TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349101631
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:54:39-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352536842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMC Tax Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Madison Ave Ste 400 | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810704856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIGER TAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIGE | BusinessNameControlTxt |
| Phone | 9149676057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 PENWOOD RD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W BROWN JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON M MUNK MACC CPA | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 9737759909 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,254,066 | 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 | $320,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $462,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,455 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,108 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,107 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,421 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $513 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,246 | CashBOYAmt |
| Cash EOY | $3,714 | CashEOYAmt |
| Cash EOYFMV | $3,714 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,168,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,192,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,614,090 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,544,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,624,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,562,779 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $135 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,006,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,254,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,006,780 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,894,888 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,006,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,006,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,894,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,006,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $4,201,997 | SubtotalAmt |
| Other Decreases | $307,109 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 15K CD BMO HARRIS CD | P | 2016-09-16 | 2018-09-21 | $15,000 | $15,000 | |
| Capital Gain Dividends | $39,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,919 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $249,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,122,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06047 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,913,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02278 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $1,950,497 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.083251 | TotalDistributionRt |
| Average Distribution | 0.027750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,337,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $262,417 | 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 | $1,389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,389 | SubtotalAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,103 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,103 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $703 | OverpaymentAmt |
| Applied To ES Tax | $703 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON M MUNK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737759909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MADISON AVE STE 400 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| JOSEPH W BROWN JR | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| VALERIE BROWN | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,277,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,403,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,403,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,337,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,389 | TotalTaxAmt |
| Distributable Before Adj | $215,493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215,493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $215,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,417 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $262,417 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,389 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,028 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,493 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $22,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,417 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $215,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,924 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,383 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $69,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $22,459 | ExcessFromYear1Amt |
| Excess From Current Year | $46,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH W BROWN JR | ContributingManagerNm |
| Contributing Manager | VALERIE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 E 71ST ST | NEW YORK | NY | 10021 | None | PC | GENERAL | $75,500 |
| CITYSQUASH | |||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | None | PC | GENERAL | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1 UNION ST STE 301 | ROBBINSVILLE | NJ | 08691 | None | PC | GENERAL | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | None | PC | GENERAL | $8,000 |
| CITY UNIVERSITY OF NEW YORK | |||||||
| 217 E 42ND ST | NEW YORK | NY | 10017 | None | PC | GENERAL | $2,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVE 5TH FL | NEW YORK | NY | 10016 | None | PC | GENERAL | $3,000 |
| HARLEM EDUCATIONAL ACTIVITIES FUND | |||||||
| 2090 ADAM CLAYTON POWELL BLVD 10 FL | NEW YORK | NY | 10027 | None | PC | GENERAL | $2,500 |
| ACTORS FUND | |||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10019 | None | PC | GENERAL | $2,500 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| ONE GATEWAY PLAZA | PORT CHESTER | NY | 10573 | None | PC | GENERAL | $2,400 |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH ST | NEW YORK | NY | 10010 | None | PC | GENERAL | $500 |
| BIG BROTHERS BIG SISTERS OF NYC | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $35,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVE STE 1800 | NEW YORK | NY | 10022 | None | PC | GENERAL | $7,400 |
| HOLY TRINITY ORTHODOX CHURCH | |||||||
| 369 GREEN AVE | EAST MEADOW | NY | 11554 | None | PC | GENERAL | $750 |
| MBIA FOUNDATION INC | |||||||
| 1 MANHATTANVILLE RD STE 301 | PURCHASE | NY | 10577 | None | PC | GENERAL | $2,000 |
| BEDFORD HILLS FIRE DEPT | |||||||
| 332 BEDFORD RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $200 |
| FRIENDS OF HAITI | |||||||
| 302 BEDFORD AVE PMB 74 | BROOKLYN | NY | 11249 | None | PC | GENERAL | $5,000 |
| ST MICHAEL ROMAN CATHOLIC CHURCH | |||||||
| 469 NORTH ST | GREENWICH | CT | 06830 | None | PC | GENERAL | $500 |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | None | PC | GENERAL | $500 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 EAST 4TH ST | NEW YORK | NY | 10009 | None | PC | GENERAL | $1,000 |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVE SOUTH | NEW YORK | NY | 10016 | None | PC | GENERAL | $15,200 |
| FOUR WINDS INC | |||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | None | PC | GENERAL | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20007 | None | PC | GENERAL | $10,000 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | None | PC | GENERAL | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | None | PC | GENERAL | $7,500 |
| PORT CHESTER CARES | |||||||
| 55 SOUTH MAIN ST | PORT CHESTER | NY | 10573 | None | PC | GENERAL | $400 |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR ST | RYE | NY | 10580 | None | PC | GENERAL | $18,000 |
| UCONN FOUNDATION | |||||||
| 2075 HILLSIDE RD 1019 2ND FL | STORRS | CT | 06269 | None | PC | GENERAL | $5,000 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $15,000 |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON ST STE 200 | WELLESLEY HILLS | MA | 02481 | None | PC | GENERAL | $500 |
| POLICE BENEVOLENT ASSOC OF BEDFORD | |||||||
| 307 BEDFORD RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $200 |
| FAMILY CENTER INC | |||||||
| 493 NOSTRAND AVE 3RD FL | BROOKLYN | NY | 11216 | None | PC | GENERAL | $5,000 |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | None | PC | GENERAL | $125 |
| HER JUSTICE | |||||||
| 100 BROADWAY 10TH FL | NEW YORK | NY | 10005 | None | PC | GENERAL | $2,500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW STE 200 | WASHINGTON | DC | 20005 | None | PC | GENERAL | $100 |
| LGBTQ FOCUS FOUNDATION CORP | |||||||
| 251 E 51ST ST | NEW YORK | NY | 10022 | None | PC | GENERAL | $500 |
| OSBORN FOUNDATION | |||||||
| 101 THEALL RD | RYE | NY | 10580 | None | PC | GENERAL | $1,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | None | PC | GENERAL | $500 |
| JIMMY LEE SCHOLARSHIP FUND | |||||||
| PO BOX 229 | PURCHASE | NY | 10577 | None | PC | GENERAL | $500 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | None | PC | GENERAL | $500 |
| CHILDRENS VILLAGE INC | |||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | None | PC | GENERAL | $1,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH 17TH FL | NEW YORK | NY | 10010 | None | PC | GENERAL | $2,500 |
| BOYS AND GIRLS CLUB | |||||||
| 1275 PEACHTREE ST 7TH FL | ATLANTA | GA | 30309 | None | PC | GENERAL | $1,500 |
| RAINFOREST TRUST | |||||||
| 7078 AIRLIE RD | WARRENTON | VA | 20187 | None | PC | GENERAL | $2,500 |
| CORNELL UNIVERSITY MEDICAL ALUMNI ASSOC | |||||||
| 1300 YORK AVE BOX 61 | NEW YORK | NY | 10065 | None | PC | GENERAL | $3,050 |
| MY SISTERS PLACE INC | |||||||
| 1436 U STREET NW STE 303 | WASHINGTON | DC | 20009 | None | PC | GENERAL | $1,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | None | PC | GENERAL | $2,500 |
| ARMONK INDEPENDENT FIRE COMPANY INC | |||||||
| PO BOX 116 | ARMONK | NY | 10504 | None | PC | GENERAL | $200 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | None | PC | GENERAL | $3,000 |
| EQUINE RESCUE INC | |||||||
| PO Box 313 | BEDFORD | NY | 10507 | None | PC | General | $500 |
| GMHC HEALTH SERVICES INC | |||||||
| 446 WEST 33RD STREET | NEW YORK | NY | 10001 | None | PC | GENERAL | $1,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,310 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,893 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,455 | 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 | VALERIE BROWN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 PENWOOD ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $320,300 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHS STARBUCKS CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $320,300 | FairMarketValueAmt |
| Received | 2018-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WMC TAX SERVICES | CategoryTxt |
| Amt | $4,215 | Amt |
| Net Investment Income | $2,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,107 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,192,087 | EOYBookValueAmt |
| EOYFMV | $1,614,090 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,624,087 | BookValueAmt |
| EOYFMV | $2,562,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX BASIS DIFF - CONTRIBUTED ASSETS | $296,523 |
| BROKERAGE ADJUSTMENTS | $10,586 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $513 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $1,082 | |
| FOREIGN TAXES | $1,171 | $1,171 |
| STATE TAX | $250 | $250 |