STRONG FOUNDATION OF NEW YORK: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STRONG FOUNDATION OF NEW YORK (EIN 13-6093147)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-06-27
- IRS object ID
- 202231789349100603
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-27T08:25:42-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136093147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRONG FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ROGER STRONG 30 E 71 ST APT 9A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER L STRONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2022-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | STRONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE LEV | PreparerPersonNm |
| PTIN | P00021101 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 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 | $15,847,689 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $278,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $523,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,154,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $523,563 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $802,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $802,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,064 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,502 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $630,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $630,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $731,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $642,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $717,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,068 | CashBOYAmt |
| Cash EOY | $56,266 | CashEOYAmt |
| Cash EOYFMV | $56,266 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $374,955 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $199,632 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,909 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,888,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,990,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,466,336 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,301,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,372,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,847,689 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,170 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,170 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,170 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,299,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,370,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,299,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,370,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,301,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,372,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,299,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,370,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,370,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 25000 US TREASURY BILL 09/16/2021 | $24,997 | $24,997 | $0 | $0 |
| 200 SHARES OF MICROSOFT CORP | $50,916 | $10,341 | $40,575 | $40,575 |
| 50000 US TREASURY BILL 09/16/2021 | $49,997 | $49,994 | $3 | $3 |
| 50 SHARES OF ORGANON & CO | $1,536 | $1,317 | $219 | $219 |
| 50 SHARES OF ORGANON & CO | $1,536 | $1,120 | $416 | $416 |
| 20 SHARES OF ORGANON & CO | $614 | $409 | $205 | $205 |
| 20 SHARES OF ORGANON & CO | $614 | $406 | $208 | $208 |
| 5 SHARES OF ORGANON & CO | $154 | $103 | $51 | $51 |
| 25 SHARES OF ORGANON & CO | $768 | $521 | $247 | $247 |
| 5 SHARES OF ORGANON & CO | $154 | $105 | $49 | $49 |
| 25 SHARES OF ORGANON & CO | $768 | $467 | $301 | $301 |
| 50 SHARES OF ORGANON & CO | $1,536 | $875 | $661 | $661 |
| 50 SHARES OF ORGANON & CO | $1,536 | $605 | $931 | $931 |
| 50 SHARES OF ORGANON & CO | $1,536 | $1,514 | $22 | $22 |
| 50 SHARES OF ORGANON & CO | $1,536 | $1,572 | -$36 | -$36 |
| 10000 US TREASURY BILL 09/16/2021 | $9,999 | $9,998 | $1 | $1 |
| 15000 US TREASURY BILL 09/16/2021 | $14,999 | $14,998 | $1 | $1 |
| 25000 US TREASURY BILL 09/16/2021 | $24,998 | $24,997 | $1 | $1 |
| 250 SHARES OF BRISTOL-MYERS SQUIBB | $17,014 | $14,812 | $2,202 | $2,202 |
| 500 SHARES OF BRISTOL-MYERS SQUIBB | $34,027 | $29,275 | $4,752 | $4,752 |
| 500 SHARES OF REYNOLDS CONSUMER PR | $14,005 | $16,610 | -$2,605 | -$2,605 |
| 500 SHARES OF AIR LEASE CORP A | $19,844 | $9,790 | $10,054 | $10,054 |
| 100 SHARES OF AIR LEASE CORP A | $3,969 | $2,445 | $1,524 | $1,524 |
| 200 SHARES OF DANAHER CORP | $64,163 | $12,304 | $51,859 | $51,859 |
| 500 SHARES OF OPTION CARE HEALTH I | $12,880 | $11,205 | $1,675 | $1,675 |
| 500 SHARES OF BROWN & BROWN INC | $31,231 | $10,847 | $20,384 | $20,384 |
