KEVIN AND SUSIE DAVIS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN AND SUSIE DAVIS FOUNDATION (EIN 26-0552012)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349100623
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T09:54:36-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222428965 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260552012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN & SUSIE DAVIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KEVI | NameControl |
| Phone | 2126857215 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOOK ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | NY | State |
| ZIP Code | 10506 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN DAVIS | Name |
| Title | PRESIDENT | Title |
| Phone | 2126857215 | Phone |
| Date Signed | 2013-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL GERSHON CPA | Name |
| PTIN | P00284190 | PTIN |
| Phone | 2126971000 | Phone |
| Date Prepared | 2013-08-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 609659 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3526 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 28 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17277 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17277 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 774 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 442726 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 774 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 21605 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18079 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1926 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 963 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 963 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2025 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 525 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4471 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4371 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8422 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5859 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 963 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 198350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 197520 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 206772 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5859 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 198483 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -185167 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12220 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 35212 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1948 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1948 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 397937 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 437938 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 150672 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 169773 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 700634 | InvestmentsOtherBOY |
| Total Assets BOY | 735846 | TotalAssetsBOY |
| Total Assets EOY | 550557 | TotalAssetsEOY |
| Total Assets EOYFMV | 609659 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 735846 | RetainedEarningsBOY |
| Retained Earnings EOY | 550557 | RetainedEarningsEOY |
| Total Net Assets BOY | 735846 | TotalNetAssetsBOY |
| Total Net Assets EOY | 550557 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 735846 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 550557 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 735846 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -185167 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 550679 | Subtotal |
| Other Decreases | 122 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 550557 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GOLDMAN SACHS - 06474 | P | 125000 | 108137 | 16863 | 16863 |
| GOLDMAN SACHS - 21769 | P | 48888 | 47207 | 1681 | 1681 |
| GOLDMAN SACHS - 21769 | P | 83161 | 81404 | 1757 | 1757 |
| GOLDMAN SACHS - 21770 | P | 72366 | 81894 | -9528 | -9528 |
| GOLDMAN SACHS - 21770 | P | 109274 | 123310 | -14036 | -14036 |
| CAPITAL GAINS DIVIDENDS | P | 4037 | 4037 | 4037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 774 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 194256 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 824853 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.235504 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 229984 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 987084 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.232993 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 205109 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1095017 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.187311 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 167511 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1252965 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.133692 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 175000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1409336 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124172 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.913672 | TotalDistributionRatio |
| Average Distribution Ratio | 0.182734 | AverageDistributionRatio |
| Net Noncharitable Assets | 629980 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 115119 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 122 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 115241 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 198483 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 122 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 122 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 122 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 932 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 932 | TotalCreditsAndPayments |
| Overpayment | 810 | Overpayment |
| Amount Credited To Next Year | 810 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CITRIN COOPERMAN LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126971000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN DAVIS | ||||||||
| 50 HOOK ROAD | BEDFORD | NY | 10506 | PRESIDENT & DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUSAN POMERANTZ-DAVIS | ||||||||
| 50 HOOK ROAD | BEDFORD | NY | 10506 | SECRETARY-TREASURER & DIRE | 1.00 | 0 | 0 | 0 |
| JOHN J POMERANTZ | ||||||||
| 2211 BROADWAY | NEW YORK | NY | 10024 | VICE-PRESIDENT & DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 624601 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14973 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 639574 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 639574 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9594 | CashDeemedCharitable |
| Net Noncharitable Assets | 629980 | NetNoncharitableAssets |
| Minimum Investment Return | 31499 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31499 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 122 | TaxBasedOnInvestmentIncome |
| Total Tax | 122 | TotalTax |
| Distributable Amount Before Adj | 31377 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31377 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31377 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 198483 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 198483 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 122 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 198361 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31377 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 171906 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 105441 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 150940 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 182292 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 154121 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 764700 | TotalExcessDistriCarryover |
| Qualifying Distributions | 198483 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31377 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 167106 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 931806 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 171906 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 759900 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 105441 | ExcessFromYear4 |
| Excess From Year3 | 150940 | ExcessFromYear3 |
| Excess From Year2 | 182292 | ExcessFromYear2 |
| Excess From Year1 | 154121 | ExcessFromYear1 |
| Excess From Current Year | 167106 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| BEDFORD VILLAGE C&M CLUB | ||||||||||
| PO BOX 704 | BEDFORD | NY | 10506 | NONE | PUBLIC | GENERAL SUPPORT | $300 | |||
| CARAMOOR CENTER FOR MUSIC AND ARTS | ||||||||||
| PO BOX 816 | KATONAH | NY | 10536 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |||
| CENTRAL SYNAGOGUE | ||||||||||
| 123 EAST 55 STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $5,000 | 25 KINGS HILL AVENUE | KENT ME TA | UK | ||||
| CITY MEALS ON WHEELS | ||||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $24,300 | |||
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||||||
| 5 WEST 93RD STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 | |||
| FASHION DELIVERS CHARITABLE FOUNDATION | ||||||||||
| 1359 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||
| WOMENS REFUGEE COMMISSION | ||||||||||
| 122 EAST 42 STREET | NEW YORK | NY | 10168 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |||
| COLUMBIA UNIVERSITY | ||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |||
| DUBIN BREAST CENTER | ||||||||||
| 1176 5TH AVE | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL SUPPORT | $250 | |||
| FRIENDS OF THE IDF | ||||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |||
| NATIONAL MS SOCIETY | ||||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| PROMISE PROJECT | ||||||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL SUPPORT | $7,870 | |||
| SCHOLAR RESCUE FUND | ||||||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |||
| SPORTS EDUCATION & ARTS FOUNDATION | ||||||||||
| 58-12 QUEENS BLVD | WOODSIDE | NY | 11377 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| ST VINCENTS SPECIAL NEED | ||||||||||
| 95 MERRITT BLVD | TRUMBULL | CT | 06611 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |||
| THE MEETING HOUSE | ||||||||||
| 133 EAST 58TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL SUPPORT | $300 | |||
| TICK BORNE DISEASE ALLIANCE | ||||||||||
| 244 5TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| UNLEASHED FCNY | ||||||||||
| PO BOX 8175 | NEW YORK | NY | 10150 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |||
| URBAN JUSTICE | ||||||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PUBLIC | KMELJA - 08/01/13 11:37AM WORKSHEET PRIVATE FOUNDATION | $2,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 197520 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,277 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $774 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,079 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18079 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,926 | Amount |
| Net Investment Income | 963 | NetInvestmentIncome |
| Disbursements Charitable Prps | 963 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GOLDMAN SACHS | NameOfBond |
| EOY Book Value | 150672 | EOYBookValue |
| EOYFMV | 169773 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS | NameOfStock |
| EOY Book Value | 397937 | EOYBookValue |
| EOYFMV | 437938 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO COST BASIS | Description |
| Amount | $122 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NEW YORK STATE FILING FEES | 100 | 0 | 0 |
| INVESTMENT FEES | 4371 | 4371 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | KEVIN DAVIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOOK ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | NY | State |
| ZIP Code | 10506 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $525 | 525 | 0 |
| IRS | $1,500 | 0 | 0 |