HERMAN GOLDMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN GOLDMAN FOUNDATION INC (EIN 13-6066039)
- Tax period
- 2024-03-01 to 2025-02-28
- Filed
- 2025-09-09
- IRS object ID
- 202512529349100011
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T10:40:08-05:00 | ReturnTs |
| Tax Period End | 2025-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136066039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herman Goldman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David R Kay | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,968,204 | 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 | $8,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,055 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,055 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $429,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $534,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,255,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $994,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $986,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $208,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $208,876 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,225 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,225 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,465 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,465 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $421,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $315,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,036,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $930,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $743,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $689,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $689,031 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $653,090 | AcctRcvblAmt |
| Acct Rcvbl BOY | $654,586 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $653,090 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $699,439 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $93,879 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $588,393 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $590,311 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,945,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,644,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,666,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,581,584 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,402,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,323,337 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,019,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,977,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,968,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,019,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,977,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,019,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,977,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,019,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,977,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,019,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,372 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,977,246 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,977,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,255,463 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,720,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $534,689 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $534,689 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,689 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,337 | SubtotalAmt |
| Tax Based On Investment Income | $12,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $263 | OverpaymentAmt |
| Applied To ES Tax | $263 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mel P Barkan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| David A Brauner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $13,000 | $0 | $0 |
| Michael J Clain | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| Charles A Damato | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| John HF Enteman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| Donald Gibson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| David R Kay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Pres | 1.0 | $13,000 | $0 | $0 |
| Alan Michigan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| Alan Nisselson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $13,000 | $0 | $0 |
| Kathleen Roselli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Sec | 19.0 | $52,876 | $0 | $0 |
| Christopher C Schwabacher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, Sec | 1.0 | $13,000 | $0 | $0 |
| Howard L Simon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $13,000 | $0 | $0 |
| Roy M Sparber | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $13,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evercore Wealth Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East 52nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $52,646 | CompensationAmt |
| 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 | $13,531,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $762,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $691,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,985,131 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,985,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,760,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,337 | TotalTaxAmt |
| Distributable Before Adj | $725,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $725,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $725,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $930,089 | 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 | $930,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $725,681 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $288,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $256,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $462,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $440,220 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $320,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,767,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $930,089 | QualifyingDistributionsAmt |
| Applied To Current Year | $725,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,408 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,972,299 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $288,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,683,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $256,284 | ExcessFromYear4Amt |
| Excess From Year3 | $462,049 | ExcessFromYear3Amt |
| Excess From Year2 | $440,220 | ExcessFromYear2Amt |
| Excess From Year1 | $320,918 | ExcessFromYear1Amt |
| Excess From Current Year | $204,408 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124612132 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION FOR GRANT APPLICANTS: YOU ARE REQUESTED TO SUBMIT YOUR APPLICATION USING THE NEW YORK/NEW JERSEY AREA COMMON APPLICATION FORM, WHICH CAN BE OBTAINED AT THE WEBSITE OF THE NEW YORK REGIONAL ASSOCIATION OF GRANTMAKERS (NYRAG.ORG). NO ADDITIONAL COPIES ARE NEEDED. IT IS NOT NECESSARY TO SUBMIT A LETTER OF INQUIRY PRIOR TO FILING AN APPLICATION. CONSIDERATION WILL NOT BE GIVEN TO A GRANT PROPOSAL UNLESS IT IS ACCOMPANIED BY A COPY OF INTERNAL REVENUE SERVICE NOTIFICATION OF THE APPLYING ORGANIZATION'S TAX-EXEMPT STATUS. GRANTS TO INDIVIDUALS CANNOT BE CONSIDERED. THE FOUNDATION DOES NOT CONDUCT SITE VISITS OR IN-PERSON INTERVIEWS PRIOR TO CONSIDERATION OF GRANT REQUESTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME, BUT ARE CONSIDERED ONLY AT SPECIFIC TIMES DURING THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEN-CHASE FOUNDATION EAGLEBROOK SCHOOL | |||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | N/A | PC | Eaglebrook School Fund | $2,500 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | ACLU Foundation general operating fund | $10,000 |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE INC | |||||||
| PO BOX 2473 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | N/A | PC | 2024 Combatants for Peace fund | $5,000 |
| ARTISTS SPACE INC | |||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | N/A | PC | programming fund | $2,000 |
| ARTSHACK BROOKLYN | |||||||
| 1131 BEDFORD AVE | BROOKLYN | NY | 11216 | N/A | PC | Free Ceramic Arts for Brooklyn Public Schools fund | $10,000 |
| BARRINGTON STAGE CO INC | |||||||
| 122 N ST | PITTSFIELD | MA | 01201 | N/A | PC | General Operating Fund for 2024 Season | $12,500 |
| BERKSHIRE THEATRE GROUP INC | |||||||
| 111 S ST | PITTSFIELD | MA | 01201 | N/A | PC | BTG 2024 Season | $25,000 |
| BLOOMAGAINBKLYN | |||||||
| 495 HENRY ST STE 255 | BROOKLYN | NY | 11231 | N/A | PC | Ongoing Floral Wellness Programs | $5,000 |
| BROADWAY CARES-EQUITY FIGHTS AIDS INC | |||||||
| 165 WEST 46TH ST 1300 | NEW YORK | NY | 10036 | N/A | PC | Dare to Go Beyond Summer Camp Fund | $5,500 |
| BROADWAY CARES-EQUITY FIGHTS AIDS INC | |||||||
| 165 WEST 46TH ST 1300 | NEW YORK | NY | 10036 | N/A | PC | Dare 2 Go Beyond Performing Arts Camp Fund | $25,000 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Scholarship Fund | $10,000 |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | 36th Annual Golf and Tennis Classic Fund | $5,000 |
| CANCER RESEARCH & TREATMENT FUND INC | |||||||
| 500 E 77TH ST APT 1001 | NEW YORK | NY | 10162 | N/A | PC | 13th International Patient Symposium on Myeloproliferative Neoplasms Fund | $10,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| CHAMBER ORCHESTRA OF NEW YORK - OTTORINO RESPIGHI | |||||||
| 450 LEXINGTON AVE UNIT 1514 | NEW YORK | NY | 10163 | N/A | PC | Concert Season Fund | $5,000 |
| COMMUNITY MAINSTREAMING ASSOCIATES INC | |||||||
| 1025 OLD COUNTRY RD | WESTBURY | NY | 11590 | N/A | PC | CORE 2 (Creating Opportunities and Rewarding Experiences) Fund | $10,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General Fund | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATES INC | |||||||
| 48 WALL ST 11TH FL | NEW YORK | NY | 10005 | N/A | PC | Expanding Support and Advocacy for Children and Youth in NYC Foster Care | $3,500 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 THIRD AVE 5TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | 2024 General Mission Support Fund | $10,000 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | Herman M. and Mary Brauner Memorial Scholarship Fund | $10,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,800 |
| EARLY ALZHEIMERS FOUNDATION INC | |||||||
| 150 WEST 55TH ST 4A | NEW YORK | NY | 10019 | N/A | PC | The Memory Tree Fund | $5,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | N/A | PC | Arts for All Fund | $5,000 |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $2,500 |
| FINE ARTS WORK CENTER IN PROVINCETOWN INC | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | N/A | PC | Fellowship Program for Visual Artists and Writers | $5,000 |
| FJC | |||||||
| 225 W 39TH ST 12TH FL | NEW YORK | NY | 10018 | N/A | PC | Hope Reichbach Fund | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 829 RTE 66 | HUDSON | NY | 12534 | N/A | PC | Rural Starter Home Initiative | $10,000 |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | N/A | PC | 2024 Her Justice Annual Photography Auction & Benefit Fund | $7,500 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | N/A | PC | Herman Goldman Foundation Scholarship Fund | $20,000 |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | N/A | PC | The Hotchkiss Fund | $5,000 |
| HUMANE SOCIETY OF WESTCHESTER INC | |||||||
| 70 PORTMAN RD | NEW ROCHELLE | NY | 10801 | N/A | PC | Feeding Shelter Animals Fund | $15,000 |
| HUNTINGTON HOSPITAL DOLAN FAMILY HEALTH CENTER INC | |||||||
| 972 BRUSH HOLLOW RD 5TH FL | WESTBURY | NY | 11590 | N/A | PC | Patient Hardship Fund | $3,500 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Transforming the Future of Palliative Care Expanding the LEAP Fellowship Fund | $10,000 |
| JBI INTERNATIONAL INC | |||||||
| 110 EAST 30TH ST | NEW YORK | NY | 10016 | N/A | PC | JBI Library Fund | $3,000 |
| JOHN HART HUNTER EDUCATIONAL FNDN INC | |||||||
| 3109 N TRIPHAMMER RD | LANSING | NY | 14882 | N/A | PC | General & Unrestricted | $30,000 |
| JOHN TAYLOR BABBITT FOUNDATION | |||||||
| PO BOX 698 | CHATHAM | NJ | 07928 | N/A | PC | John Taylor Babbitt - AED purchases and training Fund | $5,000 |
| KIAWAH WOMENS FOUNDATION | |||||||
| 130 GARDNERS CIR PMB I | JOHNS ISLAND | SC | 29455 | N/A | PC | Backpack Buddies Fund | $10,000 |
| LINCOLN CENTER THEATER | |||||||
| VIVIAN BEAUMONT THEATER INC 150 W | NEW YORK | NY | 10023 | N/A | PC | 2024-2025 Season Fund | $5,000 |
| LSNY BRONX CORPORATION | |||||||
| 40 WORTH ST 6TH FLOOR | NEW YORK CITY | NY | 10013 | N/A | PC | Education Law Unit, Bronx Legal Services Fund | $20,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $12,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | Advancing Parkinson's Research into a New Era Fund | $10,000 |
| MINETTE GROSSO MCKENNA ANGEL FOUNDATION INC | |||||||
| PO BOX 94 | VERONA | NJ | 07044 | N/A | PC | Patient Assistance Fund | $5,000 |
| MOBILIZATION FOR JUSTICE INC | |||||||
| 100 WILLIAM ST 6TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | Free Civil Legal Services for Low-Income New Yorkers Fund | $2,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | Modern Fund | $5,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | N/A | PC | Morgridge Academy for chronically ill children | $10,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Conservation Priorities in New York Fund | $7,750 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | Haqel: Defense of Human Rights; Rabbis for Human Rights, Ofek: The Israeli center for public affairs, and It's time Coalition Funds | $20,000 |
| NEW ROCHELLE FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 265 CLOVE RD | NEW ROCHELLE | NY | 10801 | N/A | PC | Poetry Out Loud/General Operating Funds | $5,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General Operating Fund | $2,500 |
| NEW YORK CITY CENTER INC | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | N/A | PC | 2024 Encores! Season Fund | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | WQXR / New York Public Radio Fund | $2,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | 2024 GO PUBLIC! Fund | $15,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | Public Theater Fund | $8,000 |
| NOBLE MARITIME COLLECTION | |||||||
| 1000 RICHMOND TERRACE BLDG D | STATEN ISLAND | NY | 10301 | N/A | PC | Arts Education Programs | $5,000 |
| PARRISH ART MUSEUM INC | |||||||
| 279 MONTAUK HWY | WATER MILL | NY | 11976 | N/A | PC | Sean Scully: The Albee Barn, Montauk Fund | $5,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | New York Philharmonic's education and community programs | $2,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $10,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $2,750 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard Law School Annual Fund | $5,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 520 8TH AVE RM 312 | NEW YORK | NY | 10018 | N/A | PC | 2024/25 Season Fund | $2,000 |
| RAYNAUDS ASSOCIATION INC | |||||||
| 11 TOPSTONE RD | REDDING | CT | 06896 | N/A | PC | 2024 Raynaud's Awareness Campaign | $5,000 |
| REBUILDING TOGETHER LONG ISLAND INC | |||||||
| 208 RTE 109 STE 204 | FARMINGDALE | NY | 11735 | N/A | PC | Safe & Healthy Homes Fund | $10,000 |
| ROUNDABOUT THEATRE COMPANY INC | |||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | N/A | PC | 2024/25 Season Fund | $8,000 |
| SIGNATURE THEATRE COMPANY | |||||||
| 480 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | 2024/25 Season Fund | $9,000 |
| SOUTH SHORE KIWANIS CHARITABLE FOUNDATION INC | |||||||
| 42 LAKELAND RD | STATEN ISLAND | NY | 10314 | N/A | PC | Kids Against cancer Fund | $3,000 |
| ST FRANCIS DE SALES SCHOOL FOR THE DEAF IN BROOKLY | |||||||
