DEARIE FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEARIE FAMILY CHARITABLE TRUST (EIN 47-5255236)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-20
- IRS object ID
- 202201719349100205
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-20T09:28:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475255236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dearie Family Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GLENN M TROOST | InCareOfNm |
| Business Name Control | DEAR | BusinessNameControlTxt |
| Phone | 6316041327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 Old Hollow Lane | AddressLine1Txt |
| City | East Hampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN TROOST | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6316041327 | PhoneNum |
| Signature | 2022-06-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLENN | PersonFirstNm |
| Person Last | TROOST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2022-06-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,323,132 | 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 |
| Interest On Sav Rev And Expnss | $9,421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $441,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,153,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,630 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $496,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $496,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,413 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,413 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,448 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,878 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,005 | CashBOYAmt |
| Cash EOY | $270 | CashEOYAmt |
| Cash EOYFMV | $270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,613,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,622,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,840,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $352,477 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $277,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $286,544 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,981,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,095,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,323,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,981,763 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,095,262 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,981,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,095,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,981,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,095,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,981,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,095,289 | SubtotalAmt |
| Other Decreases | $27 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,095,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,153,714 | GrossSalesPriceAmt |
| Cost Or Other Basis | $712,084 | CostOrOtherBasisAmt |
| Gain Or Loss | $441,630 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $441,630 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,058 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,058 | SubtotalAmt |
| Tax Based On Investment Income | $6,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $867 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,367 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $3,254 | OverpaymentAmt |
| Applied To ES Tax | $3,254 | AppliedToESTaxAmt |
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 | GLENN M TROOST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6316041327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 OLD HOLLOW LANE | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 119373728 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| GLENN M TROOST | ||||||||
| 12 OLD HOLLOW LANE | East Hampton | NY | 11937 | TRUSTEE | 2.0 | $12,500 | $0 | $0 |
| BRETT GILBERT | ||||||||
| 12 OLD HOLLOW LANE | East Hampton | NY | 11937 | TRUSTEE | 2.0 | $12,500 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pershing Advisor Solutions LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pershing Plaza | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Financial Service | ServiceTypeTxt |
| Compensation | $57,478 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,501,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $295,177 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,907,931 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,907,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,819,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,058 | TotalTaxAmt |
| Distributable Before Adj | $284,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $284,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $284,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,703 | 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 | $318,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,328 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,328 | AppliedToYear1Amt |
| Applied To Current Year | $284,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,467 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,467 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $31,467 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Long Island Gay & Lesbian Youth Inc | |||||||
| 34 Park Avenue | Bay Shore | NY | 11706 | none | PC | Education, Advocacy and Social Support of long island and its surrounding Areas Gay and Lesbian Youth. | $10,000 |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER INC | |||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | none | PC | to PROVIDE A RICH EARLY LEARNING EXPERIENCE TO MORE THAN 100 CHILDREN EVERY DAY. | $10,000 |
| Good Dog Foundation Inc | |||||||
| 500 Fashion Ave 8th Floor | NEW YORK | NY | 10018 | none | PC | To ease human suffering and promote recovery from trauma and stress using animal-assisted therapy services that are recognized as among the most innovative and reliable in the United States. | $30,000 |
| THE ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 100658314 | none | PC | to operate an institues for veterinary educaton and specialty care, clinical research and charity for animals at its veterinary medical facility located in New York City | $10,000 |
| Homes for Our Troops Inc | |||||||
| 6 main street | tounton | MA | 02780 | none | PC | to built and donates speciallt adapted custom himes nationwide for mode severly injured post 9/11 veterans. | $10,000 |
| Friends of Animals Inc | |||||||
| 777 POST ROAD NO 205 | DARIEN | CT | 06820 | none | PC | THE ORGANIZATION'S GOAL IS TO FREE ANIMALS FROM CRUELTY AND INSTITUTIONALIZED EXPLOITATION | $10,000 |
| AMERICA'S VETDOGS - THE VETERAN'S K-9 CORPS | |||||||
