SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-30
- IRS object ID
- 202232429349100803
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-30T09:09:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2022-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | SMART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD F CLEARY | PreparerPersonNm |
| PTIN | P00651269 | PTIN |
| Phone | 2032814933 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $71,687,998 | 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 | $1,194,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,194,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,529,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,621,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,529,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,724,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,724,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $245,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $196,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,375 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,875 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,533 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,107 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,426 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,765 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,060 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,292 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,168 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $304,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $279,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,024 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,996 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,618 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,124 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,494 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $805,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $366,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $359,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,561,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,561,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,366,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $366,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,920,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,357,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,358,048 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,959 | CashBOYAmt |
| Cash EOY | $2,029,132 | CashEOYAmt |
| Cash EOYFMV | $2,029,132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,190,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,634 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,619,738 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,975,558 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,903,670 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,904,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,446,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,784,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,953,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,673,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,614,592 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,329 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $206,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $206,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $206,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,122,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,480,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,687,998 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,215 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,548 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $47,116,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,473,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,116,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,473,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,122,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,480,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,116,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,357,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,473,987 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,473,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ( JP MORGAN) | P | $3,913,320 | $3,576,790 | $336,530 | $336,530 |
| PUBLICLY TRADED SECURTITIE (BANK OF AMERICA) | P | $3,002,916 | $3,027,721 | -$24,805 | -$24,805 |
| PUBLICLY TRADED SECURTITIE (BANK OF AMERICA) | P | $3,359,669 | $3,328,671 | $30,998 | $30,998 |
| PUBLICLY TRADED SECURITIES ( JP MORGAN) | P | $11,345,752 | $6,158,700 | $5,187,052 | $5,187,052 |
| PUBLICLY TRADED SECURITIES ( JP MORGAN WASH SALE) | P | $125 | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,529,900 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,107 | 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 | $100,107 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,730 | OverpaymentAmt |
| Applied To ES Tax | $11,730 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM BYXBEE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $110,000 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $110,000 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $182,666 |
| TM BYXBEE COMPANY | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | ACCOUNTING | $51,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,647,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,808,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,808,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,047,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,760,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,438,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,438,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,377 | TotalTaxAmt |
| Distributable Before Adj | $3,349,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,349,669 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,349,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,920,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,920,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,349,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,520,101 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,920,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,520,101 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,949,465 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| PO BOX 2194 | SOUTH PORTLAND ME | ME | 04116 | NONE | PC | BACH MUSIC FESTIVAL | $10,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL SCHOLARSHIPS | $12,000 | |
| AMERICAN ASSOCIATION BEN GURION UNIVERISTY OF THE NEGEV | ||||||||
| 1001 6TH AVENUE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | ARAD LABORATORY | $100,000 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEBREW UNIVERSITY OF JERUSALEM INITIATIVE | $125,000 | |
| AMERICAS SOCIETY INC | ||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CULTURAL PROGRAMS | $25,000 | |
| ARTICINE INC | ||||||||
| PO BOX 1028 | NEWFIELDS | NH | 03856 | NONE | PC | ASSIST IN FUNDING NEW THEATRE PROJECT, BUT WHAT ABOUT? | $2,500 | |
| ASPEN INSTITUTE | ||||||||
| 477 MADISON AVENUE SUITE 730 | NEW YORK | NY | 10022 | NONE | PC | SCIENCE AND SOCIETY PROGRAM AND "YOUR FUTURE IS SCIENCE" INITIATIVE | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 1565 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT PROGRAMMING TO COMBAT ANTISEMITISM | $50,000 | |
| ARISTIDES DE SOUSA MENDES FOUNDATION | ||||||||
| 51 FAIRMONT STREET | HUNTINGTON | NY | 11743 | NONE | PC | AARON ROSAND FUNDS | $25,000 | |
| AT HOME ON THE SOUND | ||||||||
| 545 TOMPKINS AVENUE | MAMARONECK | NY | 10543 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | CAMP AND YOUTH PROGRAMS | $20,000 | |
| CHILDRENS HOPE INDIA INC | ||||||||
| 7 EDGEMERE DRIVE | ALBERTSON | NY | 11507 | NONE | PC | PROVIDE QUALITY EDUCATION TO 100 YOUNG CHILDREN IN NEED | $25,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | SHELTER AND SERVICES FOR HOMELESS ADULTS IN THE WINTER MONTHS | $25,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CONNECTICUT NEWS PROJECT | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT PODCAST OF THE CT MIRROR | $25,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| COVANENT HOUSE NEW JERSEY INC | ||||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 1000 RIVER ROAD H-DH3-13 | TEANECK | NJ | 07666 | NONE | PC | SCHOLARSHIPS IN THEATRE AND FILM | $5,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | SPONSOR WOMEN YIDDISH PLAYRIGHTS FESTIVAL | $25,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT K - 6TH GRADE SUMMER ENRICHMENT | $40,000 | |
| FOUR NATIONS | ||||||||
| PO BOX 1112 | HUDSON | NY | 12534 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CALLING FOR KIDS- MEDIA SPECIALIST | $5,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $10,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | TEEN PRODUCED PRODUCTION NEXT TO NORMAL | $5,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | RUTKA | $200,000 | |
| FRIENDS OF THE ODELL HOUSE ROCHAMBEAU HEADQUARTERS | ||||||||
| 14 ROCHAMBEAU DRIVE | HARTSDALE | NY | 10530 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FRAXA RESEARCH FOUNDATION | ||||||||
| 10 PRINCE PLACE STE 203 | NEWBURY | MA | 01950 | NONE | PC | FRAGILE X SYNDROME SUPPORT | $1,000 | |
| HEBREW FREE LOAN SOCIETY | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HOPKINS SCHOOL INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06515 | NONE | PC | EDUCATIONAL ENRICHMENT PROGRAM FOR HIGH ACHIEVING 5TH-9TH GRADERS IN NEW HAVEN PUBLIC SCHOOLS | $25,000 | |
| HUGUENOT & NEW ROCHELLE HISTORICAL ASSOCIATION | ||||||||
| 20 SICARD AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | TO SUPPORT CLEANUP AND RESTORATION FROM FLOOD DAMAGES | $25,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PC | PROVIDE MEDICAL SERVICES FOR RESETTLED REFUGEES AND IMMIGRANTS | $40,000 | |
| INTERNEWS NETWORKS | ||||||||
| PO BOX 4448 | ARCATA | CA | 955184448 | NONE | PC | EARTH JOURNALISM NETWORK | $25,000 | |
| ISRAEL CANCER RESEARCH FUND INC | ||||||||
| PO BOX 36 | HARTSDALE | NY | 10530 | NONE | PC | TO SUPPORT DR. KARIN'S PROJECT GRANT | $50,000 | |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL-INC | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $61,000 | |
| KENYA EDUCATION FUND INC | ||||||||
| 360 E 72ND STREET C 3405 | NEW YORK | NY | 10021 | NONE | PC | HIGH SCHOOL BOARDING SCHOLARSHIPS TO GIRLS IN KENYA | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | ENRICHMENT ACTIVITIES FOR YOUTH OF COLOR | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MADISON COMMUNITY POOL CORPORATION | ||||||||
| PO BOX 168 | MADISON | NJ | 07940 | NONE | PC | UPGRADE FILTRATION SYSTEM, NEW SPRINKLER AND SAIL STRUCTURE | $25,000 | |
| MADISON EDUCATION FOUNDATION INC | ||||||||
| PO BOX 1093 | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MARBLEDALE ROAD ENVIRONMENTAL COALITION INC | ||||||||
| PO BOX 8086 | PELHAM | NY | 10803 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MOMI MUSEUM OF IMAGINATION AND INNOVATION A NJ NONPROFIT CORP | ||||||||
| 210 CHILDS ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | PLAYFUL LEARNING LANDSCAPES | $25,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | FELICIANO SCHOOL OF BUSINESS | $25,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SCHOLARSHIPS | $25,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 123 S BROADWAY APT 9B | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06515 | NONE | PC | FACULTY SUPPORT IN RESPONSE TO COVID 19 CURTAILING OF PROFESSIONAL ACTIVITIES | $10,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | GENERAL OPERATING | $125,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 100032170 | NONE | PC | JONATHAN BOIES MEMORIAL FUND | $150,000 | |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE INC | ||||||||