| 50000 US TREASURY BILL 12/09/2021 | $49,994 | $49,996 | -$2 | -$2 |
| 100000 US TREASURY BILL 12/09/2021 | $100,000 | $99,993 | $7 | $7 |
| 250 SHARES OF ABBOTT LABORATORIES | $33,251 | $2,220 | $31,031 | $31,031 |
| 100 SHARES OF COSTCO WHOLESALE CO | $54,141 | $6,199 | $47,942 | $47,942 |
| 200 SHARES OF MICROSOFT CORP | $66,522 | $10,341 | $56,181 | $56,181 |
| 100 SHARES OF MICROSOFT CORP | $33,809 | $5,142 | $28,667 | $28,667 |
| 100 SHARES OF MICROSOFT CORP | $33,809 | $5,171 | $28,638 | $28,638 |
| 300 SHARES OF PERKINELMER INC | $55,350 | $25,957 | $29,393 | $29,393 |
| 250 SHARES OF SIMPLY GOOD FOODS CO | $10,147 | $5,836 | $4,311 | $4,311 |
| 100000 US TREASURY BILL 10/06/2022 | $99,582 | $99,831 | -$249 | -$249 |
| 250 SHARES OF GENERAL MOTORS CO | $12,459 | $11,913 | $546 | $546 |
| 100 SHARES OF COSTCO WHOLESALE CO | $52,656 | $5,521 | $47,135 | $47,135 |
| 200 SHARES OF COSTCO WHOLESALE CO | $108,555 | $11,042 | $97,513 | $97,513 |
| 250 SHARES OF DUPONT DE NEMOURS IN | $18,359 | $17,670 | $689 | $689 |
| 250 SHARES OF BRISTOL-MYERS SQUIBB | $18,262 | $11,877 | $6,385 | $6,385 |
| 100 SHARES OF LOWES COMPANIES INC | $21,958 | $10,282 | $11,676 | $11,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $523,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22 | OverpaymentAmt |
| Applied To ES Tax | $22 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER L STRONG | ||||||||
| 30 EAST 71 ST STREET | NEW YORK | NY | 10021 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| ROGER STRONG JR | ||||||||
| 6 RIDGEVIEW CIRCLE | ARMONK | NY | 10504 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY STRONG | ||||||||
| 160 HENRY STREET | BROOKLYN | NY | 11201 | TREASURER | 3.00 | $0 | $0 | $0 |
| THOMAS STRONG | ||||||||
| 3102 BLACK CHESTNUT LANE | CHEVY CHASE | MD | 20815 | OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,392,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,512,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,512,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,279,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $763,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $763,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,978 | TotalTaxAmt |
| Distributable Before Adj | $753,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $753,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $753,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $642,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $642,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $629,006 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $642,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $629,006 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $740,754 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER L STRONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND ST YMYWHA | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| A WIDER CIRCLE | ||||||||
| 4808 MOORLAND LANE SUITE 802 | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ACTORS FUND OF AMERICA | ||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 79TH ST CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $1,230 | |
| ANACOSTIA WATERSHED SOCIETY | ||||||||
| 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ARIZONA JEWISH HISTORICAL SOCIETY | ||||||||
| 122 E CULVER ST | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ASIA SOCIETY | ||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $250 | |
| ASSOCIATION FOR FRONTEMPORAL DEGENERATION | ||||||||
| 290 KING OF PRUSSIA ROAD | RADNOR | PA | 19087 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AURELIAN HONOR SOCIETY | ||||||||
| 206 ELM STREET 202692 | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $500 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| BOOK INDUSTRY CHARITABLE FOUNDATION | ||||||||
| 3135 S STATE ST UNIT 203 | ANN ARBOR | MI | 48108 | NONE | PC | GENERAL SUPPORT | $500 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 16 E 52ND ST 15TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BRADY UROLOGY FOUNDATION | ||||||||
| 525 EAST 68TH STREET STARR 9 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BREAKTHROUGH NEW YORK | ||||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BREAST CANCER ALLIANCE | ||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| BRIC | ||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $47,500 | |
| BROOKLYN BRIDGE PARK CONSERVANCY | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $750 | |
| BROOKLYN COMMUNITY HOUSING SERVICES | ||||||||
| 25 CHAPEL ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $500 | |
| BROOKLYN HEIGHTS ASSOCIATION | ||||||||
| 55 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $750 | |
| BROOKLYN KINDERGARTEN SOCIETY | ||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CAPITOL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CARNEGIE HALL CORPORATION | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CENTER FOR INSPIRED TEACHING | ||||||||
| 1436 U ST NW 400 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CENTER FOR JEWISH HISTORY | ||||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $500 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHESAPEAKE BAY TRUST | ||||||||
| 60 WEST STREET | ANNAPOLIS | MD | 21491 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND ST | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHRISTADORA | ||||||||
| 1 EAST 53RD ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CITIZENS' COMMITTEE FOR CHILDREN OF NY | ||||||||
| 14 WALL ST 4E | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $500 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $800 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| COLORADO COLLEGERUBENS FAMILY FUND | ||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL SUPPORT | $500 | |
| COLUMBIA UNIVERSITYBABIES HEART FUND | ||||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| POB 2675 | NEW YORK | NY | 10108 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONGREGATION EMAUEL TEMPLE EMANUEL | ||||||||
| 1 EAST 65TH ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONSUMER REPORTS DONOR SERVICES | ||||||||
| 101TRUMAN AVENUE | YONKERS | NY | 10703 | NONE | PC | GENERAL SUPPORT | $100 | |
| DC SCORES | ||||||||
| 1140 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DESERT BOTANICAL GARDEN | ||||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| DOE FUND | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $500 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FOOTHILLS FOOD BANK | ||||||||
| 6038 E HIDDEN VALLEY DR | CAVE CREEK | AZ | 85331 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF KAREN | ||||||||
| 116 E 16TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF NORTH CASTLE PUBLIC LIBRARY | ||||||||
| 19 WHIPPOORWILL ROAD EAST | ARMONK | NY | 10504 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 737012 MRC 712 | WASHINGTON | DC | 200137012 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FUND FOR PARK AVENUE | ||||||||
| 445 PARK AVE STE 900 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $250 | |
| FUTURE 5 | ||||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GENERATION CITIZEN | ||||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GEORGETOWN DAY SCHOOL | ||||||||
| 4530 MACARTHUR BLVD NW WASHINGTON | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $5,000 | DC |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GUGGENHEIM MUSEUMSOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $250 | |
| HABITAT FOR HUMANITY | ||||||||
| 111 JOHN ST 23RD FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| HABITAT FOR HUMANITY - NYC | ||||||||
| 111 JOHN ST 23RD FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $250 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELDROAD | BOSTON | MA | 02163 | NONE | PC | GENERAL SUPPORT | $500 | |
| HEIGHTS AND HILLS | ||||||||
| 81 WILLOUGHBY ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $750 | |
| HENRY STREET SETTLEMENT | ||||||||
| 265 HENRY ST NEW YORK NY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $500 | |
| HERITAGE RADIO NETWORK | ||||||||
| 100 BOGART ST 2ND FLOOR | BROOKLYN | NY | 11206 | NONE | PC | GENERAL SUPPORT | $750 | |
| HOLTON-ARMS SCHOOLANNUAL FUND | ||||||||
| 7303 RIVER RD | BETHESDA | MD | 20817 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | ||||||||
| 500 5TH AVE STE 935 | NEW YORK | NY | 10110 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JACOB BURNS FILM CENTER | ||||||||
| 405 MANVILLE RD | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| JEWISH ASSOCIATION FOR SERVICES FOR THE AGED (JASA) | ||||||||
| 247 W 37TH ST 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $250 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JONATHAN EDWARDS COLLEGE | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $500 | |
| JOSEPH SLIFKA CENTER AT YALE | ||||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KENNEDY CHILDREN'S CENTER | ||||||||
| 2212 3RD AVENUE | NEW YORK | NY | 10035 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LIFTLEGAL INFORMATION FOR FAMILIES TODAY | ||||||||
| 32 COURT STREET STE 1208 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LINCOLN CENTER FOR PERFOMING ARTS | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| MEALS OF HOPE | ||||||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | NONE | PC | GENERAL SUPPORT | $200 | |
| MEMORIAL SLOAN-KETTERING | ||||||||
| 1275 YORK AVENUE NEW YORK NY | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE NEW YORK NY | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $600 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MOUNT SINAI HOSPITAL | ||||||||
| 1GUSTAVEL LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $500 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MUSEUM OF MODERN ART (MOMA) | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| MUSICAL INSTRUMENT MUSEUM | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND | ||||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $300 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMON AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $200 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVENUE NW 1100 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $750 | |
| NEIGHBORS LINK | ||||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NEW PUBLIC LIBRARY YOUNG LIONS | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $750 | |
| NEW YORK CITY BALLET | ||||||||
| NEW YORK STATE THEATER 20 LINCOLN | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $500 | CENTER |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $750 | |
| NEW YORKERS FOR PARKS | ||||||||
| 55 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| 400 MAIN ST | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | ||||||||
| 1301 5TH AVE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NORTHSIDE CENTER IHO JENIE EMIL | ||||||||
| 1475 PARK AVE | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NYC RESCUE MISSION | ||||||||
| 90 LAFAYETTE ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $500 | |
| ONE WEST 54TH STREET FOUNDATION | ||||||||
| 1 W 54TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $500 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| 170 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $250 | |
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON RD | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | PC | GENERAL SUPPORT | $8,500 | |
| PHIPPS NEIGHBORHOODS INC | ||||||||
| 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PLANNED PARENTHOOD NYC | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $5,500 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| POTOMAC RIVERKEEPER NETWORK | ||||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PREP FOR PREP | ||||||||
| 328 W 71ST ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROSPECT PARK ALLIANCE | ||||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PC | GENERAL SUPPORT | $500 | |
| PUBLIC THEATER | ||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PURCHASE COLLEGE FOUNDATION | ||||||||
| 735 ANDERSON HILL RD 1059 | PURCHASE | NY | 10577 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| QUOGUE WILDLIFE REFUGE | ||||||||
| POB 92 | QUOGUE | NY | 11959 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| READING IS FUNDAMENTAL | ||||||||
| 750 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $500 | |
| RIPPOWAM CISQUA SCHOOL | ||||||||
| 325 WEST PATENT ROAD | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ROCK CREEK CONSERVANCY | ||||||||
| 7200 WISCONSIN AVE 500 | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $500 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SCARSDALE VOLUNTEER AMBULANCE CORP | ||||||||
| 50 TOMPKINS RD | SCARSDALE | NY | 10583 | NONE | PC | GENERAL SUPPORT | $500 | |
| SCOTTSDALE'S MUSEUM OF THE WEST | ||||||||
| 3830 N MARSHALL WAY | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SECOND STAGE THEATER | ||||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SELF HELP | ||||||||
| 520 8TH AVE 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 | |
| SIERRA CLUB WASHINGTON CHAPTER | ||||||||
| 50 F STREET NW 8TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SO OTHERS MIGHT EAT (SOME) | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $350 | |
| TEACHER'S COLLEGE | ||||||||
| 525 W 120TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TEMPLE SHARRAY TEFILA | ||||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TEMPLE SHOLOM | ||||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE BUTTONWOOD FOUNDATION | ||||||||
| 11 WALL STREET 21 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $250 | |
| THE GREEN-WOOD FUND | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THE HEARD MUSEUM | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE KENNEDY CENTER | ||||||||
| 2440 RESERVOIR AVE | TRUMBULL | CT | 06611 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| THE ORCHID FOUNDATION | ||||||||
| 8 LAIGHT ST 5B | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE SHED | ||||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| TRINITY SCHOOL | ||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TRUSTEES OF U PENNSYLVANIATHE WHARTON FUND | ||||||||
| PO BOX 70259 | PHILADELPHIA | PA | 14176 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UC FOUNDATION (UNIVERSITY OF COLORADO) IMO THOMAS GUGGENHEIM | ||||||||
| 1800 GRANT ST SUITE 725 | DENVER | CO | 80203 | NONE | PC | GENERAL SUPPORT | $500 | |
| UJA FEDERATION | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 | |
| VISIONS | ||||||||
| 500 GREENWICH ST SUITE 302 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $500 | |
| VISIONS IHO ROBBIE DAVIS | ||||||||
| 500 GREENWICH ST SUITE 302 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE SERVICE | ||||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WAMU 885 | ||||||||
| 9159 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKING DRIVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| WHITE PLAINS HOSPITAL FOUNDATION | ||||||||
| 41 E POST RD | WHITE PLAINS | NY | 10601 | NONE | PC | GENERAL SUPPORT | $250 | |
| WHITNEY MUSEUM OF ART | ||||||||
| 99 GANSEVOORT STREE | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $750 | |
| WNET | ||||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| YALE ALUMNI FUND | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $500 | |
| YALE UNIVERSITY (40TH REUNION) | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YALE UNIVERSITY (BERKELEY COLLEGE) | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $500 | |
| YALE UNIVERSITYMACMILLAN PROGRAM FOR PEACE & DEV | ||||||||
| 34 HILLHOUSE AVE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| YDN FOUNDATION | ||||||||
| P O BOX 209007 | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 250 W 57TH ST 1222 | NEW YORK | NY | 10107 | NONE | PC | GENERAL SUPPORT | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $630,580 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $523,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $802,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $802,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES FOR PREPARATION OF FORM 990-PF AND REPORT TO NYS ATTORNEY GENERAL | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $52,248 | $1,420,320 |
| ABBVIE INC | $22,452 | $1,458,990 |
| AMAZON.COM | $137,762 | $179,297 |
| BALL CORPORATION | $117,478 | $180,000 |
| BANK OF NY MELLON CP | $150,742 | $223,335 |
| BAXTER INTERNATIONAL | $178,653 | $310,160 |
| BERKSHIRE HATHAWAY | $113,776 | $458,783 |
| BLACK KNIGHT INC | $137,952 | $144,975 |
| BRISTOL-MYERS SQUIBB | $81,017 | $127,803 |
| BROWN & BROWN INC | $68,460 | $252,945 |
| CHUBB LTD | $199,907 | $374,325 |
| COLGATE-PALMOLIVE CO | $129,822 | $189,575 |
| CORNING INC | $55,838 | $55,365 |
| COSTCO WHOLESALE CO | $105,551 | $1,266,870 |
| DANAHER CORP | $83,191 | $410,662 |
| ECOLAB INC | $195,693 | $291,324 |
| EMERSON ELECRTIC CO | $109,081 | $127,465 |
| EXXON MOBIL CORP | $177,818 | $227,123 |
| FEDEX CORPORATION | $92,780 | $231,390 |
| FORTIVE CORPORATION | $178,541 | $243,720 |
| GENERAL MOTORS CO | $106,898 | $87,480 |
| HONEYWELL INTL INC | $146,330 | $291,870 |
| ILLINOIS TOOL WORKS | $148,627 | $230,340 |
| INTEL CORP | $97,347 | $123,900 |
| INTL FLAVORS & FRAGRA | $233,504 | $262,660 |
| JOHNSON & JOHNSON | $107,628 | $708,920 |
| JP MORGAN CHASE & CO | $237,033 | $306,720 |
| LOWES COMPANIES INC | $85,400 | $181,971 |
| MERCK & CO | $179,954 | $328,200 |
| MICROSOFT CORP | $116,254 | $739,944 |
| MONDELEZ INTL | $119,593 | $345,290 |
| NESTLE | $202,012 | $455,350 |
| OPTION CARE HEALTH INC | $66,439 | $99,960 |
| PEPSICO INC | $79,590 | $251,070 |
| PERKINELMER INC | $97,604 | $209,352 |
| PROCTER & GAMBLE CO | $100,973 | $382,000 |
| RAYTHEON TECHNOLOGIES CO | $180,062 | $272,443 |
| REYNOLDS CONSUMER PRODS | $90,653 | $88,020 |
| ROCHE HLDG AG | $142,646 | $197,640 |
| ROYAL DUTCH SHELL | $63,452 | $54,930 |
| SIMPLY GOOD FOODS CO | $51,245 | $142,313 |
| SYSCO CORP | $165,242 | $408,250 |
| THE COCA-COLA CO | $256,719 | $403,000 |
| TJX COMPANIES | $65,628 | $212,030 |
| VERIZON COMMUNICATION | $179,867 | $165,555 |
| WALT DISNEY CO | $141,871 | $178,308 |
| WILEY & SONS INC | $139,261 | $164,393 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,632 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,909 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $80,272 | $80,272 | $0 |
| ADR FEES | $368 | $368 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| SUBSCRIPTIONS | $0 | $0 | $0 |
| PUBLIC INSPECTION ADVERTISEMENT | $160 | $0 | $160 |
| OTHER EXPENSE | $1,174 | $1,174 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $2,170 | BOYBookValueAmt |
| EOY Book Value | $2,170 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC | $4,562 | $0 | $0 |
| FOREIGN TAX PAID ON DIVIDENDS | $2,502 | $2,502 | $0 |