THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-16
- IRS object ID
- 202141679349100804
- Schema version
- 2020v4.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-16T08:48:37-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113634653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael C Allen CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 Marcus Avenue Ste 137 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 133200783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
| Phone | 5167753000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5167753000 | PhoneNum |
| Signature | 2021-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C ALLEN CPA | PreparerPersonNm |
| PTIN | P00075601 | PTIN |
| Phone | 5167753000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $25,052,104 | 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 | $114,423 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114,423 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $352,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,360,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,479 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $689,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $689,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $141,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,533 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $895,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $895,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,085,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $624,420 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,420 | CashBOYAmt |
| Cash EOY | $1,647 | CashEOYAmt |
| Cash EOYFMV | $1,647 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,850,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,457,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,242,051 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,323,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,320,700 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,692,903 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $15,269,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,894,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,052,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,269,635 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,894,934 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,269,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,894,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,269,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,894,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,269,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,423 | OtherIncreasesAmt |
| Subtotal | $14,894,934 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,894,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,800 ISHARES CORE | P | 2018-02-07 | 2020-01-27 | $144,841 | $161,308 | -$16,467 | -$16,467 |
| 4,300 ISHARES CORE | P | 2017-01-24 | 2020-02-26 | $261,991 | $237,833 | $24,158 | $24,158 |
| 1,500 AIR PROD & CHEMICALS | P | 2017-02-09 | 2020-03-18 | $285,649 | $207,701 | $77,948 | $77,948 |
| 850 FORTIVE CORP DISC | P | 2015-12-15 | 2020-03-25 | $42,411 | $37,433 | $4,978 | $4,978 |
| 200 FORITVE CORP DISC | P | 2015-12-28 | 2020-03-25 | $9,979 | $8,862 | $1,117 | $1,117 |
| 2,950 FORITVE CORP DISC | P | 2016-08-25 | 2020-03-25 | $147,189 | $152,859 | -$5,670 | -$5,670 |
| 3,500 EOG RESOURCES | P | 2010-09-24 | 2020-04-02 | $140,830 | $160,578 | -$19,748 | -$19,748 |
| 1,000 ALLEGION | P | 2020-12-15 | 2020-08-31 | $103,997 | $65,449 | $38,548 | $38,548 |
| 75 THE TRADE DESK INC | P | 2017-02-28 | 2020-08-31 | $35,967 | $2,663 | $33,304 | $33,304 |
| 1,500 ALLEGION | P | 2015-12-15 | 2020-09-11 | $146,425 | $98,173 | $48,252 | $48,252 |
| 150 FACEBOOK | P | 2015-05-27 | 2020-11-27 | $41,476 | $12,024 | $29,452 | $29,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,679 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,679 | SubtotalAmt |
| Tax Based On Investment Income | $8,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,102 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,102 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,423 | OverpaymentAmt |
| Applied To ES Tax | $3,423 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 | THE PAGE & OTTO MARX JR FOUNDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167753000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE STE 137 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JILL LEVY | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | President | 2.00 | $2,000 |
| HELEN O WESTCOTT | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | Secretary | 1.00 | $1,500 |
| ALEXANDER T WESTCOTT | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | Director | 1.00 | $2,000 |
| ALLAN M LEVY | ||||||
