SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102661
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:56:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD F CLEARY | PreparerPersonNm |
| PTIN | P00651269 | PTIN |
| Phone | 2032814933 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.177.201.116 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 13:54:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| 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 | $61,687,307 | 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 |
| Dividends Rev And Expnss | $1,081,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,081,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,383,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,258,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,383,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,465,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,465,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $220,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $13,212 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,642 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,570 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,457 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,891 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,566 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,575 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,227 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,382 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $189,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,777 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $37,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,535 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,139 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $825,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $306,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $331,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,542,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,542,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,367,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $306,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,874,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,097,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,158,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,265 | CashBOYAmt |
| Cash EOY | $492,755 | CashEOYAmt |
| Cash EOYFMV | $492,755 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,017,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $755,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $755,829 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,054,459 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,348,785 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,180,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,395,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,089,938 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,329 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,777 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $34,459,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,698,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,687,307 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $142,080 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $142,080 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,459,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,556,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,459,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,556,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,459,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,698,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,459,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,097,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,556,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,556,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB) | P | $167,812 | $159,665 | $8,147 | $8,147 |
| PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB) | P | $657,630 | $500,759 | $156,871 | $156,871 |
| PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN) | P | $1,778,845 | $1,756,876 | $21,969 | $21,969 |
| PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN) | P | $10,196,983 | $4,856,554 | $5,340,429 | $5,340,429 |
| PUBLICLY TRADED SECURITIES ( ARIEL) | P | $457,019 | $296,542 | $160,477 | $160,477 |
| PUBLICLY TRADED SECURITIES ( BANK OF AMERICA) | P | $4,317,162 | $4,304,287 | $12,875 | $12,875 |
| PUBLICLY TRADED SECURITIES ( JP MORGANL) | P | $620,911 | $620,911 | $620,911 | |
| PUBLICLY TRADED SECURITIES ( JP MORGAN) | P | $10,004,722 | $10,004,722 | $10,004,722 | |
| CAPITAL GAINS DIVIDENDS | P | $56,940 | $56,940 | $56,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,383,341 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,981,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,967,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,934,653 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,333,645 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,710 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,275,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007182 | DistributionYr3Rt |
| Total Distribution | 0.110782 | TotalDistributionRt |
| Average Distribution | 0.036927 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,284,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,152,267 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171,586 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,323,853 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,874,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $171,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $208,729 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $208,729 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,143 | OverpaymentAmt |
| Applied To ES Tax | $37,143 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TM BYXBEE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $100,000 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $100,000 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TM BYXBEE CO | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 05618 | ACCOUNTING | $69,227 |
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $56,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,975,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,171,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,171,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $887,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,284,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,914,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,914,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171,586 | TotalTaxAmt |
| Distributable Before Adj | $2,742,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,742,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,742,633 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,874,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,874,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171,586 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,702,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,742,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,495,075 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,874,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,495,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $379,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,363,439 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| 173 RIVERSIDE DRIVE | NEW YORK | NY | 100241615 | NONE | PC | MUSICAL COMPENSATION AND CONCERT EXPENSES | $10,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL OPERATIONS | $18,000 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 01004 | NONE | PC | FILM STUDIES PROGRAM - RAYA MORAG | $100,000 | |
| AMERICAS SOCIETY INC | ||||||||
| 680 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | MUSIC, ART & PHOTOGRAPHY PROJECTS | $15,000 | |
| AT HOME ON THE SOUND | ||||||||
| 545 TOMPKINS AVENUE | MAMARONECK | NY | 10543 | NONE | PC | STRATEGIC PLAN | $25,000 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | COMMUNITY ENGAGEMENT PROGRAM | $115,000 | |
| BRONX ART ENSEMBLE INC | ||||||||
| 80 VAN COURTLAND SOUTH 7D-2 | BRONX | NY | 10463 | NONE | PC | BUILDING FOR ARTS AND LIVE MUSIC | $25,000 | |
| CENTER FOR NONPROFIT LEGAL SERVICES | ||||||||
| 225 WEST MAIN STREET | MEDFORD | OR | 97501 | NONE | PC | REMOVING LEGAL BARRIERS FOR VETERANS | $25,000 | |
| CENTRAL FUND FOR ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | CULTURAL IMMERSION IN ISRAELI SOCIETY | $15,000 | |
| CHERRY LANE ALTERNATIVELLC | ||||||||
| 822 8TH AVENUE FLOOR 21 | NEW YORK | NY | 10001 | NONE | PC | PRODUCTION OF FEAR | $50,000 | |
| CHILDRENS HOPE INDIA INC | ||||||||
| 7 EDGEMERE DRIVE | ALBERTSON | NY | 11507 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CHRISTOPHER NEWPORT UNIVERSITY EDUCATIONAL FOUNDATION INC | ||||||||
| 1 AVENUE OF THE ARTS | NEWPORT NEWS | VA | 23606 | NONE | PC | OPEN AIR MUSEUM | $20,000 | |
| CITIZENS FOR ALTERNATIVES TO ANIMAL RESEARCH | ||||||||
| 24 MEADOWAY | DOBBS FERRY | NY | 10522 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | FOR ABRAHAM'S TENT | $25,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | ENERGY IMPROVEMENTS | $21,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CREATIVE ARTS WORKSHOP INC | ||||||||
| 80 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PC | INCREASE ACCESS TO VISUAL ARTS INSPECTION FOR YOUNG PEOPLE | $20,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | NEW LASER CUTTER | $29,000 | |
| EMOTIVE FRUITION | ||||||||
| 233 S 1ST STREET SUITE 3W | BROOKLYN | NY | 11211 | NONE | PC | THERAPEUTIC CREATIVE WRITING SERIES | $20,000 | |
| FAIRLEIGH DICKINSON UNIVERSITY | ||||||||
| 285 MADISON AVENUE M-DB0-01 | MADISON | NJ | 07940 | NONE | PC | FAIRLEIGH DICKINSON SCHOOL OF THE ARTS | $5,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PARK SECOND FLOOR | NEW YORK | NY | 10280 | NONE | PC | GLOBAL RESTORATION PROJECTS | $25,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATIONS | $40,000 | |
| FOUR NATIONS | ||||||||
| PO BOX 1112 | HUDSON | NY | 12534 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | OPERATING AND PRODUCTION COSTS | $25,000 | |
| FRAXA RESEARCH FOUNDATION INC | ||||||||
| 10 PRINCE PLACE SUITE 203 | NEWBURYPORT | MA | 01950 | NONE | PC | CALLUM CUP | $1,000 | |
| GREENWICH CORAL SOCIETY INC | ||||||||
| PO BOX 5 | GREENWICH | CT | 06830 | NONE | PC | CHORAL MUSIC PERFORMANCES | $25,000 | |
| HEBREW FREE LOAN SOCIETY | ||||||||
| 675 THIRD AVENUE SUITE 1905 | NEW YORK | NY | 10017 | NONE | PC | LOAN PROGRAM | $10,000 | |
| HOPKINS SCHOOL INC | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| INDIA HERITAGE CENTER INC | ||||||||
| 49 OLD WOODS ROAD | SADDLE RIVER | NJ | 07458 | NONE | PC | MUSEUM OF INDIA, JOURNAY TO THE U.S.A. | $15,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| INTERNEWS | ||||||||
| 876 7TH STREET | ARCATA | CA | 95521 | NONE | PC | INCREASED ENVIRONMENTAL NEWS COVERAGE | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT CHILDRENS PROGRAMS | $25,000 | |
| MADISON ARTS AND CULTURAL ALLIANCE | ||||||||
| 10 LINCOLN PLACE PO BOX 178 | MADISON | NJ | 07940 | NONE | PC | HOLIDAY CABARET | $2,500 | |
| MADISON EDUCATION FOUNDATION INC | ||||||||
| PO BOX 1093 | MADISON | NJ | 07940 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MORRISTOWN NEIGHBORHOOD HOUSE ASSOC INC | ||||||||
| 80 WASHINGTON STREET | MORRISTOWN | NJ | 07960 | NONE | PC | PRESCHOOL ARTS PROGRAM | $5,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | PRE COLLEGE PROGRAM FOR HIGH SCHOOL MUSICIANS | $50,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 123 S BROADWAY APT 9B | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| NEW YORK AND PRESBYTERIAN HOSPITAL | ||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE NORTH ROOM 403 | NEW YORK | NY | 10011 | NONE | PC | JONATHAN BOIES MEMORIAL FUND | $150,000 | |
| OPEN DOOR SPORTS INC | ||||||||
| 9519 W STANHOPE ROAD | KENSINGTON | MD | 20895 | NONE | PC | CINDY BROWN SPORTS AUTISM | $2,500 | |
| OXFORD ACADEMY INC | ||||||||
| 1393 BOSTON POST ROAD | WESTBROOK | CT | 06498 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $115,000 | |
| POINTS OF LIGHT FOUNDATION | ||||||||
| 575 5TH AVENUE | NEW YORK | NY | 10017 | NONE | PC | POINTS OF LIGHT AWARD GALA | $25,000 | |
| POINTSMAN FOUNDATION | ||||||||
| 880 WILD RICE CV | AUSTIN | TX | 78738 | NONE | PC | FOR GENERAL SUPPORT | $150,000 | |
| PROJECT KESHER | ||||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | WOMENS LEADERSHIP AND TRAINING PROGRAM | $10,000 | |
| ROSE CITY MONTESSORI SCHOOL | ||||||||
| 4 MADISON AVENUE | MADISON | NJ | 07940 | NONE | PC | RAINBOW MONTESSORI SCHOOL | $1,500 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SANTA FE INSTITUTE | ||||||||
| 1399 HYDE PARK RD | SANTA FE | NM | 87501 | NONE | PC | GLOBAL CLASSROOM | $50,000 | |
| SCHOOLHOUSE THEATRE FOUNDATION INC | ||||||||
| 8 FRONT STREET PO BOX 300 | CROTON FALLS | NY | 10519 | NONE | PC | ORIGINAL PLAYS AND PERFORMANCE SPACE | $25,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 19 W 44TH STREET SUITE 412 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATIONS | $35,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | GRADUATE SUPPORT PROGRAM | $30,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATIONS | $45,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATIONS | $44,000 | |
| THE GOOD DOG FOUNDATION INC | ||||||||
| 500 SEVENTH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| THE MID HUDSON HERITAGE CENTER INC | ||||||||
| 109 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | NONE | PC | SIMON STUDIO | $25,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| MUSEUM OF TELEVISION AND RADIO 25 W | NEW YORK | NY | 10019 | NONE | PC | CONTINUED FUNDING | $75,000 | 52ND STREET |
| THE PALEY CENTER FOR MEDIA | ||||||||
| MUSEUM OF TELEVISION AND RADIO 25 W | NEW YORK | NY | 10019 | NONE | PC | CONTINUED FUNDING | $35,000 | 52ND STREET |
| THEATRE DEVELOPMENT FUND INC | ||||||||
| 520 EIGHTH AVENUE 801 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THROUGHLINE ARTIST | ||||||||
| 12 WEST 53RD STREET SUITE 22F | NEW YORK | NY | 10019 | NONE | PC | FOR SUMMER SHORTS | $25,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | SUMMER OUTDOOR CONCERT SERIES | $20,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| PO BOX 137 136 S BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | NEVIS LABORATORY | $10,000 | |
| UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | SMART SCHOLARS RESEARCH PROJECT | $100,000 | |
| UNIVERSITY OF MASSACHUSETTS - AMHERST | ||||||||
| 161 PRESIDENTS DRIVE | AMHERST | MA | 01003 | NONE | PC | JEWISH HISTORY JOUNAL | $25,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 407 GERBERDING HALL BOX 351210 | SEATTLE | WA | 981951210 | NONE | PC | RESTORATION OF THE ASUW SHELL HOUSE | $25,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | RESTORATION AND DEVELOPMENT OF THE GARDEN | $50,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WESTCHESTER ARTS COUNCIL INC | ||||||||
| 31 MAMARONECK AVENUE 3RD FLOOR | WHITE PLAINS | NY | 10601 | NONE | PC | PUBLIC ART PROJECT | $25,000 | |
| WHARTON INSTITUTE FOR PERFORMING ARTS INC | ||||||||
| 60 LOCUST AVENUE | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WHITE PLAINS LIBRARY FOUNDATION INC | ||||||||
| 100 MARITINE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PC | TROVE TIME | $25,000 | |
| NEW ROCHELLE PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 1 LIBRARY PLAZA | NEW ROCHELLE | NY | 10801 | NONE | PC | COURTYARD AND SCULPTURE GARDEN | $25,000 | |
| WISH NJ INC | ||||||||
| 1980 SPRINGFIELD AVENUE | MAPLEWOOD | NJ | 07040 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WYOMING COMMUNITY FOUNDATION | ||||||||
| 1472 N 5TH STREET SUITE 201 | LARAMIE | WY | 82072 | NONE | PC | PILOT HILL PROJECT - WALKING PATH | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,542,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,081,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,383,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,465,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,465,313 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $69,227 | Amt |
| Net Investment Income | $13,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,382 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | 2017-01-01 | $6,786 | $4,524 | SL | 3.000000000000 | $2,262 | $0 |
| NEW COMPUTER EQUIPMENT | 2017-01-01 | $4,647 | $3,098 | SL | 3.000000000000 | $1,549 | $0 |
| LAPTOP | 2017-01-01 | $8,896 | $5,930 | SL | 3.000000000000 | $2,966 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2019 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL-A | $242,046 | $10,527,290 |
| FIDELITY 500 INDEX FD | $13,808,796 | $15,263,073 |
| HEALTH CARE SELECT SECTOR | $502,692 | $524,375 |
| INVESCO QQQ TRUST SERIES 1 | $703,273 | $771,562 |
| VANGUARD FINANCIALS ETF | $1,000,981 | $1,142,293 |
| TRIBUTARY SMALL CO INST PLUS | $2,199,062 | $2,284,752 |
| VANGUARD SMALL CAP ETF | $2,798,932 | $2,943,423 |
| DODGE & COX INTL STOCK FD | $2,453,173 | $2,547,869 |
| FIDELITY INTL INDX INST PRM | $6,808,414 | $7,169,577 |
| OARKMARK INTERNATIONAL INST | $1,775,104 | $1,808,509 |
| MATTHEWS PACIFIC TIGER INST | $1,047,511 | $1,036,585 |
| ISHARES CORE MSCI EMERGING | $1,055,934 | $1,070,630 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,054,459 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,348,785 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | $6,786 | $6,786 | $0 | $0 |
| NEW COMPUTER EQUIPMENT | $4,647 | $4,647 | $0 | $0 |
| LAPTOP | $8,896 | $8,896 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,875 | LegalFeesAmt |
| Net Investment Income | $5,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,755 | $351 | $1,404 |
| OFFICE SUPPLIES AND EXPENSE | $1,520 | $304 | $1,216 |
| TELEPHONE | $1,081 | $216 | $865 |
| ADP FEES | $4,072 | $814 | $3,258 |
| POSTAGE | $564 | $113 | $451 |
| INSURANCE | $1,273 | $255 | $1,018 |
| OTHER INVESTMENT EXPENSE | $8,179 | $8,179 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $142,080 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN FEES | $1,085 | $1,085 | $0 |
| INVESTMENT MANAGEMENT FEES | $184,654 | $184,654 | $0 |
| PROFESSIONAL FEES | $24,328 | $21,128 | $3,200 |
| AUDIT EXPENSE | $18,000 | $3,600 | $14,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,525 | $9,525 | $0 |
| INVESTMENT INCOME EXCISE TAX | $180,000 | $0 | $0 |