HANCOCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HANCOCK FOUNDATION (EIN 13-3941584)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202123139349102802
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T15:32:41-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133941584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hancock Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Barry Schwartz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARRY F SCHWARTZ | InCareOfNm |
| Business Name Control | HANC | BusinessNameControlTxt |
| Phone | 2125725170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 BEDFORD STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY SCHWARTZ | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125725170 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | SCHWARTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH L STARR | PreparerPersonNm |
| PTIN | P00254301 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $1,113,098 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $707,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $837 | CashBOYAmt |
| Cash EOY | $3,602 | CashEOYAmt |
| Cash EOYFMV | $3,602 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,621 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $672,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $222,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $373,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $823,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,113,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $823,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $961,282 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $823,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $823,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $823,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,061 | ExcessRevenueOverExpensesAmt |
| Subtotal | $961,282 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $961,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3139 - ST BOX A SEE ATTACHMENT | $74,992 | $76,051 | -$1,059 | -$1,059 | |
| CHARLES SCHWAB #3139 - LT BOX D SEE ATTACHMENT | $205,746 | $218,600 | -$12,854 | -$12,854 | |
| CHARLES SCHWAB #3139 - LT BOX E SEE ATTACHMENT | $421,991 | $159,572 | $262,419 | $262,419 | |
| CAPITAL GAIN DIVIDENDS | $4,347 | P | |||
| CAPITAL GAIN DIVIDENDS | $4,347 | P | |||
| CAPITAL GAIN DIVIDENDS | $4,347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,580 | SubtotalAmt |
| Tax Based On Investment Income | $3,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $133 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,633 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,053 | OverpaymentAmt |
| Applied To ES Tax | $4,053 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY F SCHWARTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125725170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 BEDFORD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY F SCHWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 BEDFORD STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $684,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $976,226 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $976,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $961,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,580 | TotalTaxAmt |
| Distributable Before Adj | $44,499 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,499 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,499 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $124,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,168 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $531,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $44,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,001 | RemainingDistriFromCorpusAmt |
| Total Corpus | $611,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $611,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,529 | ExcessFromYear4Amt |
| Excess From Year3 | $195,877 | ExcessFromYear3Amt |
| Excess From Year2 | $250,289 | ExcessFromYear2Amt |
| Excess From Year1 | $21,168 | ExcessFromYear1Amt |
| Excess From Current Year | $80,001 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY F SCHWARTZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JAZZ AT LINCOLN CENTER | ||||||||
| 3 COLUMBUS CIRCLE 12 FL | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| EDUCATION ALLIANCE | ||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | GENERAL CONTRIBUTION | $10,000 | |
| NEW YORK CITY CENTER | ||||||||
| 130 W 56TH ST FL NEW 9TH | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| CHILDREN'S MUSEUM OF MANHATTAN | ||||||||
| THE TISCH BUILDING | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | 212 W 83RD ST |
| QUEENS COMMUNITY HOUSE | ||||||||
| 108-25 62ND DR | QUEENS | NY | 11375 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| UNITED HOSPITAL FUND | ||||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| THIRD WAY INSTITUTE | ||||||||
| 1025 CONNECTICIT AVE NW STE | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| FEDERAL HALL | ||||||||
| 26 WALL ST | NEW YORK | NY | 10005 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| CIVIC LIFE PROJECT | ||||||||
| 60 FURNACE BROOK RD | CORNWALL BRIDGE | CT | 06754 | NONE | PC | CHARITABLE CONTRIBUTION | $500 | |
| CONGREGATION BETH DAVID | ||||||||
| PO BOX 136 | MONSEY | NY | 10952 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| NYU LANGONE HOSPITALS | ||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| CUNY CHANCELLOR'S EMERGENCY FUND | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | CHARITABLE CONTRIBUTION | $16,000 | |
| CENTER FOR INDEPENDENT DOCUMENTARIES | ||||||||
| 1300 SOLDIERS FIELD ROAD SUITE 5 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 FEDERAL REFUND APPLIED TO 2020 | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $260,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARRY F SCHWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST 62ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,235 | Amt |
| Net Investment Income | $2,235 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX ADM FUND | FMV | $165,690 | $282,426 |
| VANGUARD FTSE ALL WORLD EX US | FMV | $0 | $0 |
| WCM FOCUSED INTL GROWTH | FMV | $22,859 | $49,152 |
| ANGEL OAK MULTI STRATEGY | FMV | $0 | $0 |
| OSTERWEIS STRATEGIC INCOME FD | FMV | $0 | $0 |
| VANGUARD ULTRA SHORT | FMV | $0 | $0 |
| SCIENTIFIC GAMES CO | FMV | $0 | $0 |
| VANGUARD ST TRSY | FMV | $0 | $0 |
| MATTHEWS JAPAN FD INSTL | FMV | $33,510 | $42,297 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 FEDERAL REFUND | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $96 | $96 |
| 2019 REFUND APPLIED TO 2020 | $133 |