HOWARD SMITH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD SMITH FAMILY FOUNDATION (EIN 26-1141921)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349104573
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:26:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD | 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 | 261141921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD SMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 5166261212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HOWARD SMITH 5 DEEPWOOD CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5166063100 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT KIESS | PreparerPersonNm |
| PTIN | P00216949 | PTIN |
| Phone | 5169925900 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $257,660 | 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 | $74,814 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,600 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $591 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,498 | CashBOYAmt |
| Cash EOY | $2,499 | CashEOYAmt |
| Cash EOYFMV | $2,499 | CashEOYFMVAmt |
| Corporate Stock BOY | $151,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,161 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $158,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $257,660 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $294,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $294,960 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$136,502 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$119,200 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $158,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $158,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $175,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $175,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-01-23 | $11,923 | $1,763 | $10,160 | $10,160 | |
| 50 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-04-28 | $2,980 | $588 | $2,392 | $2,392 | |
| 100 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-05-27 | $6,554 | $1,175 | $5,379 | $5,379 | |
| 100 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-06-30 | $7,986 | $1,175 | $6,811 | $6,811 | |
| 100 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-09-12 | $8,617 | $1,175 | $7,442 | $7,442 | |
| 100 SHS ESTEE LAUDER COS INC CL-A CMN CLASS A | 1997-02-10 | 2025-11-05 | $9,105 | $1,175 | $7,930 | $7,930 | |
| 50 SHS PFIZER INC. CMN | 2007-05-01 | 2025-12-02 | $1,258 | $1,255 | $3 | $3 | |
| 100 SHS VISA INC. CMN CLASS A | 2008-03-18 | 2025-12-02 | $33,165 | $1,100 | $32,065 | $32,065 | |
| CAPITAL GAINS DIVIDENDS | $16,320 | $16,320 | $16,320 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,266 | 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 | $59 | EsPenaltyAmt |
| Tax Due | $1,325 | 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 | DE | 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 | HOWARD SMITH | IndividualWithBooksNm |
| Phone | 5166261212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 DEEPWOOD COURT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD SMITH | ||||||||
| 5 DEEPWOOD CT | OLD WESTBURY | NY | 115681005 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JEFFREY SMITH | ||||||||
| 5 DEEPWOOD CT | OLD WESTBURY | NY | 115681005 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEPHANIE SMITH | ||||||||
| 5 DEEPWOOD CT | OLD WESTBURY | NY | 115681005 | TREASURER | 1.00 | $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 | $242,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $246,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $246,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,266 | TotalTaxAmt |
| Distributable Before Adj | $10,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,737 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $285,679 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $358,248 | 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 | $31,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,896 | ExcessFromYear4Amt |
| Excess From Year3 | $68,434 | ExcessFromYear3Amt |
| Excess From Year2 | $66,521 | ExcessFromYear2Amt |
| Excess From Year1 | $70,091 | ExcessFromYear1Amt |
| Excess From Current Year | $72,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 1626 LOCUST STREET | PHILADELPHIA | PA | 19103 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $3,000 |
| AMERICAN FRIENDS OF SHALVA | ||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $2,500 |
| COMMUNITY4CELIAC | ||||||
| 33 PHEASANT LANE | WOODBURY | NY | 11797 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| CSU FOUNDATION | ||||||
| 398 BANKSIDE DRIVE | BRUNSWICK | OH | 44212 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| DELAIRE COUNTRY CLUB | ||||||
| 4645 WHITE CEDAR LANE | DELRAY BEACH | FL | 33445 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $250 |
| GLEN OAKS CLUB PHILANTHROPIC FUND | ||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $750 |
| LUSTGARTEN FOUNDATION | ||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $19,175 |
| OLD WESTBURY PBA | ||||||
| PO BOX 417 | OLD WESTBURY | NY | 11568 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $1,000 |
| PLAY FOR PINK DELAIRE COUNTRY CLUB | ||||||
| 4645 WHITE CEDAR LANE | DELRAY BEACH | FL | 33445 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $2,500 |
| RESCUE HOOK & LADDER CO 1 | ||||||
| 155 MINEOLA AVENUE | ROSLYN HEIGHTS | NY | 11577 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $100 |
| RESCUE PAW FOUNDATION | ||||||
| 28 SCHOOL STREET | GLEN COVE | NY | 11542 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $250 |
| ROSLYN HIGHLANDS FIRE DEPARTMENT | ||||||
| 270 WARNER AVENUE | ROSLYN HEIGHTS | NY | 11577 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $100 |
| SID JACOBSON JCC | ||||||
| 300 FOREST AVENUE | EAST HILLS | NY | 11548 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $10,500 |
| SOUTH FLORIDA PGA FOUNDATION | ||||||
| 7201 GEORGIA AVE | WEST PALM EBACH | FL | 33405 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $250 |
| ST FRANCIS HOSPITAL FOUNDATION | ||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $20,000 |
| SUPPLIES FOR SUCCESS | ||||||
| PO BOX 229 | SAGAPONACK | NY | 11963 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| TEMPLE SINAI | ||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $6,144 |
| THE ALLYN P UDELL HELLO DOLLY FOUNDATION INC | ||||||
| 365 WILLIS AVENUE | MINEOLA | NY | 11501 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $1,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $1,000 |
| UJA FEDERATION OF NEW YORK | ||||||
| 6900 JERICHO TURNPIKE SUITE 302 | SYOSSET | NY | 11791 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $7,000 |
| AMERICAN FRIENDS OF SHAMIR MEDICAL CENTER | ||||||
| 61A 9TH STREET SUITE 14 | BROOKLYN | NY | 11215 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| CMF-CHILDREN'S MEDICAL FUND OF NEW YORK | ||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $1,000 |
| MACCABI USA | ||||||
| 15511 WALNUT STREET 401 | PHILADELPHIA | PA | 19102 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $500 |
| THE COMMUNITY SYNAGOGUE | ||||||
| 160 MIDDLE NECK ROAD | PORT WASHINGTON | NY | 11050 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $250 |
| THE FOUNDATION FOR INNOVATIONS IN MEDICAL EDUCATION | ||||||
| 225 HILLCREST LANE | UPPER BROOKVILLE | NY | 11771 | PC | TO FULFILL THE DONEE'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,269 | 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 | $192 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,560 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 DEEPWOOD COURT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $74,814 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 100 SHARES OF TARGET CORPORATION | $9,073 |
| 1 | 550 SHARES OF PFIZER INC. | $13,415 |
| 1 | 100 SHARES OF JOHNSON & JOHNSON | $18,841 |
| 1 | 100 SHARES OF VISA INC. | $33,485 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1199 SHS GOLDMAN SACHS GROWTH OPPORTUNITIES CL A | $24,913 | $24,190 |
| 4492 SHS GOLDMAN SACHS CAPITAL GROWTH CL A | $108,239 | $188,051 |
| 100 JOHNSON & JOHNSON CMN | $18,841 | $20,695 |
| 500 PFIZER INC. CMN | $12,195 | $12,450 |
| TARGET CORPORATION CMN | $9,073 | $9,775 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATION SERVICES | CategoryTxt |
| Amt | $591 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $591 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $1,112 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |