DEARIE FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEARIE FAMILY CHARITABLE TRUST (EIN 47-5255236)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101102
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:03:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVE SUITE 1125 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | 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 | 475255236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dearie Family Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GLENN M TROOST | InCareOfNm |
| Business Name Control | DEAR | BusinessNameControlTxt |
| Phone | 6316041327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 Fifth Avenue Suite 1700 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN TROOST | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6316041327 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3716817445 | 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 | $6,294,034 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,977 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,977 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $475,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,145,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,148 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,517 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $509 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $577,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,784 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,784 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,628 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,091 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $196,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $489,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,029 | CashBOYAmt |
| Cash EOY | $177,326 | CashEOYAmt |
| Cash EOYFMV | $177,326 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $336,568 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $215,143 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $219,921 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,649,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,647,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,677,706 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,936 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $219,319 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,081 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,088,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,259,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,294,034 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $21,787 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $21,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,066,634 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,259,172 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,066,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,259,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,088,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,259,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,066,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $196,598 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,263,232 | SubtotalAmt |
| Other Decreases | $4,060 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,259,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,145,013 | GrossSalesPriceAmt |
| Cost Or Other Basis | $669,865 | CostOrOtherBasisAmt |
| Gain Or Loss | $475,148 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $475,148 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,804 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,804 | SubtotalAmt |
| Tax Based On Investment Income | $6,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $5,211 | OverpaymentAmt |
| Applied To ES Tax | $5,211 | 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 |
| 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 | GLENN M TROOST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6316041327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVENUE SUITE 1700 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLENN M TROOST | ||||||||
| 521 FIFTH AVENUE SUITE 1700 | New York | NY | 10175 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| BRETT GILBERT | ||||||||
| 521 FIFTH AVENUE SUITE 1700 | New York | NY | 10175 | TRUSTEE | 0 | $15,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pershing Advisor Solutions LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pershing Plaza | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Financial Service | ServiceTypeTxt |
| Compensation | $61,628 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,627,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $447,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,221,983 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,221,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,128,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,804 | TotalTaxAmt |
| Distributable Before Adj | $299,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $319,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $319,629 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,874 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $310,874 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,128 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $310,874 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $310,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,755 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,755 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,974 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,712 | ExcessFromYear3Amt |
| Excess From Year2 | $1,128 | ExcessFromYear2Amt |
| Excess From Year1 | $37,134 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Good Dog Foundation Inc | |||||||
| 500 Fashion Ave 8th Floor | NEW YORK | NY | 10018 | none | PC | To ease human suffering and promote recovery from trauma and stress using animal-assisted therapy services that are recognized as among the most innovative and reliable in the United States. | $29,500 |
| THE ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 100658314 | none | PC | to operate an institues for veterinary educaton and specialty care, clinical research and charity for animals at its veterinary medical facility located in New York City | $10,000 |
| Calvery Fund Inc | |||||||
| 1740 Eastchester Road | Bronx | NY | 104612392 | None | PC | The calvary fund's primary exempt purpose is to raise public contributions to support the tax-exempt mission of calvary hospital, Inc. | $10,000 |
| Disabled American Veterans | |||||||
| 3725 alexandria pike | cold spring | KY | 41076 | NONE | PC | EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY | $10,000 |
| NORTH SHORE ANIMAL LEAGUE American Inc | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | PET RESCUE AND ADOPTION, HUMANE EDUCATION, SPAY/NEUTER AND MEDICAL CARE | $10,000 |
| Broadway Cares | |||||||
| 165 West 46th Street Suite 1300 | New York | NY | 10036 | NONE | PC | BCEFA'S MISSION IS TO (I)MOBILIZE THE UNIQUE ABILITIES WITHIN THE ENTERTAINMENT INDUSTRY TO MITIGATE THE SUFFERING OF INDIVIDUALS AFFECTED BY HIV/AIDS. | $10,000 |
| Elsa's Ark Inc | |||||||
| PO Box 2900 | East Hampton | NY | 11937 | NONE | PC | Elsa's Ark Inc., Focus on the rescue, rehabilitation, and home placement of animals deemed adoptable" because of age, health, or temperament. | $5,000 |
| BIDEAWEE INC | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | none | PC | TO BE GREATER NEW YORK'S LEADER IN RESCUING, CARING FOR, AND PLACING HOMELESS CATS AND DOGS | $20,000 |
| Project MOST Inc | |||||||
| PO Box 1486 | East Hampton | NY | 11937 | NONE | PC | TO PROVIDE AFTER SCHOOL PROGRAMS FOR SCHOOL AGE CHILDREN AND A SAFE PLACE FOR CHILDREN AFTER SCHOOL IN EAST HAMPTON, NEW YORK | $12,000 |
| Planned Parenthood Feden of Ann | |||||||
| 123 William St 10th Floor | New York | NY | 10038 | None | PC | To provide comprehensive reproductive health care svcs, advocate for public policies and ensure access to svcs and provide sex education to enhance understanding of human sexuality | $10,000 |
| Living Free Animal Sanctuary | |||||||
| PO Box 5 54250 Keen Camp Road | Mountain Center | CA | 92561 | NONE | PC | Living Free is a No-Kill, nonprofit Animal Sanctury that saves and finds qualified homes for orphaned animals facing imminent shelter Euthanasia. | $10,000 |
| Long Island Cares Inc | |||||||
| 10 Davids Drive | Hauppauge | NY | 11788 | NONE | PC | The Harry Chapin Food Bank is the regional food bank for Nassau and Suffolk County. Founded by the late singer/songwriter and social activist, Harry Chapin in 1980, Long Island Cares brings together all available resources for the benefit of the hungry and food insecure on Long Island and, to the best of our ability, provides for the humanitarian needs of our community. Our goals are to improve food security for families, sponsor programs that help individuals and families achieve self-sufficiency, and educate the general public about the causes and consequences of hunger and food insecurity on Long Island. Our organization contracts with New York State and the Department of Health, Hunger Prevention Nutrition Assistance Program, and the USDA Emergency Food Assistance Program to administer two of the government's major hunger relief programs for the Long Island Region | $5,000 |
| LGBT Network | |||||||
| 125 Kennedy Dr Suite 100 | Hauppauge | NY | 11788 | NONE | PC | Long Island Gay and Lesbian Youth works to build community, provide a home and safe space for all, end anti-LGBT bullying, and prevent suicide. LIGALY does this through providing education, advocacy, empowerment, and social support services to LGBT youth, young adults, and their families for whom sexuality, sexual orientation, gender identity, and HIV/AIDS are an issue. | $5,000 |
| Callen-Lorde Community Health center | |||||||
| 356 West 18th St | New York | NY | 10011 | NONE | PC | PROVIDES SENSITIVE QUALITY HEALTH CARE TO AND RELATED SERVICES PRIMARILY TO NEW YORK'S LESBIAN, GAY, BISEXUAL AND TRANSGENDER COMMUNITIES IN ALL THEIR DIVERSITY REGARDLESS OF THEIR ABILITY TO PAY. | $5,000 |
| American Civil Liberties Union Foundation Inc | |||||||
| 125 BROAD STREET 18TH FLOOR | New York | NY | 10004 | NONE | PC | PRESERVATION AND PROMOTION OF CIVIL RIGHTS AND CIVIL LIBERTIES. | $15,000 |
| Dezart Performs | |||||||
| 696 N Hermosa Drive | Palm Springs | CA | 92262 | NONE | PC | Provide an artistic home for bold and cuttingedge plays, creating an atmosphere of artistic growth for actors, writers, and directors who uniquely contribute to the diverse theatrical environment in the Coachella Valley. | $61,000 |
| AIDS Assistance Program | |||||||
| 1276 N Palm Canyon Dr Ste 108 | Palm Springs | CA | 92262 | NONE | PC | The specific purpose of the AIDS Assistance Program is supplying nutritional support to low income men, women, and children living with HIV/AIDS and other life threatening illnesses. | $10,000 |
| World Monuments Fund Inc | |||||||
| 600 5TH AVENUE FLOOR 25 | New York | NY | 10020 | NONE | PC | WORLD MONUMENTS FUND (WMF) IS THE LEADING INDEPENDENT ORGANIZATION DEVOTED TO SAFEGUARDING THE WORLD'S MOST TREASURED PLACES TO ENRICH PEOPLE'S LIVES AND BUILD MUTUAL UNDERSTANDING ACROSS CULTURES AND COMMUNITIES. | $2,500 |
| Lesbian and Gay Community Services Center Inc | |||||||
| 208 WEST 13TH STREET | new york | NY | 10011 | NONE | PC | Empowering LGBTQ People, Building Strong Community. New York City's Lesbian, Gay, Bisexual, & Transgender Community Center empowers people to lead healthy, successful lives. The Center celebrates our diversity and advocates for justice and opportunity. | $1,500 |
| Eleanor Whitmore Early Childhood Center | |||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | NONE | PC | The Center provides a rich early learning experience to more than 100 children every day, offering them the opportunity to explore their worlds, to be guided as they make new discoveries, to gain important literary skills that will help them as they progress through school, and help them to forge bonds with other children, their teachers and the community. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,977 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $475,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 01 | $509 |
| DEPOSIT OF UNCLEARED CHECK | 01 | $20,000 |
| FEDERAL TAX REFUND | 01 | $8 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $577,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $577,191 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,240 | Amt |
| Disbursements Charitable Prps | $13,240 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3.125% BERKSHIRE HATHAWAY INC | $100,519 | $98,466 |
| 3.500% MARKEL CORP FXD RT SR | $118,800 | $120,615 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US LARGE CAP (SEE ATTACHMENT) | StockNm |
| EOY Book Value | $2,647,384 | EOYBookValueAmt |
| EOYFMV | $5,677,706 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $215,143 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $219,921 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,784 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,784 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $4,060 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $250 |
| CHARITY WATCH | $100 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Proceeds | $509 | $509 |
| DEPOSIT OF UNCLEARED CHECK | $20,000 | |
| IRS Refund | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $61,628 | Amt |
| Net Investment Income | $61,628 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $6,091 | $6,091 |
| FEDERAL TAXES | $2,000 |