HARRY & ROSE ZAIFERT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HARRY & ROSE ZAIFERT FOUNDATION (EIN 22-6046906)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-07-16
IRS object ID: 202521979349100022
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-16T13:05:39-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	946214841	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO ADVISORY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 QUENTIN ROOSEVELT BLVD 516	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	226046906	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HARRY & ROSE S ZAIFERT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARR	BusinessNameControlTxt
Phone	8455412419	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	87 VALLEY VIEW ROAD	AddressLine1Txt
City	BLOOMINGBURG	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	127215213	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM HAAS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8455412419	PhoneNum
Signature	2025-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KATY BROWN	PreparerPersonNm
PTIN	P00650274	PTIN
Phone	5165426300	PhoneNum
Preparation	2025-07-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$527,838	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$30,213	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$22,650	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$32,063	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,394	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,698	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$123	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$123	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	-$1,727	TotalRevAndExpnssAmt
Total Net Invst Incm	$27,471	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$1,500	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$1,500	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,452	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,452	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$3	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$3	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$613	InterestRevAndExpnssAmt
Interest Net Invst Incm	$613	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$400	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$400	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$776	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$474	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,744	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,442	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$31,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$31,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,744	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,442	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$31,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$42,471	ExcessRevenueOverExpensesAmt
Net Investment Income	$18,029	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,697	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$787	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$787	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$441,224	CorporateStockBOYAmt
Corporate Stock EOY	$399,821	CorporateStockEOYAmt
Corporate Stock EOYFMV	$501,448	CorporateStockEOYFMVAmt
Other Investments BOY	$6,031	OtherInvestmentsBOYAmt
Other Investments EOY	$4,195	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$25,603	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$581	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$450,533	TotalAssetsBOYAmt
Total Assets EOY	$404,803	TotalAssetsEOYAmt
Total Assets EOYFMV	$527,838	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$4,800	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$4,800	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	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	$445,733	RetainedEarningBOYAmt
Retained Earning EOY	$404,803	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$445,733	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$404,803	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$450,533	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$404,803	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$445,733	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$42,471	ExcessRevenueOverExpensesAmt
Other Increases	$1,541	OtherIncreasesAmt
Subtotal	$404,803	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$404,803	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC CAPITAL MARKETS	P	$5,880	$6,696	-$816	-$816
CAPITAL GAINS DIVIDENDS	P	$5,514		$5,514	$5,514

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,698	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$251	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$251	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$251	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$234	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$500	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$734	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$483	OverpaymentAmt
Applied To ES Tax	$483	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	ARMANINO ADVISORY LLC	IndividualWithBooksNm
Phone	2127926300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	437 MADISON AVE SUITE 3700	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	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 (4 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
PATRICIA REINHARZ
3940 GLENWOOD STREET	LITTLE NECK	NY	11363	SECRETARY/DIRECTOR	1.00	$0	$0	$0
WILLIAM HAAS
87 VALLEY VIEW ROAD	BLOOMINGBURG	NY	12721	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
PETER REINHARZ
3940 GLENWOOD STREET	LITTLE NECK	NY	11363	DIRECTOR	1.00	$0	$0	$0
SHARI HAAS
87 VALLEY VIEW ROAD	BLOOMINGBURG	NY	12721	DIRECTOR	1.00	$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	$523,089	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,153	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$538,242	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$538,242	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,074	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$530,168	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$26,508	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$26,508	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$251	TaxBasedOnInvestmentIncomeAmt
Total Tax	$251	TotalTaxAmt
Distributable Before Adj	$26,257	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$26,257	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$26,257	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$31,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$31,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$26,257	DistributableAsAdjustedAmt
Undistributed Income PY	$4,654	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$31,000	QualifyingDistributionsAmt
Applied To Year1	$4,654	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$26,257	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$89	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$89	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	$89	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$89	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADIRONDACK SAVE-A-STRAY
4880 RT 9N	CORINTH	NY	128221709	N/A	PC	SUPPORT SAVING STRAYS IN THE ADIRONDACKS	$200
ALLEY POND ENVIRONMENTAL CENTER
229-10 NORTHERN BLVD	DOUGLASTON	NY	11362	N/A	PC	SUPPORT ENVIRONMENTAL PROGRAMS.	$1,000
ALZHEIMER'S ASSOCIATION
PO BOX 96011	WASHINGTON	DC	200906011	N/A	PC	SUPPORT ALZHEIMER'S RESEARCH	$1,500
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER	CLARKSBURG	MD	208711950	N/A	PC	SUPPORT ALZHEIMER'S RESEARCH	$500
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900	ARLINGTON	VA	22202	N/A	PC	SUPPORT DIABETES RESEARCH	$1,500
AMERICAN HEART ASSOCIATION
7272 GREENVILE AVE	DALLAS	TX	75231	N/A	PC	SUPPORT HEART DISEASE RESEARCH	$1,000
ASPCA
PO BOX 96929	WASHINGTON	DC	200777127	N/A	PC	PREVENT CRUELTY TO ANIMALS	$500
BINGHAMTON UNIVERSITY FOUNDATION
PO BOX 6005	BINGHAMTON	NY	13902	N/A	PC	SUPPORT UNIVERSITY PROGRAMS	$100
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 5892	HICKSVILLE	NY	118025892	N/A	PC	SUPPORT ISRAELI YOUTH VISITING ISRAEL	$500
BLOOMINGBURG FIRE CO
117 GODFREY ROAD	BLOOMINGBURG	NY	12721	N/A	PC	SUPPORT VOLUNTEER EMERGENCY SERVICES	$50
BOYS & GIRLS CLUB OF TOWN OF WALLKILL INC
PO BOX 14	CIRCLEVILLE	NY	10919	N/A	PC	SUPPORT CHILDREN'S PROGRAMS	$250
CHANNEL 13
825 8TH AVENUE	NEW YORK	NY	10019	N/A	PC	SUPPORT PUBLIC BROADCASTING	$200
CHRISTIAN CHILDREN'S FUND
PO BOX 26507	RICHMOND	VA	23261	N/A	PC	SUPPORT CHILDREN'S PROGRAMS	$300
DAV (DISABLED AMERICAN VETERANS)
PO BOX 14301	CINCINNATI	OH	452509900	N/A	PC	SUPPORT DISABLED VETERANS	$100
DIABETES RESEARCH INSTITUTE FOUNDATION
200 S PARK ROAD SUIITE 100	HOLLYWOOD	FL	330218335	N/A	PC	SUPPORT DIABETES RESEARCH	$1,200
EQUINE RESCUE INC
PO BOX 275	BLOOMINGBURG	NY	12721	N/A	PC	SUPPORT EQUINE RESCUE PROGRAMS	$200
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROAD	YORKTOWN HEIGHTS	NY	10598	N/A	PC	PROVIDE DOGS FOR THE BLIND	$200
HUMANE SOCIETY OF MIDDLETOWN INC
142 BLOOMINGBURG RD	MIDDLETOWN	NY	10940	N/A	PC	SUPPORT ANIMAL CARE	$1,000
INTERNATIONAL DARK SKY ASSOCIATION (IDA)
5049 E BROADWAY BLVD 105	TUCSON	AR	85711	N/A	PC	SUPPORT PROTECTION OF THE NIGHT SKIES	$100
ITHACA COLLEGE ANNUAL FUND
953 DARBY ROAD	ITHACA	NY	14580	N/A	PC	SUPPORT ITHACA COLLEGE PROGRAMS	$100
LAST CHANCE FOR ANIMALS
8033 WEST SUNSET BLVD 835	LOS ANGELES	CA	900469880	N/A	PC	SUPPORT ADVOCATING FOR ANIMAL RIGHTS	$450
MACULAR DEGENERATION ASSOCIATION
PO BOX 96162	WASHINGTON	DC	200906162	N/A	PC	SUPPORT MACULAR DEGENERATION RESEARCH	$200
MAKE-A-WISH FOUNDATION OF HUDSON VALLEY
832 SOUTH BROADWAY	TARRYTOWN	NY	10591	N/A	PC	SUPPORT PROGRAMS FOR TERMINALLY ILL CHILDREN	$1,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUE	NEW YORK	NY	10065	N/A	PC	SUPPORT CANCER RESEARCH	$1,000
MERCY SHIPS
PO BOX 1930	LINDALE	TX	75771	N/A	PC	SUPPORT OPERATIONS ON HOSPITAL SHIP	$350
NATIONAL GLAUCOMA RESEARCH
22512 GATEWAY CENTER DRIVE	CLARKSBURG	MD	208711962	N/A	PC	SUPPORT GLAUCOMA RESEARCH	$200
NEW YORK-PRESBYTERIAN HOSPITAL
PO BOX 6412	NEW YORK	NY	102772825	N/A	PC	SUPPORT HOSPITAL PROGRAMS FOR INDIGENT PATIENTS	$1,000
NORTH SHORE ANIMAL LEAGUE
25 DAVIS AVE	PORT WASHINGTON	NY	11050	N/A	PC	SUPPORT NO-KILL SHELTERS	$1,500
NORTHWELL HEALTH FOUNDATION
22512 GATEWAY CENTER DRIVE	CLARKSBURG	MD	208711962	N/A	PC	SUPPORT HEALTHCARE PROGRAMS FOR INDIGENT PATIENTS	$1,000
NYC AUDUBON SOCIETY
71 WEST 23RD STREET SUITE 1523	NEW YORK	NY	10010	N/A	PC	SUPPORT PROTECTION OF WILD BIRDS IN NYC	$1,000
PARKINSON'S FOUNDATION
PO BOX 6003	ALBERTA LEA	MN	560076603	N/A	PC	TO SUPPORT PARKINSON'S REASEARCH	$500
PETS ALIVE
363 DERBY ROAD	MIDDLETOWN	NY	10940	N/A	PC	SUPPORT ANIMAL SHELTER	$200
QUEENS COLLEGE FOUNDATION
65-30 KISSENA BLVD	FLUSHING	NY	11367	N/A	PC	SUPPORT EDUCATIONAL PROGRAMS	$100
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 1510	RANSON	WV	254389902	N/A	PC	SUPPORT MEDICAL CARE FOR CHILDREN	$1,000
ST JUDE CHILDREN'S HOSPITAL
PO BOX 50	MEMPHIS	TN	38101	N/A	PC	SUPPORT MEDICAL CARE FOR CHILDREN	$1,000
STAND UP TO CANCER
PO BOX 843721	LOS ANGELES	CA	900843721	N/A	PC	SUPPORT CANCER RESEARCH	$1,000
SUNY ONEONTA FOUNDATION
306 NETZER ADMIN BUILDING	ONEONTA	NY	13820	N/A	PC	SUPPORT EDUCATIONAL PROGRAMS	$100
THE ANIMAL RIGHTS ALLIANCE INC
PO BOX 185	WARWICK	NY	10990	N/A	PC	SUPPORT DISCOUNTED ANIMAL CARE	$500
THE LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE D	WOODBURY	NY	11797	N/A	PC	SUPPORT PANCREATIC RESEARCH	$1,500
THE UNIVERSITY AT ALBANY FOUNDATION
1400 WASHINGTON AVENUE	ALBANY	NY	12222	N/A	PC	SUPPORT EDUCATIONAL PROGRAMS	$100
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	N/A	PC	PROVIDE MORTGAGE FREE HOMES FOR GOLD STAR FAMILIES	$1,800
UDALL'S COVE PRESERVATION COMMITTEE INC
251-31 42ND AVENUE	LITTLE NECK	NY	11363	N/A	PC	SUPPORT PRESERVATION OF UDALL'S COVE	$2,000
UJA FEDERATION OF NEW YORK
CHURCH STREET STATION PO BOX 4056	NEW YORK	NY	102614056	N/A	PC	SUPPORT PHILANTHROPIC EFFORTS IN NYC	$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300	JACKSONVILLE	FL	32256	N/A	PC	SUPPORT FAMILIES OF WOUNDED SOLDIERS	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$31,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30,213	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$123	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$32,063	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$1,727	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,727	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	$6,452	Amt
Net Investment Income	$6,452	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
8,795 SHS ALLIANCEBERNSTEIN INCOME FD INC	$75,126	$55,582
980 SHS AMEREN CORP	$27,014	$87,357
1,300 SHS CALAMOS CONV & HIGH INCOME FD	$18,390	$15,782
700 SHS CON EDISON	$30,504	$62,461
121 SHS CORNERSTONE TOTAL RETURN FD	$254	$1,051
5,200 SHS DNP SELECT INCOME FD INC	$6,941	$45,864
400 SHS FIRST ENERGY CORP	$13,526	$15,912
317 SHS INSIGHT SELECT INCOME FUND	$11,344	$5,494
500 SHS JOHN HANCOCK INCOME SECURITIES	$8,732	$5,598
10,241 SHS JOHN HANCOCK PREMIUM DIVIDEND FD	$144,375	$130,470
395 SHS MORGAN STANLEY CORPORATE BORD PORTFOLIO	$4,450	$4,111
100 SHS NATIONAL GRID	$6,363	$5,942
1,000 SHS PIMCO CORPORATE & INCOME STRATEGY FUND	$15,924	$13,420
600 SHS PPL CORP	$18,125	$19,476
400 SHS SOUTHERN COMPANY	$18,753	$32,928

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	550 SHS GLOBAL PARTNERS LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$4,195	BookValueAmt
EOYFMV	$25,603	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$1,500	LegalFeesAmt
Net Investment Income	$1,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS RECEIVABLE	Desc
BOY Book Value	$581	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Revenue And Expenses Per Books	$776	RevenueAndExpensesPerBooksAmt
Net Investment Income	$474	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NET RENTAL REAL ESTATE INCOME - GLOBAL PARTNERS LP	Desc
Revenue And Expenses Per Books	$123	RevenueAndExpensesPerBooksAmt
Net Investment Income	$123	NetInvestmentIncomeAmt
Adjusted Net Income	$123	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	DISTRIBUTIONS - GLOBAL PARTNERS, LP	Desc
Amt	$1,541	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	TRANSFERS AND EXCHANGES	Desc
BOY Book Value	$4,800	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$3	Amt
Net Investment Income	$3	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	STATE TAXES	CategoryTxt
Amt	$400	Amt
Net Investment Income	$400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt