JCT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JCT FOUNDATION (EIN 13-3237111)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101347
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:14:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270161479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TORELLA & ASSOCIATES CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ARBOR STREET | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | 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 | 133237111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JCT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFF TARR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JCTF | BusinessNameControlTxt |
| Phone | 9174889773 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 GROVE ISLE DRIVE S501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF TARR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9174889773 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE TORELLA | PreparerPersonNm |
| PTIN | P00103379 | PTIN |
| Phone | 2126865900 | PhoneNum |
| Preparation | 2026-05-12 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,199,699 | 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 | $440,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $440,672 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,400,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $451,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,059 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,082 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,082 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $21,577 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $21,577 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $708,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $708,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $748,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $713,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$297,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $181,739 | CashBOYAmt |
| Cash EOY | $72,722 | CashEOYAmt |
| Cash EOYFMV | $72,722 | CashEOYFMVAmt |
| Acct Rcvbl | $5,359 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,049 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,359 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,359 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $9,371,179 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,983,525 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,121,618 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $9,557,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,061,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,199,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,600,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,600,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,957,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,461,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,557,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,061,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,557,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,061,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,557,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$297,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,260,245 | SubtotalAmt |
| Other Decreases | $198,639 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,061,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US TREASURY DUE 10/15/25 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-10-16 | AcquiredDt |
| Sold | 2025-10-15 | SoldDt |
| Gross Sales Price | $2,400,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,400,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,774 | 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 | $296 | EsPenaltyAmt |
| Tax Due | $6,070 | 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 | THE JCT FOUNDATION | IndividualWithBooksNm |
| Phone | 9174889773 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JEFF TARR 16 HITHER LANE | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFF C TARR | ||||||||
| 16 HITHER LANE | EAST HAMPTON | NY | 11937 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICIA G TARR | ||||||||
| 16 HITHER LANE | EAST HAMPTON | NY | 11937 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFF TARR JR | ||||||||
| 16 HITHER LANE | EAST HAMPTON | NY | 11937 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER TARR | ||||||||
| 16 HITHER LANE | EAST HAMPTON | NY | 11937 | TRUSTEE | 0.00 | $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 | $1,425,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,947,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,204 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,378,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,378,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,238,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $461,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $461,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,774 | TotalTaxAmt |
