STRONG FOUNDATION OF NEW YORK: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STRONG FOUNDATION OF NEW YORK (EIN 13-6093147)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-07-26
- IRS object ID
- 202122079349100112
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-26T10:28:55-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136093147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRONG FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ROGER STRONG 30 E 71 ST APT 9A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER L STRONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | STRONG | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE LEV | PreparerPersonNm |
| PTIN | P00021101 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-07-22 | PreparationDt |
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 | $14,359,222 | 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 | $280,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $425,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,570,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $425,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $705,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705,921 | 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 |
| Accounting Fees Rev And Expnss | $11,944 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,944 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $518,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $518,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $627,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $531,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $638,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,420 | CashBOYAmt |
| Cash EOY | $14,068 | CashEOYAmt |
| Cash EOYFMV | $14,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,195 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $473,890 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $374,955 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $374,956 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,709,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,888,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,946,003 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,220,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,301,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,359,222 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,170 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,170 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,220,723 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,299,451 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,220,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,299,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,220,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,301,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,220,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,299,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,299,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (85 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 SHARES OF CORNINGINC | 2019-05-06 | 2020-04-07 | $10,182 | $15,761 | -$5,579 | -$5,579 |
| 500 SHARES OF INTERNATIONAL PAPER CO | 2019-08-26 | 2020-04-07 | $16,303 | $18,962 | -$2,659 | -$2,659 |
| 100 SHARES OF KIMBERLY CLARK | 1993-05-10 | 2020-04-07 | $13,299 | $2,316 | $10,983 | $10,983 |
| 300 SHARES OF CORNING INC | 2019-05-06 | 2020-04-13 | $6,157 | $9,457 | -$3,300 | -$3,300 |
| 1000 SHARES OF CORNING INC | 2019-05-06 | 2020-04-13 | $20,524 | $31,395 | -$10,871 | -$10,871 |
| 200 SHARES OF CORNING INC | 2019-05-09 | 2020-04-13 | $4,104 | $6,089 | -$1,985 | -$1,985 |
| 500 SHARES OF CORNING INC | 2019-06-06 | 2020-04-13 | $10,262 | $15,165 | -$4,903 | -$4,903 |
| 500 SHARES OF CORNING INC | 2019-06-04 | 2020-04-13 | $10,262 | $14,810 | -$4,548 | -$4,548 |
| 500 SHARES OF CORNING INC | 2019-08-05 | 2020-04-13 | $10,262 | $14,353 | -$4,091 | -$4,091 |
| 500 SHARES OF CORNING INC | 2019-08-14 | 2020-04-13 | $10,262 | $13,805 | -$3,543 | -$3,543 |
| 250 SHARES OF CHEVRON CORP | 2019-11-21 | 2020-04-23 | $21,873 | $29,481 | -$7,608 | -$7,608 |
| 250 SHARES OF CHEVRON CORP | 2020-03-20 | 2020-04-23 | $21,873 | $14,988 | $6,885 | $6,885 |
| 100 SHARES OF ECOLAB INC | 2015-11-20 | 2020-04-29 | $19,768 | $11,803 | $7,965 | $7,965 |
| 100 SHARES OF ECOLAB INC | 2015-06-23 | 2020-04-29 | $19,768 | $11,720 | $8,048 | $8,048 |
| 500 SHARES OF LENNAR CORP CL A | 2018-10-29 | 2020-05-18 | $27,387 | $20,992 | $6,395 | $6,395 |
| 500 SHARES OF LENNAR CORP CL A | 2018-11-19 | 2020-05-20 | $29,787 | $20,310 | $9,477 | $9,477 |
| 350 SHARES OF AIR LEASE CORP | 2014-06-27 | 2020-06-03 | $12,041 | $13,530 | -$1,489 | -$1,489 |
| 500 SHARES OF AIR LEASE CORP | 2014-08-19 | 2020-06-03 | $17,201 | $18,791 | -$1,590 | -$1,590 |
| 150 SHARES OF AIR LEASE CORP | 2014-07-14 | 2020-06-03 | $5,161 | $5,539 | -$378 | -$378 |
| 1000 SHARES OF AIR LEASE CORP | 2014-08-12 | 2020-06-05 | $36,644 | $36,348 | $296 | $296 |
| 150 SHARES OF DANAHER CORP | 2016-12-15 | 2020-07-08 | $27,554 | $11,959 | $15,595 | $15,595 |
| 100 SHARES OF DANAHER CORP | 2016-12-09 | 2020-07-08 | $18,370 | $7,773 | $10,597 | $10,597 |
| 100 SHARES OF MICROSOFT CORP | 2016-03-09 | 2020-07-09 | $21,230 | $5,193 | $16,037 | $16,037 |
| 100 SHARES OF MICROSOFT CORP | 2016-02-19 | 2020-07-09 | $21,230 | $5,190 | $16,040 | $16,040 |
| 200 SHARES OF LOWES COMPANIES INC | 2019-05-10 | 2020-08-19 | $31,841 | $20,999 | $10,842 | $10,842 |
| 50 SHARES OF LOWES COMPANIES INC | 2020-03-06 | 2020-08-19 | $7,960 | $5,212 | $2,748 | $2,748 |
| 200 SHARES OF DANAHER CORP | 2015-06-23 | 2020-09-03 | $41,617 | $13,087 | $28,530 | $28,530 |
| 50 SHARES OF DANAHER CORP | 2014-06-09 | 2020-09-03 | $10,404 | $3,076 | $7,328 | $7,328 |
| 100 SHARES OF LOWES COMPANIES INC | 2019-05-13 | 2020-09-11 | $16,116 | $10,402 | $5,714 | $5,714 |
| 150 SHARES OF LOWES COMPANIES INC | 2019-07-24 | 2020-09-11 | $24,174 | $15,422 | $8,752 | $8,752 |
| 500 SHARES OF BROWN & BROWN INC | 2020-03-27 | 2020-09-24 | $21,983 | $17,875 | $4,108 | $4,108 |
| 500 SHARES OF ARCHER DANIELS MIDLAND CO | 2018-02-28 | 2020-10-07 | $24,140 | $21,178 | $2,962 | $2,962 |
| 500 SHARES OF ARCHER DANIELS MIDLAND CO | 2020-06-03 | 2020-10-12 | $24,940 | $20,135 | $4,805 | $4,805 |
| 120 SHARES OF VONTIER CORPORATION COM | 2019-10-02 | 2020-10-14 | $3,207 | $2,888 | $319 | $319 |
| 200 SHARES OF VONTIER CORPORATION COM | 2017-07-14 | 2020-10-14 | $5,345 | $4,755 | $590 | $590 |
| 200 SHARES OF VONTIER CORPORATION COM | 2016-11-28 | 2020-10-14 | $5,345 | $4,082 | $1,263 | $1,263 |
| 200 SHARES OF VONTIER CORPORATION COM | 2016-12-15 | 2020-10-14 | $5,345 | $4,051 | $1,294 | $1,294 |
| 400 SHARES OF VONTIER CORPORATION COM | 2016-07-08 | 2020-10-14 | $10,689 | $7,095 | $3,594 | $3,594 |
| 40 SHARES OF VONTIER CORPORATION COM | 2015-06-23 | 2020-10-14 | $1,069 | $599 | $470 | $470 |
| 90 SHARES OF VONTIER CORPORATION COM | 2014-06-09 | 2020-10-14 | $2,405 | $1,268 | $1,137 | $1,137 |
| 30 SHARES OF VONTIER CORPORATION COM | 2014-06-17 | 2020-10-14 | $802 | $420 | $382 | $382 |
| 40 SHARES OF VONTIER CORPORATION COM | 2014-06-25 | 2020-10-14 | $1,069 | $553 | $516 | $516 |
| 80 SHARES OF VONTIER CORPORATION COM | 2014-07-02 | 2020-10-14 | $2,138 | $1,099 | $1,039 | $1,039 |
| 20 SHARES OF VONTIER CORPORATION COM | 2014-07-09 | 2020-10-14 | $535 | $273 | $262 | $262 |
| 20 SHARES OF VONTIER CORPORATION COM | 2014-08-22 | 2020-10-14 | $535 | $270 | $265 | $265 |
| 60 SHARES OF VONTIER CORPORATION COM | 2014-07-23 | 2020-10-14 | $1,603 | $795 | $808 | $808 |
| 20 SHARES OF VONTIER CORPORATION COM | 2014-07-31 | 2020-10-14 | $535 | $257 | $278 | $278 |
| 500 SHARES OF ARCHER DANIELS MIDLAND CO | 2019-08-26 | 2020-10-16 | $24,820 | $18,928 | $5,892 | $5,892 |
| 400 SHARES OF INTERNATIONAL PAPER CO | 2019-08-26 | 2020-10-19 | $18,680 | $15,170 | $3,510 | $3,510 |
| 1000 SHARES OF AIR LEASE CORP | 2016-04-18 | 2020-10-23 | $31,750 | $31,945 | -$195 | -$195 |
| 500 SHARES OF ARCHER DANIELS MIDLAND CO | 2020-11-02 | 2020-11-03 | $24,490 | $23,915 | $575 | $575 |
| 300 SHARES OF INTERNATIONAL PAPER CO | 2020-06-03 | 2020-11-09 | $14,549 | $10,911 | $3,638 | $3,638 |
| 300 SHARES OF INTERNATIONAL PAPER CO | 2020-05-18 | 2020-11-09 | $14,549 | $9,806 | $4,743 | $4,743 |
| 1000 SHARES OF AIR LEASE CORP | 2016-05-10 | 2020-11-16 | $38,231 | $31,133 | $7,098 | $7,098 |
| 250 SHARES OF AIR LEASE CORP | 2013-05-15 | 2020-11-16 | $9,558 | $7,169 | $2,389 | $2,389 |
| 250 SHARES OF AIR LEASE CORP | 2013-06-14 | 2020-11-16 | $9,558 | $7,012 | $2,546 | $2,546 |