| 600 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | NONE | PC | TRAIL DESIGN CONSTRUCTION AND MAINTENANCE SERVICE ENGAGEMENT, ECOLOGICAL STEWARDSHIP PARK VISITOR OUTREACH AND EDUCATION | $25,000 | |
| OPERA COLORADO | ||||||||
| 4121 SOUTH NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | PC | AUDIO RECORDING OF "STEAL A PENCIL FOR ME" | $25,000 | |
| OXFORD ACADEMY INC | ||||||||
| 1393 BOSTON POST ROAD | WESTBROOK | CT | 06498 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $70,000 | |
| POINTSMAN FOUNDATION | ||||||||
| 2005 MOUNTAINVIEW ROAD | AUSTIN | TX | 78703 | NONE | PC | FUNDING TO BEGIN WORK PRODUCING RARE ISOTOPES NEEDED FOR NUTRITION STUDIES AND DIAGNOSIS, PARTICULARLY IRON ISOTOPES | $111,500 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 2836 PIERCE STREET | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| SLEEPY HOLLOW CEMETERY HISTORICAL FUND INC | ||||||||
| 540 NORTH BROADWAY | SLEEPY HOLLOW | NY | 10591 | NONE | PC | SUPPORT RESTORATION OF HISTORIC CHIMES | $25,000 | |
| SOCIAL VENTURES PARTNERS CONNECTICUT INC | ||||||||
| 50 CHARLES STREET | WESTPORT | CT | 06880 | NONE | PC | SUPPORT FOR PROGRAMS ON UNIVERSAL PRE K IN CT AND SUPPORT | $100,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | SMPA GRADUATE SUPPORT PROGRAM | $25,000 | |
| SUMMITT MUSIC FESTIVAL | ||||||||
| 270 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | PC | TO SUPPORT THE SUMMIT MUSIC FESTIVAL | $25,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| TAXPAYERS AGAINST FRAUD | ||||||||
| 1220 19TH STREET NW SUITE 501 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATIONS | $46,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFITH AVENUE | NEW YORK | NY | 10028 | NONE | PC | SUPPORT EDUCATION PROGRAMS | $5,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| MUSEUM OF TELEVISION AND RADIO 25 W | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | 52ND STREET |
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | SUMMER OUTDOOR CONCERT SERIES | $15,000 | |
| UNITED HOME FOR AGED HEBREWS | ||||||||
| 391 PELHAM ROAD | NEW ROCHELLE | NY | 10805 | NONE | PC | TO ASSIST WITH MANDATED COVID COSTS | $25,000 | |
| UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | FEITLER CENTER FOR ACADEMIC INQUIRY AT THE SMART MUSEUM OF ART | $25,000 | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | ||||||||
| 4094 CAMPUS DRIVE | COLLEGE PARK | MD | 20740 | NONE | PC | DEVELOPMENT OF A SCIENCE FILM ON CHANCE | $100,000 | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| 161 PRESIDENTS DRIVE | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY JOUNAL | $50,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | SUPPORT RESEARCH AND CURE FOR USHER III | $25,000 | |
| WISH NJ INC | ||||||||
| 1980 SPRINGFIELD AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,561,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,194,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,529,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,724,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,724,485 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,460 | Amt |
| Net Investment Income | $10,292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,168 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2021 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (48 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $164,336 | $169,685 |
| AERCAP IRELAND CAP DESIGNATED | $267,499 | $270,512 |
| ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB | $187,783 | $181,026 |
| ANTHEM INC | $109,286 | $107,318 |
| AT&T INC | $166,582 | $161,639 |
| BANK MONTREAL | $172,750 | $177,240 |
| BANK MONTREAL | $212,986 | $206,288 |
| BANK OF NOVA SCOTIA SENIOR UNSECURED | $264,658 | $262,003 |
| BENCHMARK 2018-CMO 2018 B2 A2 | $334,496 | $331,334 |
| BOEING CO | $77,308 | $76,487 |
| CITIGROUP INC | $199,786 | $198,732 |
| CNH EQUIPMENT T ABS 2019 | $343,342 | $336,742 |
| COMMERCIAL MORT CMO 2012 | $327,996 | $325,867 |
| CREDIT SUISSE AG NEW YORK BRH | $160,237 | $160,970 |
| DISCOVER CARD E ABS 2017 | $266,815 | $260,532 |
| EATON VANCE | $608,796 | $633,780 |
| ENERGY TRANSFER OPER L P | $161,082 | $169,709 |
| FEDERAL HOME LN MTG CORP | $632,902 | $621,588 |
| FEDERAL NATL MTG ASSN | $637,565 | $616,452 |
| FEDERAL NATL MTG ASSN | $177,003 | $180,736 |
| FEDERAL NATL MTG ASSN | $286,190 | $282,033 |
| FEDERAL NATL MTG ASSN | $464,914 | $453,392 |
| FEDERAL NATL MTG ASSN | $153,548 | $148,694 |
| FEDERAL NATL MTG ASSN | $474,761 | $473,816 |
| FEDERAL NATL MTG ASSN | $113,081 | $112,248 |
| FEDERAL NATL MTG ASSN | $126,241 | $129,175 |
| FEDERAL NATL MTG ASSN | $241,794 | $246,395 |
| FEDERAL NATL MTG ASSN | $610,519 | $604,028 |
| FEDERAL NATL MTG ASSN | $490,213 | $490,959 |
| FEDERAL NATL MTG ASSN | $588,401 | $585,360 |
| FORD CREDIT FLO ABS 2019 | $417,219 | $412,832 |
| GENERAL MTRS CO | $16,880 | $17,213 |
| GENERAL MTRS CO | $65,220 | $65,095 |
| GENERAL MTRS FINL CO INC | $77,487 | $78,374 |
| GOLDMAN SACHS GROUP INC | $21,529 | $22,213 |
| GOLDMAN SACHS GROUP INC | $136,327 | $129,037 |
| JPMORGAN CHASE & CO | $186,274 | $198,772 |
| LOWE'S COS INC | $182,872 | $175,555 |
| MORGAN STANLEY | $211,699 | $209,110 |
| NEXTERA ENERGY CAP HLDGS INC | $164,964 | $165,978 |
| ROYAL BANK OF CANADA | $150,293 | $147,422 |
| SUNTRUST BK ATLANTA GA UNSECD | $126,118 | $122,492 |
| THERMO FISHER SCIENTIFIC | $153,507 | $152,904 |
| TRUIST FINL CORP | $92,937 | $92,277 |
| USD CANADIAN PACIFIC | $211,391 | $214,026 |
| VERIZON COMMUNICATIONS INC | $159,977 | $161,603 |
| VERIZON OWNER T ABS 2020 | $260,061 | $258,811 |
| WORLD OMNI AUTO ABS 2018 | $16,175 | $16,138 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $57,344 | $120,220 |
| ADYEN NV -UNSPON | $49,433 | $69,906 |
| AIA GROUP | $98,628 | $105,973 |
| ALCON INC | $60,873 | $96,006 |
| AMADEUS IT GROUP- UNSP ADR | $58,409 | $71,445 |
| AON PCL CLASS A | $44,870 | $68,227 |
| ASML HOLDING NV NY REG SHS | $63,682 | $160,024 |
| ATLAS COPCO AB-SPONS ADR A | $52,798 | $97,034 |
| ATLASSIAN CORP PLC-CLASS A | $67,795 | $67,488 |
| CANADIAN PACIFIC RAILWAY LTD | $77,111 | $114,385 |
| CSL LET SPONSORED ADR | $99,137 | $104,530 |
| DSV PANALPINA A S UNSP ADR | $64,840 | $134,048 |
| EPAM SYSTEMS INC | $57,327 | $86,230 |
| EVOLUTION AB | $49,886 | $36,884 |
| EXPERIAN PCL SPONS ADR | $87,013 | $134,814 |
| FERRARI NV | $68,389 | $99,905 |
| ICON PLC | $65,091 | $101,582 |
| LASERTEC CORP ADR UNSP | $72,445 | $126,523 |
| LI NING CO LTD-UNSPON ADR | $63,754 | $58,043 |
| LONZA GROUP AG UNSPON ADR | $69,448 | $94,606 |
| LULULEMON ATHLETICA INC | $64,362 | $93,165 |
| LYMH MOET HENNESSY UNSP ADR | $50,124 | $104,265 |
| METTLER-TOLEDO INTERNATIONAL | $42,634 | $96,741 |
| NESTLE SA SPONS ADR | $71,735 | $90,960 |
| NOVO-NORDISK A/S SPONS ADR | $60,543 | $63,840 |
| PERNOD RICARD SA UNSPON ADR | $41,993 | $68,308 |
| RESMED INC | $73,690 | $112,788 |
| SHENZHOU INTERNATI-UNSP ADR | $61,685 | $55,469 |
| SHOPIFY INC CLASS A | $58,315 | $97,795 |
| SIKA AG BR ADR | $44,604 | $101,573 |
| STERIS PLC | $53,037 | $84,707 |
| TAIWAN SEMICONDUCTOR SP ADR | $67,305 | $139,560 |
| WUXIBIOLOGICS CAYMAN-ADR | $62,614 | $57,662 |
| AGREE REALTY CORP | $33,610 | $37,179 |
| AMBARELLA INC | $8,532 | $31,042 |
| AMERICAN WOODMARK CORP | $33,413 | $36,642 |
| AMN HEALTHCARE SERVICES INC | $19,471 | $55,415 |
| ATLANTIC UNION BANKSHARES CO | $34,791 | $57,203 |
| AVANOS MEDICAL INC | $50,607 | $50,272 |
| BALCHEM CORP | $33,074 | $64,574 |
| BARNES GROUP INC | $39,415 | $44,167 |
| BENCHMARK ELECTRONICS INC | $40,544 | $49,620 |
| BLACKBAUD INC | $42,845 | $45,887 |
| BOOT BARN HOLDINGS INC | $10,083 | $55,126 |
| BOTTOMLINE TECHNOLOGIES | $45,903 | $55,454 |
| CACI INTERNATIONAL INC CLA | $27,131 | $30,152 |
| CAMBIUM NETWORKS CORP | $53,127 | $42,828 |
| CASS INFORMATION SYSTEMS INC | $24,058 | $24,732 |
| CHESAPEAKE UTILITIES CORP | $22,054 | $36,161 |
| CNX RESOURCES CORP | $70,906 | $67,458 |
| COCA-COLA CONSOLIDATED INC | $42,509 | $102,786 |
| COMFORT SYSTEMS USA INC | $28,509 | $69,654 |
| CSW INDUSTRIALS INC | $19,852 | $35,775 |
| CTS CORP | $22,198 | $37,381 |
| DIODES INC | $24,507 | $51,830 |
| DORMAN PRODUCTS INC | $38,080 | $66,224 |
| EASTERLY GOVERNMENT PROPERTIES | $44,406 | $39,033 |
| ENERSYS | $36,385 | $44,827 |
| EXLSERVICE HOLDINGS INC | $25,392 | $60,080 |
| FORWARD AIR CORP | $25,660 | $64,057 |
| FRANKLIN ELECTRIC CO INC | $30,769 | $60,046 |
| G-LLL APPAREL GROUP LTD | $25,382 | $46,795 |
| GETTY REALTY CORP | $25,074 | $29,844 |
| ICF INTERNATIONAL INC | $42,949 | $67,478 |
| IDACORP INC | $44,016 | $54,615 |
| INTEGRA HOLDINGS CORP | $48,884 | $45,876 |
| INTEGRA LIFESCIENCES HOLDING | $56,224 | $70,340 |
| J&J SNACK FOODS CORP | $28,497 | $33,803 |
| KAISER ALUMINUM CORP | $32,067 | $45,749 |
| KFORCE INC | $22,170 | $52,203 |
| KORN FERRY | $22,658 | $54,601 |
| LA-Z BOY INC | $26,746 | $40,704 |
| LGI HOMES INC | $28,348 | $36,612 |
| LHC GROUP INC | $68,189 | $67,105 |
| MARCUS & MILLICHAP INC | $39,882 | $66,383 |
| MEDPACE HOLDINGS INC | $11,950 | $30,252 |
| MERCANTILE BANK CORP | $19,139 | $30,826 |
| MOELIS & CO CLASS A | $24,937 | $53,134 |
| MOVADO GROUP INC | $16,867 | $53,793 |
| NATUS MEDICAL INC | $42,210 | $37,541 |
| NEXSTAR MEDIA GROUP INC CL A | $37,754 | $69,300 |
| OLLIE'S BARGAIN OUTLET HOLDI | $44,567 | $33,427 |
| OMNICELL INC | $11,297 | $30,855 |
| ONTO INNOVATION INC | $21,865 | $68,938 |
| PACIRA BIOSCIENCES INC | $27,590 | $29,604 |
| PATRICK INDUSTRIES INC | $35,164 | $35,342 |
| SEACOAST BANKING CORP/FL | $35,160 | $36,098 |
| SELECTIVE INSURANCE GROUP | $53,066 | $82,677 |
| SOUTH STATE CORP | $44,033 | $65,530 |
| SPS COMMERCE INC | $10,895 | $27,331 |
| STEWART INFORMATION SYSTEMS | $26,660 | $54,535 |
| STIFEL FINANCIAL CORP | $12,273 | $28,661 |
| SUNSTONE HOTEL INVESTORS INC | $34,184 | $35,178 |
| SUPERNUS PHARMACEUTICALS INC | $24,728 | $26,186 |
| UMB FINANCIAL CORP | $14,361 | $31,090 |
| UNITED BANKSHARES INC | $29,795 | $40,198 |
| UNITIL CORP | $24,684 | $24,191 |
| US DOLLAR JPM DEPOSIT SWEEP | $104,246 | $104,246 |
| US DOLLAR JPM DEPOSIT SWEEP | $88,287 | $88,287 |
| BERKSHIRE HATHAWAY INC CL-A | $148,351 | $8,562,578 |
| FIDELITY 500 INDEX FD | $8,847,394 | $14,494,443 |
| HEALTH CARE SELECT SECTOR | $804,642 | $1,201,792 |
| INVESCO QQQ TRUST SERIES 1 | $1,319,206 | $2,281,272 |
| VANGUARD FINANCIALS ETF | $905,146 | $1,382,400 |
| INDUSTRIAL SELECT SECT SPDR | $617,880 | $706,493 |
| ISHARES RUSSELL 1000 VALUE E | $1,978,878 | $2,385,614 |
| VANECK OIL SERVICES ETF | $877,337 | $841,577 |
| VANGUARD SMALL CAP ETF | $2,129,403 | $3,575,704 |
| FIDELITY INTL INDX INST PRM | $4,887,741 | $5,918,774 |
| OARKMARK INTERNATIONAL INST | $1,582,728 | $1,859,967 |
| MATTHEWS PACIFIC TIGER INST | $963,010 | $913,399 |
| ISHARES CORE MSCI EMERGING | $2,069,152 | $2,301,318 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,975,558 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,903,670 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,825 | LegalFeesAmt |
| Net Investment Income | $3,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,060 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $206,000 | BOYBookValueAmt |
| EOY Book Value | $206,000 | EOYBookValueAmt |
| EOYFMV | $206,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,608 | $322 | $1,286 |
| OFFICE SUPPLIES AND EXPENSE | $7,891 | $1,578 | $6,313 |
| TELEPHONE | $1,383 | $277 | $1,106 |
| ADP FEES | $4,949 | $990 | $3,959 |
| POSTAGE | $253 | $51 | $202 |
| INSURANCE | $13,459 | $2,692 | $10,767 |
| MEMBERSHIP | $7,500 | $1,500 | $6,000 |
| OTHER INVESTMENT EXPENSE | $426 | $426 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $6,215 | BOYBookValueAmt |
| EOY Book Value | $6,548 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $229,665 | $229,665 | $0 |
| PROFESSIONAL FEES | $43,521 | $43,521 | $0 |
| AUDIT EXPENSE | $31,280 | $6,256 | $25,024 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,996 | $2,996 | $0 |
| EXCISE TAX | $80,000 | $0 | $0 |