
| 858 E 29TH ST BROOKLYN NY 11210 | BROOKLYN | NY | 11210 | ESSENTIAL NEEDS | $10,000 | |
| JOHN THEISSEN CHILDRENS FOUNDATION | ||||||
| 1881 WANTAGH AVENUE | WANTAGH | NY | 11793 | PROGRAMS AND SERVICES | $5,000 | |
| LEAP | ||||||
| 535 8TH AVENUESUITE 1100 | NEW YORK | NY | 10018 | AFTER-SCHOOL PROGRAMMING | $10,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | FOOD AND FEEDING PROGRAMS | $7,500 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | PROGRAMS AND SERVICES | $12,500 | |
| LEUKEMIA RESEARCH FOUNDATION | ||||||
| 191 WAUKEGAN ROADSTE 105 | NORTHFIELD | IL | 60093 | MEDICAL RESEARCH | $15,000 | |
| LONG ISLAND AGAINST DOMESTIC VIOLENCE | ||||||
| 3285 VETERANS MEMORIAL HWY A13 | RONKONKOMA | NY | 11779 | ABUSE PREVENTION AND TREATMENT | $15,000 | |
| LONG ISLAND CARES | ||||||
| 10 DAVIDS DR | HAUPPAUGE | NY | 11788 | FOOD AND FEEDING PROGRAMS | $125,000 | |
| LONG ISLAND CRISIS CENTER | ||||||
| 2740 MARTIN AVE | BELLMORE | NY | 11710 | MENTAL HEALTH PROGRAMS AND SERVICES | $12,500 | |
| LUNGEVITY FOUNDATION | ||||||
| 228 S WABASH AVENUESUITE 700 | CHICAGO | IL | 60604 | MENTAL HEALTH PROGRAMS AND SERVICES | $10,000 | |
| LUSTGARTEN FOUNDATION | ||||||
| 415 CROSSWAYS PARK DRSUITE D | WOODBURY | NY | 11797 | MEDICAL RESEARCH | $20,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| P O BOX 27106GIFT ADMINISTRATION | NEW YORK | NY | 10087 | MEDICAL RESEARCH | $10,000 | |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH ST SUITE 615 | BOSTON | MA | 02111 | MENTOR PROGRAMS | $12,500 | |
| MERCY HAVEN | ||||||
| 859 CONNETQUOT AVESUITE 10 | ISLIP TERRACE | NY | 11752 | CAMP | $10,500 | |
| METROPOLITAN COORDINATING COUNCIL ON JEWISH POVERTY | ||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK CITY | NY | 10005 | FOOD AND FEEDING PROGRAMS | $35,000 | |
| MID-ISLAND Y JCC | ||||||
| 45 MANETTO HILL RD | PLAINVIEW | NY | 118031325 | WELLNESS PROGRAMS | $15,000 | |
| NASSAU SUFFOLK CHAPTER OF THE AUTISM SOCIETY OF AMERICA | ||||||
| PO BOX 7472 | WANTAGH | NY | 11793 | WELLNESS PROGRAMS | $7,500 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC | ||||||
| 307 W 38TH STREET8TH FLOOR | NEW YORK | NY | 10018 | MENTAL HEALTH PROGRAMS AND SERVICES | $17,500 | |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | ||||||
| 333 JOHN CARLYLE STREET SUITE 125 | ALEXANDRIA | VA | 22314 | ABUSE PREVENTION AND TREATMENT | $20,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVENUE3RD FLOOR | NEW YORK | NY | 10017 | MEDICAL RESEARCH | $15,000 | |
| NAZARETH HOUSING INC | ||||||
| 519 E 11TH ST | NEW YORK | NY | 10009 | FOOD AND FEEDING PROGRAMS | $20,000 | |
| NEW DESTINY HOUSING CORPORATION | ||||||
| 12 W 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | CAMP | $2,500 | |
| NEW DESTINY HOUSING CORPORATION | ||||||
| 12 W 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | FOOD AND FEEDING PROGRAMS | $7,500 | |
| NEW DESTINY HOUSING CORPORATION | ||||||
| 12 W 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | PROGRAMS AND SERVICES | $5,000 | |
| NEW HOUR FOR WOMEN AND CHILDREN | ||||||
| 1725 BRENTWOOD ROAD MAIN BUILDING 2 | BRENTWOOD | NY | 11717 | RECIDIVISM | $10,000 | |
| NEW INTERDISCIPLINARY SCHOOL | ||||||
| 430 SILLS ROAD | YAPHANK | NY | 11980 | YOUTH DEVELOPMENT PROGRAMS | $12,800 | |
| NEW YORK CARES | ||||||
| 65 BROADWAY19TH FLOOR | NEW YORK | NY | 10006 | MENTOR PROGRAMS | $15,000 | |
| NEW YORK CENTER FOR CHILDREN | ||||||
| 333 EAST 70TH STREET | NEW YORK CITY | NY | 10021 | ABUSE PREVENTION AND TREATMENT | $12,500 | |
| NEXT FOR AUTISM | ||||||
| 1177 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | JOB TRAINING | $15,000 | |
| PAL-O-MINE | ||||||
| 829 OLD NICHOLS ROAD | ISLANDIA | NY | 11749 | JOB TRAINING | $12,500 | |
| PARKINSON'S FOUNDATION | ||||||
| 1359 BROADWAYSUITE 1509 | NEW YORK | NY | 10018 | MEDICAL RESEARCH | $50,000 | |
| PART OF THE SOLUTION | ||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | ESSENTIAL NEEDS | $16,200 | |
| PART OF THE SOLUTION | ||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | FOOD AND FEEDING PROGRAMS | $17,500 | |
| PROVIDENCE HOUSE INC | ||||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | ESSENTIAL NEEDS | $5,000 | |
| PROVIDENCE HOUSE INC | ||||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | FOOD AND FEEDING PROGRAMS | $15,750 | |
| PROVIDENCE HOUSE INC | ||||||
| 703 LEXINGTON AVE | BROOKLYN | NY | 11221 | RECIDIVISM | $5,000 | |
| REBUILDING TOGETHER LONG ISLAND INC | ||||||
| 208 ROUTE 109SUITE 204 | FARMINGDALE | NY | 11735 | PROGRAMS AND SERVICES | $20,000 | |
| SAFE HORIZON | ||||||
| 2 LAFAYETTE STREET3RD FLOOR | NEW YORK | NY | 10007 | FOOD AND FEEDING PROGRAMS | $37,500 | |
| SCO FAMILY OF SERVICES | ||||||
| 1415 KELLUM PLACESUITE 140 | GARDEN CITY | NY | 11530 | ESSENTIAL NEEDS | $8,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | MEDICAL RESEARCH | $50,000 | |
| SKIN CANCER FOUNDATION | ||||||
| 205 LEXINGTON AVE11TH FLOOR | NEW YORK | NY | 10016 | WELLNESS PROGRAMS | $12,500 | |
| SPENCE CHAPIN SERVICES TO FAMILY AND CHILDREN | ||||||
| 410 EAST 92ND STREET3RD FLOOR | NEW YORK | NY | 10128 | ADOPTION | $15,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | MEDICAL CARE | $25,000 | |
| STANLEY M ISAACS NEIGHBORHOOD CENTER | ||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | FOOD AND FEEDING PROGRAMS | $15,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | SHELTERS/ HOUSING | $15,000 | |
| SUFFOLK Y JEWISH COMMUNITY CENTER INC | ||||||
| 74 HAUPPAUGE ROAD | COMMACK | NY | 11725 | WELLNESS PROGRAMS | $12,500 | |
| SUNNYSIDE COMMUNITY SERVICES INC | ||||||
| 43-31 39TH STREET | SUNNYSIDE | NY | 11104 | AFTER-SCHOOL PROGRAMMING | $10,000 | |
| SUNRISE ASSOCIATION | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | CAMP | $12,500 | |
| THE ALS ASSOCIATION GREATER NEW YORK CHAPTER | ||||||
| 42 BROADWAYSUITE 1724 | NEW YORK | NY | 10004 | FINANCIAL ASSISTANCE | $30,000 | |
| THE FARM LINK PROJECT | ||||||
| 325 ARNO WAY | PACIFIC PALISADES | CA | 902723348 | FOOD AND FEEDING PROGRAMS | $15,000 | |
| THE GLOBAL FOODBANKING NETWORK | ||||||
| 70 E LAKE STREETSUITE 1200 | CHICAGO | IL | 60601 | FOOD AND FEEDING PROGRAMS | $12,500 | |
| THE INN | ||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | FOOD AND FEEDING PROGRAMS | $32,500 | |
| THE NEW YORK COMMON PANTRY INC | ||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | FOOD AND FEEDING PROGRAMS | $22,500 | |
| THE NEW YORK FOUNDLING | ||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | FOOD AND FEEDING PROGRAMS | $13,000 | |
| THE NEW YORK FOUNDLING | ||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | FOSTER CARE | $5,000 | |
| THE NEW YORK FOUNDLING | ||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | MENTAL HEALTH PROGRAMS AND SERVICES | $10,000 | |
| THE SAFE CENTER | ||||||
| 15 GRUMMAN ROAD WEST SUITE 1000 | BETHPAGE | NY | 11714 | ABUSE PREVENTION AND TREATMENT | $25,000 | |
| THE VISCARDI CENTER | ||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | MEDICAL EQUIPMENT | $10,000 | |
| UNICEF USA | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | EMERGENCY RESPONSE/ DISASTER RELIEF | $50,000 | |
| UNITED WAY OF LONG ISLAND | ||||||
| 819 GRAND BLVD | DEER PARK | NY | 11729 | ESSENTIAL NEEDS | $10,000 | |
| URBAN PATHWAYS | ||||||
| 575 EIGHTH AVE16TH FLOOR | NEW YORK | NY | 10018 | ESSENTIAL NEEDS | $31,000 | |
| URBAN RESOURCE INSTITUTE | ||||||
| 75 BROAD STREETSUITE 505 | NEW YORK | NY | 10004 | JOB TRAINING | $12,500 | |
| WEST SIDE CAMPAIGN FOR HUNGER | ||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | FOOD AND FEEDING PROGRAMS | $52,500 | |
| WIN INC | ||||||
| ONE STATE STREET PLAZA18TH FL | NEW YORK | NY | 10004 | ESSENTIAL NEEDS | $30,000 | |
| WOODSTOCK FARM SANCTUARY | ||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | ANIMAL ABUSE PREVENTION | $10,000 | |
| XAVIER MISSION | ||||||
| 55 W 15TH ST | NEW YORK | NY | 10011 | FOOD AND FEEDING PROGRAMS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,074,250 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,116,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $530,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,647,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,647,331 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,726,525 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,674 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,674 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| E-TRADE FINANCIAL | $134,419 | $264,381 |
| MORGAN STANLEY | $14,419,683 | $17,390,207 |
| WELLS FARGO | $11,574,130 | $15,417,082 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM CITIBANK | Desc |
| BOY Book Value | $10,200 | BOYBookValueAmt |
| EOY Book Value | $10,200 | EOYBookValueAmt |
| EOYFMV | $10,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT ADMINISTRATION, MONITORING AND SELECTION | $65,000 | $0 | $0 | $65,000 |
| SOFTWARE | $4,500 | $0 | $0 | $4,500 |
| INVESTMENT FEES | $73,247 | $0 | $0 | $73,247 |
| INSURANCE | $6,366 | $0 | $0 | $6,366 |
| PAYROLL FEES | $4,587 | $0 | $0 | $4,587 |
| OFFICE SUPPLIES AND EXPENSES | $692 | $0 | $0 | $692 |
| BUSINESS REGISTRATION FEES | $1,527 | $0 | $0 | $1,527 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $20,217 | $20,217 |
| DUE TO KALIKOW ESTATE | $26,525 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES PAID | $10,000 | $0 | $0 | $10,000 |
| PAYROLL TAXES PAID | $11,292 | $0 | $0 | $11,292 |