| 1983 MARCUS AVE STE 137 | LAKE SUCCESS | NY | 11042 | Treasurer | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS JONES & ASSOCIATES LL | |||||
| 717 FIFTH AVE FL 11 | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $116,600 |
| MICHAEL C ALLEN & CO CPAS PLLC | |||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | ACCOUNTING & ADMIN | $32,700 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,972,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $730,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,703,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,703,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $340,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,363,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,118,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,118,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,679 | TotalTaxAmt |
| Distributable Before Adj | $1,109,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,109,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,109,478 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,544 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,020,544 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,020,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,109,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $894,937 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,020,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $894,937 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,607 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $983,871 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK GIRLS CODE INC | |||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | TO MAKE PROGRAMMING AND TECHNOLOGY ACCESSIBLE TO A NEW GENERATION | $10,000 |
| CAMPHILL SPECIAL SCHOOLS | |||||||
| 1784 FAIRVIEW RD | GLENMOORE | PA | 19343 | N/A | PC | FOR EDUCATION AND SUPPORT OF SPECIAL NEEDS CHILDREN | $50,000 |
| CHAPIN SCHOOL | |||||||
| 4101 PRINCETON PIKE | PRINCETON | NJ | 08542 | N/A | PC | FOR EDUCATION AND SUPPORT OF YOUNG WOMEN | $20,000 |
| CHILD CANCER FUND | |||||||
| 4720 SALISBURY ROAD | JACKSONVILLE | FL | 32256 | N/A | PC | FOR SUPPORT OF FAMILIES FIGHTING CHILDHOOD CANCER | $10,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | FOR FOOD RESCUE PROGRAM | $10,000 |
| COMMUNITY VOICES HEARD | |||||||
| 115 EAST 106TH ST 3RD FL | NEW YORK | NY | 10029 | N/A | PC | TO SUPPORT SOCIAL, ECONOMIC AND RACIAL JUSTICE FOR WOMEN AND LOW-INCOME FAMILIES IN NEW YORK STATE | $10,000 |
| DUNN SCHOOL | |||||||
| 2555 WEST HIGHWAY 154 PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | PC | FOR EDUCATION OF THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL | $20,000 |
| FOOD BANK NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | PC | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT AND DIGNITY. | $1,500 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SERIOUS ILLNESSES BY ALLEVIATING HUNGER. | $1,500 |
| LIFE NEEDS CO-OP | |||||||
| 205 NORTH PLAIN RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | TO SUPPORT INITIATIVES AIMED AT THE ENVIRONMENT, AND ESPECIALLY THOSE ENGAGING YOUTH AND FURTHERING EDUCATION | $30,000 |
| MASS GENERAL HOSPITAL FTD UNIT | |||||||
| 125 NASHYA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR RESEARCH OF ALL FORMS OF FRONTOTEMPORAL DISORDERS AND RELATED FOCAL DEMENTIA SYNDROMES | $2,500 |
| MMRF | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | FOR RESEARCH OF MULTIPLE MYELOMA | $20,000 |
| NEW GRANGE SCHOOL | |||||||
| 407 NASSAU ST AT CEDAR LANE | PRINCETON | NJ | 08540 | N/A | PC | FOR THE EDUCATION AND DEVELOPMENT OF SPECIAL NEEDS CHILDREN | $20,000 |
| NEW JERSEY SEEDS CENTER | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | N/A | PC | FOR EDUCATION AND DEVELOPMENT OF CHILDREN | $10,000 |
| PACE UNIVERSITY | |||||||
| 100 SUMMIT LAKE DR | VALHALLA | NY | 10595 | N/A | PC | GIFT TO EDUCATION | $1,500 |
| PRINCETON DAY SCHOOL | |||||||
| PO BOX 75 THE GREAT ROAD | PRINCETON | NJ | 08542 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $10,000 |
| PRINCETON JUNIOR SCHOOL | |||||||
| 90 FACKLER ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $20,000 |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL ROAD | NEW HOPE | PA | 18938 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $65,000 |
| THE ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | TO SUPPORT COMPASSIONATE, COLLABORATIVE AND SCIENTIFICALLY EXCELLENT HEALTH CARE | $15,000 |
| THE CHEWONKI FOUNDATION | |||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | PC | TO INSPIRE TRANSFORMATIVE GROWTH, TEACH APPRECIATION OF THE NATURAL WORLD, AND CHALLENGE PEOPLE TO BUILD THRIVING, SUSTAINABLE COMMUNITIES | $10,000 |
| THE HOPE FOR YOUTH FOUNDATION | |||||||
| PO BOX 8 | BUCHANAN | NY | 10511 | N/A | PC | TO SUPPORT ILL, DISABLED, AND DISADVANTAGED CHILDREN | $7,250 |
| THE LUNG TRANSPLANT FOUNDATION | |||||||
| 1249 KILDAIRE FARM ROAD SUITE 323 | CARY | NC | 27511 | N/A | PC | TO IMPROVE THE LIVES OF LUNG TRANSPLANT PATIENTS AND FAMILIES | $14,500 |
| THE PENNINGTON SCHOOL | |||||||
| 112 W DELAWARE AVE | PENNINGTON | NJ | 08534 | N/A | PC | SCHOLARSHIP | $120,000 |
| THE TRENTON CHILDREN'S CHORUS | |||||||
| NASS PRES CHURCH 61 NASSAU ST | PRINCETON | NJ | 08542 | N/A | PC | TO EMPOWER THE ACADEMIC, SOCIAL AND SPIRITUAL LIVES OF CHILDREN THROUGH ARTISTRY IN MUSIC | $20,000 |
| UNIVERSITY COMMUNITY SOCIAL SERVICE | |||||||
| 137 EAST 2ND ST | NEW YORK | NY | 10003 | N/A | PC | SOUP KITCHEN AND SOCIAL SERVICES | $14,000 |
| WARE EPISCOPAL CHURCH | |||||||
| PO BOX 616 | GLOUCHESTER | VA | 23061 | N/A | PC | FOR RELIGIOUS EDUCATION AND DEVELOPMENT | $2,500 |
| WNET CHANNEL 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE THE PUBLIC THROUGH THE POWER OF TELEVISION AND ELECTRONIC MEDIA | $40,000 |
| YOUNG SCHOLARS INSTITUTE | |||||||
| 349 WEST STATE ST | TRENTON | NJ | 08618 | N/A | PC | TO PROVIDE REMEDIAL, SUPPLEMENTAL AND ENRICHMENT PROGRAMS FOR STUDENTS IN TRENTON, NJ | $5,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | FEEDING ELDERLY | $1,500 | |
| THE FUND OF JOHN HOPKINS MEDICINE | |||||||
| 75 EAST PRATT STREET 17TH FL | BALTIMORE | MD | 21202 | N/A | PC | SUPPORT FOR MEDICAL RESEARCH | $25,000 |
| UNITED HOSPITAL FUND | |||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10018 | PC | MEDICAL RESEARCH | $25,000 | |
| METROPOLITAN OPERA PATRON PROGRAM | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | OPERA SOCIETY | $25,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PC | ARTS, CULTURE | $20,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FL | WESTBURY | NY | 11590 | N/A | PC | HEALTH | $45,000 |
| RECONNECT BROOKLYN | |||||||
| 677 LAFAYETTE AVE | BROOKLYN | NY | 11216 | N/A | PC | YOUTH EMPLOYMENT | $5,000 |
| REDFORD CENTER | |||||||
| 1016 LINCOLN BLVD STE 322 | SAN FRANCISCO | CA | 94129 | N/A | PC | EDUCATIONAL | $14,500 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | EDUCATION | $5,000 |
| CUMBERLAND CRISIS PREGNANCY CENTER | |||||||
| PO BOX 1037 | HERDERSONVILLE | TN | 37077 | N/A | PC | HEALTH | $4,500 |
| THE NASHVILLE ZOO | |||||||
| 3777 NOTESVILLE PIKE | NASHVILLE | TN | 37211 | N/A | PC | PUBLIC ZOO | $5,000 |
| TRENTON MUSIC MAKERS | |||||||
| PO BOX 5206 | TRENTON | NJ | 08638 | N/A | PC | ARTS, CULTURE | $5,000 |
| SUZANNES COMFORT CARE HOME INC | |||||||
| 167 NORTH MAIN STREET | PERRY | NY | 14530 | N/A | PC | HEALTH | $14,500 |
| BORN FREE WILD LIFE REHAB | |||||||
| PO BOX 772096 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | RESCUE ANIMALS | $4,500 |
| THE HILL SCHOOL | |||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | N/A | PC | EDUCATION | $14,500 |
| LET IT SHINE INC | |||||||
| 214 WASHINGTON ST | KEENE | NH | 03431 | N/A | PC | ARTS & CULTURE | $7,250 |
| ARISTS FELLOWSHIP | |||||||
| 47 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | PC | SUPPORT ARTISTS | $4,500 |
| CIVITELLA RANIERI FOUNDATION | |||||||
| 28 HUBERT STREET | NEW YORK | NY | 10013 | N/A | PC | SUPPORT ARTISTS | $5,000 |
| THE HART ISLAND PROJECT | |||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | N/A | PC | NEIGHBORHOOD PRESERVATION | $5,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | HUMANITARIAN AID | $30,000 |
| SANTA YNEX VALLEY FAMILY SCHOOL | |||||||
| 5300 FIGUEROA MOUNTAIN RD | LOS OLIVOS | CA | 93441 | N/A | PC | SCHOOL | $5,750 |
| CONQUER CANCER FOUNDATION | |||||||
| 2318 MILL ROAD 800 | ALEXANDRIA | VA | 22314 | N/A | PC | HEALTH | $57,500 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | N/A | PC | HEALTH | $4,250 |
| DR LORNA BREEN HEROES FOUNDATION | |||||||
| PO BOX 1767 | CHARLOTTESVILLE | VA | 22901 | N/A | PC | HEALTH | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $895,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,423 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $215,872 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT SETTLEMENT | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $473,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $215,872 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $689,069 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $32,700 | Amt |
| Net Investment Income | $10,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Annual Registration | $750 | $250 | $500 |
| computer and internet expenses | $12 | $4 | $8 |
| Dues and subscriptions | $815 | $272 | $543 |
| Office Supplies | $554 | $185 | $369 |
| Postage and delivery | $412 | $137 | $275 |
| Rental Expenses | $5,600 | $1,867 | $3,733 |
| Telephone expense | $50 | $17 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $6,479 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,479 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $21,423 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| adminisrative fees | $25,200 | $8,400 | $0 | $16,800 |
| Investment Advisory Fees | $116,600 | $38,867 | $0 | $77,733 |