| 260 EASTERN PKWY | BROOKLYN | NY | 11225 | N/A | PC | Parent and Child DeafBlind and Deaf Disabled Empowerment Saturday support group fund | $7,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space Wall to Wall Prince Fund | $5,000 |
| THE BRIDGE INC | |||||||
| 290 LENOX AVE 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | Critical Care Services (CCS) Fund | $22,700 |
| THE RED HOOK DAILY CATCH INC | |||||||
| 10 W BARD AVE | RED HOOK | NY | 12571 | N/A | PC | The Daily Catch Fund | $1,000 |
| THE TLC FOUNDATION FOR BODY FOCUSED REPETITIVE BEH | |||||||
| 716 SOQUEL AVE STE A | SANTA CRUZ | CA | 95062 | N/A | PC | General & Unrestricted | $5,000 |
| TOURO COLLEGE | |||||||
| 225 EASTVIEW DR | CENTRAL ISLIP | NY | 11722 | N/A | PC | The Herman Goldman Diversity Scholarship Fund | $5,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 435 W 116TH ST BOX A-2 | NEW YORK | NY | 10027 | N/A | PC | Anti-Racism and Racial Justice Initiatives | $2,500 |
| UPSTATE FILMS LIMITED | |||||||
| 6415 MONTGOMERY ST | RHINEBECK | NY | 12572 | N/A | PC | general operating Fund | $2,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | The Vassar Fund | $10,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | General & Unrestricted | $2,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | Alumni Fund crediting Class of 1972 | $7,500 |
| WOODSTOCK ARTISTS ASSOCIATION INC | |||||||
| 28 TINKER ST | WOODSTOCK | NY | 12498 | N/A | PC | Exhibitions and Education Programs | $1,000 |
| YONKERS PARTNERS IN EDUCATION INC | |||||||
| 92 MAIN ST SUITE 101 | YONKERS | NY | 10701 | N/A | PC | YPIE Majors Program | $5,000 |
| YOUTH SERVICE OPPORTUNITIES PROJECT INC | |||||||
| 15 OAK AVE | PELHAM | NY | 10803 | N/A | PC | YSOP Connex Fund | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,000 | 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 | $21,055 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,891 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,689 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $986,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $986,056 | 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 | ULWT of Herman Goldman fbo L M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH CLINTON AVE FLOOR 5 | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,005 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL CONSULTATIONS | CategoryTxt |
| Amt | $1,850 | Amt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC - 4.650% - 12/0 | $134,612 | $137,382 |
| AMERICAN ELEC PWR INC - 1.000% | $65,545 | $63,436 |
| AMERICAN EXPRESS CO - 4.200% - | $103,410 | $99,871 |
| AMERICAN TOWER CORP - 3.550% - | $36,065 | $34,155 |
| AMPHENOL CORP - 5.050% - 04/05 | $70,001 | $71,316 |
| APPLE - 2.200% - 09/11/2029 | $103,255 | $91,406 |
| AUTODESK INC - 3.500% - 06/15/ | $50,202 | $48,846 |
| BANK OF AMERICA - 5.875% - 03/ | $92,077 | $100,706 |
| BERKSHIRE HATHAWAY INC - 6.500 | $115,439 | $112,619 |
| BNSF - 3.000% - 04/01/2025 | $48,249 | $49,891 |
| CDW LLC / CDW FIN CORP - 4.250 | $57,016 | $58,813 |
| CHENIERE ENERGY INC SER B NOTE | $65,361 | $64,191 |
| CHEVRON - 1.018% - 08/12/2027 | $80,000 | $74,106 |
| COMCAST - 4.250% - 10/15/2030 | $69,381 | $68,591 |
| COMCAST CORP NOTE - 3.950% - 1 | $98,294 | $99,715 |
| CORNELL UNIVERSITY - 4.835% - | $49,674 | $50,471 |
| CROWN CASTLE INT - 1.350% - 07 | $39,947 | $39,469 |
| DELL INTERNATIONAL L.L.C - 5.2 | $65,784 | $66,285 |
| DOMINION ENERGY INC B/E - 6.62 | $100,263 | $100,988 |
| DOVER CORP - 6.600% - 03/15/20 | $111,573 | $111,412 |
| DUKE ENERGY FLA PROJFIN LLC SE | $72,798 | $68,889 |
| ECOLAB INC NOTE - 4.800% - 03/ | $71,838 | $70,914 |
| EXPEDIA GROUP INC - 3.800% - 0 | $72,350 | $68,193 |
| FISERV INC - 3.200% - 07/01/20 | $58,450 | $58,923 |
| HOME DEPOT INC - 4.850% - 06/2 | $75,561 | $75,773 |
| HONEYWELL - 4.950% - 09/01/203 | $80,396 | $81,206 |
| INTL BUSINESS MACHINES - 5.000 | $99,690 | $100,451 |
| JOHNSON & JOHNSON - 3.400% - 0 | $41,817 | $42,895 |
| JPMORGAN CHASE &CO - 4.493% - | $68,624 | $69,095 |
| MASTERCARD - 4.850% - 03/09/20 | $99,906 | $100,604 |
| MCDONALDS CORP MTN - 4.950% - | $80,308 | $80,827 |
| MORGAN STANLEY - 5.230% - 01/1 | $80,310 | $81,168 |
| NETFLIX INC - 4.375% - 11/15/2 | $70,871 | $65,129 |
| NEXTERA ENERGY - 3.550% - 05/0 | $82,357 | $73,529 |
| ONEOK INC. 5.8500% 1/15/26 - 5 | $66,624 | $60,505 |
| ORACLE CORP - 6.150% - 11/09/2 | $75,254 | $74,035 |
| ORACLE CORP NOTE - 3.250% - 11 | $52,769 | $48,359 |
| PEPSICO INC NOTE - 3.900% - 07 | $170,159 | $162,043 |
| PIMCO MODERATE DURATION - 4.00 | $96,420 | $96,204 |
| PNC FINL SVCS GROUP INC NOTE P | $79,901 | $80,974 |
| REPUBLIC SERVICES INC - 5.000% | $70,046 | $71,048 |
| ROPER TECH - 4.750% - 02/15/20 | $80,852 | $79,136 |
| SHELL INT'L FINANCE - 2.875% - | $46,765 | $49,226 |
| SHERWIN WILLIAMS CO - 4.800% - | $79,665 | $79,966 |
| SHERWIN WILLIAMS CO NOTE CALL | $105,499 | $99,456 |
| STANFORD UNIVERSITY - 3.089% - | $54,095 | $47,843 |
| STARBUCKS CORP NOTE - 4.900% - | $64,604 | $65,821 |
| STATOIL ASA - 7.150% - 11/15/2 | $54,666 | $50,833 |
| T MOBILE USA INC NOTE CALL MAK | $98,625 | $97,993 |
| THE CIGNA CROUP NOTE - 5.250% | $50,261 | $50,300 |
| UNITED RENTALS NORTH AMER INC | $30,230 | $29,091 |
| UNITEDHEALTH GROUP INC - 3.875 | $51,431 | $48,894 |
| UNITEDHEALTH GROUP INC NOTE - | $77,575 | $77,101 |
| US BANCORP - 7.500% - 06/01/20 | $27,568 | $25,846 |
| VERISK ANALYTICS - 5.750% - 04 | $84,689 | $83,734 |
| VORNADO RLTY L P NOTE CALL MAK | $65,100 | $62,330 |
| WALMART INC NOTE CALL MAKE WHO | $69,901 | $67,904 |
| WELLS FARGO CO - 4.100% - 06/0 | $54,121 | $49,687 |
| ZOETIS INC - 5.600% - 11/16/20 | $83,765 | $83,743 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (220 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $8,861 | $8,997 |
| ABBOTT LABS | $37,352 | $46,233 |
| ACADIA HEALTHCARE CO INC | $1,665 | $1,109 |
| ACCENTURE PLC | $8,727 | $7,667 |
| AGILENT TECHNOLOGIES INC | $2,076 | $1,791 |
| AGNICO EAGLE MINES LTD | $1,564 | $1,540 |
| ALCON INC | $25,591 | $31,450 |
| ALLIANT CORP | $1,677 | $1,807 |
| ALLSTATE CORP | $5,967 | $6,174 |
| ALPHABET INC CL A | $49,801 | $44,613 |
| ALPHABET INC CL C | $81,537 | $126,582 |
| AMAZON COM | $152,422 | $186,594 |
| AMER INTERNATIONAL GROUP INC | $9,958 | $11,280 |
| AMERICAN ELECTRIC POWER INC | $2,691 | $2,863 |
| AMERICAN TOWER REIT INC | $31,710 | $27,759 |
| AMPHENOL CORPORATION | $5,087 | $4,862 |
| ANALOG DEVICES INC | $6,272 | $6,902 |
| AON PLC CL A | $18,362 | $19,638 |
| APOLLO GLOBAL MANAGEMENT, INC | $2,969 | $2,687 |
| APPLE INC | $142,782 | $218,382 |
| APPLIED MATERIALS INC | $5,970 | $5,216 |
| ARTISAN INTERNATIONAL VALUE FU | $200,000 | $202,597 |
| ASML HOLDING NV NY REG SHS | $35,311 | $51,054 |
| ASSURANT INC | $3,439 | $3,326 |
| ASTRAZENECA | $2,469 | $2,667 |
| AT&T, INC | $7,674 | $8,607 |
| AUTODESK, INC | $2,176 | $1,919 |
| AVANTOR HOLDINGS INC | $1,332 | $1,002 |
| AVERY DENNISON CORP | $3,688 | $3,759 |
| BAKER HUGHES COMPANY | $2,440 | $2,230 |
| BALL CP | $1,077 | $1,106 |
| BANK NEW YORK MELLON CORP COM | $1,885 | $1,957 |
| BANK OF AMERICA CORP | $44,019 | $44,579 |
| BIOMARIN PHARMACEUTICAL INC | $772 | $854 |
| BLACKROCK INC | $27,761 | $44,000 |
| BOEING CO | $4,530 | $4,366 |
| BOOKING HOLDINGS INC | $4,739 | $5,016 |
| BOSTON SCIENTIFIC | $9,140 | $9,030 |
| BRISTOL-MYERS SQUIBB CO | $5,276 | $5,247 |
| BROADCOM INC | $67,207 | $58,632 |
| BROOKFIELD CORP ORD SHS CL A | $888 | $869 |
| BROOKFIELD INFRASTRUCTURE CORP | $14,103 | $17,618 |
| BUILDERS FIRST SOURCE INC | $1,470 | $1,251 |
| CANADIAN PACIFIC RAILWAY LTD | $40,215 | $38,960 |
| CARNIVAL CORP | $5,920 | $5,265 |
| CATERPILLAR INC | $8,634 | $8,255 |
| CDW CORP | $18,497 | $27,086 |
| CELEBRATE INTERNATIONAL HOLDIN | $3,306 | $3,516 |
| CENTENE CORP | $2,250 | $2,152 |
| CENTERPOINT ENERGY | $1,647 | $1,753 |
| CHART INDUSTRIES, INC | $8,794 | $13,910 |
| CHECK POINT SOFTWARE TECHNOLOG | $3,453 | $3,524 |
| CHENIERE ENERGY INC | $10,816 | $29,256 |
| CHEVRON CORP | $7,511 | $7,772 |
| CHURCH & DWIGHT | $36,531 | $50,040 |
| CIGNA CORPORATION | $3,461 | $3,706 |
| CISCO SYSTEMS INC | $6,822 | $6,988 |
| CITIGROUP INC | $5,223 | $5,277 |
| CITIZENS FINANCIAL GROUP, INC | $1,898 | $1,831 |
| COLGATE-PALMOLIVE COMPANY | $4,650 | $4,923 |
| CONOCOPHILLIPS | $4,303 | $4,263 |
| CONSTELLATION ENERGY GROUP INC | $2,857 | $2,255 |
| COOPER COMPANIES INC | $34,603 | $34,254 |
| COSTCO WHOLESALE CORPORATION | $16,616 | $16,778 |
| CROWDSTRIKE HOLDINGS, INC | $8,353 | $7,793 |
| CVS CAREMARK CORP | $3,155 | $3,746 |
| DANAHER CORP | $51,417 | $49,862 |
| DARDEN RESTAURANTS INC | $2,356 | $2,406 |
| DEERE CO | $7,479 | $7,693 |
| DELTA AIR LINES INC | $1,521 | $1,323 |
| DEXCOM, INC | $2,912 | $2,916 |
| DIAMONDBACK ENERGY INC | $2,459 | $2,384 |
| DOLLAR TREE INC | $3,768 | $3,716 |
| DRAFTKINGS INC | $18,278 | $19,649 |
| DT MIDSTREAM INC | $1,033 | $961 |
| DTE ENERGY CO COM | $1,597 | $1,738 |
| DUKE ENERGY CO | $2,842 | $2,937 |
| EATON CORP PLC | $36,126 | $34,025 |
| ECOLAB INC | $2,246 | $2,421 |
| ELECTRONIC ARTS | $1,808 | $1,808 |
| ELEMENT SOLUTIONS INC | $908 | $940 |
| ELEVANCE HEALTH INC | $3,612 | $3,572 |
| ELI LILLY & CO | $36,244 | $83,777 |
| ENCOMPASS HEALTH CORPORATION | $1,835 | $1,803 |
| ENTEGRIS INC | $1,037 | $1,012 |
| ENTERGY CORP | $2,489 | $2,619 |
| EOG RESOURCES INC | $32,957 | $53,569 |
| EQT CORPORATION | $41,433 | $50,530 |
| EQUIFAX INC | $1,347 | $1,226 |
| EQUITY LIFESTYLE PRP | $2,055 | $2,126 |
| EQUITY RESIDENTIAL PPTYS TR | $1,153 | $1,187 |
| EVERCORE EQUITY FUND | $875,014 | $2,169,145 |
| EXXON MOBIL CORP | $13,162 | $13,360 |
| FIRST ENERGY CORP | $29,573 | $30,512 |
| FISERV, INC | $28,841 | $54,916 |
| FOUR CORNERS PROPERTY TRUST IN | $1,788 | $1,840 |
| FREEPORT-MCMORAN COPPER & GOLD | $2,843 | $2,842 |
| GARTNER INC | $1,620 | $1,495 |
| GENERAL ELECTRIC CO | $10,017 | $10,142 |
| GENERAL MOTORS | $8,149 | $8,303 |
| GLOBE LIFE INC | $3,902 | $4,078 |
| GOLDMAN SACHS GROUP | $23,161 | $37,337 |
| GXO LOGISTICS | $50,593 | $34,690 |
| HCA INC | $3,021 | $2,757 |
| HOME DEPOT INC | $53,868 | $63,853 |
| HOWMET AEROSPACE ORD SHS | $6,018 | $6,420 |
| INFINITY Q DIVERSIFIED ALPHA F | $132,997 | $461 |
| INGERSOLL-RAND INC | $5,196 | $4,748 |
| INTERCONTINENTAL EXCHANGE, INC | $9,294 | $10,047 |
| INTUIT | $17,906 | $25,167 |
| INVITATION HOMES INC. | $1,294 | $1,394 |
| IONIS PHARMACEUTICALS INC | $1,358 | $1,361 |
| IQVIA HOLDINGS INC | $2,471 | $2,266 |
| ISHARES GOLD TR | $124,844 | $202,013 |
| ISHARES RUSSELL 1000 INDEX FD | $16,936 | $16,646 |
| JACOBS SOLUTIONS INC | $2,908 | $2,818 |
| JOHNSON & JOHNSON | $11,884 | $12,707 |
| JP MORGAN CHASE | $66,689 | $138,412 |
| KKR & CO INC | $9,163 | $8,135 |
| LAM RESEARCH CORP | $2,952 | $2,763 |
| LAS VEGAS SANDS CORP | $2,991 | $3,085 |
| LENNAR CORP | $14,650 | $44,024 |
| LIFESTANCE HEALTH GROUP | $1,614 | $1,550 |
| LINDE PLC COM | $9,977 | $10,275 |
| LPL FINANCIAL HOLDINGS INC | $1,110 | $1,115 |
| MARTIN MARIETTA MATLS INC | $3,244 | $2,899 |
| MASTERCARD INC | $79,195 | $121,601 |
| MATCH GROUP INC | $1,810 | $1,712 |
| MBLY | $3,064 | $3,026 |
| MCDONALD'S CORP | $8,428 | $8,942 |
| MCKESSON CORP | $3,034 | $3,201 |
| MEDTRONIC PLC | $9,279 | $9,294 |
| MERCK & CO INC | $5,943 | $6,089 |
| META PLATFORMS INC | $32,293 | $45,438 |
| METLIFE INC | $3,047 | $3,102 |
| MICROSOFT CORP | $168,086 | $247,325 |
| MILLROSE PROPERTIES INC CL A | $9,052 | $4,001 |
| MOLINA HEALTHCARE | $1,894 | $1,807 |
| MOODYS CORP | $4,454 | $4,535 |
| MORGAN STANLEY | $6,206 | $5,990 |
| MOTOROLA SOLUTIONS INC | $21,080 | $55,028 |
| NASDAQ OMX GROUP | $3,218 | $3,228 |
| NESTLE S.A | $3,495 | $3,571 |
| NETFLIX INC | $12,084 | $11,767 |
| NEXTERA ENERGY, INC | $72,929 | $80,204 |
| NIKE INC-CL B | $6,218 | $6,672 |
| NOVO NORDISK A S | $602 | $635 |
| NUCOR CP | $2,008 | $2,062 |
| NVENT ELECTRIC PLC | $4,612 | $4,344 |
| NVIDIA CORP | $112,241 | $219,859 |
| O'REILLY AUTOMOTIVE INC | $5,384 | $5,495 |
| OLD DOMINION FREIGHT LINE | $5,042 | $4,589 |