| 371 E Jericho Turnpike | Smithtown | NY | 11787 | NONE | PC | to help those who have served our country honorably to live with dignity and independence, whether they are visually impaired or have other special needs, through the use of assistance dogs. | $10,000 |
| Calvery Fund Inc | |||||||
| 1740 Eastchester Road | Bronx | NY | 104612392 | None | PC | The calvary fund's primary exempt purpose is to raise public contributions to support the tax-exempt mission of calvary hospital, Inc. | $10,000 |
| Fisher House Foundation | |||||||
| 12300 Twinbrook PKWY Suite 410 | Rockville | MD | 20852 | None | PC | To construct and furnish fisher houses, provide assistance and scholarships to military families and children & enhance the quality of life for veterans and armed forces members. | $10,000 |
| Ramapo-Bergan Animal Refuge inc | |||||||
| 2 shelter lane | oakland | NJ | 07436 | none | PC | to provide humane education to the public, and shelter, medical services, and behavioral therapy for homeless and abandoned animals until good adoptive himes are secured for them. | $10,000 |
| Tony La Russa's Animal Rescue Foundation | |||||||
| 2890 Mitchell Drive | Walnut Creek | CA | 94598 | NONE | PC | save dogs and cats who have run out of time at public shelters and brings people and animals together to enrich each others lives | $10,000 |
| Disabled American Veterans | |||||||
| 3725 alexandria pike | cold spring | KY | 41076 | NONE | PC | EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY | $15,000 |
| 1st Marine Division Association | |||||||
| 4 WOODLAND AVE | SYOSSET | NY | 11791 | NONE | PC | SUPPORT UNITED STATES MARINES | $10,000 |
| National Military Family Association Inc | |||||||
| 3601 Eisenhower Ave SUite 425 | Alexandria | VA | 22304 | NONE | PC | to help military families cope with frequent uprooting, wartimes stress, separations, wounds, loss, and other challenges through information and programs that heal, strengthen, and Empower them. | $10,000 |
| NORTH SHORE ANIMAL LEAGUE American Inc | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | PET RESCUE AND ADOPTION, HUMANE EDUCATION, SPAY/NEUTER AND MEDICAL CARE | $10,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | to trains inmates to raise service dogs for wounded war veterans and explosive-deduction canines for law enforcement. | $10,000 |
| Broadway Cares | |||||||
| 165 West 46th Street Suite 1300 | New York | NY | 10036 | NONE | PC | BCEFA'S MISSION IS TO (I)MOBILIZE THE UNIQUE ABILITIES WITHIN THE ENTERTAINMENT INDUSTRY TO MITIGATE THE SUFFERING OF INDIVIDUALS AFFECTED BY HIV/AIDS. | $3,000 |
| Elsa's Ark Inc | |||||||
| PO Box 2900 | East Hampton | NY | 11937 | NONE | PC | Elsa's Ark Inc., Focus on the rescue, rehabilitation, and home placement of animals deemed adoptable" because of age, health, or temperament. | $3,500 |
| Peta Foundation | |||||||
| 501 Front St | Norfolk | VA | 23510 | none | PC | PROTECTION OF ANIMAL RIGHTS. | $10,000 |
| New York City Gay and Lesbian Anti-Violence Projec | |||||||
| 116 Nassau Street 3rd Floor | New York | NY | 10038 | none | PC | AVP'S MISSION IS TO EMPOWER LGBTQ AND HIVAFFECTED COMMUNITIES AND ALLIES TO END ALL FORMS OF VIOLENCE THROUGH ORGANIZING AND EDUCATION, AND SUPPORT SURVIVORS THROUGH COUNSELING AND ADVOCACY. | $2,500 |
| BIDEAWEE INC | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | none | PC | TO BE GREATER NEW YORK'S LEADER IN RESCUING, CARING FOR, AND PLACING HOMELESS CATS AND DOGS | $10,000 |
| Naral Pro Choice America | |||||||
| 1725 I St NW Ste 900 | Washington | DC | 20006 | NONE | PC | PROMOTION OF SOCIAL WELFARE AND EDUCATION OF THE PUBLIC ON MATTERS RELATED TO REPRODUCTIVE RIGHTS. | $10,000 |
| Project MOST Inc | |||||||
| PO Box 1486 | East Hampton | NY | 11937 | NONE | PC | TO PROVIDE AFTER SCHOOL PROGRAMS FOR SCHOOL AGE CHILDREN AND A SAFE PLACE FOR CHILDREN AFTER SCHOOL IN EAST HAMPTON, NEW YORK | $5,000 |
| Planned Parenthood Feden of Ann | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | None | PC | To provide comprehensive reproductive health care svcs, advocate for public policies and ensure access to svcs and provide sex education to enhance understanding of human sexuality | $10,000 |
| Friends of the Palm Springs Animal Shelter | |||||||
| 4575 East Mesquite Avenue | Palm Springs | CA | 92264 | none | PC | building a community responsible for pet stewardship and humane treatment of animals. | $10,000 |
| Hamptons Pride INC | |||||||
| 10 Hawthorne St | East Hampton | NY | 11937 | NONE | PC | Education, Advocacy and Social Support of long island and its surrounding Areas Gay and Lesbian Youth. | $2,500 |
| Animal-Kind International | |||||||
| 721 Warren Street | Hudson | NY | 12534 | NONE | PC | Animal-Kind International supports animal welfare organizations in poor countries, primarily in Africa, secondarily in Latin America/Caribbean, and in Armenia. | $5,000 |
| American Civil Liberties Union Inc | |||||||
| 125 broad street 18TH FLOOR | NEW YORK | NY | 10004 | none | PC | PRESERVATION AND PROMOTION OF CIVIL RIGHTS AND CIVIL LIBERTIES. ASSOCIATION, PRESS, RELIGION AND SPEECH AND THE RIGHTS TO THE FRANCHISE, TO DUE PROCESS OF LAW AND TO EQUAL PROTECTION OF THE LAWS FOR ALL PEOPLE THROUGHOUT THE UNITED STATES AND ITS JURISDICTIONS. | $10,000 |
| Children of Bellevue Inc | |||||||
| 462 First Avenue NO ME15 | New York | NY | 10016 | None | PC | Develop Special Programs and Act as an Advocate for Children and Their Families Within Bellevue Hospital Center | $10,000 |
| Sierra Club Foundation | |||||||
| 2101 WEBSTER STREET NO 1250 | OAKLAND | CA | 94612 | NONE | PC | EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,421 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,119 | 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 | $441,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $496,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $496,170 | 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 FEES | CategoryTxt |
| Amt | $6,540 | Amt |
| Disbursements Charitable Prps | $6,540 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BOND (SEE ATTACHE | BondNm |
| EOY Book Value | $277,387 | EOYBookValueAmt |
| EOYFMV | $286,544 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US LARGE CAP (SEE ATTACHMENT) | StockNm |
| EOY Book Value | $2,622,271 | EOYBookValueAmt |
| EOYFMV | $5,840,984 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES | $5,313 | $5,313 |
| CHARITY WATCH | $100 | $100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $27 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPARTMENT OF LAW | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $57,448 | Amt |
| Net Investment Income | $57,448 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,878 | $2,878 |
| FEDERAL TAXES | $3,615 |