| Distributable Before Adj | $456,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $456,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $456,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $713,147 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $713,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $456,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $753,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,659,812 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,906,673 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,320,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $713,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $456,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $257,013 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,577,450 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,577,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $753,952 | ExcessFromYear4Amt |
| Excess From Year3 | $1,659,812 | ExcessFromYear3Amt |
| Excess From Year2 | $2,906,673 | ExcessFromYear2Amt |
| Excess From Current Year | $257,013 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HUMANIST ASSOCIATION | ||||||||
| 1821 JEFFERSON PLACE NW | WASHINGTON | DC | 20036 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| ANIMAL RESCUE FUND | ||||||||
| PO BOX 2616 | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $10,000 | |
| ANIMAL RESCUE LEAGUE OF GREATER PORTLAND | ||||||||
| 217 LANDING ROAD | WESTBROOK | ME | 04092 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | DONEE | PC | GENERAL SUPPORT | $59,000 | |
| CHILDREN'S MUSEUM & THEATER OF MAINE | ||||||||
| 250 THOMPSONS POINT ROAD | PORTLAND | ME | 04102 | DONEE | PC | GENERAL SUPPORT | $5,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $10,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 151 MAIN STREET | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $12,000 | |
| EAST HAMPTON MEALS ON WHEELS | ||||||||
| 33 NEWTOWN LANE 205 | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| HARVARD UNIVERSITY | ||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | DONEE | PC | GENERAL SUPPORT | $230,000 | |
| HUMANE SOCIETY OF NEW YORK | ||||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| IMMIGRANT LEGAL ADVOCACY PROJECT | ||||||||
| 489 CONGRESS ST 3RD FL | PORTLAND | ME | 04101 | DONEE | PC | GENERAL SUPPORT | $1,500 | |
| KHAN ACADEMY | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | DONEE | PC | GENERAL SUPPORT | $10,000 | |
| LADIE'S VILLAGE IMPROVEMENT SOCIETY | ||||||||
| 95 MAIN ST | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | DONEE | PC | GENERAL SUPPORT | $20,550 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | DONEE | PC | GENERAL SUPPORT | $1,500 | |
| PORTLAND MUSEUM OF ART | ||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | DONEE | PC | GENERAL SUPPORT | $2,500 | |
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 FIELDSTON RD | BRONX | NY | 10471 | DONEE | PC | GENERAL SUPPORT | $15,000 | |
| SOFO | ||||||||
| 377 BRIDGEHAMPTON SAG HARBOR | EAST HAMPTON | NY | 11932 | DONEE | PC | GENERAL SUPPORT | $20,000 | TURNPIKE PO BOX 455 BRIDGEHAMPTON |
| THE HEWITT SCHOOL | ||||||||
| 45 E 75TH ST | NEW YORK | NY | 10021 | DONEE | PC | GENERAL SUPPORT | $20,000 | |
| WNET CHANNEL 13 | ||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | PC | GENERAL SUPPORT | $25,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 600 5TH AVE FL 25 | NEW YORK | NY | 10020 | DONEE | PC | GENERAL SUPPORT | $890 | |
| GROUP FOR THE EAST END | ||||||||
| 54895 NY-25 | SOUTHOLD | NY | 11971 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 3RD AVE 5TH FL | NEW YORK | NY | 10071 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | DONEE | PC | GENERAL SUPPORT | $25,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| CHICKADEEDS | ||||||||
| 55 MARION JORDAN RD | SCARBOROUGH | ME | 04074 | DONEE | PC | GENERAL SUPPORT | $50,000 | |
| WALK WITH A DOC | ||||||||
| PO BOX 286 | RIDERWOOD | MD | 21139 | DONEE | PC | GENERAL SUPPORT | $10,000 | |
| QUALITY HOUSING COALITION | ||||||||
| 75 WASHINGTON AVE 2F | PORTLAND | ME | 04101 | DONEE | PC | GENERAL SUPPORT | $6,000 | |
| MITCHELL INSTITUTE | ||||||||
| 75 WASHINGTON AVE 2E | PORTLAND | ME | 04101 | DONEE | PC | GENERAL SUPPORT | $2,500 | |
| UNITED WAY | ||||||||
| 205 E 42ND ST 12TH FL | NEW YORK | NY | 10017 | DONEE | PC | GENERAL SUPPORT | $2,500 | |
| MAINE ACADEMY OF MODERN MUSIC | ||||||||
| 125 PRESUMPSCOT ST | PORTLAND | ME | 04103 | DONEE | PC | GENERAL SUPPORT | $1,500 | |
| MECHANIC'S HALL | ||||||||
| 321 MAIN ST | WORCESTER | ME | 01608 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| 2WICE FOUNDATION | ||||||||
| 145 CENTRAL PARK WEST 25C | NEW YORK | NY | 10023 | DONEE | PC | GENERAL SUPPORT | $130,000 | |
| GUILD HALL | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | DONEE | PC | GENERAL SUPPORT | $3,400 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 5117 | BOONE | IA | 50950 | DONEE | PC | GENERAL SUPPORT | $1,000 | |
| MAINE COLLEGE | ||||||||
| 323 STATE STREET | AUGUSTA | ME | 04330 | DONEE | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $708,840 | 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 | $440,672 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $451,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $451,059 | 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 | $5,950 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,975 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,983,525 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,121,618 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,164 | LegalFeesAmt |
| Net Investment Income | $1,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,082 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $198,639 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NY FILING FEE | $250 | $0 | $0 | $250 |
| CONSULTANT FEES | $10,000 | $10,000 | $0 | $0 |