I W FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- I W FOUNDATION INC (EIN 13-3924347)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202541259349101689
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T18:06:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133924347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | IWFO | BusinessNameControlTxt |
| Phone | 7185436704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 WEST 246TH STREET 323 | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH LEVI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,478,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $177,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $710,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,307 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $299,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,961 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,250 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,250 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $905 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,143 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,474 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $808 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,267 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $958 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $872 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,052 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $414,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,465 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,229,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,181,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,207,465 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,205 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,396 | LandBOYAmt |
| Land EOY | $1,438 | LandEOYAmt |
| Land EOYFMV | $1,438 | LandEOYFMVAmt |
| Total Assets BOY | $5,646,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,452,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,478,368 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,863 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,643,441 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,452,779 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,643,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,452,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,646,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,452,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,643,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,396 | OtherIncreasesAmt |
| Subtotal | $5,452,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,452,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $710,943 | $589,690 | $121,253 | $121,253 |
| CAPITAL GAIN DIVIDENDS | P | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,087 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,087 | SubtotalAmt |
| Tax Based On Investment Income | $3,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $630 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Tax Due | $2,558 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7185436704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 WEST 246TH STREET | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| PETER SEIDEN | ||||||||
| 70 E 55TH ST 19TH FLOOR | NEW YORK | NY | 10022 | CHAIRMAN OF BOARD | 2.0 | $2,000 | $0 | $0 |
| JUDITH LEVI | ||||||||
| 630 WEST 246TH ST 323 | BRONX | NY | 10471 | PRESIDENT | 40.0 | $68,000 | $12,500 | $0 |
| MARK LEVI | ||||||||
| 630 WEST 246TH ST 323 | BRONX | NY | 10471 | TREASURER | 2.0 | $2,000 | $0 | $0 |
| TRACEY LEVI | ||||||||
| 69 Windingwood Road South | RYE BROOK | NY | 10573 | DIRECTOR | 2.0 | $2,000 | $0 | $0 |
| LESLIE SPIRO | ||||||||
| 440 EAST 57TH STREET | NEW YORK | NY | 10022 | DIRECTOR | 2.0 | $2,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment mgmt | ServiceTypeTxt |
| Compensation | $65,474 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,926,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $314,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,240,729 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,240,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,117,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $405,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $405,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,087 | TotalTaxAmt |
| Distributable Before Adj | $402,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,019 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $413,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,720 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,720 | AppliedToYear1Amt |
| Applied To Current Year | $183,436 | 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 |
| Undistributed Income CY | $219,583 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lenox Memorial Middle and High School | |||||||
| 197 East St | Lenox | MA | 01240 | NONE | PC | PROGRAM GRANT | $10,340 |
| Monument Mountain High School | |||||||
| 24510 State Highway 2 | Wrightwood | CA | 92397 | NONE | PC | PROGRAM GRANT | $8,122 |
| Ski Buttermut Ski Patrol | |||||||
| 133 S VAN GORDON ST STE 100 | LAKEWOOD | CA | 80228 | NONE | PC | PROGRAM GRANT | $9,087 |
| Westchester Jewish Community Center | |||||||
| 845 North Broadway | White Plains | NY | 10603 | NONE | PC | PROGRAM GRANT | $25,000 |
| I Golf fore kids foundation | |||||||
| 6422 Riverside Station Blvd | secaucus | NJ | 07094 | NONE | PC | PROGRAM GRANT | $25,000 |
| Food bank NYC | |||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | NONE | PC | PROGRAM GRANT | $10,000 |
| Feeding america | |||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | NONE | PC | PROGRAM GRANT | $10,000 |
| US Holocaust musem | |||||||
| Raoul Wallenberg Place SW | Washington | DC | 20024 | NONE | PC | PROGRAM GRANT | $500 |
| Trust Bridge Foundation | |||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | NONE | PC | PROGRAM GRANT | $5,000 |
| simon wiesnthal center | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | PROGRAM GRANT | $250 |
| Boggy creek | |||||||
| 30500 Brantley Branch Rd | Eustis | FL | 32736 | NONE | PC | PROGRAM GRANT | $2,000 |
| St Judes Children's Hospital | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | NONE | PC | PROGRAM GRANT | $5,000 |
| PLANNED PARENTHOOD Federation of America Inc | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | NONE | PC | PROGRAM GRANT | $2,500 |
| Operation Warm | |||||||
| 50 Applied Bank Blvd Suite 204 | Glen Mills | PA | 19342 | NONE | PC | PROGRAM GRANT | $2,500 |
| Hillel | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | NONE | PC | PROGRAM GRANT | $500 |
| Happiness is camping | |||||||
| 62 SUNSET LAKE ROAD | Hardwick | NJ | 07825 | NONE | PC | PROGRAM GRANT | $2,000 |
| Emergency Medical Assistance | |||||||
| PO BOX 33552 | PALM BEACH GARDENS | FL | 33420 | NONE | PC | PROGRAM GRANT | $500 |
| Cystics Fibrosis foundation | |||||||
| 4550 Montgomery Avenue Suite 1100N | Bethesda | MD | 20814 | NONE | PC | PROGRAM GRANT | $250 |
| Collage for Every students | |||||||
| 2303 Main St | ESSEX | NY | 12936 | NONE | PC | PROGRAM GRANT | $25,000 |
| ACLU Foundation | |||||||
| 125 Broad St Fl 18 | New York | NY | 10004 | NONE | PC | PROGRAM GRANT | $500 |
| Butternut Race Club | |||||||
| PO Box 607 | Great Barrington | MA | 01230 | NONE | PC | PROGRAM GRANT | $5,701 |
| Western New England University School Of Law Schol | |||||||
| 1215 WIBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NONE | PC | PROGRAM GRANT | $10,000 |
| The Associated Jewish fund of Baltimore | |||||||
| 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | PROGRAM GRANT | $10,000 |
| Arlington Ladies | |||||||
| PO BOX 152336 | ARLINGTON | TX | 76015 | NONE | PC | PROGRAM GRANT | $250 |
| Wikimedia Foundation | |||||||
| 1 Montgomery Street Suite 1600 | San Francisco | CA | 94104 | NONE | PC | PROGRAM GRANT | $75,000 |
| Gettysburg College | |||||||
| 300 N Washington St | Gettysburg | PA | 17325 | NONE | PC | PROGRAM GRANT | $55,000 |
| Lets Get Ready Inc | |||||||
| 50 BROADWAY 25TH FLOOR | New York | NY | 10004 | NONE | PC | PROGRAM GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DEPOSITS MISCELLANEOUS | 41 | $12 |
| LITIGATION PROCEEDS | 41 | $180 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $299,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,048 | Amt |
| Net Investment Income | $905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,143 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTUR | 2000-05-31 | $3,890 | $3,890 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2003-09-30 | $2,284 | $2,284 | M5 | 5 | |
| COMPUTER EQUIPMENT | 2007-06-30 | $2,561 | $2,561 | M5 | 5 | |
| FURNITURE & FIXTUR | 2008-06-30 | $3,596 | $3,596 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2010-02-06 | $2,407 | $2,407 | M5 | 5 | |
| FURNITURE & FIXTUR | 2011-12-09 | $1,300 | $1,300 | M7 | 7 | |
| COMPUTER EQUIPMENT | 2015-06-01 | $2,614 | $2,614 | M5 | ||
| COMPUTER EQUIPMENT | 2022-07-01 | $4,991 | $2,595 | M5 | $958 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOA 100-0742932 | AT COST | $954,951 | $1,744,890 |
| BOA 100-0347435 | AT COST | $3,910,730 | $6,025,493 |
| BOA 2413367 | AT COST | $316,195 | $437,082 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| FURNITURE & FIXTUR | $3,890 | $3,890 | $1,438 | |
| COMPUTER EQUIPMENT | $2,284 | $2,284 | ||
| COMPUTER EQUIPMENT | $2,561 | $2,561 | ||
| FURNITURE & FIXTUR | $3,596 | $3,596 | ||
| COMPUTER EQUIPMENT | $2,407 | $2,407 | ||
| FURNITURE & FIXTUR | $1,300 | $1,300 | ||
| COMPUTER EQUIPMENT | $2,614 | $2,614 | ||
| COMPUTER EQUIPMENT | $4,991 | $3,553 | $1,438 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE CHARITABLE REG FEE | $250 | $250 | |
| OFFICE SUPPLIES | $8,718 | $7,846 | $872 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| misc. income | $12 | $12 |
| litigation settlement proceeds | $180 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $2,396 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $2,863 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK / INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $65,474 | Amt |
| Net Investment Income | $65,474 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - PR TAXES | $6,047 | $605 | $5,442 |
| TAXES - NII EXCISE TAXES | $1,176 | ||
| TAXES - NY UNEMPLOYMENT INSU. | $2,028 | $203 | $1,825 |