| 250 SHARES OF AIR LEASE CORP | 2013-06-14 | 2020-12-04 | $10,648 | $7,012 | $3,636 | $3,636 |
| 250 SHARES OF AIR LEASE CORP | 2013-03-01 | 2020-12-04 | $10,648 | $6,829 | $3,819 | $3,819 |
| 500 SHARES OF INTEL CORP | 2016-05-03 | 2021-01-13 | $28,679 | $15,247 | $13,432 | $13,432 |
| 500 SHARES OF AIR LEASE CORP | 2012-02-02 | 2021-01-14 | $22,590 | $12,534 | $10,056 | $10,056 |
| 200 SHARES OF INTERNATIONAL BUSINESS MACHINES | 2021-01-22 | 2021-01-25 | $23,734 | $23,571 | $163 | $163 |
| 300 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-03 | 2021-02-03 | $22,896 | $22,470 | $426 | $426 |
| 200 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-02 | 2021-02-03 | $15,264 | $14,520 | $744 | $744 |
| 300 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-02 | 2021-02-04 | $22,782 | $21,780 | $1,002 | $1,002 |
| 300 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-09 | 2021-02-10 | $22,311 | $22,101 | $210 | $210 |
| 400 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-18 | 2021-02-19 | $27,999 | $27,264 | $735 | $735 |
| 1000 SHARES OF VIACOMCBS INC CL B | 2014-11-25 | 2021-02-22 | $64,684 | $54,489 | $10,195 | $10,195 |
| 250 SHARES OF VIACOMCBS INC CL B | 2015-01-07 | 2021-02-22 | $16,171 | $13,341 | $2,830 | $2,830 |
| 250 SHARES OF VIACOMCBS INC CL B | 2015-08-04 | 2021-02-22 | $16,171 | $13,185 | $2,986 | $2,986 |
| 500 SHARES OF VIACOMCBS INC CL B | 2015-10-29 | 2021-02-22 | $32,342 | $23,365 | $8,977 | $8,977 |
| 400 SHARES OF MICROSOFT CORP | 2016-02-19 | 2021-02-22 | $94,041 | $20,760 | $73,281 | $73,281 |
| 300 SHARES OF AIR LEASE CORP | 2012-01-24 | 2021-02-22 | $14,055 | $7,357 | $6,698 | $6,698 |
| 500 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-23 | 2021-02-24 | $35,000 | $34,250 | $750 | $750 |
| 50 SHARES OF DISNEY WALT CO | 2020-02-26 | 2021-03-01 | $9,741 | $6,352 | $3,389 | $3,389 |
| 50 SHARES OF DISNEY WALT CO | 2018-11-07 | 2021-03-01 | $9,741 | $5,826 | $3,915 | $3,915 |
| 500 SHARES OF E I DU PONT DE NEMOURS & CO | 2021-02-26 | 2021-03-01 | $35,635 | $34,670 | $965 | $965 |
| 150 SHARES OF DANAHER CORP | 2014-06-09 | 2021-03-18 | $32,463 | $9,228 | $23,235 | $23,235 |
| 250 SHARES OF ABBOTT LABORATORIES | 1995-11-03 | 2021-03-18 | $29,490 | $2,220 | $27,270 | $27,270 |
| 200 SHARES OF PERKIN ELMER INC | 2020-02-24 | 2021-03-18 | $25,617 | $17,914 | $7,703 | $7,703 |
| 50 SHARES OF PERKIN ELMER INC | 2019-09-19 | 2021-03-18 | $6,404 | $4,326 | $2,078 | $2,078 |
| 200 SHARES OF AIR LEASE CORP | 2012-01-24 | 2021-03-18 | $10,079 | $4,904 | $5,175 | $5,175 |
| 400 SHARES OF AIR LEASE CORP | 2012-04-26 | 2021-03-18 | $20,157 | $9,780 | $10,377 | $10,377 |
| 100 SHARES OF PERKIN ELMER INC | 2019-09-19 | 2021-03-19 | $12,959 | $8,652 | $4,307 | $4,307 |
| 150 SHARES OF FEDEX CORP | 2015-03-30 | 2021-03-19 | $42,196 | $25,035 | $17,161 | $17,161 |
| 50 SHARES OF FEDEX CORP | 2019-07-11 | 2021-03-19 | $14,065 | $8,061 | $6,004 | $6,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $425,495 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | 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 | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,129 | OverpaymentAmt |
| Applied To ES Tax | $9,129 | 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 | 0 | 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 | CITRIN COOPERMAN CO | IndividualWithBooksNm |
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2019 | UndistrIncmSect4942a2AppYr1Yr |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER L STRONG | ||||||||
| 30 EAST 71 ST STREET | NEW YORK | NY | 10021 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| ROGER STRONG JR | ||||||||
| 6 RIDGEVIEW CIRCLE | ARMONK | NY | 10504 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY STRONG | ||||||||
| 160 HENRY STREET | BROOKLYN | NY | 11201 | TREASURER | 3.00 | $0 | $0 | $0 |
| THOMAS STRONG | ||||||||
| 3102 BLACK CHESTNUT LANE | CHEVY CHASE | MD | 20815 | OFFICER | 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 | $12,845,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,951,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,951,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,757,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $637,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $637,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,871 | TotalTaxAmt |
| Distributable Before Adj | $629,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $629,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $629,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $531,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $531,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $531,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $629,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $543,781 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $531,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $531,479 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $12,302 | Taxable2Amt |
| Undistributed Income CY | $629,006 | 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) |
|---|---|---|
| Contributing Manager | ROGER L STRONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND ST YMYWHA | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| A WIDER CIRCLE | ||||||||
| 4808 MOORLAND LANE SUITE 802 | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN SKIN ASSOCIATION | ||||||||
| 6 EAST 43RD STREET 28TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AURELIAN HONOR SOCIETY | ||||||||
| 206 ELM STREET 202692 | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| BRADY UROLOGY FOUNDATION | ||||||||
| 525 EAST 68TH STREET STARR 9 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BREAKTHROUGH NEW YORK | ||||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BRIC | ||||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BROOKLYN KINDERGARTEN SOCIETY | ||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BUTTONWOOD FOUNDATION | ||||||||
| 11 WALL STREET 21 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $500 | |
| CAPITOL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTER FOR INSPIRED TEACHING | ||||||||
| 1436 U ST NW 400 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHESAPEAKE BAY TRUST | ||||||||
| 60 WEST STREET | ANNAPOLIS | MD | 21491 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE 3 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $250 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| COLUMBIA UNIVERSITYBABIES HEART FUND | ||||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DC SCORES | ||||||||
| 1140 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| DESERT BOTANICAL GARDEN | ||||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DESERT FOOTHILLS LIBRARY | ||||||||
| 38443 NORTH SCHOOLHOUSE ROAD | CAVE CREEK | AZ | 85331 | NONE | PC | GENERAL SUPPORT | $500 | |
| EARLY ALZHEIMERS FOUNDATION | ||||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FOOD BANK FOR NYC | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| FOOTHILLS FOOD BANK | ||||||||
| 6038 E HIDDEN VALLEY DR | CAVE CREEK | AZ | 85331 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF NORTH CASTLE PUBLIC LIBRARY | ||||||||
| 19 WHIPPOORWILL ROAD EAST | ARMONK | NY | 10504 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FUND FOR PARK AVENUE | ||||||||
| 445 PARK AVE STE 900 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $250 | |
| FUTURE 5 | ||||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| GEORGETOWN DAY SCHOOL | ||||||||
| 4530 MACARTHUR BLVD NW WASHINGTON | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $25,000 | DC |
| HEARD MUSEUM | ||||||||
| 2301 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $950 | |
| HERITAGE RADIO NETWORK | ||||||||
| 100 BOGART ST 2ND FLOOR | BROOKLYN | NY | 11206 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HOLTON-ARMS SCHOOLANNUAL FUND | ||||||||
| 7303 RIVER RD | BETHESDA | MD | 20817 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| OFFICE OF DEVELOPMENT ONE GUSTAVE L | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $500 | LEVY PLACE BOX 1049 |
| JACOB BURNS FILM CENTER | ||||||||
| 405 MANVILLE RD | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH MUSEUM | ||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JONAS PHILANTHROPIES | ||||||||
| 345 PARK AVE | NEW YORK | NY | 10154 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LEGAL INFORMATION FOR FAMILIES TODAY | ||||||||
