THE FOREST FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FOREST FAMILY FOUNDATION INC (EIN 13-6219843)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349102463
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:59:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133569653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN KUSLANSKY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 PENN PLAZA SUITE 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 136219843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOREST FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2126967113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO STEVEN FOREST 56 BEVERLY ROAD | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN FOREST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126967113 | PhoneNum |
| Signature | 2025-11-13 | 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 | STUART ROSEN CPA | PreparerPersonNm |
| PTIN | P00186459 | PTIN |
| Phone | 2126752600 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $1,047,139 | 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 | $20,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,888 | 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 |
| Accounting Fees Rev And Expnss | $4,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,726 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,127 | CashBOYAmt |
| Cash EOY | $10,544 | CashEOYAmt |
| Cash EOYFMV | $10,544 | CashEOYFMVAmt |
| Corporate Stock BOY | $873,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $846,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,036,595 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $888,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $856,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,047,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,127 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,544 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $873,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $846,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $888,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $856,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $888,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $856,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $888,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $856,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $856,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO (SCHEDULE PROVIDED UPON REQUEST) | P | $113,308 | $114,776 | -$1,468 | -$1,468 |
| WELLS FARGO (SCHEDULE PROVIDED UPON REQUEST) | P | $87,140 | $72,013 | $15,127 | $15,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,062 | OverpaymentAmt |
| Applied To ES Tax | $240 | AppliedToESTaxAmt |
| Refund | $2,822 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126967113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOREST 56 BEVERLY RD | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN FOREST | ||||||||
| 56 BEVERLY ROAD | WHITE PLAINS | NY | 10605 | PRESIDENT | 7.00 | $0 | $0 | $0 |
| MARC FOREST | ||||||||
| 8 HARDSCRABBLE CIRCLE | ARMONK | NY | 10504 | TREASURER | 7.00 | $0 | $0 | $0 |
| 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 |
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 | $1,021,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,043,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,043,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,028,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $218 | TotalTaxAmt |
| Distributable Before Adj | $51,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,695 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,695 | 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 | $2,433 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN FOREST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BEVERLY ROAD | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126967113 | RecipientPhoneNum |
| Recipient Email Address | scffo41@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | BY WRITTEN COMMUNICATION STATING NAME OF ORGANIZATION, NATURE OF SERVICE, LENGTH OF EXISTENCE, REFERENCES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | PC | To support various programs | $75 |
| ALPHA EPSILON PHI | ||||||
| 11 LAKE AVENUE EXTENSION SUITE 1A | DANBURY | CT | 06811 | PC | To support various programs | $5,650 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | To support various programs | $1,000 |
| AMERICAN HEART ASSOCIATION INC | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | To support various programs | $100 |
| CHABAD OF BEDFORD | ||||||
| 220 SOUTH BEDFORD ROAD | BEDFORD CORNERS | NY | 10549 | PC | To support various programs | $1,000 |
| FJC | ||||||
| 31 WEST 34TH STREET NO 8026 | NEW YORK | NY | 10001 | PC | To support various programs | $20,500 |
| FRIENDSHIP CIRCLE | ||||||
| 6892 WEST MAPLE RD | WEST BLOOMFIELD | MI | 48322 | PC | To support various programs | $250 |
| GUIDE DOGS FOR THE BLIND INC | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | PC | To support various programs | $350 |
| HAMPTON BAYS FIRE COMPANY | ||||||
| 69 WEST MONTAUK HWY | HAMPTON BAYS | NY | 11946 | PC | To support various programs | $100 |
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | To support various programs | $500 |
| JCCA FOUNDATION INC | ||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | PC | To support various programs | $2,000 |
| KIDNEY SEARCH FOUNDATION INC | ||||||
| 399 LENOX RD | HUNTINGTON STATION | NY | 11746 | PC | To support various programs | $1,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | ||||||
| 1702 EAST HIGHLAND AV SUITE 400 | PHOENIX | AZ | 85016 | PC | To support various programs | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | To support various programs | $1,000 |
| PAN-MASSACHUSETTS CHALLENGE | ||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PC | To support various programs | $250 |
| ST VINCENT'S MEDICAL CENTER | ||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | PC | To support various programs | $500 |
| TEAK FELLOWSHIP INC | ||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | PC | To support various programs | $2,250 |
| TENDER LOVING CATS INC | ||||||
| PO BOX 827 | MELVILLE | NY | 11747 | PC | To support various programs | $200 |
| THE METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | To support various programs | $210 |
| UNITED NEGRO COLLEGE FUND INC | ||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PC | To support various programs | $100 |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78712 | PC | To support various programs | $100 |
| WESTHAMPTON BEACH PERFORMING ARTS | ||||||
| 76 MAIN ST | WESTHAMPTON BEACH | NY | 11978 | PC | To support various programs | $1,000 |
| WOUNDED WARIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | To support various programs | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,355 | 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 | $20,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,888 | 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 | $4,920 | Amt |
| Net Investment Income | $2,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,460 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO PORTFOLIO | StockNm |
| EOY Book Value | $846,314 | EOYBookValueAmt |
| EOYFMV | $1,036,595 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $15,726 | $15,726 | $0 |
| FILING FEES | $100 | $0 | $100 |
| POSTAGE AND SHIPPING | $146 | $0 | $146 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $5,896 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |