DOROTHEA L LEONHARDT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHEA L LEONHARDT FOUNDATION INC (EIN 13-3420520)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-04-21
- IRS object ID
- 202621119349101532
- Schema version
- 2024v5.5
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T15:51:47-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113243209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAROWITZ MILITO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 WEST END AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112354808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133420520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOROTHEA LLEONHARDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7183470607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 247-05 UNION TURNPIKE | AddressLine1Txt |
| City | BELLEROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAJU SAM | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 7183470607 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES SAROWITZ CPA | PreparerPersonNm |
| PTIN | P01023897 | PTIN |
| Phone | 7187694497 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,012,866 | 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 | $19,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,944 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,409,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,765,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,409,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,785,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,785,264 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $318,658 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $159,329 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $159,329 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,400 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,200 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,200 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,917 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,916 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,699 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,399 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,495 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,473 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $684,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $419,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $246,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,713,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,713,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,397,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $419,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,959,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$612,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,366,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,871,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,511,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,387,839 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $492,063 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $491,121 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $492,110 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $525 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $525 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,747,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,135,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,012,866 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $306 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $68 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,747,368 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,135,200 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,747,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,135,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,747,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,135,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,747,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$612,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,135,202 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,135,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STATEMENT A | P | 2010-01-01 | 2025-07-31 | $1,762,752 | $356,436 | $1,406,316 | $1,406,316 |
| Capital Gains Dividends | P | $2,804 | $2,804 | $2,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,409,120 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,991 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,991 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,991 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,073 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,082 | OverpaymentAmt |
| Applied To ES Tax | $21,082 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | SHAJU SAM | IndividualWithBooksNm |
| Phone | 7183470607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247-05 UNION TURNPIKE | AddressLine1Txt |
| City | BELLEROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11426 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE LEONHARDT CASSULLO | ||||||||
| 4825 MALAQUITA BRANCH | AUSTIN | TX | 78738 | PRESIDENT | 45.00 | $248,708 | $28,400 | $7,800 |
| ROBERT ALLEN WHITE | ||||||||
| 4825 MALAQUITA BRANCH | AUSTIN | TX | 78738 | TREASURER | 3.00 | $0 | $0 | $0 |
| SHAJU SAM | ||||||||
| 247-05 UNION TURNPIKE | BELLEROSE | NY | 11426 | ASSISTANT TREASURER AND SE | 14.00 | $69,950 | $0 | $0 |
| WILLIAM BURTON BINNIE | ||||||||
| 2993 HANCOCK ROAD | WILLIAMSTOWN | MA | 01267 | VICE PRESIDENT AND SECRETA | 3.00 | $0 | $0 | $0 |
| THOMAS S LEATHERBURY | ||||||||
| 4430 WOODFIN DRIVE | DALLAS | TX | 75220 | VICE PRESIDENT | 3.00 | $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 | $25,209,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,433,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,433,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,051,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,252,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,252,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,991 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,991 | TotalTaxAmt |
| Distributable Before Adj | $1,233,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,233,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,233,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,959,391 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,959,391 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,233,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $441,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $325,163 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $612,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $465,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $517,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,361,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,959,391 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,233,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $725,805 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,087,655 | 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 | $441,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,646,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $325,163 | ExcessFromYear4Amt |
| Excess From Year3 | $612,879 | ExcessFromYear3Amt |
| Excess From Year2 | $465,086 | ExcessFromYear2Amt |
| Excess From Year1 | $517,716 | ExcessFromYear1Amt |
| Excess From Current Year | $725,805 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE BOTANICAL GARDEN | ||||||
| 5 WEST STOCKBRIDGE ROAD PO BOX 826 | STOCKBRIDGE | MA | 012620826 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $75,000 |
| CREATIVE TIME INC | ||||||
| 59 EAST 4TH STREET 6TH FLOOR | NEW YORK | NY | 10003 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| DALLAS CONTEMPORARY | ||||||
| 161 GLASS STREET | DALLAS | TX | 75207 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| FILM FORUM INC | ||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| FORT WORTH ZOO | ||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $60,000 |
| GLUT1 DEFICIENCY FOUNDATION INC | ||||||
| PO BOX 737 | OWINGSVILLE | KY | 40360 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| IMAGES CINEMA | ||||||
| 50 SPRING STREET | WILLIAMSTOWN | MA | 01267 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $6,000 |
| LIFE AND LIMBS SUPPORT INC | ||||||
| 25 SERENITE LANE | SYOSSET | NY | 11791 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $1,000 |
| MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC | ||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $23,000 |
| MODERN ART MUSEUM OF FORT WORTH | ||||||
| 3200 DARNELL STREET | FORT WORTH | TX | 76107 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| NEW YORK LAW SCHOOL | ||||||
| 185 WEST BROADWAY | NEW YORK | NY | 100132921 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| PARA LA NATURALEZA INC | ||||||
| PO BOX 9023978 | SAN JUAN | PR | 009023978 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $75,000 |
| ROANOKE COLLEGE | ||||||
| 221 COLLEGE LANE | SALEM | VA | 241533794 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $886,960 |
| RxART | ||||||
| 208 FORSYTH STREET | NEW YORK | NY | 10002 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $2,500 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 3140 DYER ST MS261 | DALLAS | TX | 752750261 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $25,000 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVENUE SE | ROANOKE | VA | 24011 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $180,000 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | ||||||
| 1601 RIO GRANDE STREET 351 | DALLAS | TX | 78701 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $7,500 |
| TEXAS SUPREME COURT HISTORICAL SOCIETY INC | ||||||
| PO BOX 12673 | AUSTIN | TX | 787112673 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $3,500 |
| THE AMERICAN FEDERATION OF ARTS INC | ||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| THE BROOKLYN INSTITUTE OF ARTS AND SCIENCES | ||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $15,000 |
| THE CHINATI FOUNDATION | ||||||
| PO BOX 1135 | MARFA | TX | 79843 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| THE LEGAL AID SOCIETY | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| THE MAR THOMA MISSION BOARD | ||||||
| 2320 S MERRICK AVENUE | MERRICK | NY | 11566 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $10,000 |
| THE NEW YORK BAR FOUNDATION | ||||||
| ONE ELK STREET | ALBANY | NY | 12207 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| THE ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656399 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $257,614 |
| Y SERVICE CLUBS INTERNATIONAL | ||||||
| 10 AZALEA DRIVE | ANDOVER | MA | 01810 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(c)(3) NON-PROFIT ORGANIZATIONS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,713,074 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,200 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,944 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,409,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,785,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,785,264 | 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 FEES | CategoryTxt |
| Amt | $33,833 | Amt |
| Net Investment Income | $16,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,916 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $491,121 | EOYBookValueAmt |
| EOYFMV | $492,110 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $2,511,230 | EOYBookValueAmt |
| EOYFMV | $23,387,839 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID PAYROLL TAXES TO BE WITHHELD | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $525 | EOYBookValueAmt |
| EOYFMV | $525 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL AND OTHER EXPENSES | $74,404 | $37,202 | $37,202 |
| INSURANCE | $13,730 | $6,865 | $6,865 |
| FOREIGN TAXES PAID | $3,772 | $3,772 | $0 |
| FILING FEES | $750 | $0 | $750 |
| OUTSIDE SERVICES | $1,312 | $656 | $656 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES WITHHELD AND ACCRUED | Desc |
| BOY Book Value | $306 | BOYBookValueAmt |
| EOY Book Value | $68 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $169,699 | Amt |
| Net Investment Income | $169,699 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,798 | $10,399 | $10,399 |
| FORM 990-PF 07/31/24 EXT. PMT | $19,000 | $0 | $0 |