J&AR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J&AR FOUNDATION (EIN 13-6962028)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202532389349100438
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T13:13:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136962028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J & AR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | J&AR | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN - 3 TIMES SQUARE 25TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET ROSS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2025-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MORIN | PreparerPersonNm |
| PTIN | P01256691 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,118,147 | 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 | $1,197,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,197,396 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,238,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,558,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,238,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$287 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$287 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,435,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,435,501 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,676 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,676 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,933 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,853 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $496,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $496,730 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,882 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,882 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $640,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $522,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,748,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,748,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,389,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $522,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,797,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,046,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,913,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,640,731 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,802,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,802,985 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,015,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,385,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,350,841 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,228,713 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,488,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,340,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,120,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,400,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,622,506 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $980 | OtherAssetsBOYAmt |
| Other Assets EOY | $980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,006,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,078,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,118,147 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,006,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,078,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,006,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,078,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,006,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,046,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,025,424 | OtherIncreasesAmt |
| Subtotal | $41,078,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,078,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $1,403,716 | $1,041,269 | $362,447 | $362,447 |
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | $13,994,137 | $8,278,648 | $5,715,489 | $5,715,489 |
| CAPITAL GAIN DISTRIBUTION | P | 2024-12-31 | $160,456 | $160,456 | $160,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,238,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $126,412 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,321 | OverpaymentAmt |
| Applied To ES Tax | $30,321 | 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 | 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 |
| Individual With Books | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 25TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JANET C ROSS | |||||||||
| C/O ANCHIN 3 TIMES SQUARE 25TH FL | NEW YORK | NY | 10036 | TRUSTEE | 5.00 | $0 | $0 | $0 | |
| DANIEL L MOSLEY | |||||||||
| C/O BDT COMPANY LLC 450 PARK AVE | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $0 | $0 | $0 | STE 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $45,484,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,778,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,019 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,276,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,276,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $814,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,462,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,673,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,673,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,091 | TotalTaxAmt |
| Distributable Before Adj | $2,577,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,577,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,577,025 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,797,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,797,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,577,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $762,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,797,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $762,716 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,034,911 | 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 | $1,542,114 | 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) |
|---|---|---|
| Contributing Manager | JANET C ROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE | $156,972 | |
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICTS INC | ||||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $2,500 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | CHARITABLE | $5,000 | |
| MUNICIPAL ART SOCIETY OF NY | ||||||||
| 488 MADISON AVENUE 1900 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $5,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | CHARITABLE | $750,994 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $40,000 | |
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | CHARITABLE | $102,001 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | CHARITABLE | $10,000 | |
| 122 EAST 66TH STREET FOUNDATION | ||||||||
| 122 E 66TH STREET | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $2,000 | |
| 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $5,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 W 57TH STREET 904 | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE | $1,000 | |
| AMERICAN ACADEMY IN ROME | ||||||||
| 535 WEST 22ND STREET THIRD FLOOR | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE | $2,000 | |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | ||||||||
| 124 DANIELS HOLE ROAD | EAST HAMPTON | NY | 11937 | NONE | PC | CHARITABLE | $1,500 | |
| ASIA SOCIETY | ||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $25,000 | |
| BLAIR HOUSE FOUNDATION | ||||||||
| P O BOX 27208 | WASHINGTON | DC | 20038 | NONE | PC | CHARITABLE | $35,398 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $486,552 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE | $1,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 1 E 65TH STREET | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE | $2,500 | |
| EAST END HOSPICE | ||||||||
| 481 WESTHAMPTON RIVERHEAD ROAD | WESTHAMPTON | NY | 11978 | NONE | PC | CHARITABLE | $2,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EASTHAMPTON | NY | 11937 | NONE | PC | CHARITABLE | $5,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER | ||||||||
| 1 GINGERBREAD LANE | EASTHAMPTON | NY | 11937 | NONE | PC | CHARITABLE | $2,000 | |
| HISTORIC DISTRICTS COUNCIL | ||||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $2,500 | |
| HSS FOUNDATION | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE | $2,000 | |
| INSTITUTE OF CLASSICAL ARCHITECTURE & ART | ||||||||
| 20 W 44TH STREET 310 | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE | $15,000 | |
| LADIES VILLAGE IMPROVEMENT SOCIETY | ||||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | CHARITABLE | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 3RD AVENUE 5TH FL | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $1,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | CHARITABLE | $2,750 | |
| NEW YORK PRESERVATION ARCHIVE PROJECT | ||||||||
| 174 E 80TH STREET | NEW YORK | NY | 10075 | NONE | PC | CHARITABLE | $1,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $3,000 | |
| NEW YORKERS FOR PARKS | ||||||||
| 111 JOHN STREET STE 1160 | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $3,000 | |
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | CHARITABLE | $5,000 | |
| PENTA MEDICAL RECYCLING | ||||||||
| 250 E SANFORD BLVD UNIT D15 | MT VERNON | NY | 10550 | NONE | PC | CHARITABLE | $5,000 | |
| RINGLING COLLEGE | ||||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | PC | CHARITABLE | $10,000 | |
| SAG HARBOR SONG FESTIVAL | ||||||||
| 48 MADISON STREET | SAG HARBOR | NY | 11963 | NONE | PC | CHARITABLE | $1,500 | |
| TRYALL FUND | ||||||||
| C/O SCHUR GROUP 360 HAMILTON AVE | WHITE PLAINS | NY | 10601 | NONE | PC | CHARITABLE | $25,000 | 8TH FL |
| UNITARIAN CHURCH OF ALL SOULS | ||||||||
| 1157 LEXINGTON AVENUE | NEW YORK | NY | 10075 | NONE | PC | CHARITABLE | $10,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW STREET | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $10,000 | |
| US DEPARTMENT OF STATE | ||||||||
| 2001 L STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,000 | |
| USA FOR UNHCR | ||||||||
| 150 W 30TH STREET 18TH FL | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $5,000 | |
| VILLAGE PRESERVATION SOCIETY OF EAST HAMPTON | ||||||||
| 44 COSDREW LANE | EAST HAMPTON | NY | 11937 | NONE | PC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,748,167 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,197,396 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,238,392 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INCOME PER NCH#3152 2024 K-1 | 18 | -$79 |
| INCOME PER NCH#3277 2024 K-1 | 18 | -$208 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,435,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,435,501 | 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, TAX RETURN PREPARATION & CONSULTING FEES | CategoryTxt |
| Amt | $26,933 | Amt |
| Net Investment Income | $18,853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BROWN BROTHERS - BONDS | BondNm |
| EOY Book Value | $4,488,713 | EOYBookValueAmt |
| EOYFMV | $4,340,835 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROWN BROTHERS - SECURITIES | StockNm |
| EOY Book Value | $8,385,219 | EOYBookValueAmt |
| EOYFMV | $11,350,841 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NCH-2007-3152 | AT COST | $10,752 | $2,100 |
| NCH-2007-3277 | AT COST | $18,749 | $11,775 |
| JPM#7002 - SEC | AT COST | $14,371,003 | $23,608,631 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NCH DIST RECEIVABLE | Desc |
| BOY Book Value | $980 | BOYBookValueAmt |
| EOY Book Value | $980 | EOYBookValueAmt |
| EOYFMV | $980 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,283 | $0 | $2,283 |
| NEW YORK FILING FEE | $750 | $0 | $750 |
| PAYROLL FEES | $4,671 | $0 | $4,671 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME PER NCH#3152 2024 K-1 | -$79 | -$79 | -$79 |
| INCOME PER NCH#3277 2024 K-1 | -$208 | -$208 | -$208 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER COST OF SECURITITES CONTRIBUTED | Desc |
| Amt | $1,025,424 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $496,730 | Amt |
| Net Investment Income | $496,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $69,000 | $0 | $0 |
| FOREIGN TAXES | $6,882 | $6,882 | $0 |