AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-11
- IRS object ID
- 202522239349100202
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T07:42:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223077810 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND SCHWARTZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CAMPUS DRIVE SUITE 110 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KLETTE NEWMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYK | BusinessNameControlTxt |
| Phone | 6463276068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128855158 | PhoneNum |
| Signature | 2025-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES GREGORY | PreparerPersonNm |
| PTIN | P01259793 | PTIN |
| Phone | 2019860007 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,590,118 | 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 |
| Interest On Sav Rev And Expnss | $105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $105 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $38,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,782 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,782 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,421 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $67,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,308 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,887 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,887 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $562,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $624,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $624,277 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,334,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,546,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,190,466 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,280,712 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $867,988 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $775,375 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,177,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,038,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,590,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,177,642 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,038,908 | 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 | $3,177,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,038,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,177,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,038,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,177,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,038,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,038,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL | P | 2024-10-09 | 2024-12-31 | $270,744 | $264,305 | $6,439 | $6,439 |
| NATIONAL FINANCIAL | P | 2022-02-10 | 2024-12-31 | $590,798 | $658,234 | -$67,436 | -$67,436 |
| CAPITAL GAINS DIVIDENDS | P | $85,418 | $85,418 | $85,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,421 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,439 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $49 | EsPenaltyAmt |
| Tax Due | $929 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 W END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,094,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,640,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,640,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,586,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $880 | TotalTaxAmt |
| Distributable Before Adj | $178,426 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,426 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $177,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,339 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $926 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $926 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $421,834 | 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 | $9,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $412,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,251 | ExcessFromYear4Amt |
| Excess From Year3 | $138,494 | ExcessFromYear3Amt |
| Excess From Year2 | $105,339 | ExcessFromYear2Amt |
| Excess From Year1 | $27,106 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJWS | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| ALZEIMER'S ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION ( ACLU) | |||||||
| PO BOX 96266 | WASHINGTON | DC | 20077 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42ND STREET 18 | NEW YORK | NY | 10168 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| BEND THE ARC | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| BOTTOMLESS CLOSET | |||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| BRIDGING INSIGHTS | |||||||
| 885 PARK AVE | NEW YORK | NY | 10075 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $10,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| COLUMBIA UNIVERSITY ( CENTER FOR JUSTICE) | |||||||
| 1255 AMSTERDAM AVENUE 812 | NEW YORK | NY | 10027 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| CORNELL UNIVERSITY SCHOOL OF LAW (MARC JOSEPH LAW SCHOLARSHIP) | |||||||
| 130 E SENECA ST SUITE 400 | ITHACA | NY | 14850 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| ENGLEWOOD HOSPITAL & MEDICAL CENTER | |||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | |||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HOLY NAME HEALTH CARE FOUNDATION | |||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET STE 701 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MOMENT MAGAZINE ENDOWMENT | |||||||
| 4115 WISCONSIN AVE NW SUITE 10 | WASHINGTON | DC | 20016 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| MOUNT SINAI HOSPITAL | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK PRESBYTERIAN WEIL CORNELL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| PHOEBE FOUNDATION | |||||||
| 8 STRUMS PLACE | PARK RIDGE | NJ | 07656 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 |
| PROVIDENCE COLLEGE ( CP FORSTER SCHOLARSHIP) | |||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| URGENT ACTION FUND FOR FEMINIST | |||||||
| 2601 BLANDING AVE SUITE C 155 | ALAMEDA | CA | 94501 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| WESTSIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263W 86TH STREET | NEW YORK | NY | 10024 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $105 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | 1099-INT FROM IRS | RelationshipStatementTxt |
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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $867,988 | EOYBookValueAmt |
| EOYFMV | $775,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,546,643 | EOYBookValueAmt |
| EOYFMV | $2,190,466 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHEX PROCESSING FEES | Desc |
| Revenue And Expenses Per Books | $1,871 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINSTRATIVE SERVICES | CategoryTxt |
| Amt | $22,917 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES 2023 BALANCE DUE | CategoryTxt |
| Amt | $962 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |