SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202103009349100430
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T15:36:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | SMART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD F CLEARY | PreparerPersonNm |
| PTIN | P00651269 | PTIN |
| Phone | 2032814933 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $64,517,914 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,472 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,014,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,014,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $524,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,984,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $524,162 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,571,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,539,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $194,666 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,525 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,305 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,220 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,340 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,068 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,272 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,290 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,258 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,032 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,711 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,342 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,369 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $240,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,917 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,783 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,134 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,910 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $612,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,012,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,698,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,440,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,225,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $492,755 | CashBOYAmt |
| Cash EOY | $247,959 | CashEOYAmt |
| Cash EOYFMV | $247,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $755,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,190,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,190,193 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,054,459 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,573,642 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,922,678 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,395,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,904,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,951,084 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,329 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $206,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $206,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,698,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,122,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,517,914 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $142,080 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,215 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $142,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,215 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,556,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,116,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,556,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,116,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,698,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,122,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,556,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,440,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,116,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,116,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ( JP MORGAN) | P | $13,953,471 | $13,871,249 | $82,222 | $82,222 |
| PUBLICLY TRADED SECURITIES ( BANK OF AMERICA) | P | $12,031,118 | $11,590,379 | $440,739 | $440,739 |
| BANK OF AMERICA ( WASH SALE LOSSES) | P | $1,201 | $1,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $524,162 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,143 | 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 | $37,143 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,107 | OverpaymentAmt |
| Applied To ES Tax | $20,107 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM BYXBEE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $109,167 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $109,167 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $130,579 |
| DIMEO SCHNEIDER & ASSOCIATES LLC | |||||
| 500 W MADISON STREET SUITE 1700 | CHICAGO | IL | 60661 | CONSULTING | $61,081 |
| 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 | $57,808,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $514,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,323,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,323,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $874,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,448,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,872,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,872,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,036 | TotalTaxAmt |
| Distributable Before Adj | $2,855,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,855,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,855,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,698,715 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,698,715 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,698,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,855,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,363,439 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,698,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,363,439 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,520,101 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| PO BOX 2194 | SOUTH PORTLAND ME | ME | 04116 | NONE | PC | BACH MUSIC FESTIVAL | $10,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL SCHOLARSHIPS | $18,000 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEBREW UNIVERSITY OF JERUSALEM INITIATIVE | $175,000 | |
| AMERICAS SOCIETY INC | ||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CULTURAL PROGRAMS | $25,000 | |
| AT HOME ON THE SOUND | ||||||||
| 545 TOMPKINS AVENUE | MAMARONECK | NY | 10543 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BERGEN VOLUNTEER MEDICAL INITIATIVE INV | ||||||||
| 75 ESSEX STREET SUITE 100 | HACKENSACK | NJ | 07601 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | CAMP AND YOUTH PROGRAMS | $20,000 | |
| AMERICAN ASSOCIATION BEN GURION UNIVERISTY OF THE NEGEV | ||||||||
| 1001 6TH AVENUE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | ARAD LABORATORY | $75,000 | |
| CENTER FOR NONPROFIT LEGAL SERVICES | ||||||||
| 225 WEST MAIN STREET | MEDFORD | OR | 97501 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ASPEN CENTER FOR PHYSICS | ||||||||
| 700 W GILLESPIE STREET | ASPEN | CO | 81611 | NONE | PC | CENTER'S EMERGENCY FUND | $20,000 | |
| ARTICINE INC | ||||||||
| PO BOX 1028 | NEWFIELDS | NH | 03856 | NONE | PC | ASSIST IN FUNDING NEW THEATRE PROJECT, BUT WHAT ABOUT? | $4,000 | |
| ASPEN INSTITUTE | ||||||||
| 477 MADISON AVENUE SUITE 730 | NEW YORK | NY | 10022 | NONE | PC | SCIENCE AND SOCIETY PROGRAM AND "YOUR FUTURE IS SCIENCE" INITIATIVE | $20,000 | |
| ASSOCIATED MUSIC TEACHERS LEAGUE INC | ||||||||
| 51 FAIRMONT STREET | HUNTINGTON | NY | 11743 | NONE | PC | AARON ROSAND FUNDS | $10,000 | |
| CONNECTICUT NEWS PROJECT | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT PODCAST OF THE CT MIRROR | $25,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | SHELTER AND SERVICES FOR HOMELESS ADULTS IN THE WINTER MONTHS | $25,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | NONE | PC | EMERGE CT, SVP RACE EQUITY FUND AND GENERAL OPERATING | $100,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | GENERAL SUPPORT | $90,000 | |
| ELIZABETH CADY STANTON AND SUSAN B ANTHONY STATUE FUND INC | ||||||||
| 1430 BROADWAY 8TH FL | NEW YORK | NY | 10018 | NONE | PC | MONUMENTAL WOMEN PROGRAM | $25,000 | |
| FAIR LAWN JEWISH CENTER | ||||||||
| 10-04 NORMA AVENE | FAIR LAWN | NJ | 07410 | NONE | PC | SUPPORT RENOVATIONS | $50,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 1000 RIVER ROAD H-DH3-13 | TEANECK | NJ | 07666 | NONE | PC | SCHOLARSHIPS IN THEATRE AND FILM | $5,000 | |
| FRIENDS OF THE ODELL HOUSE ROCHAMBEAU HEADQUARTERS | ||||||||
| 14 ROCHAMBEAU DRIVE | HARTSDALE | NY | 10530 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT K - 6TH GRADE SUMMER ENRICHMENT | $40,000 | |
| FOUR NATIONS | ||||||||
| PO BOX 1112 | HUDSON | NY | 12534 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $10,000 | |
| MARBLEDALE ROAD ENVIRONMENTAL COALITION INC | ||||||||
| PO BOX 8086 | PELHAM | NY | 10803 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH INTERES FREE LOAN OF ATLANTA | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | NONE | PC | OPERATIONAL TECHNOLOGY AND EQUIPMENT AND LOAN FUNDS | $10,000 | |
| HEBREW FREE LOAN SOCIETY | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HOPKINS SCHOOL INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06515 | NONE | PC | EDUCATIONAL ENRICHMENT PROGRAM FOR HIGH ACHIEVING 5TH-9TH GRADERS IN NEW HAVEN PUBLIC SCHOOLS | $25,000 | |
| INDEPENDENT CURATORS INTERNATIONAL | ||||||||
| 401 BROADWAY SUITE 1620 | NEW YORK | NY | 10013 | NONE | PC | EXPO CHICAGO | $10,000 | |
| INSTITUTE FOR COMMUNITY EMPOWERMENT | ||||||||
| 5760 W IRVING PARK ROAD | CHICAGO | IL | 60634 | NONE | PC | MENTAL HEALTH SERVICES PROGRAM | $25,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PC | PROVIDE MEDICAL SERVICES FOR RESETTLED REFUGEES AND IMMIGRANTS | $30,000 | |
| ISRAEL EDUCATION FOUNDATION | ||||||||
| 95 REVERE DRIVE SUITE D | NORTHBROOK | IL | 60062 | NONE | PC | LISA BARKAN FELLOWSHIP | $10,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | ENRICHMENT ACTIVITIES FOR YOUTH OF COLOR | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| PO BOX 1295 | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| PO BOX 1295 | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| MADISON EDUCATION FOUNDATION INC | ||||||||
| PO BOX 1093 | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | FELICIANO SCHOOL OF BUSINESS | $25,000 | |
| MOMI MUSEAUM OF IMAGINATION AND INNOVATION A NJ NONPROFIT CORP | ||||||||
| 210 CHILDS ROAD | BASKING RIDGE | NJ | 07920 | NONE | PC | PLAYFUL LEARNING LANDSCAPES | $10,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SCHOLARSHIPS | $25,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 123 S BROADWAY APT 9B | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | VIRTUAL GALA AND GENERAL OPERATING | $125,000 | |
| NEW ROCHELLE POLICE FOUNDATION | ||||||||
| PO BOX 96 | NEW ROCHELLE | NY | 10804 | NONE | PC | MENTORS IN BLUE PROGRAM | $25,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06515 | NONE | PC | FACULTY SUPPORT IN RESPONSE TO COVID 19 CURTAILING OF PROFESSIONAL ACTIVITIES | $25,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 100032170 | NONE | PC | JONATHAN BOIES MEMORIAL FUND | $150,000 | |
| OPERA COLORADO | ||||||||
| 4121 SOUTH NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | PC | AUDIO RECORDING OF "STEAL A PENCIL FOR ME" | $50,000 | |
| OXFORD ACADEMY INC | ||||||||
| 1393 BOSTON POST ROAD | WESTBROOK | CT | 06498 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $60,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL SUPPORT | $68,500 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 2836 PIERCE STREET | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | SMPA PRADUATE SUPPORT PROGRAM | $30,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATIONS | $36,500 | |
| THE COMMUNITY FOUNDATION FOR NEW JERSEY | ||||||||
| 35 KNOX HILL ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | NEW JERSEY PANDEMIC RELIEF FUND | $100,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| MUSEUM OF TELEVISION AND RADIO 25 W | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 | 52ND STREET |
| THEATRE DEVELOPMENT FUND INC | ||||||||
| 520 EIGHTH AVENUE 801 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THEATRE FOR THE NEW CITY FOUNDATION INC | ||||||||
| 155 1ST AVENUE | NEW YORK | NY | 10003 | NONE | PC | HOLIDAY IN HEAVEN | $25,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | SUMMER OUTDOOR CONCERT SERIES | $15,000 | |
| UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | FEITLER CENTER FOR ACADEMIC INQUIRY AT THE SMART MUSEUM OF ART | $100,000 | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| 161 PRESIDENTS DRIVE | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY JOUNAL | $25,000 | |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||||||||
| 130 E RANDOLPH SUITE 2500 | CHICAGO | IL | 60601 | NONE | PC | NURSE INTERNSHIP AND RESEARCH PROGRAM | $25,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | SUPPORT RESEARCH AND CURE FOR USHER III | $25,000 | |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | ||||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PC | COVID 19 RELIEF FUND | $25,000 | |
| WESTCHESTER CHAMBER MUSIC SOCIETY INC | ||||||||
| 823 LONG HILL ROAD WEST | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WHARTON INSTITUTE FOR PERFORMING ARTS INC | ||||||||
| 60 LOCUST AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | MUSICAL THEATRE ARTS PROGRAMMING | $10,000 | |
| WISH NJ INC | ||||||||
| 1980 SPRINGFIELD AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WILDLIFE LINE INC | ||||||||
| 2 BARLOW FARM ROAD | SHERMAN | CT | 06784 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TAXPAYERS AGAINST FRAUD | ||||||||
| 1220 19TH STREET NW SUITE 501 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| OVERLOOK FOUNDATION | ||||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | NONE | PC | 2020 PILOT OF THE POET IN RESIDENT PROGRAM AND THERAPEUTIC CREATIVE WRITING SERVICES | $10,000 | |
| SUNDANCE INSTITUTE | ||||||||
| PO BOX 684429 | PARK CITY | UT | 840684429 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,014,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $524,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,539,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,539,046 | 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 | $36,711 | Amt |
| Net Investment Income | $7,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,369 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2020 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (104 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $75,886 | $101,611 |
| ADYEN NV -UNSPON | $52,668 | $65,656 |
| AIA GROUP | $98,628 | $129,114 |
| ALCON INC | $60,873 | $72,710 |
| AMADEUS IT GROUP- UNSP ADR | $58,409 | $79,273 |
| AON PCL CLASS A | $44,870 | $47,958 |
| ASML HOLDING NV NY REG SHS | $79,261 | $123,393 |
| ATLAS COPCO AB-SPONS ADR A | $52,798 | $71,512 |
| CANADIAN PACIFIC RAILWAY LTD | $77,342 | $110,594 |
| CSL LET SPONSORED ADR | $104,834 | $115,107 |
| DSV PANALPINA A S UNSP ADR | $64,840 | $95,951 |
| EXPERIAN PCL SPONS ADR | $87,013 | $103,783 |
| FERRARI NV | $41,521 | $58,069 |
| HDFC BANK LTD ADR | $74,610 | $112,581 |
| ICON PLC | $31,928 | $38,216 |
| LONZA GROUP AG UNSPON ADR | $72,673 | $75,999 |
| LULULEMON ATHLETICA INC | $64,362 | $82,831 |
| LYMH MOET HENNESSY UNSP ADR | $67,590 | $107,517 |
| MERCADOLIBRE INC | $83,678 | $167,522 |
| METTLER-TOLEDO INTERNATIONAL | $45,410 | $69,520 |
| NESTLE SA SPONS ADR | $71,735 | $76,334 |
| PERNOD RICARD SA UNSPON ADR | $41,993 | $54,035 |
| RESMED INC | $76,560 | $95,652 |
| SHOPIFY INC CLASS A | $58,315 | $80,368 |
| SIKA AG BR ADR | $44,604 | $66,550 |
| SMITH & NEPHEW PLC SPON ADR | $62,684 | $65,068 |
| STERIS PLC | $53,037 | $65,960 |
| TAIWAN SEMICONDUCTOR SP ADR | $83,331 | $160,289 |
| TENCENT HOLDINGS LTD UNS ADR | $62,335 | $76,491 |
| AGREE REALTY CORP | $26,986 | $27,697 |
| AMBARELLA INC | $18,738 | $30,852 |
| AMERICAN WOODMARK CORP | $23,427 | $41,763 |
| AMN HEALTHCARE SERVICES INC | $39,708 | $61,220 |
| ATLANTIC UNION BANKSHARES CO | $28,543 | $44,996 |
| BALCHEM CORP | $33,074 | $44,129 |
| BARNES GROUP INC | $22,945 | $31,377 |
| BENCHMARK ELECTRONICS INC | $32,575 | $41,082 |
| BOOT BARN HOLDINGS INC | $22,627 | $46,872 |
| BOTTOMLINE TECHNOLOGIES | $17,801 | $18,301 |
| CACI INTERNATIONAL INC CLA | $33,863 | $34,657 |
| CASS INFORMATION SYSTEMS INC | $18,610 | $19,611 |
| CHESAPEAKE UTILITIES CORP | $22,054 | $26,836 |
| COCA-COLA CONSOLIDATED INC | $31,116 | $33,550 |
| COMFORT SYSTEMS USA INC | $18,938 | $30,122 |
| CSW INDUSTRIALS INC | $19,852 | $33,125 |
| CTS CORP | $22,198 | $34,948 |
| DIODES INC | $17,369 | $26,649 |
| DORMAN PRODUCTS INC | $38,080 | $50,877 |
| EASTERLY GOVERNMENT PROPERTIES | $45,022 | $38,573 |
| ENERSYS | $24,193 | $33,722 |
| EXLSERVICE HOLDINGS INC | $30,042 | $41,799 |
| FORWARD AIR CORP | $30,074 | $47,641 |
| FRANKLIN ELECTRIC CO INC | $30,769 | $43,948 |
| G-LLL APPAREL GROUP LTD | $15,230 | $32,429 |
| GETTY REALTY CORP | $25,128 | $25,612 |
| HMS HOLDINGS CORP | $25,101 | $29,584 |
| ICF INTERNATIONAL INC | $42,949 | $48,909 |
| IDACORP INC | $44,016 | $46,286 |
| INTEGRA LIFESCIENCES HOLDING | $56,224 | $68,166 |
| J&J SNACK FOODS CORP | $19,242 | $23,772 |
| KAISER ALUMINUM CORP | $32,067 | $48,164 |
| KFORCE INC | $23,814 | $34,009 |
| KORN FERRY | $19,787 | $30,276 |
| LA-Z BOY INC | $26,746 | $44,661 |
| LHC GROUP INC | $20,422 | $30,291 |
| LITTLEFUSE INC | $23,158 | $39,727 |
| MARCUS & MILLICHAP INC | $32,138 | $42,591 |
| MEDPACE HOLDINGS INC | $29,402 | $47,606 |
| MERCANTILE BANK CORP | $19,139 | $23,910 |
| MOELIS & CO CLASS A | $26,616 | $39,746 |
| MOVADO GROUP INC | $21,608 | $29,035 |
| MTS SYSTEMS CORP | $7,304 | $23,264 |
| NEXSTAR MEDIA GROUP INC CL A | $43,333 | $58,635 |
| OLD NATIONAL BANKCORP | $37,457 | $47,146 |
| OLLIE'S BARGAIN OUTLET HOLDI | $25,187 | $28,211 |
| OMNICELL INC | $31,432 | $54,609 |
| ONTO INNOVATION INC | $29,188 | $43,223 |
| PACIRA BIOSCIENCES INC | $16,028 | $17,713 |
| PARSLEY ENERGY INC CLASS A | $22,231 | $33,342 |
| SELECTIVE INSURANCE GROUP | $44,805 | $60,014 |
| SILICON MOTION TECHNOL-ADR | $28,865 | $32,068 |
| SOUTH STATE CORP | $36,116 | $50,972 |
| SPS COMMERCE INC | $10,895 | $20,849 |
| STANDARD MOTOR PRODS | $29,311 | $30,466 |
| STEWART INFORMATION SYSTEMS | $26,660 | $33,078 |
| STIFEL FINANCIAL CORP | $38,749 | $64,841 |
| SYKES ENTERPRISES INC | $17,392 | $25,088 |
| TETRA TECH INC | $21,605 | $34,734 |
| UMB FINANCIAL CORP | $21,436 | $30,770 |
| UNITED BANKSHARES INC | $29,795 | $35,899 |
| UNITIL CORP | $24,684 | $23,286 |
| US DOLLAR JPM DEPOSIT SWEEP | $135,359 | $135,359 |
| US DOLLAR JPM DEPOSIT SWEEP | $56,601 | $56,601 |
| BERKSHIRE HATHAWAY INC CL-A | $203,006 | $9,043,190 |
| FIDELITY 500 INDEX FD | $11,977,288 | $15,416,382 |
| HEALTH CARE SELECT SECTOR | $1,350,363 | $1,568,308 |
| INVESCO QQQ TRUST SERIES 1 | $1,023,029 | $1,533,875 |
| VANGUARD FINANCIALS ETF | $905,146 | $1,042,848 |
| ISHARES RUSSELL 1000 VALUE E | $644,555 | $776,353 |
| VANGUARD SMALL CAP ETF | $2,434,139 | $3,459,464 |
| FIDELITY INTL INDX INST PRM | $4,976,967 | $5,576,281 |
| OARKMARK INTERNATIONAL INST | $2,377,264 | $2,677,893 |
| MATTHEWS PACIFIC TIGER INST | $1,047,511 | $1,260,078 |
| ISHARES CORE MSCI EMERGING | $2,185,785 | $2,517,459 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,573,642 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,922,678 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,290 | LegalFeesAmt |
| Net Investment Income | $2,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,032 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $206,000 | EOYBookValueAmt |
| EOYFMV | $206,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,513 | $303 | $1,210 |
| OFFICE SUPPLIES AND EXPENSE | $7,178 | $1,436 | $5,742 |
| TELEPHONE | $1,654 | $331 | $1,323 |
| ADP FEES | $4,819 | $964 | $3,855 |
| POSTAGE | $663 | $133 | $530 |
| INSURANCE | $11,476 | $2,295 | $9,181 |
| OTHER INVESTMENT EXPENSE | $231 | $231 | $0 |
| MEALS AND ENTERTAINMENT | $280 | $56 | $224 |
| COMPUTERES | $2,096 | $419 | $1,677 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $142,080 | BOYBookValueAmt |
| EOY Book Value | $6,215 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $175,215 | $175,215 | $0 |
| PROFESSIONAL FEES | $73,208 | $65,208 | $8,000 |
| AUDIT EXPENSE | $1,600 | $320 | $1,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $106 | Amt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |