ACQUAVELLA FAMILY FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ACQUAVELLA FAMILY FOUNDATION TR (EIN 13-7140356)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349102607
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T11:50:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137140356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACQUAVELLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACQU | BusinessNameControlTxt |
| Phone | 2127346300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R ACQUAVELLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127346300 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES FERRARA | PreparerPersonNm |
| PTIN | P00288604 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| 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 | $16,006,164 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $241,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,071,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,308 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $377,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,684 | 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 | $11,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,854 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,854 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,046 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,844 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,036,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,036,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,118,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,042,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$740,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,155,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,155,967 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,806,084 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,392,238 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,396,721 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $10,102,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,746,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,453,476 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,037,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,294,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,006,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,037,208 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,294,987 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,037,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,294,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,037,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,294,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,037,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$740,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,296,815 | SubtotalAmt |
| Other Decreases | $1,828 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,294,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BESSEMER TRUST #AC7872 - AVAILABLE UPON REQUEST | P | $701,410 | $725,190 | -$23,780 | -$23,780 |
| BESSEMER TRUST #AC0QUM - AVAILABLE UPON REQUEST | P | $391,957 | $391,812 | $145 | $145 |
| CAPITAL GAIN DISTRIBUTIONS | P | $15 | $15 | $15 | |
| BESSEMER TRUST #AC7872 - AVAILABLE UPON REQUEST | P | $1,978,387 | $1,819,623 | $158,764 | $158,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,144 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Tax Due | $2,556 | 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 | 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 | WILLIAM ACQUAVELLA | IndividualWithBooksNm |
| Phone | 2127346300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 79TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R ACQUAVELLA | ||||||||
| 18 EAST 79TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DONNA JO ACQUAVELLA | ||||||||
| 18 EAST 79TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $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 | $12,479,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,454,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,933,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,933,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,724,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $686,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $686,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,461 | TotalTaxAmt |
| Distributable Before Adj | $681,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $681,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $681,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,042,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,042,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $681,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,574,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $979,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,025,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $966,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $551,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,097,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,042,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $681,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $360,872 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,458,066 | 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 | $1,574,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,883,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $979,457 | ExcessFromYear4Amt |
| Excess From Year3 | $1,025,216 | ExcessFromYear3Amt |
| Excess From Year2 | $966,020 | ExcessFromYear2Amt |
| Excess From Year1 | $551,999 | ExcessFromYear1Amt |
| Excess From Current Year | $360,872 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM R ACQUAVELLA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 911 MEMORIAL AND MUSEUM | |||||||||||
| 200 LIBERTY ST FL 16 | NEW YORK | NY | 10281 | NONE | PC | GENERAL PURPOSE | $20,000 | ||||
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| AMERICAN-ITALIAN CANCER FOUNDATION | |||||||||||
| 112 EAST 71ST STREET SUITE 2B | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $4,000 | ||||
| AVENUES FOR JUSTICE | |||||||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $1,000 | ||||
| BATHING CORPORATION OF SOUTHAMPTON SCHOLARSHIP FOUNDATION | |||||||||||
| PO BOX 1311 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| BREAST CANCER RESEARCH FOUNDATION | |||||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $60,000 | ||||
| CASITA CENTER MARIA FOR ARTS & ED | |||||||||||
| 928 SIMPSON STREET FL 6 | BRONX | NY | 10459 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| CONVENT OF THE SACRED HEART | |||||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 101280689 | NONE | PC | GENERAL PURPOSE | $12,500 | ||||
| DEERFIELD ACADEMY | |||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $60,000 | ||||
| EAGLEBROOK SCHOOL | |||||||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $500 | ||||
| FOUNDATION FOR ITALIAN ART & CULTURE | |||||||||||
| 112 EAST 71ST STREET SUITE 1B | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| GLADES ACADEMY FOUNDATION INC | |||||||||||
| 1 NORTH CLEMATIS STREET STE 200 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| GOOD SHEPHERD SERVICES | |||||||||||
| 305 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||||||
| 40 WEST 57TH STREET STE 1440 | NEW YORK | NY | 100194001 | NONE | PC | GENERAL PURPOSE | $5,549 | ||||
| INNER CITY SCHOLARSHIP FUND | |||||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $35,000 | ||||
| JAMES B LEE JR SCHOLARSHIP FUND | |||||||||||
| PO BOX 1366 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| LAKE AGAWAM CONSERVANCY | |||||||||||
| PO BOX 5019 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||
| MASTER DRAWINGS ASSOCIATION INC | |||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 633 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| MISSION INTERNATIONAL RESCUE (MIR CHARITIES) | |||||||||||
| 626 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| PARTNERSHIP SCHOOLS | |||||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| PARTNERSHIP TO END ADDICTION | |||||||||||
| 711 THIRD AVENUE 5TH FL STE 500 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| SAG HARBOR SONG FESTIVAL INC | |||||||||||
| 124 E 84TH ST | NEW YORK | NY | 10028 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||
| SEO | |||||||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $35,000 | ||||
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | |||||||||||
| 136 W 22ND ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| ST GEORGES SCHOOL | |||||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSE | $125,000 | ||||
| STUDENT ADVOCACY | |||||||||||
| 3 WEST MAIN STREET SUITE 212 | ELMSFORD | NY | 10523 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| THE AMERICAN UNIVERSITY OF PARIS INC | |||||||||||
| NONE | PC | GENERAL PURPOSE | $25,000 | 5 BOULEVARD DE LA TOUR-MAUBOURG | PARIS | FR | |||||
| THE BOYS CLUB OF NEW YORK | |||||||||||
| 91 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $50,000 | ||||
| THE BUCKLEY SCHOOL | |||||||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $60,000 | ||||
| THE FRALIN MUSEUM OF ART | |||||||||||
| PO BOX 400119 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| THE FRICK COLLECTION | |||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| THE JAMES C FERRRER EDUCATIONAL FUND INC | |||||||||||
| 200 TUCKAHOE ROAD | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| THE MORGAN LIBRARY & MUSEUM | |||||||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC | |||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||
| THE SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $200,000 | ||||
| UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC | |||||||||||
| ALSTONBIRD 1201 WEST PEACHTREE | ATLANTA | GA | 303093424 | NONE | PC | GENERAL PURPOSE | $10,000 | STREET 490 | |||
| UNIVERSITY OF VIRGINA (UVA ARTS) | |||||||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 229044194 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| VIRGINIA ATHLETICS FOUNDATION | |||||||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 271097227 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| WESTMINSTER SCHOOL | |||||||||||
| 995 HOPMEADOW STREET PO BOX 337 | SIMSBURY | CT | 06070 | NONE | PC | GENERAL PURPOSE | $25,000 | ||||
| WORLD CUP DREAMS FOUNDATION | |||||||||||
| PO BOX 248 | KEENE | NY | 12942 | NONE | PC | GENERAL PURPOSE | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,036,049 | 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 | $241,232 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $377,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,684 | 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 AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $11,708 | Amt |
| Net Investment Income | $5,854 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,854 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,392,238 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,396,721 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BESSEMER TRUST MARKETABLE SECURITIES AND BONDS | FMV | $2,996,829 | $13,453,476 |
| DONORS UNREALIZED APPRECIATION | AT COST | $5,749,953 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION ON INVESTMENTS | Desc |
| Amt | $1,828 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $844 | $844 | $844 |
| CLASS ACTION PROCEEDS | $464 | $464 | $464 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $40,046 | Amt |
| Net Investment Income | $40,046 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $10,844 | $10,844 | $0 |
| FEDERAL EXCISE TAX | $18,680 | $0 | $0 |