CHARLES B WANG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B WANG FOUNDATION (EIN 11-3461453)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349102678
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:33:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW RD SUITE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 113461453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES B WANG INTERNATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5166228212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 SOUTH STREET | AddressLine1Txt |
| City | OYSTER BAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR MCCARTHY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5166228212 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DEANER | PreparerPersonNm |
| PTIN | P01435044 | PTIN |
| Phone | 6319305000 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,577,436 | 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 | $369,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,399 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $516,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,987,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $516,414 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $885,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $885,813 | 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 | $12,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,291 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,622 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,956 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $945 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $808,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $811,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,816 | CashBOYAmt |
| Cash EOY | $47,860 | CashEOYAmt |
| Cash EOYFMV | $47,860 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $514,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,026 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,167,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,217,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,684,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,273,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,503,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,571,639 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,551 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,551 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,965,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,042,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,577,436 | 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 | $8,965,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,042,105 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,965,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,042,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,965,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,042,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,965,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,900 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,042,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,042,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,972,736 | $2,471,041 | $501,695 | $501,695 |
| CAPITAL GAIN DISTRIBUTION | P | $14,719 | $14,719 | $14,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $516,414 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,638 | 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 | $19,638 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,356 | OverpaymentAmt |
| Applied To ES Tax | $8,356 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5166228212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 SOUTH STREET | AddressLine1Txt |
| City | OYSTER BAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11771 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY LI | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| KIMBERLY W DEY | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | VP/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JASMINE WANG | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | VP/DIRECTOR | 0.25 | $0 | $0 | $0 |
| CAMERON WANG | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | VP/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JIMING LIANG | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | SECRETARY | 0.25 | $0 | $0 | $0 |
| ARTHUR MCCARTHY | ||||||||
| 255 SOUTH STREET | OYSTER BAY | NY | 11771 | TREASURER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $71,956 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,847,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,297,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,297,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,082,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $704,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $704,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,282 | TotalTaxAmt |
| Distributable Before Adj | $692,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $692,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $692,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $734,721 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $122,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,356 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $244,032 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $734,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $692,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $285,887 | 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 | $285,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,676 | ExcessFromYear4Amt |
| Excess From Year3 | $121,356 | ExcessFromYear3Amt |
| Excess From Current Year | $41,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BELMONT CHILD CARE ASSOCIATION INC | |||||||||||||
| 2150 HEMPSTEAD TURNPIKE BELMONT | PARK GATE 6 | ELMONT | NY | 11003 | N/A | PC | EDUCATION | $50,000 | |||||
| CHARLES B WANG COMMUNITY HEALTH CENTER | |||||||||||||
| 268 CANAL STREET | NEW YORK | NY | 10013 | N/A | PC | HEALTH CARE SERVICES | $282,500 | ||||||
| HUNTERS FOR DEER | |||||||||||||
| PO BOX 116 | EAST QUOGUE | NY | 11942 | N/A | PC | SOCIAL AND CULTURAL SERVICES | $5,000 | ||||||
| ISLANDERS CHILDREN'S FOUNDATION | |||||||||||||
| 15 VERBENA AVE | FLORAL PARK | NY | 11001 | N/A | PC | SOCIAL AND CULTURAL SERVICES | $65,500 | ||||||
| LIFE ENRICHMENT CENTER AT OYSTER BAY | |||||||||||||
| 45 EAST MAIN STREET | OYSTER BAY | NY | 11771 | N/A | PC | SOCIAL & CULTURAL SERVICES | $2,500 | ||||||
| OYSTER BAY FIRE PROTECTION DISTRICT | |||||||||||||
| PO BOX 241 | OYSTER BAY | NY | 11771 | N/A | NC | SOCIAL & CULTURAL SERVICES | $1,000 | ||||||
| OYSTER BAY MAIN STREET ASSOCIATION | |||||||||||||
| 123 SOUTH STREET SUITE 209 | OYSTER BAY | NY | 11771 | N/A | PC | SOCIAL & CULTURAL SERVICES | $2,500 | ||||||
| PEOPLE LOVING PEOPLE | |||||||||||||
| 123 AUDREY AVENUE | OYSTER BAY | NY | 11771 | N/A | PC | SOCIAL & CULTURAL SERVICES | $5,000 | ||||||
| SOOCHOW UNIVERSITY | |||||||||||||
| N/A | PC | EDUCATION | $175,000 | NO 50 DONGHUAN ROAD | SUZHOU | JIANGSU PR | CH | 215021 | |||||
| STONY BROOK FOUNDATION | |||||||||||||
| 310 ADMINISTRATION BUILDING | STONY BROOK | NY | 11794 | N/A | PC | EDUCATION | $100,000 | ||||||
| THE DANIEL TAUTER SCHOLARSHIP FUND | |||||||||||||
| 119-02 23RD AVE | COLLEGE POINT | NY | 11356 | N/A | PC | EDUCATION | $7,500 | ||||||
| THE MORGAN CENTER | |||||||||||||
| PO BOX 7497 | HICKSVILLE | NY | 11801 | N/A | PC | EDUCATION | $5,000 | ||||||
| YOUTH & FAMILY COUNSELING AGENCY OF OYSTER BAY EAST NORWICH | |||||||||||||
| 193 SOUTH STREET | OYSTER BAY | NY | 11771 | N/A | PC | SOCIAL SERVICES | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,500 | 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 | $369,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $516,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $885,813 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $885,813 | 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 | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $12,913 | Amt |
| Net Investment Income | $1,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,622 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL DEVELOPED BONDS | $214,154 | $225,377 |
| INVESTMENT GRADE TAXABLE FUNDS | $3,289,174 | $3,346,262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL DEVELOPED STOCKS | $598,027 | $944,099 |
| U.S. LARGE CAP STOCKS | $3,153,694 | $7,379,294 |
| U.S. MID CAP STOCKS | $1,140,193 | $1,778,547 |
| U.S. SMALL CAP STOCKS | $325,977 | $582,971 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $9,454 | $945 | $8,509 |
| INSURANCE | $2,136 | $0 | $2,136 |
| STATE FILING FEES | $954 | $0 | $954 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $71,956 | Amt |
| Net Investment Income | $71,956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |