THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-13
- IRS object ID
- 202241649349100514
- Schema version
- 2021v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T10:08:13-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113634653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael C Allen CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 Marcus Ave Ste 137 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 133200783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
| Phone | 5167753000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE STE 137 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5167753000 | PhoneNum |
| Signature | 2022-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C ALLEN CPA | PreparerPersonNm |
| PTIN | P00075601 | PTIN |
| Phone | 5167753000 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,137,135 | 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 |
| Interest On Sav Rev And Expnss | $109,720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,720 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $332,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,677,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,809,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,677,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,119,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,119,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,451 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,369 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $984,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $984,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,194,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,122,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,048,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,647 | CashBOYAmt |
| Cash EOY | $12,707 | CashEOYAmt |
| Cash EOYFMV | $12,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $841,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $841,012 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,457,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,289,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,789,833 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,320,700 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,693,832 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,493,583 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,894,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,837,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,137,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,894,934 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,837,368 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,894,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,837,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,894,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,837,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,894,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,528 | OtherIncreasesAmt |
| Subtotal | $15,848,127 | SubtotalAmt |
| Other Decreases | $10,759 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,837,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125000 Thermo Fischer Scien | P | 2016-04-04 | 2021-01-15 | $132,260 | $124,400 | $7,860 | $7,860 |
| 150 The Trade Desk | P | 2017-02-28 | 2021-03-10 | $110,069 | $5,325 | $104,744 | $104,744 |
| 1125 Vanguard S&P 500 | P | 2013-12-18 | 2021-03-18 | $406,179 | $184,377 | $221,802 | $221,802 |
| 1075 Vanguard S&P 500 | P | 2013-12-18 | 2021-04-19 | $411,630 | $176,182 | $235,448 | $235,448 |
| 2371.917 Doubleline Total Return | P | 2010-07-13 | 2021-04-29 | $24,975 | $25,285 | -$310 | -$310 |
| 75000 Raymond James | P | 2016-07-07 | 2021-05-03 | $84,004 | $75,373 | $8,631 | $8,631 |
| 300 Vanguard S&P 500 | P | 2013-12-18 | 2021-05-17 | $114,258 | $49,167 | $65,091 | $65,091 |
| 750 Vertex Pharmaceutical | P | 2020-09-11 | 2021-06-30 | $146,183 | $195,222 | -$49,039 | -$49,039 |
| 1200 Vanguard S&P 500 | P | 2013-12-18 | 2021-06-30 | $472,226 | $196,668 | $275,558 | $275,558 |
| 125 Air Lease Corp | P | 2016-04-04 | 2021-06-01 | $125,000 | $123,834 | $1,166 | $1,166 |
| 675 Vanguard S&P 500 | P | 2012-05-01 | 2021-09-17 | $275,743 | $87,370 | $188,373 | $188,373 |
| 825 Vanguard S&P 500 | P | 2013-12-18 | 2021-09-17 | $337,019 | $135,210 | $201,809 | $201,809 |
| 500 Vanguard S&P 500 | P | 2012-05-01 | 2021-09-22 | $201,804 | $64,718 | $137,086 | $137,086 |
| 1000 Vanguard S&P 500 | P | 2012-05-01 | 2021-09-24 | $407,168 | $129,437 | $277,731 | $277,731 |
| 200000 FEDEX Corp | P | 2016-03-21 | 2021-11-29 | $214,560 | $199,602 | $14,958 | $14,958 |
| 100000 Stifel Finl Corp | P | 2016-07-11 | 2021-11-29 | $107,486 | $101,476 | $6,010 | $6,010 |
| 10000 Clarivate PLC | P | 2021-04-19 | 2021-12-02 | $238,732 | $258,339 | -$19,607 | -$19,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,677,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,472 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,472 | SubtotalAmt |
| Tax Based On Investment Income | $28,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $24,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $75 | EsPenaltyAmt |
| Overpayment | $7,453 | OverpaymentAmt |
| Applied To ES Tax | $7,453 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167753000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE STE 137 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JILL LEVY | ||||||
| 250 SOUTH OCEN ROAD 14D | BOCA RATON | FL | 33432 | President | 2.00 | $2,000 |
| HELEN O WESTCOTT | ||||||
| 250 SOUTH OCEN ROAD 14D | BOCA RATON | FL | 33432 | Secretary | 1.00 | $2,000 |
| ALEXANDER T WESTCOTT | ||||||
| 250 SOUTH OCEN ROAD 14D | BOCA RATON | FL | 33432 | Director | 1.00 | $2,000 |
| ALLAN M LEVY | ||||||
| 250 SOUTH OCEN ROAD 14D | BOCA RATON | FL | 33432 | Treasurer | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS JONES & ASSOCIATES LL | |||||
| 717 FIFTH AVE FL 11 | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $140,476 |
| MICHAEL C ALLEN & CO CPAS PLLC | |||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | ACCOUNTING & ADMIN | $32,700 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,880,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $685,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,565,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,565,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,167,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,308,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,308,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,472 | TotalTaxAmt |
| Distributable Before Adj | $1,279,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,279,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,279,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,122,703 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,122,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,279,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $983,871 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,122,703 | QualifyingDistributionsAmt |
| Applied To Year1 | $983,871 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,832 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,141,066 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | FOR RESEARCH | $10,000 |
| BLACK GIRLS CODE INC | |||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | TO MAKE PROGRAMMING AND TECHNOLOGY ACCESSIBLE TO A NEW GENERATION | $5,000 |
| CAMPHILL SPECIAL SCHOOLS | |||||||
| 1784 FAIRVIEW RD | GLENMOORE | PA | 19343 | N/A | PC | FOR EDUCATION AND SUPPORT OF SPECIAL NEEDS CHILDREN | $52,500 |
| CHAPIN SCHOOL | |||||||
| 4101 PRINCETON PIKE | PRINCETON | NJ | 08542 | N/A | PC | FOR EDUCATION AND SUPPORT OF YOUNG WOMEN | $20,000 |
| CHILD CANCER FUND | |||||||
| 4720 SALISBURY ROAD | JACKSONVILLE | FL | 32256 | N/A | PC | FOR SUPPORT OF FAMILIES FIGHTING CHILDHOOD CANCER | $12,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | FOR FOOD RESCUE PROGRAM | $10,000 |
| COMMUNITY VOICES HEARD | |||||||
| 115 EAST 106TH ST 3RD FL | NEW YORK | NY | 10029 | N/A | PC | TO SUPPORT SOCIAL, ECONOMIC AND RACIAL JUSTICE FOR WOMEN AND LOW-INCOME FAMILIES IN NEW YORK STATE | $10,000 |
| DUNN SCHOOL | |||||||
| 2555 WEST HIGHWAY 154 PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | PC | FOR EDUCATION OF THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL | $20,000 |
| FOOD BANK NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | PC | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT AND DIGNITY. | $2,500 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SERIOUS ILLNESSES BY ALLEVIATING HUNGER. | $2,500 |
| LIFE NEEDS CO-OP | |||||||
| 205 NORTH PLAIN RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | TO SUPPORT INITIATIVES AIMED AT THE ENVIRONMENT, AND ESPECIALLY THOSE ENGAGING YOUTH AND FURTHERING EDUCATION | $30,000 |
| MASS GENERAL HOSPITAL FTD UNIT | |||||||
| 125 NASHYA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR RESEARCH OF ALL FORMS OF FRONTOTEMPORAL DISORDERS AND RELATED FOCAL DEMENTIA SYNDROMES | $3,000 |
| MMRF | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | FOR RESEARCH OF MULTIPLE MYELOMA | $20,000 |
| NATIONAL HERITAGE TRUST | |||||||
| 625 BORADWAY | ALBANY | NY | 12207 | N/A | PC | TO FURTHER PUBLIC PROGRAMS FOR PARKS, RECREATION, CULTURAL, LAND AND WATER CONSERVATION AND HISTORIC PRESERVATION OF THE STATE OF NEW YORK | $6,500 |
| NEW GRANGE SCHOOL | |||||||
| 407 NASSAU ST AT CEDAR LANE | PRINCETON | NJ | 08540 | N/A | PC | FOR THE EDUCATION AND DEVELOPMENT OF SPECIAL NEEDS CHILDREN | $20,000 |
| NEW JERSEY SEEDS CENTER | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | N/A | PC | FOR EDUCATION AND DEVELOPMENT OF CHILDREN | $10,000 |
| PACE UNIVERSITY | |||||||
| 100 SUMMIT LAKE DR | VALHALLA | NY | 10595 | N/A | PC | GIFT TO EDUCATION | $2,500 |
| PRINCETON DAY SCHOOL | |||||||
| PO BOX 75 THE GREAT ROAD | PRINCETON | NJ | 08542 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $5,500 |
| PRINCETON JUNIOR SCHOOL | |||||||
| 90 FACKLER ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $20,000 |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL ROAD | NEW HOPE | PA | 18938 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $65,000 |
| UNIVERSITY COMMUNITY SOCIAL SERVICE | |||||||
| 137 EAST 2ND ST | NEW YORK | NY | 10003 | N/A | PC | SOUP KITCHEN AND SOCIAL SERVICES | $20,000 |
| WARE EPISCOPAL CHURCH | |||||||
| PO BOX 616 | GLOUCHESTER | VA | 23061 | N/A | PC | FOR RELIGIOUS EDUCATION AND DEVELOPMENT | $2,500 |
| WNET CHANNEL 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE THE PUBLIC THROUGH THE POWER OF TELEVISION AND ELECTRONIC MEDIA | $45,000 |
| YOUNG SCHOLARS INSTITUTE | |||||||
| 349 WEST STATE ST | TRENTON | NJ | 08618 | N/A | PC | TO PROVIDE REMEDIAL, SUPPLEMENTAL AND ENRICHMENT PROGRAMS FOR STUDENTS IN TRENTON, NJ | $5,000 |
| BRONX HIGH SCHOOL OF SCIENCE ALUMNI | |||||||
| 75 WEST 205 STREET | BRONX | NY | 10468 | N/A | PC | SCHOOL | $5,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | FEEDING ELDERLY | $2,500 | |
| UNITED HOSPITAL FUND | |||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10018 | PC | MEDICAL RESEARCH | $40,000 | |
| CHEWONKI FOUNDATION | |||||||
| 485 CHEWONKI NECK RD | WISCASSET | ME | 04578 | N/A | PC | ENVIRONMENTAL EDUCATION | $15,000 |
| HOPE FOR YOUTH INC | |||||||
| 201 DIXON AVE | AMITYVILLE | NY | 11701 | N/A | PC | YOUTH SERVICES | $8,250 |
| METROPOLITAN OPERA PATRON PROGRAM | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | OPERA SOCIETY | $30,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PC | ARTS, CULTURE | $20,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FL | WESTBURY | NY | 11590 | N/A | PC | HEALTH | $45,000 |
| PENNINGTON SCHOOL | |||||||
| 112 W DELAWARE AVE | PENNINGTON | NJ | 08534 | N/A | PC | HEALTH | $110,000 |
| RECONNECT BROOKLYN | |||||||
| 677 LAFAYETTE AVE | BROOKLYN | NY | 11216 | N/A | PC | YOUTH EMPLOYMENT | $5,500 |
| CUMBERLAND CRISIS PREGNANCY CENTER | |||||||
| PO BOX 1037 | HERDERSONVILLE | TN | 37077 | N/A | PC | HEALTH | $7,500 |
| THE NASHVILLE ZOO | |||||||
| 3777 NOTESVILLE PIKE | NASHVILLE | TN | 37211 | N/A | PC | PUBLIC ZOO | $4,000 |
| TRENTON CHILDREN'S CHORUS | |||||||
| PO BOX 7220 | EWING | NJ | 08628 | N/A | PC | ARTS, CULTURE | $20,000 |
| TRENTON MUSIC MAKERS | |||||||
| PO BOX 5206 | TRENTON | NJ | 08638 | N/A | PC | ARTS, CULTURE | $10,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | HEALTH | $10,000 |
| BORN FREE WILD LIFE REHAB | |||||||
| PO BOX 772096 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | RESCUE ANIMALS | $4,500 |
| THE HILL SCHOOL | |||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | N/A | PC | EDUCATION | $10,000 |
| LET IT SHINE INC | |||||||
| 214 WASHINGTON ST | KEENE | NH | 03431 | N/A | PC | ARTS & CULTURE | $8,250 |
| THE HART ISLAND PROJECT | |||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | N/A | PC | NEIGHBORHOOD PRESERVATION | $5,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | HUMANITARIAN AID | $30,000 |
| SANTA YNEX VALLEY FAMILY SCHOOL | |||||||
| 5300 FIGUEROA MOUNTAIN RD | LOS OLIVOS | CA | 93441 | N/A | PC | SCHOOL | $5,000 |
| CONQUER CANCER FOUNDATION | |||||||
| 2318 MILL ROAD 800 | ALEXANDRIA | VA | 22314 | N/A | PC | HEALTH | $15,000 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | N/A | PC | HEALTH | $15,000 |
| BETHAL HOBBS COMM FAR | |||||||
| PO BOX 1767 | CHARLOTTESVILLE | VA | 22901 | N/A | PC | HEALTH | $5,500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1685 | atlanta | GA | 30303 | N/A | PC | FOR RESEARCH | $16,500 |
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 e palisade ave | englewood cliffs | NJ | 07632 | N/A | PC | FOR RESEARCH | $15,000 |
| DR LORNA BREEN HEROeS FOUNDATION | |||||||
| 1867 WINSTON RD | Charlottesvle | VA | 22903 | N/A | PC | FOR MENTAL HEALTH | $5,000 |
| Epilepsy Services Foundation | |||||||
| 4628 N Armenia Ave | TAMPA | FL | 33603 | N/A | PC | FOR HEALTH | $5,000 |
| George Stevens Academy | |||||||
| 23 Union St | Blue Hill | ME | 04614 | N/A | PC | EDUCATIONAL | $10,000 |
| Honor the Earth | |||||||
| PO BOX 63 | Callaway | MN | 56521 | N/A | PC | HUMANITARIAN AID | $10,000 |
| International Rescue Committee | |||||||
| 122 E 42nd St | NEW YORK | NY | 10168 | N/A | PC | TO HELP UKRAINIAN FAMILIES | $10,000 |
| Jazz Loft | |||||||
| 275 Christian Ave | Stony Brook | NY | 11790 | N/A | PC | EDUCATIONAL | $5,500 |
| Kennedy Krieger Foundation | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | PC | HEALTH | $10,000 |
| Kieve Wavus Education | |||||||
| PO BOX 169 | Nobleboro | ME | 04555 | N/A | PC | EDUCATIONAL | $5,000 |
| Kimmel Cancer Center | |||||||
| PO BOX 49143 | BALTIMORE | MD | 21297 | N/A | PC | RESEARCH | $25,000 |
| Rocky Mountain Biological Laborator | |||||||
| PO 519 | Crested Butte | CO | 81224 | N/A | PC | EDUCATIONAL | $5,000 |
| The Children's Village | |||||||
| 1 Echo Hills Rd | Dobbs Ferry | NY | 10522 | N/A | PC | EDUCATIONAL | $10,000 |
| Highlander Research and Education C | |||||||
| 1959 Highlander Way | NEW MARKET | TN | 37820 | N/A | PC | EDUCATIONAL | $5,000 |
| Suzannes Comfort Care | |||||||
| 167 N Main St | PERRY | NY | 14530 | N/A | PC | HEALTH | $16,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $984,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,720 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,677,311 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $442,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,677,311 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,119,718 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $32,700 | Amt |
| Net Investment Income | $10,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income tax | $8,577 |
| Prior period adjustment | $2,182 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Annual Registration | $775 | $258 | $517 |
| insurance | $1,392 | $464 | $928 |
| Office Supplies | $1,386 | $462 | $924 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $27,528 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Administration Fees | $25,200 | $8,400 | $0 | $16,800 |
| Investment Advisory Fees | $140,476 | $46,825 | $0 | $93,651 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $124 | Amt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $83 | DisbursementsCharitablePrpsAmt |