SHMERLER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHMERLER FOUNDATION INC (EIN 13-6067203)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202641179349100029
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T10:06:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131302847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL SHMERLER & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 MAIN STREET STE 207 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 | 136067203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHMERLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHME | BusinessNameControlTxt |
| Phone | 9146810400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 MAIN STREET 207 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SHMERLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9146810400 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SHMERLER | PreparerPersonNm |
| PTIN | P01323169 | PTIN |
| Phone | 9146810400 | PhoneNum |
| Preparation | 2026-04-26 | 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 | $5,431,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,638 | 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 |
| Taxes Rev And Expnss | $3,661 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,661 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,634 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $807,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,398,375 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $864,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $837,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,431,009 | 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 | $864,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $837,670 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $864,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $837,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $864,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $837,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $864,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $837,670 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $837,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | P | 2010-08-04 | 2025-11-18 | $72,290 | $2,561 | $69,729 | $69,729 |
| QNITY CIL | P | 2002-06-10 | 2025-11-12 | $46 | $10 | $36 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,144 | 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 | $3,144 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $480 | OverpaymentAmt |
| Applied To ES Tax | $480 | 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 | 0 | 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 | WILLIAM SHMERLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9146810400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 MAIN STREET STE 207 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM SHMERLER | ||||||||
| 81 MAIN STREET STE 207 | WHITE PLAINS | NY | 10601 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| FORD LEVY | ||||||||
| 81 MAIN STREET STE 207 | WHITE PLAINS | NY | 10601 | SECTY | 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 | $5,099,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,186,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,186,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,108,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,664 | TotalTaxAmt |
| Distributable Before Adj | $252,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $218,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $201,815 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $201,815 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $236,068 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSN | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $12,500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | UNRESTRICTED | $2,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 96454 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED | $1,000 |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED | $1,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 10 MIDLAND AVENUE | PORT CHESTER | NY | 10573 | NONE | PC | UNRESTRICTED | $2,500 |
| CANCER SUPPORT COMMUNITYGILDA'S CLUB | |||||||
| 80 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | NONE | PC | UNRESTRICTED | $500 |
| CONGREGATION KOL AMI | |||||||
| 252 SOUNDVIEW AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | UNRESTRICTED | $6,111 |
| DAILY PENNSYLVANIAN | |||||||
| 4015 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $3,500 |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | PC | UNRESTRICTED | $7,000 |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | UNRESTRICTED | $2,500 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | UNRESTRICTED | $500 |
| HOPE'S DOOR | |||||||
| 33 WASHINGTON AVE | PLEASANTVILLE | NY | 10570 | NONE | PC | UNRESTRICTED | $1,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED | $1,000 |
| INTERNATIONAL TENNIS HALL OF FAME | |||||||
| 194 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PC | UNRESTRICTED | $400 |
| ISRAEL TENNIS & EDUCATION FUND | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $1,000 |
| JILL E SOLOMON CHARITABLE FOUNDATION | |||||||
| 10 WILLOWS LANE | WHITE PLAINS | NY | 10605 | NONE | PC | UNRESTRICTED | $1,000 |
| JUNIOR TENNIS FOUNDATION | |||||||
| 2500 WESTCHESTER AVENUE | PURCHSE | NY | 10577 | NONE | PC | UNRESTRICTED | $250 |
| LEHIGH UNIVERSITY | |||||||
| 306 S NEW STREET | BETHLEHEM | PA | 18015 | NONE | PC | UNRESTRICTED | $20,000 |
| LIVE LIKE BLAINE FOUNDATION | |||||||
| TWO BALA PLAZA | BALA CYNWYD | PA | 19004 | NONE | PC | UNRESTRICTED | $250 |
| LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | NONE | PC | UNRESTRICTED | $2,000 |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| PO BOX 96162 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED | $1,000 |
| MIAMI FOUNDATION | |||||||
| 601 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | UNRESTRICTED | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 GRAND CENTRAL STATION | NEW YORK | NY | 10163 | NONE | PC | UNRESTRICTED | $1,500 |
| MS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | NONE | PC | UNRESTRICTED | $1,000 |
| MY OWN BOOK CLUB | |||||||
| 229 EAST 85TH STREET 1324 | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED | $1,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10579 | NONE | PC | UNRESTRICTED | $1,000 |
| NYU LANGONE HEALTH | |||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED | $3,000 |
| PARKINSONS RESEARCH FOUNDATION | |||||||
| 5969 CATTLERIDGE BLVD | SARASOTA | FL | 34232 | NONE | PC | UNRESTRICTED | $1,000 |
| PET RESCUE | |||||||
| PO BOX 333 | LARCHMONT | NY | 10538 | NONE | PC | UNRESTRICTED | $500 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | UNRESTRICTED | $1,000 |
| SCARSDALE PTA SCHOLARSHIP FUND | |||||||
| PO BOX 147H | SCARSDALE | NY | 10583 | NONE | PC | UNRESTRICTED | $500 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS | |||||||
| PO BOX 92 | SCARSDALE | NY | 10583 | NONE | PC | UNRESTRICTED | $1,000 |
| STUDENT ADVOCACY | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | NONE | PC | UNRESTRICTED | $1,000 |
| SURPRISE LAKE CAMP | |||||||
| 307 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $37,500 |
| THE GLAUCOMA FOUNDATION | |||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $1,000 |
| THE MAIN IDEA | |||||||
| 180 E PROSPECT AVE | MAMARONECK | NY | 10543 | NONE | PC | UNRESTRICTED | $2,500 |
| UJAFEDERATION OF NY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $15,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $55,600 |
| WESTCHESTER CHILDREN'S ASSOCIATION | |||||||
| 470 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | UNRESTRICTED | $3,000 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | NONE | PC | UNRESTRICTED | $15,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED | $500 |
| THE DECORATORS CLUB EDUCATION FUND INC | |||||||
| PO BOX 732 | NEW YORK | NY | 10150 | NONE | PC | UNRESTRICTED | $500 |
| OPERA MAINE | |||||||
| PO BOX 7733 | PORTLAND | ME | 04112 | NONE | PC | UNRESTRICTED | $1,000 |
| WIZO | |||||||
| 990 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $1,000 |
| MOUNT SINAI BRESSMAN'S CENTER | |||||||
| ONE GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,111 | 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 | $43 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,765 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,765 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,638 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME IS USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES |
| 8 | SECURITY SALES ARE USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES |
| 3 | INCOME IS USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES |
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 (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $17,054 | $62,645 |
| ABBVIE INC | $16,390 | $91,396 |
| ALLIANCE BERNSTEIN | $24,176 | $76,960 |
| AT&T | $18,137 | $53,456 |
| BANK OF NY MELLON | $2,635 | $23,218 |
| BANK OF AMERICA | $45,302 | $170,390 |
| BRISTOL MYERS SQUIBB | $64,249 | $161,820 |
| CHEVRON | $25,188 | $103,639 |
| COCA COLA | $26,492 | $48,937 |
| DUPONT DE NEMOURS | $2,878 | $8,563 |
| ELI LILLY | $31,471 | $924,225 |
| EXXON MOBIL | $22,730 | $261,860 |
| HERSHEY | $34,724 | $545,940 |
| HOME DEPOT | $23,637 | $103,230 |
| HONEYWELL | $3,223 | $78,036 |
| INGERSOLL RAND | $7,105 | $136,258 |
| JOHNSON & JOHNSON | $61,093 | $206,950 |
| JP MORGAN CHASE | $17,017 | $298,054 |
| KIMBERLY CLARK | $38,219 | $60,534 |
| MCDONALDS | $10,203 | $30,563 |
| MERCK | $17,935 | $63,156 |
| MONDELEZ | $7,363 | $16,149 |
| NEXTERA ENERGY | $22,432 | $96,336 |
| PFIZER | $37,008 | $69,969 |
| PROCTOR & GAMBLE | $47,192 | $100,317 |
| PUBLIC SVCS ENTERPRISE GP | $15,527 | $97,484 |
| RTX CORP | $6,676 | $18,340 |
| SEMPRA ENERGY | $18,990 | $52,974 |
| TRANE TECHNOLOGIES | $23,080 | $720,020 |
| TRUIST FINANCIAL CORP | $30,841 | $145,268 |
| VALERO ENERGY | $11,224 | $48,837 |
| VERIZON COMMUNICATIONS | $26,788 | $40,730 |
| WATSCO INC | $11,433 | $101,085 |
| WELLS FARGO & CO | $32,307 | $334,961 |
| PNC FINANCIAL SERVICES CORP | $0 | $32,562 |
| QNITY ELECTRONICS INC | $4,115 | $8,655 |
| SOLSTICE ADVANCED MATERIALS INC | $202 | $4,858 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPT OF LAW/CHAR 500 | $250 | $0 | $250 |
| ALM - NY LAW JOURNAL AD | $170 | $0 | $170 |
| BROKER FEE | $300 | $300 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS 2025 | $3,144 | $3,144 | $0 |
| IRS 2024 | $517 | $517 | $0 |