MACASKILL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MACASKILL FOUNDATION (EIN 13-4133321)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-01
- IRS object ID
- 202600919349100410
- Schema version
- 2025v4.1
- 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 Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-01T08:22:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133850905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115301662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134133321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACASKILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACA | BusinessNameControlTxt |
| Phone | 2124301803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 CENTRE ISLAND ROAD | AddressLine1Txt |
| City | OYSTER BAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MACASKILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124301803 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGG MARTORELLA | PreparerPersonNm |
| PTIN | P00439763 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $11,253,445 | 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 | $1,084,328 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $79,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $430,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,275 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,240,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,022 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,491 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $980,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,102 | CashBOYAmt |
| Cash EOY | $1,027 | CashEOYAmt |
| Cash EOYFMV | $1,027 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,975,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,043,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,252,418 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,099,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,044,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,253,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,099,415 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,044,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,099,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,044,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,099,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,044,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,099,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $980,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,080,364 | SubtotalAmt |
| Other Decreases | $35,833 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,044,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD MID-CAP INDEX FUND | PropertyDesc |
| Acquired | 2021-06-11 | AcquiredDt |
| Sold | 2025-09-03 | SoldDt |
| Gross Sales Price | $430,860 | GrossSalesPriceAmt |
| Cost Or Other Basis | $354,585 | CostOrOtherBasisAmt |
| Gain Or Loss | $76,275 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $76,275 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Tax Due | $2,209 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FLSV LLP | IndividualWithBooksNm |
| Phone | 5168748800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN MACASKILL | ||||||||
| 160 EAST 81ST STREET | NEW YORK | NY | 10028 | TRUSTEE-AS REQUIRED | 0.50 | $0 | $0 | $0 |
| BRIDGET A MACASKILL | ||||||||
| 160 EAST 81ST STREET | NEW YORK | NY | 10028 | TRUSTEE-AS REQUIRED | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,596,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,659,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,659,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,529,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,114 | TotalTaxAmt |
| Distributable Before Adj | $424,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $518,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $81,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $610,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $168,861 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $168,861 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $441,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $349,840 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,775 | ExcessFromYear3Amt |
| Excess From Year1 | $81,786 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN MACASKILL | ContributingManagerNm |
| Contributing Manager | BRIDGET A MACASKILL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN MACASKILL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 EAST 81ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168748800 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE TAFT SCHOOL | ||||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | UNRESTRICTED | $2,500 | |||
| THE FRICK COLLECTION | ||||||||||
| EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED | $2,000 | |||
| TELLURIDE FOUNDATION | ||||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | UNRESTRICTED | $10,000 | |||
| ST JOHN CHURCH | ||||||||||
| 11 HANOVER SQUARE | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $2,000 | |||
| QUEEN ELIZABETH GARDEN | ||||||||||
| 11 HANOVER SQUARE 12 | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $2,500 | |||
| PREP FOR PREP | ||||||||||
| 328 WEST 71TH STREET | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $2,500 | |||
| ORDER OF ST JOHN | ||||||||||
| 1850 M STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $1,000 | |||
| ORDER OF ST JOHN | ||||||||||
| 1850 M STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $530 | |||
| ORDER OF ST JOHN | ||||||||||
| 1850 M STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $15,000 | |||
| ORDER OF ST JOHN | ||||||||||
| 1850 M STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $26,513 | |||
| ORDER OF ST JOHN | ||||||||||
| 1850 M STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $4,000 | |||
| NORTH SHORE LAND ALLIANCE | ||||||||||
| PO BOX 169 | MILL NEEK | NY | 11765 | NONE | PC | UNRESTRICTED | $15,000 | |||
| NATIONAL THEATER | ||||||||||
| 1321 PENNSYLVANIA AVE NW | WASHINGTON DC | DC | 20004 | NONE | PC | UNRESTRICTED | $81,424 | |||
| MOUNTAIN FILM | ||||||||||
| 122 S OAK STREET | TELLURIDE | CO | 81435 | NONE | PC | UNRESTRICTED | $5,000 | |||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED | $10,000 | |||
| INTERNATIONAL RESCUE | ||||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | UNRESTRICTED | $15,000 | |||
| HARVARD SCHOOL | ||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED | $3,000 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | UNRESTRICTED | $2,000 | |||
| GLENCOVE HOSPITAL | ||||||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | NONE | PC | UNRESTRICTED | $3,000 | |||
| FOUNTAIN HOUSE | ||||||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $2,500 | |||
| EDINBURGH UNIVERSITY | ||||||||||
| NONE | PC | UNRESTRICTED | $26,374 | EDINBURGH EDINBURGH | EDINBURGH UK EHNE | UK | ||||
| EDINBURGH INTL FESTIVAL | ||||||||||
| NONE | PC | UNRESTRICTED | $2,500 | EDINBURGH EDINBURGH | EDINBURGH UK EHNE | UK | ||||
| EAST HARLEM SCHOOL | ||||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED | $2,500 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $5,000 | |||
| COLD SPRING HARBOR LAB | ||||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | UNRESTRICTED | $10,000 | |||
| CITY HARVEST | ||||||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PC | UNRESTRICTED | $500 | |||
| BAYVILLE FIRE | ||||||||||
| 258 BAYVILLE AVE | BAYVILLE | NY | 11709 | NONE | PC | UNRESTRICTED | $150 | |||
| AMERICAN RED CROSS | ||||||||||
| WASHINGTON DC | WASHINGTON DC | DC | 20006 | NONE | PC | UNRESTRICTED | $1,000 | |||
| AMERICAN PATRONS OF THE NATIONAL GALERIS OF SCOTLAND | ||||||||||
| 31 WEST 34TH STREET 7TH FLOOR 7010 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $1,000 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 132 W 32TH STREET | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,491 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 SHS ALPHABET INC CAP STK CL A | $256,904 | $1,565,000 |
| 5,000 SHS AMAZON.COM INC | $288,538 | $1,154,100 |
| 1,960 SHS JP MORGAN CHASE | $83,950 | $631,551 |
| 2,810 VANGUARD MID-CAP INDEX FUNDS | $309,671 | $380,188 |
| 12 SHS HERMES INTERNATIONAL NPV | $4,147 | $29,906 |
| 250 SHS LVMH MOET HENNESSY V UITTON SE | $22,327 | $189,380 |
| 1,500 SHS GOLDMAN SACHS GROUP INC COM | $579,687 | $1,318,500 |
| 12,000 SHS NVIDIA CORPORATION | $707,027 | $2,200,700 |
| 137 PJT PARTNERS INC COM CL A | $1,397 | $12,540 |
| OTHER INVESTMENTS | $1,438,444 | $0 |
| 137000 ROLLS ROYCE HOLDINGS ORD | $214,373 | $2,119,126 |
| 2000 SHOPIFY INC COM NPV CL A | $42,767 | $321,940 |
| 7465 STARBUCKS CORP COM | $76,990 | $628,628 |
| 1310 FIDELITY MMKT PREMIUM CLASS | $0 | $541,147 |
| 2671 EURO | $0 | $3,138 |
| 6165 POUND STERLING | $0 | $8,292 |
| 295 BERKSHIRE HATAWAY INC COM | $17,282 | $148,282 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $35,833 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,022 | Amt |
| Net Investment Income | $1,022 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |