DOROTHEA L LEONHARDT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHEA L LEONHARDT FOUNDATION INC (EIN 13-3420520)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-03-06
- IRS object ID
- 202100659349100600
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-06T09:08:23-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113243209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAROWITZ MILITO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 WEST END AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112354808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133420520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOROTHEA LLEONHARDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7183470607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 247-05 UNION TURNPIKE | AddressLine1Txt |
| City | BELLEROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAJU SAM | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 7183470607 | PhoneNum |
| Signature | 2021-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES SAROWITZ CPA | PreparerPersonNm |
| PTIN | P01023897 | PTIN |
| Phone | 7187694497 | PhoneNum |
| Preparation | 2021-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $20,011,323 | 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 | $56,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $834,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $834,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,217,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,217,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $221,521 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $110,760 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,761 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,693 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,847 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,613 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,455 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,454 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,801 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $475,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,192,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,192,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,667,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,364,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$449,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $925,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,397 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $200,330 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $200,128 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $202,427 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,730,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,790,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,217,044 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,904,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,401,326 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,498,455 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,934,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,485,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,011,323 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $159 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,934,707 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,485,105 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,934,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,485,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,934,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,485,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,934,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$449,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,485,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,485,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STATEMENT A | P | 2010-01-01 | 2020-07-31 | $1,478,072 | $646,718 | $831,354 | $831,354 |
| SEE STATEMENT A | P | 2019-02-26 | 2019-10-16 | $5,129 | $5,547 | -$418 | -$418 |
| Capital Gains Dividends | P | $3,488 | $3,488 | $3,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $834,424 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,232,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,036,612 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068315 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $981,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,179,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $890,674 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,671,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $601,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,023,788 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $650,465 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,570,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039255 | DistributionYr5Rt |
| Total Distribution | 0.252526 | TotalDistributionRt |
| Average Distribution | 0.050505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,661,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $942,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $951,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,364,836 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,943 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,443 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,191 | OverpaymentAmt |
| Applied To ES Tax | $10,191 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHAJU SAM | IndividualWithBooksNm |
| Phone | 7183470607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247-05 UNION TURNPIKE | AddressLine1Txt |
| City | BELLEROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE LEONHARDT CASSULLO | ||||||||
| 5656 N CENTRAL EXPWY 304 | DALLAS | TX | 75206 | PRESIDENT | 45.00 | $172,900 | $13,267 | $5,200 |
| ROBERT ALLEN WHITE | ||||||||
| 100 CRESCENT COURT SUITE 450 | DALLAS | FL | 75201 | TREASURER | 3.00 | $0 | $0 | $0 |
| ALEXANDER D FORGER ESQ | ||||||||
| 57 FRANKLIN ROAD | SCARSDALE | NY | 10583 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| SHAJU SAM | ||||||||
| 247-05 UNION TURNPIKE | BELLEROSE | NY | 11426 | ASSISTANT TREASURER AND SE | 7.00 | $48,621 | $0 | $0 |
| WILLIAM BURTON BINNIE | ||||||||
| 2993 HANCOCK ROAD | WILLIAMSTOWN | MA | 01267 | VICE PRESIDENT AND SECRETA | 3.00 | $0 | $0 | $0 |
| THOMAS S LEATHERBURY | ||||||||
| 2001 ROSS AVENUE SUITE 3700 | DALLAS | TX | 75201 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,683,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,945,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,945,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,661,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $933,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $933,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,252 | TotalTaxAmt |
| Distributable Before Adj | $923,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $923,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $923,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,364,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,364,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,355,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $923,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $153,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,364,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $923,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $441,006 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $594,044 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $594,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $153,038 | ExcessFromYear1Amt |
| Excess From Current Year | $441,006 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE BOTANICAL GARDEN | ||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $119,000 |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $15,000 |
| CITY OF ASYLUM | ||||||
| 40 W NORTH AVENUE | PITTSBURGH | PA | 15212 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $20,000 |
| CREATIVE TIME INC | ||||||
| 59 EAST 4TH STREET 6TH FLOOR | NEW YORK | NY | 10003 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $15,000 |
| ECOTRUST | ||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $50,000 |
| FEERICK CENTER FOR SOCIAL JUSTICE OF FORDHAM SCHOOL OF LAW | ||||||
| 150 WEST 62ND STREET 7TH FL | NEW YORK | NY | 10023 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $13,000 |
| FUND FOR MODERN COURTS | ||||||
| 351 WEST 54TH STREET | NEW YORK | NY | 10019 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| HELP USA | ||||||
| 5 HANOVER SQUARE 17TH FLOOR | NEW YORK | NY | 10004 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| LEGAL SERVICES FOR NEW YORK CITY | ||||||
| 40 WORTH STREET SUITE 606 | NEW YORK | NY | 10013 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $1,000 |
| MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC | ||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $13,640 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $2,500 |
| NASHER SCULPTURE CENTER | ||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $25,000 |
| NATIONAL ASSOCIATION FOR LAW | ||||||
| 1220 19TH STR NW SUITE 401 | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $25,000 |
| PARA LA NATURALEZA | ||||||
| PO BOX 9023554 | SAN JUAN | PR | 009023554 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $30,000 |
| ROANOKE COLLEGE | ||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $311,243 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVENUE SE | ROANOKE | VA | 24011 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $117,000 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | ||||||
| 5121 CRESTWAY DRIVE 105 | SAN ANTONIO | TX | 78239 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| THE AMERICAN ORCHESTRA EUROPA FOUNDATION | ||||||
| 25 PIERREPONT STREET 4 | BROOKLYN | NY | 11201 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| THE BOOTH WESTERN ART MUSEUM | ||||||
| 501 MUSEUM DRIVE PO BOX 3070 | CARTERSVILLE | GA | 30120 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $12,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $387,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,192,147 | 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 | $56,788 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $834,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,217,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,217,710 | 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 | $29,693 | Amt |
| Net Investment Income | $14,847 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,846 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $1,401,326 | EOYBookValueAmt |
| EOYFMV | $1,498,455 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $2,790,423 | EOYBookValueAmt |
| EOYFMV | $18,217,044 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $200,128 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $202,427 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL AND OTHER EXPENSES | $56,725 | $28,362 | $28,363 |
| INSURANCE | $21,031 | $10,516 | $10,515 |
| FOREIGN TAXES PAID | $2,923 | $2,923 | $0 |
| FILING FEES | $750 | $0 | $750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES WITHHELD AND ACCRUED | Desc |
| BOY Book Value | $159 | BOYBookValueAmt |
| EOY Book Value | $169 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $117,613 | Amt |
| Net Investment Income | $117,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $14,909 | $7,455 | $7,454 |
| FORM 990-PF 07/31/19 EXT. PMT | $10,000 | $0 | $0 |