| ONEOK INC | $1,859 | $1,907 |
| ORACLE CORP | $12,362 | $11,956 |
| PARKER HANNIFIN CP | $7,568 | $7,354 |
| PG & E CORP | $1,617 | $1,683 |
| PHILIP MORRIS INTL | $7,938 | $9,317 |
| PHILLIPS 66 | $2,360 | $2,464 |
| PNC FINANCIAL GROUP INC | $3,970 | $3,838 |
| PROCTER GAMBLE CO | $11,756 | $12,169 |
| PROLOGIS | $5,344 | $5,576 |
| PUBLIC SVC ENTERPRISE GROUP IN | $2,110 | $2,029 |
| PZENA EMERGING MARKETS FOCUSED | $150,000 | $139,857 |
| QUALCOMM INC | $13,773 | $12,574 |
| QUEST DIAGNOSTICS | $3,123 | $3,285 |
| RAYTHEON TECHNOLOGIES CORP | $7,469 | $7,713 |
| REGENERON PHARMACEUTICALS INC | $2,885 | $2,795 |
| REPUBLIC SVCS INC | $3,754 | $4,029 |
| ROPER INDUSTRIES | $35,739 | $49,683 |
| S&P GLOBAL INC COM | $33,684 | $43,233 |
| SALESFORCE.COM | $12,839 | $11,020 |
| SEMPRA ENERGY COM | $2,471 | $2,147 |
| SERVICE CP INTL | $13,086 | $18,306 |
| SERVICE NOW | $10,202 | $9,298 |
| SHELL ADR EACH REPRESENTING 2 | $800 | $810 |
| SHERWIN-WILLIAMS CO | $4,382 | $4,347 |
| SOHO HOUSE & COMPANY INCORPORA | $826 | $760 |
| STARWOOD PROPERTY TRUST INC | $1,607 | $1,683 |
| STEEL DYNAMICS INC | $2,074 | $2,161 |
| SYNOPSYS, INC | $5,819 | $5,030 |
| T-MOBILE US INC | $22,420 | $41,532 |
| TALEN ENERGY CORP | $720 | $624 |
| TARGA RESOURCES CORP | $1,429 | $1,412 |
| TEXAS INSTRUMENTS INC | $7,254 | $7,840 |
| THE BLACKSTONE GROUP INC CL A | $11,453 | $36,261 |
| THE COCA-COLA CO | $12,344 | $13,957 |
| THERMO FISHER SCIENTIFIC INC | $33,770 | $33,324 |
| TJX COMPANIES INC | $9,257 | $9,232 |
| TKO GROUP HOLDINGS, INC | $4,775 | $4,519 |
| TOLL BROTHERS INC | $813 | $670 |
| TRADEWEB MARKETS INC | $1,620 | $1,760 |
| TRANE TECHNOLOGIES PLC | $5,030 | $4,952 |
| TRANSDIGM GRP INC | $21,072 | $21,875 |
| TRANSUNION COM USD0.01 | $29,060 | $30,779 |
| U G I CP | $752 | $820 |
| U.S. LARGE CAP EQUITY PORTFOLI | $710,744 | $1,317,164 |
| UBER | $11,025 | $13,074 |
| ULTA SALON, COSMETICS & FRAGRA | $4,926 | $4,396 |
| UNILEVER PLC AMER | $4,073 | $3,962 |
| UNITED RENTALS INC | $7,407 | $6,423 |
| UNITEDHEALTH GROUP INC | $24,411 | $32,297 |
| UNUM CORP | $12,830 | $13,578 |
| UTZ BRANDS | $757 | $735 |
| VENTAS INC | $2,668 | $3,044 |
| VERISK ANALYTICS, INC | $22,840 | $39,786 |
| VERTEX PHARMCTLS INC | $5,853 | $5,757 |
| VISA INC | $17,392 | $18,136 |
| VISTRA ENERGY CORP | $29,293 | $25,395 |
| WALT DISNEY HOLDINGS CO | $8,987 | $9,104 |
| WARBY PARKER ORD SHS CLASS A | $2,251 | $2,077 |
| WASTE CONNECTIONS | $18,825 | $33,208 |
| WAYSTAR HLDG CORP REG | $1,454 | $1,521 |
| WELLS FARGO & CO | $15,539 | $15,194 |
| WEYERHAEUSER CO | $1,367 | $1,355 |
| WILLIAMS COS | $2,105 | $2,153 |
| WISDOMTREE LC DVDND | $503,550 | $845,721 |
| WIX COM LTD | $1,584 | $1,405 |
| WYNN RESORTS | $2,939 | $2,858 |
| ZIMMER BIOMET HOLDINGS | $5,506 | $5,320 |
| ZOETIS INC | $22,601 | $23,414 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $438,394 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $448,055 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $149,999 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $142,256 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $39,974 | $39,974 | |
| Bank Charges | $5 | $5 | |
| Cell Phone Expense | $660 | $660 | |
| Computers/Electronic Devices | $1,250 | $1,250 | |
| Foundation Dues & Memberships | $42 | $42 | |
| Indemnification Insurance | $27,686 | $27,686 | |
| Insurance Premiums | $2,495 | $2,495 | |
| CREDIT CARD FEES | $550 | $550 | |
| Office Supplies | $2,061 | $2,061 | |
| Payroll Processing Fees | $1,911 | $1,911 | |
| Postage/Delivery Service | $515 | $515 | |
| State or Local Filing Fees | $750 | $750 | |
| Storage Fee | $1,664 | $1,664 | |
| Website Hosting/Support | $2,415 | $2,415 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $421 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $97,021 | $97,021 | |
| ACTUARIAL SERVICES | $1,500 | $1,500 | |
| Website Development | $13,700 | $13,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $7,600 | |
| 990-PF Excise Tax for 2024 | $217 | |
| Foreign Tax Paid | $1 | $1 |