| 32 COURT STREET STE 1208 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE NEW YORK NY | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| MUSEUM OF MODERN ART (MOMA) | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| MUSICAL INSTRUMENT MUSEUM | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL PARK TRUST | ||||||||
| 401 E JEFFERSON ST | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $150 | |
| NEW YORKERS FOR PARKS | ||||||||
| 55 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $500 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| 400 MAIN ST | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| 170 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| PHIPPS NEIGHBORHOODS INC | ||||||||
| 902 BROADWAY 13TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PLAYWRIGHTS HORIZONS | ||||||||
| 416 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| POTOMAC RIVERKEEPER NETWORK | ||||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PS198M PTA | ||||||||
| 1700 3RD AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $250 | |
| PURCHASE COLLEGE FOUNDATION | ||||||||
| 735 ANDERSON HILL RD 1059 | PURCHASE | NY | 10577 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RIPPOWAM CISQUA SCHOOL | ||||||||
| 325 WEST PATENT ROAD | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ROUNDABOUT THEATER COMPANY | ||||||||
| 231 WEST 39TH STREET STE 1200 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SCOTTSDALE'S MUSEUM OF THE WEST | ||||||||
| 3830 N MARSHALL WAY | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SO OTHERS MIGHT EAT (SOME) | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TEMPLE EMANUEL | ||||||||
| 1 EAST 65TH ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TEMPLE SHEERAY TEFILA OF WESTCHESTER | ||||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE DOE FUND | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE KENNEDY CENTER | ||||||||
| 2440 RESERVOIR AVE | TRUMBULL | CT | 06611 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VISITING NURSE SERVICE | ||||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $625 | |
| WAMU 885 | ||||||||
| 9159 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKING DRIVE | SAINT LOUIS | MO | 63130 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $500 | |
| WNET | ||||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YALE UNIVERSITY | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $40,150 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 250 W 57TH ST 1222 | NEW YORK | NY | 10107 | NONE | PC | GENERAL SUPPORT | $250 | |
| AMAZON CONSERVATION ASSOCIATION | ||||||||
| 012 14TH STREET NW 625 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ARIZONA JEWISH HISTORICAL SOCIETY | ||||||||
| 122 E CULVER ST | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 16 E 52ND ST 15TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 | |
| BROOKLYN HOSPITAL CENTER | ||||||||
| 121 DEKALB AVE | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| FEEDING WESTCHESTER | ||||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $100 | |
| FIRST BOOK | ||||||||
| 1319 F ST NW SUITE 1000 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL SUPPORT | $750 | |
| FOOD BANK FOR NY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| GREEN-WOOD FUND | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GUGGENHEIM MUSEUMSOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $600 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 5TH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | GENERAL SUPPORT | $500 | |
| JOSEPH SLIFKA CENTER AT YALE | ||||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LINCOLN CENTER FOR PERFOMING ARTS | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| LITTLE FLOWER CHILDREN & FAMILY SERVICES | ||||||||
| 630 FLUSHING AVENUE 3RD FLOOR | BROOKLYN | NY | 11206 | NONE | PC | GENERAL SUPPORT | $250 | |
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND | ||||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEIGHBORS LINK | ||||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NEIGHBORS LINK | ||||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NY RESTORATION FUND | ||||||||
| 254 W 31ST ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NYC BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $250 | |
| OCEANA | ||||||||
| 1025 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ORCHID FOUNDATION | ||||||||
| 8 LAIGHT ST 5B | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PUBLIC ART FUND | ||||||||
| ONE EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| QUOGUE WILDLIFE REFUGE | ||||||||
| POB 92 | QUOGUE | NY | 11959 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ROCK CREEK CONSERVANCY | ||||||||
| 7200 WISCONSIN AVE 500 | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SMITHSONIAN INSTITUTION | ||||||||
| POB 37012 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $250 | |
| TEMPLECONGREGATION EMANUEL | ||||||||
| 1 EAST 65TH ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE KITCHEN | ||||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE MEMORY TREE | ||||||||
| 150 WEST 55TH ST STE 7E | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE NORTH STAR FUND | ||||||||
| 520 8TH AVE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE ORCHID FOUNDATION | ||||||||
| 8 LAIGHT ST 5B | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| POB 70259 | PHILADELPHIA | PA | 19176 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $500 | |
| YALE ALUMNI FUND | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL SUPPORT | $250 | |
| YDN FOUDNAITON | ||||||||
| P O BOX 209007 | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $518,625 | 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 | $280,286 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $425,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $705,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $705,921 | 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 | FEES FOR PREPARATION OF FORM 990-PF AND REPORT TO NYS ATTORNEY GENERAL | CategoryTxt |
| Amt | $11,944 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,944 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $54,469 | $1,468,040 |
| ABBVIE INC | $22,452 | $973,980 |
| AIR LEASE CORP CL A | $12,235 | $29,400 |
| BALL CORPORATION | $117,478 | $169,480 |
| BANK OF NY MELLON CP | $150,742 | $212,805 |
| BAXTER INTERNATIONAL | $178,653 | $337,360 |
| BERKSHIRE HATHAWAY | $113,776 | $332,111 |
| BLACK KNIGHT INC | $100,501 | $147,980 |
| BROWN & BROWN INC | $79,307 | $182,840 |
| CHUBB LTD | $199,907 | $276,448 |
| COLGATE-PALMOLIVE CO | $129,822 | $197,075 |
| COSTCO WHOLESALE CO | $128,313 | $916,448 |
| DANAHER CORP | $95,494 | $360,128 |
| ECOLAB INC | $179,437 | $331,809 |
| EXXON MOBIL CORP | $177,818 | $153,533 |
| FEDEX CORPORATION | $92,780 | $284,040 |
| FORTIVE CORPORATION | $164,613 | $268,432 |
| HONEYWELL INTL INC | $146,329 | $325,605 |
| ILLINOIS TOOL WORKS | $148,627 | $243,672 |
| INTEL CORP | $44,819 | $96,000 |
| JP MORGAN CHASE & CO | $237,033 | $342,518 |
| JOHNSON & JOHNSON | $107,628 | $657,400 |
| LOWES COMPANIES INC | $95,682 | $190,180 |
| MERCK & CO | $188,968 | $308,360 |
| MICROSOFT CORP | $147,249 | $707,310 |
| MONDELEZ INTL | $119,593 | $321,915 |
| NESTLE | $202,012 | $390,285 |
| PEPSICO INC | $79,590 | $212,175 |
| PROCTER & GAMBLE CO | $100,973 | $338,575 |
| ROCHE HLDG AG | $142,646 | $162,240 |
| SIMPLY GOOD FOODS CO | $57,081 | $121,680 |
| SYSCO CORP | $165,242 | $393,700 |
| THE COCA-COLA CO | $256,719 | $342,615 |
| TJX COMPANIES | $33,760 | $198,450 |
| VERIZON COMMUNICATION | $179,867 | $188,988 |
| WALT DISNEY CO | $141,871 | $239,876 |
| AMAZON.COM | $137,762 | $170,174 |
| BRISTOL-MYERS SQUIBB | $136,981 | $173,608 |
| PERKINELMER INC | $123,561 | $192,435 |
| REYNOLDS CONSUMER PRODS | $107,263 | $104,230 |
| ROYAL DUTCH SHELL | $63,452 | $39,210 |
| WILEY & SONS INC | $139,261 | $168,020 |
| EMORSON ELECRTIC CO | $81,015 | $90,220 |
| GENERAL MOTORS CO | $52,245 | $57,460 |
| INTL FLAVORS & FRAGRA | $233,504 | $279,220 |
| OPTION CARE HEALTH INC | $39,811 | $35,480 |
| RAYTHEON TECHNOLOGIES CO | $180,062 | $212,493 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $374,955 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $374,956 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $64,856 | $64,856 | $0 |
| ADR FEES | $324 | $324 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| SUBSCRIPTIONS | $0 | $0 | $0 |
| PULBLIC INSPECTION ADVERTISEMENT | $160 | $0 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,170 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC | $27,987 | $0 | $0 |
| FOREIGN TAX PAID ON DIVIDENDS | $2,547 | $2,547 | $0 |