COLLEGE OF WESTCHESTER CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2020
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- Organization
- COLLEGE OF WESTCHESTER CHARITABLE FOUNDATION INC (EIN 20-1217284)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349202830
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:35:02-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133551134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASS & JAFFE CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 WESTCHESTER AVE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201217284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLLEGE OF WESTCHESTER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLL | BusinessNameControlTxt |
| Phone | 9148310343 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CENTRAL AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY TRIM | PersonNm |
| Person Title | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 9149484442 | PhoneNum |
| Signature | 2021-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | TRIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE P PRISTOURIS | PreparerPersonNm |
| PTIN | P00295569 | PTIN |
| Phone | 9149487800 | 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-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $195,590 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $78,187 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $14,467 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $101,541 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $84,707 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $16,834 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $1,395 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,395 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $109,488 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $37,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $22,228 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,355 | OtherExpensesTotalAmt |
| Total Expenses | $63,083 | TotalExpensesAmt |
| Excess Or Deficit For Year | $46,405 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $401,649 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $47,402 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $495,456 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,649 | BOYAmt |
| EOY | $495,456 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,649 | BOYAmt |
| EOY | $495,456 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,649 | BOYAmt |
| EOY | $495,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | DEVELOP SCHOLARSHIP AND GRANT PROGRAMS FOR STUDENTS WITH FINANCIAL NEED. SUPPORT STUDENT LEARNING FOR STUDENTS WITH HIGH MOTIVATIONS, DESIRES AND IMPROVED ECONOMIC MOBILITY, WHEREBY, ACHIEVING A VALUED COLLEGE EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SCHOLARSHIP GRANT PROGRAMS - NINE SCHOLARSHIPS WERE GRANTED TO UNERGRADUATE STUDENTS ATTENDING THE COLLEGE OF WESTCHESTER AND ONE SCHOLARSHIP WAS GRANTED FOR A GRADUATE STUDENT, IN THE CURRENT FISCAL YEAR. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $37,500 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARISSA WEIDNER | ||||
| CO-PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN SMITH | ||||
| VICE PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY BETH DELBALZO | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNETTE CASSERLY | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHAMVA WRIGHT-SHINGLER | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY TRIM | ||||
| SECRETARY/TREASURER/TRUSTE | 1.00 | $0 | $0 | $0 |
| DAN LANSEN | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| TED MILLER | ||||
| CO-PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR JENNIFER RATNER | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLLEGE OF WESTCHESTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CENTRAL AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149484442 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,187 | CurrentTaxYearAmt |
| Total | $181,852 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,187 | CurrentTaxYearAmt |
| Total | $181,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $57,285 | SubstantialContributorsTotAmt |
| Public Support Total170 | $124,567 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,467 | CurrentTaxYearAmt |
| Total | $54,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $236,048 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,936 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $76,895 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $75,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,395 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,395 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $76,895 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $75,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,395 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,395 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,395 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 14,467. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANTS/SCHOLARSHIPS/SIMILAR. GRANTEE NAME: AMOUNTS. PAID TO VARIOUS QUALIFIED STUDENTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: NINE CASH SCHOLARSHIPS GIVEN. DATE OF GIFT: 02/08/21. AMOUNT GIVEN: 37,500. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: CREDIT CARD AND BANK FEES. AMOUNT: 630. DESCRIPTION: FILING FEES. AMOUNT: 125. DESCRIPTION: MISCELLANEOUS. AMOUNT: 100. DESCRIPTION: ADVERTISING. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 3,355. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 47,402. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |