LANZA FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LANZA FAMILY FOUNDATION INC (EIN 13-3922706)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-01
- IRS object ID
- 202511829349100311
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-01T09:43:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133922706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANZA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANZ | BusinessNameControlTxt |
| Phone | 9143818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS LANZA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9143818900 | PhoneNum |
| Signature | 2025-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J KEANE | PreparerPersonNm |
| PTIN | P00635366 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-06-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,320,724 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $70,709 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,709 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $781,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $781,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,086,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,840,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,086,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,941,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,939,344 | 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 |
| Legal Fees Rev And Expnss | $10,498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,498 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $269,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $269,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,048 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,299,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,299,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,597,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,320,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,343,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,669,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,000,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,110,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,110,952 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $759,211 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $820,801 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $759,211 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $759,211 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,753,069 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,257,652 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,257,652 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,408,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,290,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,290,243 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,676,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,902,666 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,902,666 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,660,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,320,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,320,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,660,096 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,320,724 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,660,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,320,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,660,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,320,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,660,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,343,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $316,705 | OtherIncreasesAmt |
| Subtotal | $28,320,724 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,320,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $19,753,581 | $17,754,016 | $1,999,565 | $1,999,565 |
| CAPITAL GAINS DIVIDENDS | P | $87,188 | $87,188 | $87,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,086,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,806 | 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 | $44,806 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,696 | OverpaymentAmt |
| Applied To ES Tax | $7,696 | 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 | DE | 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 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143818900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANTHONY LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | TREASURER | 5.00 | $0 | $0 | $0 |
| JAMES LANZA CO PKF O'CONNOR | ||||||||
| DAVIES 500 MAMARONECK AVE | HARRISON | NY | 10528 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4890 W KENNEDY BLVD STE 700 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $210,979 | CompensationAmt |
| 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 | $21,227,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,047,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $759,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,034,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,034,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $420,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,614,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,380,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,380,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,110 | TotalTaxAmt |
| Distributable Before Adj | $1,343,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,346,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,346,108 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,320,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,320,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,346,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,210,077 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,320,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,210,077 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,636 | 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 | $1,235,472 | 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 (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABLE SOUTH CAROLINA | |||||||
| 720 GRACERN RD STE 106 | COLUMBIA | SC | 29210 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| ALS RIDE FOR LIFE | |||||||
| STONY BROOK UNIV SSW HSC L2 NO 106 | STONY BROOK | NY | 11794 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| AMERICAN LEGION | |||||||
| PO BOX 1055 | INDIANAPOLIS | IN | 46206 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ARTS 10566 | |||||||
| PO BOX 128 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| BE THE CHANGE CHARLESTON | |||||||
| PO BOX 81061 | CHARLESTON | SC | 29416 | N/A | PC | GENERAL OPERATING SUPPORT | $7,750 |
| BEYOND EMPLOYMENT INITIATIVE | |||||||
| 205 AYERS CIR | SUMMERVILLE | SC | 29485 | N/A | PC | GENERAL OPERATING SUPPORT | $12,900 |
| BEYOND OUR WALLS | |||||||
| 2615 HARVEY AVE | N CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| BLACK BEING | |||||||
| 112 S MARKET STREET UNIT 111 | INGLEWOOD | CA | 90301 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BLUE PATH SERVICE DOGS | |||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | N/A | PC | GENERAL OPERATING SUPPORT | $10,500 |
| CAMP HAPPY DAYS | |||||||
| 933 DUPONT ROAD SUITE B | CHARLESTON | SC | 29407 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 |
| CANDLELIGHTERS NYC | |||||||
| 345 E 73RD ST APT 2L | NEW YORK CITY | NY | 10021 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | N/A | PC | GENERAL OPERATING SUPPORT | $6,250 |
| CD11 FOUNDATION - VENICE PARC PROJECT | |||||||
| 2554 LINCOLN BLVD STE 142 | LOS ANGELES | CA | 90291 | N/A | PC | GENERAL OPERATING SUPPORT | $22,500 |
| CHARLESTON AREA THERAPEUTIC RIDING | |||||||
| PO BOX 146 | JOHNS ISLAND | SC | 29457 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| CHARLESTON COUNTY VOLUNTEER RESCUE SQUAD | |||||||
| 2521 RESCUE ROAD | NORTH CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHARLESTON COUNTY VOLUNTEER | |||||||
| 2521 RESCUE RD | NORTH CHARLESTON | SC | 29405 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CHHOP | |||||||
| 200 NORTH WATER STREET | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CHILDREN'S HOME NETWORK | |||||||
| 10909 MEMORIAL HIGHWAY | TAMPA | FL | 33615 | N/A | PC | GENERAL OPERATING SUPPORT | $25,255 |
| CHILDREN'S VILLAGE | |||||||
| 1 ECHO HILLS RD | DOBBS FERRY | NY | 10522 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CITY OF PEEKSKILL | |||||||
| 840 MAIN ST | PEEKSKILL | NY | 10566 | N/A | GOV | GENERAL OPERATING SUPPORT | $3,500 |
| CLEARWATER BLUE FOUNDATION INC | |||||||
| 3162 MACDONALD DR | CLEARWATER | FL | 33759 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CLOTHES TO KIDS OF FAIRFIELD CTY | |||||||
| 90 FAIRFIELD AVE | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| COASTAL CRISIS CHAPLAINCY | |||||||
| PO BOX 21833 | CHARLESTON | SC | 29413 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| COLD SPRING POLICE BENEVOLENT ASSOCIATION | |||||||
| 83 MAIN ST | COLD SPRING | NY | 10156 | N/A | NC | GENERAL OPERATING SUPPORT | $5,000 |
| CORTLANDT SOFTBALL LITTLE LEAGUE | |||||||
| PO BOX 529 | VERPLANCK | NY | 105960529 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CUP INC | |||||||
| PO BOX 10249 | TAMPA | FL | 33629 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| DAISY JOPLING FOUNDATION | |||||||
| PO BOX 72 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| EL CENTRO HISPANO INC | |||||||
| 346 SOUTH LEXINGTON AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL OPERATING SUPPORT | $159,850 |
| FAT BEET FOUNDATION | |||||||
| 13830 W HILLSBOROUGH AVENUE | TAMPA | FL | 33635 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FBIAA MEMORIAL COLLEGE FUND | |||||||
| PO BOX 320215 | ALEXANDRIA | VA | 22320 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FEEDING AMERICA TAMPA BAY INC | |||||||
| 4702 TRANSPORT DRIVE BUILDING 6 | TAMPA | FL | 33605 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | GENERAL OPERATING SUPPORT | $63,000 |
| FRIEDREICHS ATAXIA RESEARCH ALLIANCE | |||||||
| PO BOX 1537 | SPRINGFIELD | VA | 22151 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FRIENDS HELPING FRIENDS SOBER TRANSITIONAL LIVING (ALL COLORS 1 LOVE) | |||||||
| 3701 CHERRYWOOD AVENUE | LOS ANGELES | CA | 90018 | N/A | PC | GENERAL OPERATING SUPPORT | $27,000 |
| FRIENDS LIFE COMMUNITY | |||||||
| 4414 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FRIENDS OF ROCKEFELLER STATE PARK PRESERVE | |||||||
| PO BOX 8444 | SLEEPY HOLLOW | NY | 10591 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FULLER CENTER FOR HOUSING | |||||||
| PO BOX 523 | AMERICUS | GA | 31709 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GARY STYMOSKI SCHOLARS | |||||||
| 4825 W UNIVERSITY WAY N | GLENDALE | AZ | 85306 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| GIGI'S PLAYHOUSE | |||||||
| 2350 W HIGGINS RD | HOFFMAN ESTATES | IL | 60169 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HALDANE SCHOOL FOUNDATION | |||||||
| PO BOX 364 | COLD SPRING | NY | 10516 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HEART | |||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| HOAA ADOPTION SERVICES | |||||||
| 418 W PLATT STREET | TAMPA | FL | 33606 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| HOPE FOR HEROES INC | |||||||
| 124 WALSH ROAD | LAGRANGEVILLE | NY | 12540 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HUMANE SOCIETY OF TAMPA BAY | |||||||
| 3607 NORTH ARMENIA AVE | TAMPA | FL | 33607 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| JESSE LEWIS CHOOSE LOVE | |||||||
| PO BOX 605 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| KIDS HELPING KIDS | |||||||
| 347 STILLWATER AVE | STAMFORD | CT | 06902 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| KIDS IN CRISIS | |||||||
| 1 SALEM ST | COS COB | CT | 06807 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| LONG RIDGE FIRE | |||||||
| 366 OLD LONG RIDGE RD | STAMFORD | CT | 06903 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MARINE CORPS LAW ENFORCEMENT FOUNDATION | |||||||
| 273 COLUMBUS AVE | TUCKAHOE | NY | 10707 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| MARINE CORPS LEAGUE | |||||||
| PO BOX 2302 | WILTON | NY | 12831 | N/A | NC | GENERAL OPERATING SUPPORT | $1,000 |
| METROPOLITAN MINISTRIES | |||||||
| 2002 NORTH FLORIDA AVENUE | TAMPA | FL | 33602 | N/A | PC | GENERAL OPERATING SUPPORT | $17,745 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | N/A | PC | MOLLY SCHOLARSHIP | $10,000 |
| MUSICAL MIME | |||||||
| 815 DUNE RD | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| MY SISTERS HOUSE | |||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 29415 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| NAACP | |||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| NEW ERA CREATIVE SPACE INC | |||||||
| 113 OVERLOOK AVENUE | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| NY STATE POLICE INVESTIGATORS | |||||||
| 54 STATE STREET NO 300 | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NYC PBA WIDOWS AND ORPHANS | |||||||
| 1340 HELM DR | OXNARD | CA | 93035 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NYPD 10-13 CLUB OF CHARLESTON SC | |||||||
| 2937 RIVER VESTA WAY | MT PLEASANT | SC | 29466 | N/A | NC | GENERAL OPERATING SUPPORT | $2,500 |
| NYSPIF | |||||||
| 120 STATE STREET | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NYSTPBA | |||||||
| 120 STATE ST | ALBANY | NY | 12207 | N/A | NC | GENERAL OPERATING SUPPORT | $10,000 |
| ONE-EIGHTY FOUNDATION | |||||||
| 999 3RD AVE STE 4550 | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| OPERATION HOPE | |||||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| OUR LADY OF MT CARMEL SOCIETY | |||||||
| 155 HIGHLAND AVE | VERPLANCK | NY | 10596 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PARAMOUNT HUDSON VALLEY ARTS | |||||||
| 1008 BROWN STREET | PEEKSKILL | NY | 06850 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1055 WILSHIRE BLVD 1850 | LOS ANGELES | CA | 90017 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| PEEKSKILL EDUCATION FOUNDATION | |||||||
| PO BOX 489 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PEEKSKILL HISPANIC COMMUNITY CORP | |||||||
| PO BOX 296 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 |
| PEEKSKILL PBA | |||||||
| 2 NELSON AVE | PEEKSKILL | NY | 10566 | N/A | NC | GENERAL OPERATING SUPPORT | $5,000 |
| PEEKSKILL ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 344 | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $300 |
| PERSON TO PERSON INC | |||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| PESW PIPES AND DRUMS | |||||||
| PO BOX 177 | HAWTHORNE | NY | 10532 | N/A | PC | GENERAL OPERATING SUPPORT | $5,500 |
| PHILIPSTOWN GARDEN CLUB | |||||||
| PO BOX 255 | GARRISON | NY | 10524 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| POLICE UNITY TOUR | |||||||
| PO BOX 528 | FLORHAM PARK | NJ | 07932 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PUTNAM SHERIFFS PBA | |||||||
| PO BOX 811 | CARMEL | NY | 10512 | N/A | NC | GENERAL OPERATING SUPPORT | $10,000 |
| REBUILDING TOGETHER TAMPA BAY | |||||||
| 3914 US-301 700 | TAMPA | FL | 33619 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| RESPECT 1ST RESPONDERS | |||||||
| 779 COMMERCE DRIVE | VENICE | FL | 34292 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| RIVERKEEPER | |||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 |
| SIGNAL 30 BENEFIT FUND | |||||||
| 48 HOWARD ST | ALBANY | NY | 12207 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SIGNATURES FOR SOLIDERS | |||||||
| 4210 HARRISBURG STREET NE | ST PETERSBURG | FL | 33703 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SNARR ANIMAL RESCUE NORTHEAST INC | |||||||
| 45 SODOM RD | BREWSTER | NY | 10509 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SPECIAL OLYMPICS SOUTH CAROLINA | |||||||
| 109 OAK PARK DR | IRMO | SC | 29063 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SUMMERSVILLE MAYORS COMMITTEE | |||||||
| PO BOX 231 | SUMMERVILLE | SC | 29484 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| SUNY NEW PALTZ FOUNDATION INC | |||||||
| 1 HAWK DR | NEW PALTZ | NY | 12561 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SURFERS HEALING FOLLY | |||||||
| 487 PLANTERS TRACE DR | CHARLESTON | SC | 29412 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE LENS FOUNDATION | |||||||
| 1050 JOHNNIE DODDS BLVD UNIT 912 | MT PLEASANT | SC | 29465 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE OUT FOUNDATION | |||||||
| 477 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TOWN OF GREENBURGH POLICE SUMMER CAMP | |||||||
| 4 MCGEE ST | GREENVILLE | SC | 29601 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| TOWN OF GREENBURGH | |||||||
| 177 HILLSIDE AVE | GREENBURGH | NY | 10607 | N/A | GOV | GENERAL OPERATING SUPPORT | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| UNION CHILD DAY CARE CENTER INC | |||||||
| 30 MANHATTAN AVENUE | WHITE PLAINS | NY | 10607 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNLABELLED AWARDS INC | |||||||
| 107 S BROAD ST | PEEKSKILL | NY | 10566 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| US MARSHALLS SURVIVORS BENEFIT FUND | |||||||
| PO BOX 11730 | BOZEMAN | MN | 59719 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| VENICE CANALS ASSOCIATION | |||||||
| PO BOX 893 | VENICE | CA | 90294 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 |
| VILLAGE VISION | |||||||
| 1540 APPLING DR | MOUNT PLEASANT | SC | 29464 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| WALK FOR AUTISM CHARLESTON | |||||||
| PO BOX 62097 | NORTH CHARLESTON | SC | 29419 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 |
| WESTCHESTER BALLET COMPANY INC | |||||||
| 95 CROTON AVE | OSSINING | NY | 10562 | N/A | PC | GENERAL OPERATING SUPPORT | $5,465 |
| WESTCHESTER BLUE FOUNDATION | |||||||
| 399 KNOLLWOOD RD STE 220 | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL OPERATING SUPPORT | $21,500 |
| WESTCHESTER COMMUNITY HEALTH CENTER | |||||||
| 107 W 4TH ST | MT VERNON | NY | 10550 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| WESTCHESTER COUNTY DEPT OF PUBLIC SAFETY PBA INC | |||||||
| PO BOX 116 | HAWTHORNE | NY | 10532 | N/A | NC | GENERAL OPERATING SUPPORT | $3,000 |
| WHEELCHAIR CHARITIES | |||||||
| 8310 36 AVE | JACKSON HEIGHTS | NY | 11372 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WHEELCHAIRS 4 KIDS | |||||||
| 1200 S PINELLAS AVE SUITE 3 | TARPON SPRINGS | FL | 34689 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| WHERE LOVE GROWS | |||||||
| 13948 CIRCA CROSSING DR APT 312 | LITHIA | FL | 33547 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WINGS FOR KIDS | |||||||
| 476 MEETING STREET SUITE E | CHARLESTON | SC | 29403 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| WOUNDED WARRIORS ABILITIES RANCH | |||||||
| 8880 60TH WAY N | PINELLAS PARK | FL | 33782 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| YO ART MEDIA ARTS | |||||||
| 1984 FOLLY RD A-214 | CHARLESTON | SC | 29412 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,299,015 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,709 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $781,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,086,753 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,941,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,941,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail (7 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| WESTCHESTER COUNTY DEPT OF PUBLIC SAFETY PBA INC | ||
| 1a(1) | $3,000 | GENERAL OPERATING SUPPORT |
| NYSTPBA | ||
| 1a(1) | $10,000 | GENERAL OPERATING SUPPORT |
| MARINE CORPS LEAGUE | ||
| 1a(1) | $1,000 | GENERAL OPERATING SUPPORT |
| NYPD 10-13 CLUB OF CHARLESTON SC | ||
| 1a(1) | $2,500 | GENERAL OPERATING SUPPORT |
| COLD SPRING POLICE BENEVOLENT ASSOCIATION | ||
| 1a(1) | $5,000 | GENERAL OPERATING SUPPORT |
| PUTNAM SHERIFFS PBA | ||
| 1a(1) | $10,000 | GENERAL OPERATING SUPPORT |
| PEEKSKILL PBA | ||
| 1a(1) | $5,000 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $10,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,350 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| WESTCHESTER COUNTY DEPT OF PUBLIC SAFETY PBA INC | |||||||||
| PO BOX 116 | HAWTHORNE | NY | 10532 | 2024-08-05 | $3,000 | GENERAL OPERATING SUPPORT | $3,000 | NONE TO OUR KNOWLEDGE | 4/20/25 |
| NYSTPBA | |||||||||
| 120 STATE ST | ALBANY | NY | 12207 | 2024-08-26 | $10,000 | GENERAL OPERATING SUPPORT | $10,000 | NONE TO OUR KNOWLEDGE | 4/5/25 |
| MARINE CORPS LEAGUE | |||||||||
| PO BOX 2302 | WILTON | NY | 12831 | 2024-10-30 | $1,000 | GENERAL OPERATING SUPPORT | $1,000 | NONE TO OUR KNOWLEDGE | 4/29/25 |
| NYPD 10-13 CLUB OF CHARLESTON SC | |||||||||
| 2937 RIVER VESTA WAY | MT PLEASANT | SC | 29466 | 2024-11-22 | $2,500 | GENERAL OPERATING SUPPORT | $2,500 | NONE TO OUR KNOWLEDGE | 6/10/25 |
| COLD SPRING POLICE BENEVOLENT ASSOCIATION | |||||||||
| 83 MAIN ST | COLD SPRING | NY | 10156 | 2024-12-02 | $5,000 | GENERAL OPERATING SUPPORT | $0 | NONE TO OUR KNOWLEDGE | PENDING |
| PUTNAM SHERIFFS PBA | |||||||||
| PO BOX 811 | CARMEL | NY | 10512 | 2024-12-13 | $10,000 | GENERAL OPERATING SUPPORT | $0 | NONE TO OUR KNOWLEDGE | PENDING |
| PEEKSKILL PBA | |||||||||
| 2 NELSON AVE | PEEKSKILL | NY | 10566 | 2024-12-24 | $5,000 | GENERAL OPERATING SUPPORT | $5,000 | NONE TO OUR KNOWLEDGE | 6/7/25 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO (MMM) 89 SHARES | $11,489 | $11,489 |
| AFLAC INCORPORATED (AFL) 938 SHARES | $97,028 | $97,028 |
| ALPHABET INC CL A (GOOGL) 1187 SHARES | $224,699 | $224,699 |
| AMAZON COM INC (AMZN) 644 SHARES | $141,288 | $141,288 |
| AMAZON COM INC (BDPS) 507 SHARES | $111,231 | $111,231 |
| APPLE INC (AAPL) 1185 SHARES | $296,748 | $296,748 |
| AVERY DENNISON CORPORATION (AVY) 2 SHARES | $374 | $374 |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 169 SHARES | $76,604 | $76,604 |
| BOOKING HOLDINGS INC (AMZN) 22 SHARES | $109,305 | $109,305 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 549 SHARES | $70,656 | $70,656 |
| BOSTON SCIENTIFIC CORP (BSX) 2196 SHARES | $196,147 | $196,147 |
| BOSTON SCIENTIFIC CORP (BSX) 2496 SHARES | $222,943 | $222,943 |
| BROADCOM INC (AVGO) 1122 SHARES | $260,124 | $260,124 |
| BROADCOM INC (AVGO) 1373 SHARES | $318,316 | $318,316 |
| CARLISLE CO INC (CSL) 204 SHARES | $75,243 | $75,243 |
| CASEY'S GENERAL STORES INC (CASY) 248 SHARES | $98,265 | $98,265 |
| CATERPILLAR INC (BKNG) 307 SHARES | $111,367 | $111,367 |
| CATERPILLAR INC (CAT) 254 SHARES | $92,141 | $92,141 |
| CINTAS CORP (CTAS) 484 SHARES | $88,427 | $88,427 |
| CITIGROUP INC NEW (C) 799 SHARES | $56,242 | $56,242 |
| CONSTELLATION ENERGY CORP (CAT) 657 SHARES | $146,977 | $146,977 |
| COPART INC (CEG) 1621 SHARES | $93,029 | $93,029 |
| DECKERS OUTDOOR CORP (DECK) 534 SHARES | $108,450 | $108,450 |
| ELI LILLY & CO (ISRG) 122 SHARES | $94,184 | $94,184 |
| ELI LILLY & CO (LLY) 194 SHARES | $149,768 | $149,768 |
| ELI LILLY & CO (LLY) 235 SHARES | $181,420 | $181,420 |
| FLEXTRONICS INTL LTD (FLEX) 2856 SHARES | $109,642 | $109,642 |
| GARRETT MOTION INC (GTX) 26 SHARES | $235 | $235 |
| GE AEROSPACE NEW (GE) 512 SHARES | $85,396 | $85,396 |
| GE AEROSPACE NEW (GEV) 597 SHARES | $99,574 | $99,574 |
| GE VERNOVA INC (GEV) 270 SHARES | $88,811 | $88,811 |
| GE VERNOVA INC (META) 321 SHARES | $105,587 | $105,587 |
| HCA HEALTHCARE INC (HCA) 226 SHARES | $67,834 | $67,834 |
| HOWMET AEROSPACE INC (HWM) 1043 SHARES | $114,073 | $114,073 |
| ILL TOOL WORKS INC (ITW) 199 SHARES | $50,458 | $50,458 |
| INGERSOLL RAND INC (IR) 913 SHARES | $82,590 | $82,590 |
| INTERCONTINENTAL EXCHANGE INC (ICE) 212 SHARES | $31,590 | $31,590 |
| INTL BUSINESS MACHINES CORP (IBM) 477 SHARES | $104,859 | $104,859 |
| INTL BUSINESS MACHINES CORP (IBM) 482 SHARES | $105,958 | $105,958 |
| INTUITIVE SURGICAL INC (GE) 230 SHARES | $120,051 | $120,051 |
| INTUITIVE SURGICAL INC (ISRG) 370 SHARES | $193,125 | $193,125 |
| INTUITIVE SURGICAL INC (ISRG) 413 SHARES | $215,569 | $215,569 |
| JPMORGAN CHASE & CO (JPM) 403 SHARES | $96,603 | $96,603 |
| JPMORGAN CHASE & CO (JPM) 867 SHARES | $207,829 | $207,829 |
| LEIDOS HLDGS INC (LDOS) 149 SHARES | $21,465 | $21,465 |
| LINDE PLC (LIN) 193 SHARES | $80,803 | $80,803 |
| LINDE PLC (LIN) 343 SHARES | $143,604 | $143,604 |
| LINDE PLC (LIN) 367 SHARES | $153,652 | $153,652 |
| LOUISIANA PACIFIC CORP (LPX) 813 SHARES | $84,186 | $84,186 |
| MARATHON PETROLEUM CORP (MPC) 866 SHARES | $120,807 | $120,807 |
| MARSH & MCLENNAN COS INC (MMC) 393 SHARES | $83,477 | $83,477 |
| MCKESSON CORP (MCK) 142 SHARES | $80,927 | $80,927 |
| META PLATFORMS INC CL A (CPRT) 213 SHARES | $124,714 | $124,714 |
| MUELLER INDUS INC (MLI) 1233 SHARES | $97,851 | $97,851 |
| NASDAQ INC COM (NDAQ) 551 SHARES | $42,598 | $42,598 |
| NEXTERA ENERGY INC (NEE) 551 SHARES | $39,501 | $39,501 |
| NVIDIA CORPORATION (LLY) 1410 SHARES | $189,349 | $189,349 |
| OLD REPUBLIC INTL CP (ORI) 13 SHARES | $470 | $470 |
| OMNICOM GROUP (OMC) 1 SHARES | $86 | $86 |
| ORACLE CORP (ORCL) 510 SHARES | $84,986 | $84,986 |
| O'REILLY AUTOMOTIVE INC NEW (NVDA) 82 SHARES | $97,236 | $97,236 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 138 SHARES | $163,640 | $163,640 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 158 SHARES | $187,356 | $187,356 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 82 SHARES | $97,236 | $97,236 |
| O'REILLY AUTOMOTIVE INC NEW (ORLY) 82 SHARES | $97,236 | $97,236 |
| PARKER HANNIFIN CORP (PH) 276 SHARES | $175,544 | $175,544 |
| PARKER HANNIFIN CORP (PH) 322 SHARES | $204,802 | $204,802 |
| QUALCOMM INC (QCOM) 495 SHARES | $76,042 | $76,042 |
| REPUBLIC SERVICES INC (RSG) 433 SHARES | $87,111 | $87,111 |
| ROSS STORES INC (ROST) 1056 SHARES | $159,741 | $159,741 |
| SCIENCE APPLICATIONS INTL CORP (SAIC) 78 SHARES | $8,719 | $8,719 |
| SIMON PPTY GROUP INC (ORLY) 685 SHARES | $117,964 | $117,964 |
| STRYKER CORP (SYK) 259 SHARES | $93,253 | $93,253 |
| SYSCO CORP (SYY) 282 SHARES | $21,562 | $21,562 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 459 SHARES | $90,648 | $90,648 |
| THERMO FISHER SCIENTIFIC (TMO) 152 SHARES | $79,075 | $79,075 |
| TJX COS INC NEW (TJX) 1456 SHARES | $175,899 | $175,899 |
| TJX COS INC NEW (TJX) 1581 SHARES | $191,001 | $191,001 |
| TJX COS INC NEW (TJX) 948 SHARES | $114,528 | $114,528 |
| TRADE DESK INC CLASS A (SPG) 820 SHARES | $96,375 | $96,375 |
| TRANE TECHNOLOGIES PLC (TT) 523 SHARES | $193,170 | $193,170 |
| TRANE TECHNOLOGIES PLC (TT) 606 SHARES | $223,826 | $223,826 |
| TRANSDIGM GROUP INC (TDG) 34 SHARES | $43,088 | $43,088 |
| TRANSDIGM GROUP INC (TDG) 64 SHARES | $81,106 | $81,106 |
| UMB FINANCIAL CORP (UMBF) 1004 SHARES | $112,973 | $112,973 |
| UNITED RENTALS INC (URI) 102 SHARES | $71,853 | $71,853 |
| UNITED RENTALS INC (URI) 133 SHARES | $93,691 | $93,691 |
| VISA INC CL A (V) 677 SHARES | $213,959 | $213,959 |
| W W GRAINGER INC (GWW) 91 SHARES | $95,919 | $95,919 |
| WALMART INC (WMT) 1108 SHARES | $100,108 | $100,108 |
| WASTE CONNECTIONS INC (WCN) 378 SHARES | $64,857 | $64,857 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,257,652 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,257,652 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRANDYWINEGLOBAL HIGH YLD I (BGHIX) 26715.431 SHARES | FMV | $275,169 | $275,169 |
| BRANDYWINEGLOBAL HIGH YLD I (BGHIX) 32174.538 SHARES | FMV | $331,398 | $331,398 |
| CAP GROUP SHORT DURATION INC (CGSD) 9417 SHARES | FMV | $241,452 | $241,452 |
| CLEARBRIDGE ENERGY MIDSTREAM (EMO) 301 SHARES | FMV | $14,009 | $14,009 |
| CREDIT SUISSE STRAT INC I (CSOIX) 28807.873 SHARES | FMV | $274,539 | $274,539 |
| CREDIT SUISSE STRAT INC I (CSOIX) 34891.979 SHARES | FMV | $332,521 | $332,521 |
| DOUBLELINE SHILLER ENH CAPE I (DSEEX) 12823.468 SHARES | FMV | $196,327 | $196,327 |
| DOUBLELINE SHILLER ENH CAPE I (DSEEX) 17131.954 SHARES | FMV | $262,290 | $262,290 |
| EATON VANCE EM MKTS DBT OPP I (EIDOX) 34983.714 SHARES | FMV | $277,421 | $277,421 |
| EATON VANCE EM MKTS DBT OPP I (EIDOX) 41865.728 SHARES | FMV | $331,995 | $331,995 |
| FIRST TRUST RISING DIV ACHIEV (RDVY) 1532 SHARES | FMV | $90,602 | $90,602 |
| FRANKLIN HIGH INCOME ADV (FVHIX) 157700.197 SHARES | FMV | $274,398 | $274,398 |
| FRANKLIN HIGH INCOME ADV (FVHIX) 188723.054 SHARES | FMV | $328,378 | $328,378 |
| FULLERTHALER BHV SMCP EQ INST (FTHSX) 6598.917 SHARES | FMV | $296,819 | $296,819 |
| INVESCO AEROSPACE & DEFENSE ET (PPA) 918 SHARES | FMV | $105,322 | $105,322 |
| INVESCO BUYBACK ACHIEVERS- ETF (PKW) 857 SHARES | FMV | $98,666 | $98,666 |
| INVESCO DORSEY WRIGHT INDUS (PRN) 551 SHARES | FMV | $84,722 | $84,722 |
| INVESCO S&P 500 EQUAL WEIGHT (RSPN) 1948 SHARES | FMV | $97,790 | $97,790 |
| INVESCO S&P 500 GARP ETF (SPGP) 877 SHARES | FMV | $91,980 | $91,980 |
| INVESCO SR FLOATING RATE Y (OOSYX) 26896.24 SHARES | FMV | $177,515 | $177,515 |
| ISHARES 20+ YR TREASU BOND ETF (TLT) 2679 SHARES | FMV | $233,957 | $233,957 |
| ISHARES 20+ YR TREASU BOND ETF (TLT) 3256 SHARES | FMV | $284,346 | $284,346 |
| ISHARES EDGE MSCI US QLTY FAC (QUAL) 547 SHARES | FMV | $97,410 | $97,410 |
| ISHARES S&P 100 ETF (OEF) 360 SHARES | FMV | $103,986 | $103,986 |
| ISHARES S&P 100 ETF (TTD) 346 SHARES | FMV | $99,942 | $99,942 |
| LOOMIS GROWTH Y (LSGRX) 10920.205 SHARES | FMV | $322,801 | $322,801 |
| MS LG DUR GOVERNMENT OPPORT I (USGDX) 35076.107 SHARES | FMV | $228,696 | $228,696 |
| MS LG DUR GOVERNMENT OPPORT I (USGDX) 42500.795 SHARES | FMV | $277,105 | $277,105 |
| OLSTEIN ALL CAP VALUE ADV (OFAFX) 10135.707 SHARES | FMV | $272,245 | $272,245 |
| PGIM JENNISON GROWTH Z (PJFZX) 4414.429 SHARES | FMV | $306,494 | $306,494 |
| PIMCO 25+YR ZERO CPN US TIF (ZROZ) 3294 SHARES | FMV | $226,034 | $226,034 |
| PIMCO 25+YR ZERO CPN US TIF (ZROZ) 3845 SHARES | FMV | $263,844 | $263,844 |
| THE TECHNOLOGY SEL SEC SPDR FD (XLK) 414 SHARES | FMV | $96,263 | $96,263 |
| THORNBURG INV INC BUILDER I (TIBIX) 11518.478 SHARES | FMV | $296,946 | $296,946 |
| VANGUARD GROWTH ETF (VUG) 254 SHARES | FMV | $104,252 | $104,252 |
| VIRTUS ZEVNBRGN INNOV GW STK I (SCATX) 5575.773 SHARES | FMV | $323,506 | $323,506 |
| WISDOMTREE TR US QTLY DIV GRT (DGRW) 1061 SHARES | FMV | $85,867 | $85,867 |
| WISDOMTREE TR US QTLY DIV GRT (DGRW) 1182 SHARES | FMV | $95,659 | $95,659 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,498 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,498 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $750 | $0 | $750 |
| BANK FEE | $100 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $316,705 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT STRATEGY RESEARCH | $11,000 | $11,000 | $0 |
| INVESTMENT MARKET RESEARCH | $47,181 | $47,181 | $0 |
| INVESTMENT MANAGEMENT FEES | $210,979 | $210,979 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $398 | $398 | $0 |
| EXCISE TAXES | $7,650 | $0 | $0 |