THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-06-02
IRS object ID: 202001549349101210
Schema version: 2019v5.0
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 Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-02T12:27:51-07:00	ReturnTs
Tax Period End	2019-12-31	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 & Co CPAs PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1983 Marcus Ave Suite 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	2019-01-01	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	2020-06-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL C ALLEN CPA	PreparerPersonNm
PTIN	P00075601	PTIN
Phone	5167753000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$22,013,690	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	$110,515	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$110,515	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$429,276	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$429,276	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$118,957	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,083,278	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$118,957	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$658,748	TotalRevAndExpnssAmt
Total Net Invst Incm	$658,748	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$8,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$4,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$4,000	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	$134,479	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$44,826	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$89,653	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,310	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$437	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$873	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$11,116	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,706	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$7,410	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$187,605	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$63,869	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$123,736	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$811,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$811,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$999,355	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$63,869	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$935,486	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$340,607	ExcessRevenueOverExpensesAmt
Net Investment Income	$594,879	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,017	CashBOYAmt
Cash EOY	$24,420	CashEOYAmt
Cash EOYFMV	$151,000	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$64,386	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$70,969	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$70,969	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$248,570	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$12,283,132	CorporateStockBOYAmt
Corporate Stock EOY	$11,850,433	CorporateStockEOYAmt
Corporate Stock EOYFMV	$18,334,850	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,033,981	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,323,813	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,456,871	CorporateBondsEOYFMVAmt
Total Assets BOY	$15,644,086	TotalAssetsBOYAmt
Total Assets EOY	$15,269,635	TotalAssetsEOYAmt
Total Assets EOYFMV	$22,013,690	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$15,644,086	CapitalStockBOYAmt
Capital Stock EOY	$15,269,635	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,644,086	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$15,269,635	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,644,086	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$15,269,635	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,644,086	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$340,607	ExcessRevenueOverExpensesAmt
Other Increases	$3,667	OtherIncreasesAmt
Subtotal	$15,307,146	SubtotalAmt
Other Decreases	$37,511	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$15,269,635	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
250,000 RI ST STDNT LN AUTH 3% 25	P	2016-04-22	2019-04-08	$252,920	$248,959	$3,961	$3,961
1875SHR. ISHARES NASDAQ	P	2016-03-17	2019-08-20	$197,591	$154,751	$42,840	$42,840
9328.3580SHR. DOUBLELINE TOTAL RETURN	P	2010-07-13	2019-10-29	$99,882	$99,440	$442	$442
1000SHR. WABTEC	P	2016-05-18	2019-11-04	$76,624	$76,617	$7	$7
1200SHR. WABTEC	P	2016-05-19	2019-11-04	$91,949	$91,169	$780	$780
1500SHR. BRISTOL MYERS SQUIBB	P	2015-12-23	2019-11-04	$84,292	$103,245	-$18,953	-$18,953
389,000 SCHWAB US TREASURY MONEY INV	P	2016-05-18	2019-11-06	$280,020	$190,140	$89,880	$89,880

Field	Value	IRS element (for citing)
Capital Gain Net Income	$118,957	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$973,337	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$19,865,184	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.04900	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$989,533	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$19,154,314	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.05166	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$974,709	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$18,213,723	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.05352	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$932,301	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$19,265,943	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.04839	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$874,688	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$19,644,768	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.04453	DistributionYr5Rt
Total Distribution	0.247089	TotalDistributionRt
Average Distribution	0.049418	AverageDistributionRt
Net Vl Noncharitable Assets	$20,659,528	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,020,953	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,949	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,026,902	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$935,486	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$11,898	InvestmentIncomeExciseTaxAmt
Subtotal	$11,898	SubtotalAmt
Tax Based On Investment Income	$11,898	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$24,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$24,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$12,102	OverpaymentAmt
Applied To ES Tax	$12,102	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	$2,000
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	$109,279
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	$20,821,669	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$152,471	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$20,974,140	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$20,974,140	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$314,612	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$20,659,528	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,032,976	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,032,976	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,898	TaxBasedOnInvestmentIncomeAmt
Total Tax	$11,898	TotalTaxAmt
Distributable Before Adj	$1,021,078	DistributableBeforeAdjAmt
Distributable Before Ded	$1,021,078	DistributableBeforeDedAmt
Distributable As Adjusted	$1,021,078	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$935,486	ExpensesAndContributionsAmt
Qualifying Distributions	$935,486	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$935,486	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,021,078	DistributableAsAdjustedAmt
Undistributed Income PY	$809,345	UndistributedIncomePYAmt
Qualifying Distributions	$935,486	QualifyingDistributionsAmt
Applied To Year1	$809,345	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$126,141	AppliedToCurrentYearAmt
Undistributed Income CY	$894,937	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE	CHICAGO	IL	60601	N/A	PC	FOR RESEARCH	$25,000
BLACK GIRLS CODE INC
PO BOX 640926	SAN FRANCISCO	CA	94164	N/A	PC	TO MAKE PROGRAMMING AND TECHNOLOGY ACCESSIBLE TO A NEW GENERATION	$5,000
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
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
HUNTER COLLEGE FOUNDATION
695 PAARK AVENUE ROOM 1601E	NEW YORK	NY	10065	N/A	PC	FOR EDUCATION AND DEVELOPMENT OF STUDENTS	$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	$32,500
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	$35,000
NATURAL HERITAGE TRUST
625 BORADWAY	ALBANY	NY	12207	N/A	PC	TO FURTHER PUBLIC PROGRAMS FOR PARKS, RECREATION, CULTURAL, LAND AND WATER CONSERVATION AND HISTORIC PRESERVATION OF THE STATE OF NEW YORK	$14,500
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	$5,500
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 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	$4,500
UNIVERSITY COMMUNITY SOCIAL SERVICE
137 EAST 2ND ST	NEW YORK	NY	10003	N/A	PC	SOUP KITCHEN AND SOCIAL SERVICES	$12,500
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
STRINGS MUSIC FESTIVAL
900 STRINGS ROAD	STEAMBOAT SPRINGS	CO	80477	N/A	PC	SUPPORT FOR ORCHESTRA	$2,500
ALL FLORIDA JUNIOR RODEO ASSOCIATIO
PO BOX 337	POLK CITY	FL	33868	N/A	PC	YOUTH DEVELOPMENT	$2,000
THE ARNOLD P GOLD FOUNDATION
619 E PALISADES AVE 5	ENGLWOOD CLIFFS	NJ	07632	N/A	PC	HEALTH CARE	$20,000
BRONX HS OF SCIENCE ALUMNI ASSOC
75 W 205TH STREET	BRONX	NY	10468	N/A	PC	HIGH SCHOOL	$2,000
CHEWONKI FOUNDATION
485 CHEWONKI NECK RD	WISCASSET	ME	04578	N/A	PC	ENVIRONMENTAL EDUCATION	$10,000
CITYMEALS ON WHEELS
355 LEXINGTON AVE 3	NEW YORK	NY	10017	N/A	PC	FEED THE EDERLY	$1,500
COMMUNITY HELP IN PARK SLOPE
250 FOURTH AVENUE	BROOKLYN	NY	11217	N/A	PC	HUMAN SERVICES	$4,500
CP FOUNDATION OF NASSAU INC
380 WASHINGTON AVE	ROOSEVELT	NY	11575	N/A	PC	DISEASE RESEARCH	$1,000
EXPONENT PHILANTHROPY
1720 N STREET NW	WASHINGTON	DC	20036	N/A	PC	MEDICAL RESEARCH	$750
HOPE FOR YOUTH INC
201 DIXON AVE	AMITYVILLE	NY	11701	N/A	PC	YOUTH SERVICES	$14,500
MCCNY CHARITIES
446 WEST 36TH ST	NEW YORK	NY	10018	N/A	PC	HUMAN SERVICES	$5,000
METROPOLITAN OPERA PATRON PROGRAM
30 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	N/A	PC	OPERA SOCIEITY	$30,000
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
PENNINGTON SCHOOL
112 W DELAWARE AVE	PENNINGTON	NJ	08534	N/A	PC	HEALTH	$110,000
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	$24,500
SOCIAL GOOD FUND
12651 SAN PABLO AVE	RICHMOND	CA	94805	N/A	PC	EDUCATION	$5,000
SPLC ACTION
400 WASHINGTON AVE	MONTGOMERY	AL	36104	N/A	PC	SOCIAL WELFARE	$2,500
CUMBERLAND CRISIS PREGNANCY CENTER
PO BOX 1037	HERDERSONVILLE	TN	37077	N/A	PC	HEALTH	$4,500
JOHN HOPKINS MEDICAL SERVICES CORP
3910 KESWICK RD SOUTH BLDG NO 4300	BALTIMORE	MD	21211	N/A	PC	HEALTH	$25,000
THE NASHVILLE ZOO
3777 NOTESVILLE PIKE	NASHVILLE	TN	37211	N/A	PC	PUBLIC ZOO	$10,000
TRENTON CHILDREN'S CHORUS
PO BOX 7220	EWING	NJ	08628	N/A	PC	ARTS, CULTURE	$20,000
TRENTON MUSIC MAKERS
PO BOX 5206	TRENTON	NJ	08638	N/A	PC	ARTS, CULTURE	$5,000
UNICEF USA
125 MAIDEN LANE	NEW YORK	NY	10038	N/A	PC	HEALTH	$2,500
UNITED HOSPITAL FUND
1411 BROADWAY 12TH FLOOR	NEW YORK	NY	10018	N/A	PC	HEALTH	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$811,750	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$110,515	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$429,276	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$118,957	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$539,791	ExclusionAmt
Related Or Exempt Function Incm	$118,957	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$658,748	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 Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Federal income tax	Desc
Amt	$37,511	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Annual Registration	$750	$250	$500
Bank Charge	$50	$17	$33
Insurance Expesnes	$639	$213	$426
Office Supplies	$77	$26	$51
Rental Expenses	$9,600	$3,200	$6,400

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NON-DIVIDEND DISTRIBUTIONS	Desc
Amt	$3,667	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	$109,279	$36,426	$0	$72,853

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign taxes withheld	CategoryTxt
Amt	$1,310	Amt
Net Investment Income	$437	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$873	DisbursementsCharitablePrpsAmt