Judy & Warren Tenney Foundation: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: Judy & Warren Tenney Foundation (EIN 13-3482305)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-06-19
IRS object ID: 201501709349100000
Schema version: 2014v5.0
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
Applied To Prior Year Election
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-06-19T06:39:28-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Charles A Barragato & Co LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	950 Third Avenue - 20th FL	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133482305	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Judy & Warren Tenney Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JUDY E TENNEY	InCareOfNm
Business Name Control	JUDY	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O Judy Tenney 845 Forest Avenue	AddressLine1Txt
Address Line2	Suite	AddressLine2Txt
City	Rye	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10580	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Judy E Tenney	PersonNm
Person Title	President	PersonTitleTxt
Phone	2123714446	PhoneNum
Signature	2015-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Robert Tavis CPA	PreparerPersonNm
PTIN	P00161651	PTIN
Phone	2123714446	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,275,792	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	$32,239	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$32,239	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$106,523	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$106,523	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$60,155	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,532,532	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$52,687	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$52,687	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$131,294	TotalRevAndExpnssAmt
Total Net Invst Incm	$191,449	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$8,695	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$585	InterestRevAndExpnssAmt
Interest Net Invst Incm	$585	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$17,965	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$62,770	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$62,520	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$90,015	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$63,108	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$296,111	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$296,111	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$386,126	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$63,108	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$296,111	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$254,832	ExcessRevenueOverExpensesAmt
Net Investment Income	$128,341	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$0	CashBOYAmt
Cash EOY	$0	CashEOYAmt
Cash EOYFMV	$0	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$273,019	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$253,181	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$253,181	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,353,514	CorporateStockBOYAmt
Corporate Stock EOY	$2,402,052	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,200,155	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,022,705	CorporateBondsBOYAmt
Corporate Bonds EOY	$795,936	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$822,456	CorporateBondsEOYFMVAmt
Other Investments BOY	$56,763	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,706,001	TotalAssetsBOYAmt
Total Assets EOY	$3,451,169	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,275,792	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$3,706,001	CapitalStockBOYAmt
Capital Stock EOY	$3,451,169	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,706,001	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,451,169	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,706,001	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,451,169	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,706,001	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$254,832	ExcessRevenueOverExpensesAmt
Subtotal	$3,451,169	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,451,169	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt	AcquiredAcquiredDt	SoldSoldDt
LITIGATION SETTLEMENT	$720	$720	$720
PUBLICLY TRADED SECURITIES	$332,996	-$86,962	-$86,962	$419,958
PUBLICLY TRADED SECURITIES	$954,779	-$111,545	-$111,545	$1,066,324
BOARDWALK PIPELINE PARTNERS LP	$83,810	$12,601	$12,601	$71,209	2009-05-04	2014-01-29
TEEKAY LNG PARTNERS	$160,227	$125,031	$125,031	$35,196

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$60,155	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	Yes (true)	LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,567	InvestmentIncomeExciseTaxAmt
Subtotal	$2,567	SubtotalAmt
Tax Based On Investment Income	$2,567	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$8,000	TotalPaymentsAndCreditsAmt
Overpayment	$5,433	OverpaymentAmt
Applied To ES Tax	$5,433	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JUDY E TENNEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2123714446	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	845 FOREST AVENUE	AddressLine1Txt
City	RYE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10580	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDY E TENNEY
C/O Judy Tenney 845 Forest Avenue	Rye	NY	10580	PRESIDENT/TREASURER	0.5	$0	$0	$0
AMY T LEVERE
C/O Judy Tenney 845 Forest Avenue	Rye	NY	10580	VICE PRESIDENT	0.25	$0	$0	$0
ALICE J TENNEY
C/O Judy Tenney 845 Forest Avenue	Rye	NY	10580	VICE PRESIDENT	0.25	$0	$0	$0
LAURA E TENNEY
C/O Judy Tenney 845 Forest Avenue	Rye	NY	10580	VICE PRESIDENT	0.25	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Neuberger Berman	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	605 Third Avenue	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10158	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Investment Advisory	ServiceTypeTxt
Compensation	$62,520	CompensationAmt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,850,313	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$317,729	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,168,042	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,168,042	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$77,521	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,090,521	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$254,526	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$254,526	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,567	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,567	TotalTaxAmt
Distributable Before Adj	$251,959	DistributableBeforeAdjAmt
Distributable Before Ded	$251,959	DistributableBeforeDedAmt
Distributable As Adjusted	$251,959	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$296,111	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	$296,111	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$296,111	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$251,959	DistributableAsAdjustedAmt
Undistributed Income PY	$238,070	UndistributedIncomePYAmt
Prior Year1	2012	PriorYear1Yr
Prior Year2	2011	PriorYear2Yr
Prior Year3	2010	PriorYear3Yr
Total For Prior Years	$11,031	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$296,111	QualifyingDistributionsAmt
Applied To Year1	$238,070	AppliedToYear1Amt
Applied To Prior Years	$11,031	AppliedToPriorYearsAmt
Applied To Current Year	$47,010	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$204,949	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JUDY E TENNEY	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JUDY E TENNEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	845 FOREST AVENUE	AddressLine1Txt
City	rye	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10580	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2123714446	RecipientPhoneNum
Form And Info And Materials	NO SPECIFIC FORM	FormAndInfoAndMaterialsTxt
Submission Deadlines	NOT APPLICABLE	SubmissionDeadlinesTxt
Restrictions On Awards	NOT APPLICABLE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
132 West 32nd Street	New York	NY	10001	N/A	PC	GENERAL FUND	$1,500
BOTTOMLESS CLOSET
15 Penn Plaza B Level Suite 40	New York	NY	10001	N/A	PC	GENERAL FUND	$500
BREAKTHROUGH NY
55 Exchange Place Suite 503	New York	NY	10005	N/A	PC	GENERAL FUND	$18,000
CARAMOOR
149 Girgle Ridge Road	Katonah	NY	10536	N/A	PC	GENERAL FUND	$2,500
CAREER BRIDGES
1854 Amsterdam Ave	New York	NY	10031	N/A	PC	GENERAL FUND	$500
CONGREGATION EMANUEL OF WESTCHESTER
2125 Westchester Avenue	East Rye	NY	10580	N/A	PC	GENERAL FUND	$3,700
GLOBAL PARTNERSHIP FOR AFGHANISTAN
PO Box 1237	New York	NY	10276	N/A	PC	GENERAL FUND	$500
JBI INTERNATIONAL
110 East 30th Street	New York	NY	10016	N/A	PC	GENERAL FUND	$24,000
MAIN IDEA
180 East Prospect Ave 178	Mamaroneck	NY	10543	N/A	PC	GENERAL FUND	$5,000
METROPOLITAN MUSEUM OF ART
1000 5th Avenue	New York	NY	10028	N/A	PC	GENERAL FUND	$2,500
MUSEUM OF ELDRIDGE STREET
12 Eldridge Street	New York	NY	10002	N/A	PC	GENERAL FUND	$1,000
NEW YORK PUBLIC RADIO
160 Varick Street	New York	NY	10013	N/A	PC	GENERAL FUND	$9,500
NY HISTORICAL SOCIETY
170 Central Park West	New York	NY	10024	N/A	PC	GENERAL FUND	$5,000
NY PHILHARMONIC
10 Lincoln Center Plaza	New York	NY	10023	N/A	PC	GENERAL FUND	$5,000
NY PUBLIC LIBRARY
455 5th Ave	New York	NY	10018	N/A	PC	GENERAL FUND	$1,500
PLANNED PARENTHOOD
26 Bleecker Street	New York	NY	10012	N/A	PC	GENERAL FUND	$5,000
ROUNDABOUT THEATRE CO
231 W 39th Street Suite 1200	New York	NY	10018	N/A	PC	GENERAL FUND	$2,500
SAFE HORIZON
2 Lafayette Street 3rd Floor	New York	NY	10007	N/A	PC	GENERAL FUND	$1,500
SMITH COLLEGE MUSEUM OF ART
7 College Lane	Northampton	ME	01063	N/A	PC	GENERAL FUND	$5,000
THE CENTER FOR REPRODUCTIVE RIGHTS
120 WALL STREET	NEW YORK	NY	10005	N/A	PC	GENERAL FUND	$3,000
THE JEWISH MUSEUM
1109 5TH Ave	New York	NY	10128	N/A	PC	GENERAL FUND	$1,500
UJA FEDERATION
130 East 59th Street	New York	NY	10022	N/A	PC	GENERAL FUND	$55,650
UNITED WAY
336 Central Park Ave	White Plains	NY	10606	N/A	PC	GENERAL FUND	$500
WESTCHESTER COMMUNITY COLLEGE FOUNDATION
75 Grasslands Rd	Valhalla	NY	10595	N/A	PC	GENERAL FUND	$11,650
WNETORG
825 8TH Ave Fl 14	New York	NY	10019	N/A	PC	GENERAL FUND	$12,500
American Jewish Committee
165 E 56th Street	New York	NY	10022	N/a	PC	General Fund	$500
Colby Fund for Parents
4325 Mayflower Hill	Waterville	ME	04901	N/A	PC	General Fund	$500
My Money Workshop
75 Grasslands Rd	Valhalla	NY	10595	N/A	PC	General Fund	$500
Parkinson's Disease Foundation
1359 Broadway Suite 1509	New York	NY	10018	N/A	PC	General Fund	$10,000
Public Art Fund
ONE EAST 53 STREET	New York	NY	10022	N/A	PC	General Fund	$1,000
Rockefeller Philanthropy Advisors
6 West 48th Street	New York	NY	10036	N/A	PC	General Fund	$1,000
Rye Free Reading Room
1061 Boston Post Rd	Rye	NY	10580	N/A	PC	General Fund	$500
The Summer Camp
8 Church Street	Bridgton	ME	04009	N/A	PC	General Fund	$350
Usdan Center
185 Colonial Springs Rd	Wheatley Heights	NY	11798	N/A	PC	General Fund	$500
Yiddish Book Center
1021 West St	Amherst	MA	01002	N/A	PC	General Fund	$360
Charitable Donations - K-1
c/o Boardwalk Pipeline Partners	Rye	NY	10580	N/A	PC	General Fund	$1	845 Forest Avenue
Bard College
30 Campus Rd	AnnandaleOnHudson	NY	12504	N/A	PC	GENERAL FUND	$15,000
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33rd Street 7th Flr	New York	NY	10016	N/A	PC	General Fund	$6,000
Children's Museum of Manhattan
212 W 83rd St	New York	NY	10024	N/A	PC	General Fund	$3,000
Doctors Without Borders
333 7th Ave 2nd floor	New York	NY	10001	N/A	PC	General Fund	$7,500
Friends of Karen
116 E 16th St	New York	NY	10003	N/A	PC	General Fund	$1,000
Fellowship Fund For the Aged
4525 Kissena Blvd	Flushing	NY	11355	N/A	PC	General Fund	$1,000
Joy In Singing
260 W 72nd St 6D	New York	NY	10023	N/A	PC	General Fund	$500
Metropolitan Council on Jewish Poverty
120 Broadway 7th Floor	New York	NY	10271	N/A	PC	General Fund	$1,500
New York Times Neediest Cases
PO Box 5193	New York	NY	10087	N/A	PC	General Fund	$4,000
Publicolor
149 Madison Ave 1201	New York	NY	10016	N/A	PC	General Fund	$500
Regional Food Bank
965 Albany Shaker Rd	Latham	NY	12110	N/A	PC	General Fund	$5,000
The Children's Storefront
70 E 129th St	New York	NY	10035	N/A	PC	General Fund	$3,000
The Innocence Project
40 Worth Street Suite 701	New York	NY	10013	N/A	PC	General Fund	$2,000
Westchester Jewish Community Services
845 N Broadway 2	White Plains	NY	10603	N/A	PC	General Fund	$500
Town of Westerlo Public Library
604 NY-143	Westerlo	NY	12193	N/A	PC	General Fund	$5,500
WHMT Educational Communications
4 Global View	Troy	NY	121808368	N/A	PC	General Fund	$5,000
American Jewish World Service
45 W 36th St 11	New York	NY	10018	N/A	PC	General Fund	$500
American Heart Association
Chanin Building 122 E 42nd St 18	New York	NY	10168	N/A	PC	General Fund	$1,400
Brennan Center for Justice
161 Avenue of the Americas 12	New York	NY	10013	N/A	PC	General Fund	$2,000
Cornell University
130 E Seneca Street Suite 400	Ithaca	NY	14850	N/A	PC	General Fund	$5,000
Death Penalty Information Center
1101 Vermont Ave NW Suite 701	Washington	DC	20005	N/A	EOF	General Fund	$3,000
Food Bank For Westchester Inc
200 Clearbrook Rd	Elmsford	NY	10523	N/A	PC	General Fund	$2,000
Heifer Project International
1 World Avenue	Little Rock	AR	72202	N/A	PC	General Fund	$5,000
Mamaroneck Student Aid Fund
PO Box 606	Larchmont	NY	10538	N/A	PC	General Fund	$6,000
Room To Grow Ny Inc
54 W 21st St 401	New York	NY	10010	N/A	PC	General Fund	$3,000
Trustees for Hamilton College
198 College Hill Rd	Clinton	NY	13323	N/A	PC	General Fund	$5,000
Violence Policy Center
1730 Rhode Island Avenue NW	Washington	DC	20036	N/A	PC	General Fund	$2,000
WAMC Northeast Public Radio
PO Box 66600	Albany	NY	12206	N/A	PC	General Fund	$5,000
ADL
9400 Hunt Club Rd	Zionsville	NY	46007	N/A	PC	GENERAL FUND	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$296,111	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	$32,239	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$106,523	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$60,155	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

Field	Value	IRS element (for citing)
Desc	OTHER INVESTMENT INCOME	Desc
Exclusion	01	ExclusionCd
Exclusion	$52,687	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$131,294	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$131,294	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	CHARLES A. BARRAGATO & CO LLP	CategoryTxt
Amt	$8,695	Amt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	Pursuant to Code Sec. 4942(h) and Reg. Sec. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year 2012 in the amount of $11,031.	ElectionDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
75000 - COMCAST CORP	$72,223	$79,515
75000 - HOME DEPOT INC	$67,569	$79,148
75000 - NEWS AMERICA HOLDING	$77,858	$83,751
75000 - MORGAN STANLEY	$75,400	$76,463
75000 - WILLIS GROUP	$76,424	$77,299
53000 - BANK OF AMERICA	$52,974	$53,217
100000 - EMC CORP	$100,165	$99,660
100000 - MERCK & CO INC	$98,699	$99,068
75000 - NORTHROP GRUMMAN CORP	$74,374	$74,461
100000 - PFIZER INC	$100,250	$99,874

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1650 - ANADARKO PETROLEUM CORP	$36,166	$136,125
5825 - CABOT OIL & GAS CORP	$117,797	$172,478
950 - INTERNATIONAL BUSINESS	$109,121	$152,418
6000 - NEWS CORPORATION	$89,760	$94,140
590 - PIONEER NATURAL RESOURC	$18,836	$87,822
2900 - COVANTA HOLDING CORPORA	$40,772	$63,829
5300 - NAVIOS MARITIME PARTNER	$39,009	$53,901
2100 - OCCIDENTAL PETE CORP	$137,959	$169,281
2300 - ORACLE CORP	$43,394	$103,431
4800 - PFIZER INC	$101,971	$149,520
1250 - REINSURANCE GROUP OF AM	$52,059	$109,525
1280 - TRAVELERS COMPANIES INC	$64,232	$135,488
2350 - VIACOM INC	$81,790	$176,838
3450 - ROWAN COMPANIES INC	$115,075	$80,454
1750 - UNUM GROUP	$34,727	$61,040
950 - BERKSHIRE HATHAWAY CL B	$64,059	$142,643
26800 - FRONTLINE 2012 LTD	$82,861	$142,899
3150 - MICROSOFT CORP	$93,250	$146,318
3100- DYNAGAS LNG PARTNERS	$55,800	$50,685
1875 - EMC CORP	$48,938	$55,763
10600 NAVIG8 CRUDE TANKERS	$109,458	$118,497
12000 - NAVIOS MARITIME ACQ	$42,600	$43,560
11850 - SCORPIO TANKERS INC	$91,785	$102,977
1300 - SEADRILL PARTNERS	$38,350	$21,099
660 - AON PLC	$53,774	$62,588
110000 - ARCHER LTD	$90,646	$59,858
640 - BOEING CO	$82,022	$83,187
840 - CALIFORNIA RESOURCES	$4,982	$4,628
505 - EOG RES INC	$47,793	$46,495
375 - EXPRESS SCRIPTS HOLDING	$30,398	$31,751
2730 - GOLAR LNG LIMITED	$152,505	$99,563
730 - LENNAR CORP	$30,684	$32,711
1245 - SANDISK CORP	$112,252	$121,985
1900 - SANOFI SPONSORED ADR	$87,227	$86,658

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES	$62,520	$62,520
NYS FILING FEES	$250	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INVESTMENT INCOME	Desc
Revenue And Expenses Per Books	$52,687	RevenueAndExpensesPerBooksAmt
Net Investment Income	$52,687	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES FROM K-1	$3	$3
FEDERAL EXCISE TAX	$17,962