THE EDITH GLICK SCHOOLMAN CHILDRENS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE EDITH GLICK SCHOOLMAN CHILDRENS FOUNDATION (EIN 04-3414101)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-19
- IRS object ID
- 202122929349100107
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-19T11:07:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 043414101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDITH GLICK SHOOLMAN CHILDREN'S | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O PKF O'CONNOR DAVIES LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIT | BusinessNameControlTxt |
| Phone | 7816904977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE NO 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH B BREZNAY | PersonNm |
| Person Title | TRUSTEE/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7816904977 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | BREZNAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-10-13 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,884,126 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $909 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $909 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $302,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $970,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,565,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $970,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,620 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,947 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,315,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,290,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,016 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $602 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,414 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,014 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,270 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $210 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $210 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,276 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,140,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,140,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,288,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,218,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$972,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,228,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $447,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,166,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,166,887 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,584,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,717,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,717,239 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,031,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,884,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,884,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,031,495 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,884,126 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,031,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,884,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,031,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,884,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,031,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$972,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,058,610 | SubtotalAmt |
| Other Decreases | $174,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,884,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $3,559,490 | $2,594,801 | $964,689 | $964,689 | |
| CAPITAL GAINS DIVIDENDS | $6,277 | $6,277 | $6,277 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $970,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,291 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,291 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,217 | OverpaymentAmt |
| Applied To ES Tax | $13,217 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.SHOOLMAN.ORG | WebsiteAddressTxt |
| Individual With Books | PKF O'CONNOR DAVIESLLP | IndividualWithBooksNm |
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | Yes (1) | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH B BREZNAY CO PKFOD LLP | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | TRUSTEE/EXECUTIVE DIRECTOR | 20.00 | $52,500 | $0 | $0 |
| HENRY L BERMAN CO PKFOD LLP | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | TRUSTEE | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,944,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $921,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,866,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,866,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,628,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $781,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $781,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,074 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,010 | IncomeTaxAmt |
| Total Tax | $20,084 | TotalTaxAmt |
| Distributable Before Adj | $761,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $761,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $761,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,218,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,218,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,218,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $761,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,113,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,331,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,096,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,256,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,287,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,086,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,218,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $761,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,456,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,542,930 | 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 | $1,113,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,429,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,331,403 | ExcessFromYear4Amt |
| Excess From Year3 | $1,096,539 | ExcessFromYear3Amt |
| Excess From Year2 | $1,256,731 | ExcessFromYear2Amt |
| Excess From Year1 | $1,287,551 | ExcessFromYear1Amt |
| Excess From Current Year | $1,456,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20763 CHEROKEE STATION | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7816904977 | RecipientPhoneNum |
| Recipient Email Address | INFO@SHOOLMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WWW.SHOOLMAN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WWW.SHOOLMAN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WWW.SHOOLMAN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HAND IN HAND | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | SUPPORT OF BI-LINGUAL SCHOOL IN ISRAEL | $100,000 |
| BIRCH FAMILY SERVICES INC | |||||||
| 104 WEST 29TH ST FL3 | NY | NY | 10001 | N/A | PC | EARLY CHILDHOOD PROGRAMING | $50,000 |
| BROOKLYN FRIENDS SCHOOL | |||||||
| 375 PEARL STREET | NY | NY | 11201 | N/A | PC | HORIZONS PROGRAM | $35,000 |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY 6TH FLOOR | NY | NY | 10005 | N/A | PC | HEAR AT SCHOOL PROGRAM | $25,000 |
| CHANCES FOR CHILDREN | |||||||
| 1178 ANDERSON AVE SB | NY | NY | 10452 | N/A | PC | MENTAL HEALTH SERVICES TO YOUNG FAMILIES | $100,000 |
| CHILDCARE COUNCIL OF WESTCHESTER | |||||||
| 313 CENTRAL PARK AVE | SCARSDALE | NY | 10583 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHILDCARE COUNCIL OF WESTCHESTER | |||||||
| 313 CENTRAL PARK AVENUE | SCARSDALE | NY | 10452 | N/A | PC | COVID EMERGENCY RELIEF | $9,000 |
| CLARKE SCHOOL FOR HEARING AND SPEECH | |||||||
| 80 EAST END AVE | NY | NY | 10028 | N/A | PC | LISTENING AND SPOKEN LANGUAGE EARLY INTERVENTION | $25,000 |
| COMMUNITY ACTION SOUTHHOLD TOWN | |||||||
| PO BOX 159 | GREENPOINT | NY | 11944 | N/A | PC | PARENT CHILD+ | $10,000 |
| CYPRESS HILLS CHILDCARE CORPORATION | |||||||
| 3295 FULTON STREET | BROOKLYN | NY | 10028 | N/A | PC | COVID EMERGENCY RELIEG | $9,000 |
| EXPONENT PILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT PROGRAMING FOR YOUNG CHILDREN | $2,500 |
| FAMILY CENTER DBA PARENTING JOURNEY | |||||||
| BROOKLYN NEW YORK 11208 | SOMERVILLE | NY | 02143 | N/A | PC | SUPPORT FOR SCO PARENTING JOURNEY | $25,000 |
| FIVER CHILDRENS FOUNDATION | |||||||
| 519 8TH AVENUE FL 24 | NEW YORK | NY | 10018 | N/A | PC | COMPREHENSIVE YOUTH DEVELOPMENT PROGRAM | $75,000 |
| FORESTDALE INC | |||||||
| 67-35 12TH STREET | FOREST HILLS | NY | 11375 | N/A | PC | ATTACHMENT AND BIO-BEHAVIORAL CATCH-UP | $20,000 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | COVID EMERGENCY RELIEF | $5,000 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | N/A | PC | EARLY INTERVENTION PROGRAMMING | $50,000 |
| FUND FOR CITY OF NEW YORK | |||||||
| 400 ROCKAWAY AVE SUITE 2 | BROOKLYN | NY | 11212 | N/A | PC | POWER OF TWO/ABC HOME VISITING PROGRAM | $75,000 |
| FUND FOR CITY OF NEW YORK | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | CENTER FOR COURT INNOVATION/STRONG STARTS PROGRAM | $50,000 |
| GEORGE JACKSON ACADEMY | |||||||
| 104 SAINT MARKS PLACE | NEW YORK | NY | 10009 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GOOD SHEPHERD SERVICES | |||||||
| 305 7TH AVENUE FL 9 | NEW YORK | NY | 10009 | N/A | PC | COVID EMERGENCY RELIEF | $20,000 |
| HARLEM ACADEMY | |||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| HEARTSHARE HUMAN SERVICES | |||||||
| PO BOX 740190 | BROOKLYN | NY | 11201 | N/A | PC | PARENTS SUPPORT PROGRAM | $40,000 |
| HENRY STREET SETTLEMENT HOUSE | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | SUPPORT FOR EARLY CHILDHOOD FAMILY WORKER | $30,000 |
| HENRY STREET SETTLEMENT HOUSE | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | N/A | PC | COVID EMERGENCY RELIEF | $9,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| PO BOX 740190 | NEW YORK | NY | 10474 | N/A | PC | EARLY LITERACY AND EMERGENCY ASSISTANCE | $50,000 |
| LENNOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | COVID EMERGENCY RELIEF | $9,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | FAMILY WORKER | $30,000 |
| LITERACY INC | |||||||
| 5030 BROADWAY SUITE 641 | NEW YORK | NY | 10034 | N/A | PC | SUPPORT FOR 2 GEN LITERACY PROGRAM AND NYCHA PILOT | $100,000 |
| LONG ISLAND CHILDRENS MUSEUM | |||||||
| 11 DAVIS AVENUE | GARDEN CITY | NY | 11530 | N/A | PC | TOGETHER TO KINDERGARTEN | $35,000 |
| LSA FAMILY HEALTH SERVICE | |||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | N/A | PC | COVID EMERGENCY RELIEF | $9,000 |
| LSA FAMILY HEALTH SERVICE | |||||||
| 333 EAST 115TH STREET | NEW YORK | NY | 10029 | N/A | PC | PARENT CHILD DEVELOPMENT PROGRAM | $25,000 |
| NEW YORK COMMUNITY TRUST | |||||||
| 209 THIRD AVE FL 22 | NEW YORK | NY | 10022 | N/A | PC | EARLY CHILDHOOD PARTNERS FUND | $50,000 |
| NEW YORK IMMIGRATION COALITION | |||||||
| 131 WEST 33RD STREET SET 610 | NEW YORK | NY | 10001 | N/A | PC | COVID EMERGENCY RELIEF | $20,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOP | |||||||
| 1301 FIFTH AVE | NEW YORK | NY | 11029 | N/A | PC | EARLY CHILDHOOD MENTAL HEALTH | $40,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | N/A | PC | INCLUSION PROGRAM FOR CONGREGATIONAL SCHOOL | $25,000 |
| RAMAPO FOR CHILDREN | |||||||
| 49 WEST 38TH ST | NEW YORK | NY | 10018 | N/A | PC | COVID EMERGENCY GRANT | $26,000 |
| READ ALLIANCE | |||||||
| 80 MAIDEN LANE FL 11 | NEW YORK | NY | 10038 | N/A | PC | AFTER SCHOOL READING SUPPORT FOR KINDERGARTEN AND 1ST GRADERS | $25,000 |
| READING PARTNERS | |||||||
| 1224 M ST NW SUITE 301 | WASHINGTON | DC | 20005 | N/A | PC | ONE-ON-ONE LITERACY TUTORING | $75,000 |
| RISING GROUND | |||||||
| 463 HAWTHORNE AVENUE | YONKERS | NY | 10705 | N/A | PC | PARENT CHILD + ORIGINAL AND FAMILY CHILDCARE PROVIDER TRAINING | $55,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 7 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | COVID EMERGENCY RELIEF | $5,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 7 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | EARLY CHILDHOOD PARENTING SUPPORT PROGRAM | $50,000 |
| SAFE HORIZONS | |||||||
| 2 LAFAYETTE ST FL 3 | NEW YORK | NY | 10007 | N/A | PC | EARLY CHILDHOOD MENTAL HEALTH | $35,000 |
| SOC FOR PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 161 WILLIAMS ST FL9 | NEW YORK | NY | 10038 | N/A | PC | THERAPEUTIC SUPERVISED VISITATION FOR NON-CUSTODIAL PARENTS | $30,000 |
| SUNSET PARK HEALTH COUNCIL | |||||||
| 6025 6TH AVENUE FL2 | BROOKLYN | NY | 11220 | N/A | PC | PARENT CHILD + HOME VISITING PROGRAM | $50,000 |
| THE CHILD CENTER OF NEW YORK | |||||||
| 118-035 QUEENS BLVD FL 6 | FOREST HILLS | NY | 11375 | N/A | PC | COVID EMERGENCY RELIEF | $9,000 |
| THE CHILD CENTER OF NEW YORK | |||||||
| 118-035 QUEENS BLVD FL6 | FOREST HILLS | NY | 11375 | N/A | PC | PARENT CHILD+ HOME VISITNG PROGRAM | $35,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | COVID EMERGENCY RELIEF | $20,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | HEALTHY FAMILIES | $25,000 |
| THE OSBORNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVE | BRONX | NY | 10455 | N/A | PC | PARENT-CJHILD TELEVISITNG | $20,000 |
| THE READING TEAM | |||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | N/A | PC | PRE-SCHOOL READING PROGRAM | $40,000 |
| UNITED NEIGHBORHOOD HOUSES | |||||||
| 45 BROADWAY SUITE 2210 | NEW YORK | NY | 10006 | N/A | PC | SUPPORT FOR SETTLEMENT HOUSE COORDINATING ORGANIZATION | $30,000 |
| UNIVERSITY SETTLEMENT SOCIETY | |||||||
| 184 ELDRIDGE ST | NEW YORK | NY | 10002 | N/A | PC | MENTAL HEALTH SERVICES FOR YOUNG CHILDREN AND THEIR FAMILIES | $50,000 |
| UNIVERSITY SETTLEMENT SOCIETY | |||||||
| 184 ELDRIDGE ST | NEW YORK | NY | 10006 | N/A | PC | COVID EMERGENCY GRANT | $20,000 |
| WESTCHESTER JEWISH COMMUNITY SERVICES | |||||||
| 141 N CENTRAL AVE | HARTSDALE | NY | 10530 | N/A | PC | PARENT CHILD + FAMILYCHILDCARE PROVIDER TRAINING | $25,000 |
| WOMENS HOUSING AND ECONOMIC DEVELOP | |||||||
| 50 EAST 168TH ST | BRONX | NY | 10452 | N/A | PC | HOME-BASED CHILDCARE TRAINING INSTITUTE AND FAMILY LITERACY | $160,000 |
| WOMEN'S HOUSING AND ECONOMIC DEVELOP | |||||||
| 50 EAST 168TH STREET | BRONX | NY | 10452 | N/A | PC | COVID EMERGENCY RELIEF/CHROME BOOKS | $23,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,140,611 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $909 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,832 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,673 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $970,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,673 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,290,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,315,327 | 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 | PKF O'CONNOR DAVIES, LLP | CategoryTxt |
| Amt | $15,014 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,014 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE INTEREST - CHAPEL BRIDGE PARK ASSOCIATES | FMV | $1,327,410 | $1,327,410 |
| 2255 SHARES ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | FMV | $261,378 | $261,378 |
| 4031 SHARES ISHARES CORE S&P MID-CAP ETF | FMV | $926,445 | $926,445 |
| 1780 SHARES ISHARES CORE S&P 500 ETF | FMV | $668,194 | $668,194 |
| 5114 SHARES ISHARES RUSSELL 1000 INDEX ETF | FMV | $1,083,350 | $1,083,350 |
| 5600 SHARES JPMORGAN DIVERSIFIED RETURN US EQ ETF | FMV | $468,440 | $468,440 |
| 4636 SHARES VANGUARD DIVIDEND APPRECIATION ETF | FMV | $654,464 | $654,464 |
| 32235.083 SHARES DFA LARGE CAP INTERNATIONAL PORTFOLIO | FMV | $806,844 | $806,844 |
| 32241.332 SHARES DFA EMERGING MARKETS CORE EQUITY PORTFOLIO | FMV | $782,497 | $782,497 |
| 41648.691 SHARES DFA SHORT-TERM GOVERNMENT | FMV | $439,810 | $439,810 |
| 72745.756 SHARES DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO | FMV | $782,017 | $782,017 |
| 51420.902 SHARES DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | FMV | $1,042,816 | $1,042,816 |
| 6567.503 SHARES DFA U.S. LARGE CAP VALUE PORTFOLIO | FMV | $246,478 | $246,478 |
| 34579.263 SHARES DFA U.S. MICRO CAP PORTFOLIO | FMV | $790,828 | $790,828 |
| 697.872 SHARES DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO | FMV | $13,350 | $13,350 |
| 42154.147 SHARES EATON VANCE GLBL MACR ABSOLUTE RETURN I | FMV | $368,849 | $368,849 |
| 29585.609 SHARES MILLER CONVERTIBLE BOND (I) | FMV | $435,204 | $435,204 |
| 53324.113 SHARES PIMCO FOREIGN BOND FUND HEDGED (I) | FMV | $591,364 | $591,364 |
| 221314.79 SHARES VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL | FMV | $2,571,678 | $2,571,678 |
| 76224.596 SHARES VANGUARD HIGH-YIELD CORPORATE FUND ADMIRAL | FMV | $455,823 | $455,823 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $174,484 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE, COMMUNICATIONS AND DATABASE | $10,841 | $0 | $10,841 |
| POSTAGE AND SHIPPING | $668 | $0 | $668 |
| OTHER EXPENSES | $25 | $0 | $25 |
| FILING FEE | $750 | $0 | $750 |
| PARTNERSHIP EXPENSES | $12,852 | $5,105 | $0 |
| PAYROLL PROCESSING FEES | $1,724 | $0 | $1,724 |
| EQUIPMENT AND SUPPLIES | $268 | $0 | $268 |
| BANK FEES | $195 | $195 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME AND OTHER INCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $40,620 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,620 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON | $15,553 | $15,553 | $0 |
| MODERA WEALTH MANGEMENT, LLC | $27,715 | $27,715 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $5,270 | Amt |
| Net Investment Income | $5,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |