THE PAGE AND OTTO MARX JR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PAGE AND OTTO MARX JR FOUNDATION (EIN 13-3200783)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-05
- IRS object ID
- 201930959349100713
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-05T09:42:27-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113634653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael C Allen & Co CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 Marcus Ave Suite 137 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133200783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAGE & OTTO MARX JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
| Phone | 5167753000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL LEVY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C ALLEN CPA | PreparerPersonNm |
| PTIN | P00075601 | PTIN |
| Phone | 5167753000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $18,897,767 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111,687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104,187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $409,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,403,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,812 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,153,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,145,738 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,728 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $618 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,237 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $836,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $836,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,043,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $973,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,075,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,506 | CashBOYAmt |
| Cash EOY | $14,017 | CashEOYAmt |
| Cash EOYFMV | $14,017 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $341,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,386 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $248,570 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,570 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $249,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,904,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,283,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,718,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,033,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,033,981 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,852,206 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $15,557,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,644,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,897,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,557,215 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,644,086 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,557,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,644,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,557,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,644,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,557,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,492 | OtherIncreasesAmt |
| Subtotal | $15,671,441 | SubtotalAmt |
| Other Decreases | $27,355 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,644,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2721.3 Dentsply Sirona | P | 2015-12-15 | 2018-01-10 | $172,350 | $161,365 | $10,985 | $10,985 |
| 543.7 Dentsply Sirona | P | 2015-12-29 | 2018-01-10 | $34,435 | $33,443 | $992 | $992 |
| 300 Facebook | P | 2015-05-27 | 2018-03-20 | $49,573 | $24,048 | $25,525 | $25,525 |
| 550 Facebook | P | 2016-12-01 | 2018-03-20 | $90,883 | $63,322 | $27,561 | $27,561 |
| 300 The Trade Desk | P | 2017-02-28 | 2018-05-15 | $23,952 | $11,678 | $12,274 | $12,274 |
| 400 The Trade Desk | P | 2017-02-28 | 2018-06-27 | $36,284 | $15,570 | $20,714 | $20,714 |
| 1000 The Trade Desk | P | 2017-02-28 | 2018-06-27 | $90,710 | $35,503 | $55,207 | $55,207 |
| 1575 Vanguard | P | 2013-12-18 | 2018-07-03 | $394,834 | $258,128 | $136,706 | $136,706 |
| 650 The Trade Desk | P | 2017-02-28 | 2018-09-06 | $89,676 | $23,077 | $66,599 | $66,599 |
| 170 Garrett Motion Inc. | P | 2016-12-20 | 2018-10-03 | $2,847 | $2,161 | $686 | $686 |
| 5500 US Bank Corp | P | 2012-01-17 | 2018-10-17 | $288,838 | $161,765 | $127,073 | $127,073 |
| 2500 Delta Airlines | P | 2015-12-23 | 2018-10-25 | $134,506 | $129,523 | $4,983 | $4,983 |
| 1100 Delta Airlines | P | 2015-12-23 | 2018-10-25 | $59,183 | $57,205 | $1,978 | $1,978 |
| 400 Delta Airlines | P | 2016-05-03 | 2018-10-25 | $21,521 | $17,192 | $4,329 | $4,329 |
| 540 The Trade Desk | P | 2017-02-28 | 2018-10-25 | $62,145 | $19,171 | $42,974 | $42,974 |
| 535 The Trade Desk | P | 2017-02-28 | 2018-10-26 | $58,575 | $18,994 | $39,581 | $39,581 |
| 0.3333 Resideo Technologies | P | 2016-12-20 | 2018-10-29 | $7 | $7 | $7 | |
| 283 Resideo Technologies | P | 2016-12-20 | 2018-11-06 | $6,828 | $5,785 | $1,043 | $1,043 |
| 1600 Chubb LTD | P | 2016-06-15 | 2018-11-07 | $208,457 | $199,803 | $8,654 | $8,654 |
| 7500 Bank of America | P | 2016-12-05 | 2018-11-12 | $207,803 | $163,862 | $43,941 | $43,941 |
| 305K Treasury Obligation MMF | P | 2000-01-01 | 2018-12-11 | $305,000 | $305,000 | ||
| 65K Treasury Obligation MMF | P | 2000-01-01 | 2018-12-20 | $65,000 | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,812 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $989,533 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,154,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $974,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,213,723 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $932,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,265,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $874,688 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,644,768 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $868,021 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,467,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04700 | DistributionYr5Rt |
| Total Distribution | 0.245095 | TotalDistributionRt |
| Average Distribution | 0.049019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,865,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $973,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,756 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $984,527 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $973,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,511 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,511 | SubtotalAmt |
| Tax Based On Investment Income | $21,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,511 | TaxDueAmt |
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 | THE PAGE & OTTO MARX JR FOUNDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167753000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 MARCUS AVENUE STE 137 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JILL LEVY | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | President | 2.00 | $2,000 |
| HELEN O WESTCOTT | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | Director | 1.00 | $1,500 |
| ALEXANDER T WESTCOTT | ||||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | Director | 1.00 | $2,000 |
| ALLAN M LEVY | ||||||
| 1983 MARCUS AVE STE 137 | LAKE SUCCESS | NY | 11042 | Director | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS JONES & ASSOCIATES LL | |||||
| 717 FIFTH AVE FL 11 | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $109,584 |
| MICHAEL C ALLEN & CO CPAS PLLC | |||||
| 1983 Marcus Avenue Ste 137 | Lake Success | NY | 11042 | ACCOUNTING & ADMIN | $43,200 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,562,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,167,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,167,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,865,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $993,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $993,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,511 | TotalTaxAmt |
| Distributable Before Adj | $971,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $971,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $971,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $973,337 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $973,337 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $973,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $971,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $810,934 | UndistributedIncomePYAmt |
| Qualifying Distributions | $973,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $810,934 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,403 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $809,345 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | FOR RESEARCH | $20,000 |
| ART START | |||||||
| 526 WEST 26TH ST SUITE 501 | NEW YORK | NY | 10001 | N/A | PC | FOR BETTERMENT OF UNDERSERVED YOUTH | $3,000 |
| BOSTON COLLEGE FUND CLUB HOCKEY TEAM | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02167 | N/A | PC | FOR EDUCATION | $2,250 |
| BLACK GIRLS CODE | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | TO MAKE PROGRAMMING AND TECHNOLOGY ACCESSIBLE TO A NEW GENERATION | $10,000 |
| CAMPHILL SPECIAL SCHOOLS | |||||||
| 1784 FAIRVIEW RD | GLENMOORE | PA | 19343 | N/A | PC | FOR EDUCATION AND SUPPORT OF SPECIAL NEEDS CHILDREN | $50,000 |
| CHAPIN SCHOOL | |||||||
| 4101 PRINCETON PIKE | PRINCETON | NJ | 08542 | N/A | PC | FOR EDUCATION AND SUPPORT OF YOUNG WOMEN | $20,000 |
| CHILD CANCER FUND | |||||||
| 4720 SALISBURY ROAD | JACKSONVILLE | FL | 32256 | N/A | PC | FOR SUPPORT OF FAMILIES FIGHTING CHILDHOOD CANCER | $10,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | FOR FOOD RESCUE PROGRAM | $10,000 |
| COMMUNITY VOICES HEARD | |||||||
| 115 EAST 106TH ST 3RD FL | NEW YORK | NY | 10029 | N/A | PC | TO SUPPORT SOCIAL, ECONOMIC AND RACIAL JUSTICE FOR WOMEN AND LOW-INCOME FAMILIES IN NEW YORK STATE | $10,000 |
| DUNN SCHOOL | |||||||
| 2555 WEST HIGHWAY 154 PO BOX 98 | LOS OLIVOS | CA | 93441 | N/A | PC | FOR EDUCATION OF THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL | $20,000 |
| EXPONENT PHILANTHROPY | |||||||
| 7120 N STREET NW | WASHINGTON | DC | 20077 | N/A | PC | TO EMPOWER PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT | $1,750 |
| FOOD BANK NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | PC | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL, EMPOWERMENT AND DIGNITY. | $1,500 |
| GODS LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SERIOUS ILLNESSES BY ALLEVIATING HUNGER. | $1,500 |
| HILLSIDE FOOD OUTREACH | |||||||
| 404 IRVINGTON STREET | PLEASANTVILLE | NY | 10570 | N/A | PC | TO END HUNGER AMONG VULNERABLE PEOPLE | $7,250 |
| HUNTER COLLEGE FOUNDATION | |||||||
| 695 PAARK AVENUE ROOM E1306 | NEW YORK | NY | 10065 | N/A | PC | FOR EDUCATION AND DEVELOPMENT OF STUDENTS | $2,500 |
| LIFE NEEDS CO-OP | |||||||
| 250 NORTH PLAIN RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | TO SUPPORT INITIATIVES AIMED AT THE ENVIRONMENT, AND ESPECIALLY THOSE ENGAGING YOUTH AND FURTHERING EDUCATION | $32,500 |
| LOYOLA UNIVERSITY MARYLAND | |||||||
| 4501 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | N/A | PC | FOR EDUCATION IN THE JESUIT, CATHOLIC TRADITION | $2,250 |
| MASS GENERAL HOSPITAL FTD UNIT | |||||||
| 125 NASHYA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR RESEARCH OF ALL FORMS OF FRONTOTEMPORAL DISORDERS AND RELATED FOCAL DEMENTIA SYNDROMES | $2,500 |
| METROPOLITAN OPERA PATRON PROGRAM | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | TO SUPPORT PERFORMING ARTS | $30,000 |
| MMRF | |||||||
| 382 MAIN ST 5TH FL | NORWALK | CT | 06851 | N/A | PC | FOR RESEARCH OF MULTIPLE MYELOMA | $35,000 |
| NATURAL HERITAGE TRUST | |||||||
| 625 BORADWAY | ALBANY | NY | 12207 | N/A | PC | TO FURTHER PUBLIC PROGRAMS FOR PARKS, RECREATION, CULTURAL, LAND AND WATER CONSERVATION AND HISTORIC PRESERVATION OF THE STATE OF NEW YORK | $14,500 |
| NEW GRANGE SCHOOL | |||||||
| 407 NASSAU ST AT CEDAR LANE | PRINCETON | NJ | 08540 | N/A | PC | FOR THE EDUCATION AND DEVELOPMENT OF SPECIAL NEEDS CHILDREN | $20,000 |
| NEW JERSEY SEEDS CENTER | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | N/A | PC | FOR EDUCATION AND DEVELOPMENT OF CHILDREN | $10,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | N/A | PC | FOR MEDICAL RESEARCH | $45,000 |
| PACE UNIVERSITY | |||||||
| 1 PACE PLAZA | NEW YORK | NY | 10038 | N/A | PC | GIFT TO EDUCATION | $2,500 |
| PRINCETON DAY SCHOOL | |||||||
| PO BOX 75 THE GREAT ROAD | PRINCETON | NJ | 08542 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $10,000 |
| PRINCETON JUNIOR SCHOOL | |||||||
| 90 FACKLER ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $20,000 |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL ROAD | NEW HOPE | PA | 18938 | N/A | PC | FOR INTELLECTUAL AND MORAL DEVELOPMENT OF STUDENTS | $66,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 8 SUNNYSIDE AVE | PLEASANTVILLE | NY | 10570 | N/A | PC | FOR RELIGIOUS EDUCATION AND DEVELOPMENT | $10,000 |
| THE ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | PC | TO SUPPORT COMPASSIONATE, COLLABORATIVE AND SCIENTIFICALLY EXCELLENT HEALTH CARE | $20,000 |
| THE CHEWONKI FOUNDATION | |||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | PC | TO INSPIRE TRANSFORMATIVE GROWTH, TEACH APPRECIATION OF THE NATURAL WORLD, AND CHALLENGE PEOPLE TO BUILD THRIVING, SUSTAINABLE COMMUNITIES | $10,000 |
| THE ELEPHANT SANCTUARY | |||||||
| 27 E MAIN ST | HOHENWALD | TN | 38462 | N/A | PC | TO PROVIDE A NATURAL HABITAT FOR CAPTIVE ASIAN AND AFRICAN ELEPHANTS | $4,500 |
| THE HOPE FOR YOUTH FOUNDATION | |||||||
| PO BOX 8 | BUCHANAN | NY | 10511 | N/A | PC | TO SUPPORT ILL, DISABLED, AND DISADVANTAGED CHILDREN | $7,250 |
| THE LUNG TRANSPLANT FOUNDATION | |||||||
| 1249 KILDAIRE FARM ROAD SUITE 323 | CARY | NC | 27511 | N/A | PC | TO IMPROVE THE LIVES OF LUNG TRANSPLANT PATIENTS AND FAMILIES | $14,500 |
| THE NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | N/A | PC | TO INSPIRE A CULTURE OF UNDERSTANDING AND DICOVERY OF OUR NATURAL WORLD THROUGH CONSERVATION, INNOVATION AND LEADERSHIP | $10,000 |
| THE PENNINGTON SCHOOL | |||||||
| 112 W DELAWARE AVE | PENNINGTON | NJ | 08534 | N/A | PC | SCHOLARSHIP | $120,000 |
| THE TRENTON CHILDREN'S CHORUS | |||||||
| NASS PRES CHURCH 61 NASSAU ST | PRINCETON | NJ | 08542 | N/A | PC | TO EMPOWER THE ACADEMIC, SOCIAL AND SPIRITUAL LIVES OF CHILDREN THROUGH ARTISTRY IN MUSIC | $20,000 |
| TRENTON COMMUNITY MUSIC SCHOOL | |||||||
| PO BOX 5206 | TRENTON | NJ | 08638 | N/A | PC | TO DEVELOP AWARENESS, CONFIDENCE, CONNECTIVITY, EXPRESSIVENESS AND OPEN MINDNESS OF CHILDREN THROUGH MUSICAL INSTRUMENTS | $5,000 |
| UNIVERSITY COMMUNITY SOCIAL SERVICE | |||||||
| 137 EAST 2ND ST | NEW YORK | NY | 10003 | N/A | PC | SOUP KITCHEN AND SOCIAL SERVICES | $12,500 |
| VERNON AVENUE PROJECT | |||||||
| 442 LORIMER STREET SUITE D309 | BROOKLYN | NY | 11206 | N/A | PC | TO EDUCATE THE NEXT GENERATION OF ENTREPRENEURS IN BROOKLYN | $5,000 |
| WARE EPISCOPAL CHURCH | |||||||
| PO BOX 616 | GLOUCHESTER | VA | 23061 | N/A | PC | FOR RELIGIOUS EDUCATION AND DEVELOPMENT | $2,500 |
| WNET CHANNEL 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | TO INFORM, ENLIGHTEN, ENTERTAIN AND INSPIRE THE PUBLIC THROUGH THE POWER OF TELEVISION AND ELECTRONIC MEDIA | $40,000 |
| YOUNG SCHOLARS INSTITUTE | |||||||
| 349 WEST STATE ST | TRENTON | NJ | 08618 | N/A | PC | TO PROVIDE REMEDIAL, SUPPLEMENTAL AND ENRICHMENT PROGRAMS FOR STUDENTS IN TRENTON, NJ | $5,000 |
| ALL FLORIDA JUNIOR RODEO ASSOCIATIO | |||||||
| 1475 NE 7TH AVE | CITRA | FL | 32113 | N/A | PC | CHILDRENS HEALTH | $2,000 |
| BRONX HIGH SCHOOL OF SCIENCE ALUMNI | |||||||
| 75 WEST 205 STREET | BRONX | NY | 10468 | N/A | PC | SCHOOL | $2,500 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | FEEDING ELDERLY | $1,500 | |
| FUND OF THE CITY OF NY | |||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | N/A | PC | IMPROVE LIFE OF NEW YORKERS | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PC | RADIO PRODUCTION | $20,000 |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | N/A | PC | FUND FOR SOCIAL GOOD | $10,000 |
| STRINGS MUSIC FESTIVAL | |||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | SUPPORT FOR ORCHESTRA | $2,500 |
| ARTIST'S FELLOWSHIP INC | |||||||
| 47 FIFTH AVENUE | NEW YORK | NY | 10003 | N/A | PC | SUPPORT OF ARTISTS | $4,500 |
| THE FUND OF JOHN HOPKINS MEDICINE | |||||||
| 75 EAST PRATT STREET 17TH FL | BALTIMORE | MD | 21202 | N/A | PC | SUPPORT FOR MEDICAL RESEARCH | $25,000 |
| THE TRAGEDY ASISTANCE PROGRAM FOR S | |||||||
| 3033 WILSON BLVD THIRD FLOOR | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR WAR SURVIVORS | $2,500 |
| UNITED HOSPITAL FUND | |||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10018 | PC | MEDICAL RESEARCH | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $836,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,687 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $631,812 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $521,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $631,812 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,153,238 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $43,200 | Amt |
| Net Investment Income | $14,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income tax | Desc |
| Amt | $10,575 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charge | $10 | $3 | $7 |
| Insurance Expesnes | $1,392 | $464 | $928 |
| Postage & Delivery | $13 | $4 | $9 |
| Rental Expenses | $9,600 | $3,200 | $6,400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Miscellaeous Income | $82 |
| NON-DIVIDEND DISTRIBUTIONS | $4,410 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| adminisrative fees | $33,600 | $11,200 | $0 | $22,400 |
| Investment Advisory Fees | $109,584 | $36,528 | $0 | $73,056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes withheld | $1,105 | $368 | $737 |
| nys franchise | $750 | $250 | $500 |