TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-01
- IRS object ID
- 202513359349100111
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-01T09:40:24-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352536842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMC Tax Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E Bethany Home Rd | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | 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 | 810704856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIGER TAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIGE | BusinessNameControlTxt |
| Phone | 9149676057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 PENWOOD RD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH W BROWN JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-12-01 | 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 | Jason M MunkMAccCPA | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 6022341040 | PhoneNum |
| 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 | $6,282,334 | 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 | $1,595 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,595 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,529 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $296,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,806 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,558 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,557 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,980 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $331,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,999 | CashBOYAmt |
| Cash EOY | $78,983 | CashEOYAmt |
| Cash EOYFMV | $78,983 | CashEOYFMVAmt |
| Corporate Stock BOY | $535,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $514,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,769,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,940,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,117,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,433,531 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,723,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,711,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,282,334 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,895 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,115 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,115 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,719,025 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,705,939 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,719,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,705,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,723,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,711,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,719,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,815 | OtherIncreasesAmt |
| Subtotal | $3,750,594 | SubtotalAmt |
| Other Decreases | $44,655 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,705,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS DRAFT KINGS STOCK | P | 2018-11-26 | 2024-12-03 | $43,989 | $7,120 | $36,869 | $36,869 |
| THRU K-1 EIN: 85-2619578 | P | 2024-01-01 | 2024-12-31 | $44 | $44 | $44 | |
| THRU K-1 EIN: 85-2619578 | P | 2022-01-01 | 2024-12-31 | $21 | -$21 | -$21 | |
| Capital Gain Dividends | $125,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,529 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,088 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,088 | SubtotalAmt |
| Tax Based On Investment Income | $4,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,912 | OverpaymentAmt |
| Applied To ES Tax | $1,912 | 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 | WMC TAX SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022341040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E BETHANY HOME RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH W BROWN JR | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| VALERIE BROWN | ||||||
| 24 PENWOOD ROAD | BEDFORD CORNERS | NY | 10549 | Trustee | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,841,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,020,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,020,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,930,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,088 | TotalTaxAmt |
| Distributable Before Adj | $292,421 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $334,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,421 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,763 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $10,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $198,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $314,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,879 | RemainingDistriFromCorpusAmt |
| Total Corpus | $356,853 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,763 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $327,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,594 | ExcessFromYear3Amt |
| Excess From Year2 | $198,379 | ExcessFromYear2Amt |
| Excess From Year1 | $76,238 | ExcessFromYear1Amt |
| Excess From Current Year | $41,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH W BROWN JR | ContributingManagerNm |
| Contributing Manager | VALERIE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 E 71ST ST | NEW YORK | NY | 10021 | None | PC | GENERAL | $25,000 |
| CITY SQUASH INC | |||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | None | PC | GENERAL | $1,500 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | None | PC | GENERAL | $5,000 |
| CITY UNIVERSITY OF NEW YORK | |||||||
| 217 E 42ND ST | NEW YORK | NY | 10017 | None | PC | GENERAL | $7,500 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10019 | None | PC | GENERAL | $3,500 |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH ST | NEW YORK | NY | 10010 | None | PC | GENERAL | $1,000 |
| BIG BROTHERS BIG SISTERS OF WESTCHESTER | |||||||
| 10 MIDLAND AVENUE SUITE 203 | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $73,280 |
| INNER CITY SCHOLARSHIP FUND INC | |||||||
| 1011 FIRST AVE STE 1800 | NEW YORK | NY | 10022 | None | PC | GENERAL | $2,700 |
| BEDFORD HILLS FIRE DEPT | |||||||
| 332 BEDFORD RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $300 |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVE SOUTH | NEW YORK | NY | 10016 | None | PC | GENERAL | $5,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 E MAIN ST | MOUNT KISCO | NY | 10549 | None | PC | GENERAL | $91,030 |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR ST | RYE | NY | 10580 | None | PC | GENERAL | $20,000 |
| THE UCONN FOUNDATION | |||||||
| 2075 HILLSIDE RD 1019 2ND FL | STORRS | CT | 06269 | None | PC | GENERAL | $10,000 |
| WESTCHESTER LAND TRUST | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | None | PC | GENERAL | $15,000 |
| FAMILY CENTERS INC | |||||||
| 493 NOSTRAND AVE 3RD FL | BROOKLYN | NY | 11216 | None | PC | GENERAL | $5,000 |
| JIMMY LEE SCHOLARSHIP FUND | |||||||
| 980 ANDERSON HILL ROAD PO BOX 229 | PURCHASE | NY | 10577 | None | PC | GENERAL | $3,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | None | PC | GENERAL | $5,000 |
| CARITAS OF PORT CHESTER INC | |||||||
| 19 SMITH ST POB 682 | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $1,500 |
| PORT CHESTER COMMUNITY GARDENS | |||||||
| 477 FRANKLIN ST | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $1,000 |
| WHIDBEY ISLAND CENTER FOR THE ARTS | |||||||
| PO BOX 52 | LANGLEY | WA | 98260 | NONE | PC | GENERAL | $5,000 |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL | $10,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL | $10,011 |
| CATHOLIC CHARITIES NH - FOOD BANK | |||||||
| 100 WILLIAM LOEB DR UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | GENERAL | $10,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL | $5,000 |
| BIG BROTHERS BIG SISTERS NEW YORK C | |||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $2,500 |
| CALVARY FUND INC | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PC | GENERAL | $1,037 |
| IMPACT100 WESTCHESTER | |||||||
| PO BOX 634 | HARTSDALE | NY | 10530 | NONE | PC | GENERAL | $1,250 |
| METROPOLITAN GOLF ASSOCIATION | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL | $1,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | GENERAL | $1,500 |
| RISING GROUND INC | |||||||
| 1333 BROADWAY SUITE 8TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $2,500 |
| RONALD MCDONALD HOUSE | |||||||
| 110 N CARPENTER STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL | $1,500 |
| RYE PRESBYTERIAN CHURCH | |||||||
| 882 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PC | GENERAL | $750 |
| RYE VOLUNTEER FIREFIGHTERS ASSOCIAT | |||||||
| 15 LOCUST AVENUE | RYE | NY | 10580 | NONE | PC | GENERAL | $250 |
| SAINT STEPHENS CHURCH | |||||||
| 50 BEDFORD RD | ARMONK | NY | 10504 | NONE | PC | GENERAL | $1,000 |
| SAINT FRANCIS OF ASSISI PARISH | |||||||
| 2 GREEN ST | MOUNT KISCO | NY | 10549 | NONE | PC | GENERAL | $500 |
| CARE FUND SHELTER AND SERVICES PROG | |||||||
| 4800 N SCOTTSDALE RD SUITE 6000 | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL | $258 |
| SOUTHFACE ENERGY INSTITUTE | |||||||
| 241 PINE ST | ATLANTA | GA | 30308 | NONE | PC | GENERAL | $250 |
| PORT CHESTER COMMUNITY GARDENS | |||||||
| 477 FRANKLIN STREET | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $331,616 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,595 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,677 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $296,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,806 | 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 | CategoryTxt |
| Amt | $5,115 | Amt |
| Net Investment Income | $2,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,557 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $514,110 | EOYBookValueAmt |
| EOYFMV | $1,769,820 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $979,103 | $1,834,018 |
| MUTUAL FUNDS | AT COST | $2,105,242 | $2,527,513 |
| OTHER ASSETS - 2001 SHS GBLA | AT COST | $33,616 | $72,000 |
| GLOBAL INDEMNITY LTD STOCK | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS | $5,618 |
| BROKERAGE ADJUSTMENTS | $39,014 |
| TIMING DIFFERENCES | $23 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THRU K-1 EIN: 85-2619578 | $254 | $127 | $127 |
| THRU K-1 EIN: 85-2619578 | $87 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX BASIS DIFF - SECURITIES DONATED TO CHARITY | $76,790 |
| Timing Differences | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $4,980 | Amt |