JOHN-CHRISTOPHE SCHLESINGER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN-CHRISTOPHE SCHLESINGER FOUNDATION (EIN 13-3984550)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-02
- IRS object ID
- 202631229349100318
- 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
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-02T08:47:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133016202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOM HOCHBERG & CO PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SEVENTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10123 | 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 | 133984550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN-CHRISTOPHE SCHLESINGER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9147645123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST LANE | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SCHLESINGER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9147645123 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK COCCODRILLI | PreparerPersonNm |
| PTIN | P00085467 | PTIN |
| Phone | 2122442112 | PhoneNum |
| Preparation | 2026-04-27 | 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 | $3,489,411 | 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 |
| Dividends Rev And Expnss | $40,219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,219 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $427,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,284 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,503 | 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 |
| Other Prof Fees Rev And Expnss | $37,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,269,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,199,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,479,713 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,330,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,209,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,489,411 | 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 | $1,330,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,209,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,330,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,330,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,209,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,330,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,209,614 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC | P | 2016-12-20 | 2025-12-02 | $38,678 | $20,716 | $17,962 | $17,962 |
| APPLE INC | P | 2019-02-05 | 2025-12-02 | $19,915 | $3,053 | $16,862 | $16,862 |
| BERKSHIRE HATHAWAY INC | P | 2022-06-23 | 2025-10-28 | $12,077 | $6,712 | $5,365 | $5,365 |
| CHEVRON CORP | P | 2023-01-26 | 2025-10-03 | $38,346 | $44,536 | -$6,190 | -$6,190 |
| ELI LILLY & CO | P | 2017-01-23 | 2025-12-02 | $36,956 | $2,682 | $34,274 | $34,274 |
| HOME DEPOT INC | P | 2021-03-17 | 2025-11-20 | $41,673 | $35,426 | $6,247 | $6,247 |
| JP MORGAN CHASE & CO | P | 2016-09-01 | 2025-12-02 | $38,539 | $8,417 | $30,122 | $30,122 |
| MONDELEZ INTL INC | P | 2020-03-25 | 2025-04-15 | $44,005 | $30,185 | $13,820 | $13,820 |
| SERVICENOW INC | P | 2019-04-03 | 2025-12-02 | $16,519 | $4,941 | $11,578 | $11,578 |
| T-MOBILE US INC | P | 2019-03-04 | 2025-12-02 | $56,813 | $22,323 | $34,490 | $34,490 |
| THERMO FISHER SCIENTIFIC INC | P | 2024-10-03 | 2025-12-02 | $20,416 | $18,538 | $1,878 | $1,878 |
| UNION PAC CORP | P | 2019-01-08 | 2025-11-24 | $45,344 | $30,484 | $14,860 | $14,860 |
| VISA INC | P | 2021-03-16 | 2025-12-02 | $18,110 | $12,348 | $5,762 | $5,762 |
| SECURITIES LITIGATION | P | 2016-01-01 | 2025-03-07 | $254 | $254 | $254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,532 | 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 | $2,532 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $110 | 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 | RICHARD SCHLESINGER | IndividualWithBooksNm |
| Phone | 9147645123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WEST LANE | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD SCHLESINGER | ||||||||
| 14 WEST LANE | POUND RIDGE | NY | 10576 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHEILA SCHLESINGER | ||||||||
| 14 WEST LANE | POUND RIDGE | NY | 10576 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| A LAUREN MONAHAN | ||||||||
| 82 JACOBS LANE | NORWELL | MA | 02061 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KATHERINE S FATES | ||||||||
| 520 IPSWICH ROAD | BOXFORD | MA | 01921 | DIRECTOR | 0.25 | $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 | $3,645,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,668,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,668,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,613,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,642 | TotalTaxAmt |
| Distributable Before Adj | $178,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $309,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,623 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,068 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,624 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,656 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $525,280 | 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 | $69,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,623 | ExcessFromYear4Amt |
| Excess From Year3 | $67,068 | ExcessFromYear3Amt |
| Excess From Year2 | $135,194 | ExcessFromYear2Amt |
| Excess From Year1 | $80,410 | ExcessFromYear1Amt |
| Excess From Current Year | $131,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD SCHLESINGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTA COMMUNITY ENRICHMENT | ||||||
| PO BOX 8142 | ALTA | UT | 84092 | PC | CHARITABLE | $1,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | CHARITABLE | $5,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | CHARITABLE | $2,500 |
| BOYS AND GIRLS CLUB OF NORTHERN WESTCHESTER | ||||||
| 351 E MAIN ST | MOUNT KISCO | NY | 10549 | PC | CHARITABLE | $500 |
| BOOGIE ON WHEELCHAIR VANS | ||||||
| 661 PAPUA STREET | WAILUKU | HI | 96793 | PC | CHARITABLE | $6,000 |
| CITY MEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | CHARITABLE | $5,000 |
| DOROT | ||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | PC | CHARITABLE | $500 |
| EDDIE WILSON SCHOLARSHIP PROGRAM | ||||||
| 1500 S AVE K | PORTALES | NM | 88130 | PC | CHARITABLE | $750 |
| FOOD BANK OF WESTCHESTER | ||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | PC | CHARITABLE | $1,500 |
| HAWAII PUBLIC RADIO | ||||||
| 738 KAHEKA ST SUITE 101 | HONOLULU | HI | 96814 | PC | CHARITABLE | $100 |
| FRIENDS OF HIDDEN PEAK | ||||||
| PO BOX 920031 | SNOWBIRD | UT | 84092 | PC | CHARITABLE | $18,750 |
| HABITAT FOR HUMANITY | ||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | PC | CHARITABLE | $1,000 |
| HIMALAYAN CATARACT PROJECT | ||||||
| PO BOX 55 | WATERBURY | VT | 05676 | PC | CHARITABLE | $25,000 |
| HIRAM HALLE LIBRARY | ||||||
| 271 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | PC | CHARITABLE | $350 |
| HORIZONS | ||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | PC | CHARITABLE | $1,500 |
| HUMAN OUTREACH PROJECT | ||||||
| 7404 SOUTH UNION PARK AVENUE | MIDVALE | UT | 84047 | PC | CHARITABLE | $25,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | CHARITABLE | $500 |
| KAHAKUKAHI FOUNDATION | ||||||
| 657 KAI HELE KU ST | LAHAINA | HI | 96761 | PC | CHARITABLE | $11,000 |
| LEE PESKY LEARNING CENTER | ||||||
| 3324 W ELDER ST | BOISE | ID | 83705 | PC | CHARITABLE | $1,500 |
| LITTLE SISTERS FUND | ||||||
| PO BOX 909 | HAILEY | ID | 83333 | PC | CHARITABLE | $25,000 |
| MARINE CORPS LAW ENFORCEMENT FOUNDATION | ||||||
| 273 COLUMBUS AVE STE 1 | TUCKAHOE | NY | 10707 | PC | CHARITABLE | $500 |
| MAUI ARTS & CULTURAL CENTER | ||||||
| 1 CAMERON WAY | KAHULUI | HI | 96732 | PC | CHARITABLE | $1,500 |
| MAUI HUMANE SOCIETY | ||||||
| MEHAMEHA LOOP | PUUNENE | HI | 96784 | PC | CHARITABLE | $2,500 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | PC | CHARITABLE | $1,000 |
| NATIONAL MPS SOCIETY | ||||||
| 1007 SLATER RD STE 220 | DURHAM | NC | 27708 | PC | CHARITABLE | $500 |
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM | ||||||
| 180 GREENWICH ST | NEW YORK | NY | 10007 | PC | CHARITABLE | $750 |
| NEW CANAAN COUNTRY SCHOOL | ||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | PC | CHARITABLE | $10,000 |
| NORTHSHORE EDUCATION CONSORTIUM | ||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | PC | CHARITABLE | $1,000 |
| ONE DEGREE FORWARD | ||||||
| PO BOX 1196 | MAKAWAO | HI | 96768 | PC | CHARITABLE | $25,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | CHARITABLE | $10,000 |
| POUND RIDGE HISTORICAL SOCIETY | ||||||
| 255 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | PC | CHARITABLE | $500 |
| POUND RIDGE VOLUNTEER AMBULANCE CORPS | ||||||
| 89 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | PC | CHARITABLE | $1,000 |
| POUND RIDGE VOLUNTEER FIRE DEPARTMENT | ||||||
| 80 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | PC | CHARITABLE | $1,000 |
| MAKE A WISH FOUNDATION | ||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | PC | CHARITABLE | $1,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | CHARITABLE | $1,500 |
| RONALD MCDONALD HOUSE | ||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | PC | CHARITABLE | $7,500 |
| MERCY SHIPS | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | PC | CHARITABLE | $1,500 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | CHARITABLE | $10,000 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,000 |
| SNOWBIRD SPORTS EDUCATION FOUNDATION | ||||||
| 3165 E MILLROCK DR | SALT LAKE CITY | UT | 84121 | PC | CHARITABLE | $2,500 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | CHARITABLE | $25,000 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | PC | CHARITABLE | $5,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD STE 3 | STATEN ISLAND | NY | 10306 | PC | CHARITABLE | $2,500 |
| UJA FEDERATION | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | CHARITABLE | $2,500 |
| UTAH AVALANCHE CENTER | ||||||
| PO BOX 521353 | SALT LAKE CITY | UT | 84152 | PC | CHARITABLE | $1,000 |
| WASATCH ADAPTIVE SPORTS | ||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | PC | CHARITABLE | $10,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | PC | CHARITABLE | $40,000 |
| YALE PARENTS ANNUAL FUND | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | CHARITABLE | $1,000 |
| KIPP MASSACHUSETTS | ||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | PC | CHARITABLE | $2,000 |
| MANHATTAN INSTITUTE | ||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,000 |
| SILVERFORK SKIMO FOUNDATION | ||||||
| 3165 E MILLROCK DR | SALT LAKE CITY | UT | 84121 | PC | CHARITABLE | $3,000 |
| WORLD FOOD PROGRAM USA | ||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,700 | 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 | $40,219 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,049 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $187,284 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,049 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,552 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTION | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC | $34,335 | $67,931 |
| ALPHABET INC | $31,999 | $78,450 |
| AMAZON.COM | $38,107 | $92,328 |
| ANALOG DEVICES INC | $16,689 | $54,240 |
| AON PLC | $58,618 | $179,969 |
| APOLLO GLOBAL MGMT INC | $67,444 | $181,963 |
| APPLE INC | $14,391 | $89,714 |
| ASTRAZENECA ADR | $89,023 | $112,614 |
| AVERY DENNISON CORP | $43,625 | $40,923 |
| BERKSHIRE HATHAWAY INC | $20,137 | $37,699 |
| BLACKSTONE GROUP INC | $17,198 | $69,363 |
| CSX CORP | $42,897 | $174,000 |
| ELI LILLY | $22,407 | $338,524 |
| JPMORGAN CHASE & CO | $21,883 | $104,722 |
| KYNDRYL HLDGS INC | $94,647 | $159,360 |
| LINDE PLC | $79,982 | $159,896 |
| MICROSOFT CORP | $20,099 | $386,896 |
| MOTOROLA SOLUTIONS INC | $52,267 | $141,828 |
| ORACLE CORP | $25,074 | $243,638 |
| PROGRESSIVE CORP | $12,854 | $22,772 |
| SERVICENOW INC | $27,079 | $84,254 |
| THERMO FISHER SCIENTIFIC INC | $33,749 | $69,534 |
| T-MOBILE US INC | $56,059 | $182,736 |
| UNION PAC CORP | $24,227 | $37,011 |
| VISA INC | $53,628 | $84,170 |
| GE AEROSPACE | $98,328 | $184,818 |
| BROADCOM INC | $52,468 | $50,185 |
| NEXTERA ENERGY INC | $50,702 | $50,175 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,049 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,049 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $37,462 | Amt |
| Net Investment Income | $37,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK FILING FEE | $250 | $0 | $0 |
| FEDERAL TAX | $2,419 | $0 | $0 |