SOKOLOFF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOFF FOUNDATION INC (EIN 13-6155196)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-10
- IRS object ID
- 202511009349100141
- Schema version
- 2024v5.1
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T14:00:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136155196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 2127445337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELENA LOUISE SOKOLOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127445337 | PhoneNum |
| Signature | 2025-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-04-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $13,097,862 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $325,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,790 | 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 | $12,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,076 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $614,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $608,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$288,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $430,233 | CashBOYAmt |
| Cash EOY | $568,700 | CashEOYAmt |
| Cash EOYFMV | $568,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $409,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,446,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,390,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,490,499 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,286,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,997,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,097,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,286,829 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,997,947 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,286,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,997,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,286,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,997,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,286,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$288,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,997,947 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,997,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $94,888 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,837 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,051 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,051 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,547 | 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 | $4,547 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62 | OverpaymentAmt |
| Applied To ES Tax | $62 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELENA LOUISE SOKOLOFF | IndividualWithBooksNm |
| Phone | 2127445337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET APT 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | 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 | Yes (1) | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| HELENA LOUISE SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, PRESIDENT, SECRETARY, TREAS | 5.00 | $0 | $0 | $0 |
| PATRICIA GANTZ | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUZANNE L DREIFUSS | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $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 | $12,758,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $893,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,651,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,651,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,446,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,485 | TotalTaxAmt |
| Distributable Before Adj | $667,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $667,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $667,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $608,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $608,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $667,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $124,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $608,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $608,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $59,019 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $59,019 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,926 | 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 | $65,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $65,926 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELENA LOUISE SOKOLOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FLOOR | NEW YORK | NY | 100108104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| AFYA FOUNDATION INC | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 107016607 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| AMERICAN FOLK ART MUSEUM | |||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 100236229 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | |||||||
| 251 H STREET NW | WASHINGTON | DC | 200012604 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE 10TH FL | NEW YORK | NY | 100174014 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| CALVARY HOSPITAL INC | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 104612392 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 100221006 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| CIRCUIT ARTS | |||||||
| PO BOX 3000 PMB 3175 | WEST TISBURY | MA | 025753000 | N/A | PC | GENERAL OPERATING SUPPORT | $800 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE SUITE 3 | NEW YORK | NY | 100176603 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 105801981 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| DOCTORS WITHOUT BORDER USA | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | N/A | PC | GENERAL OPERATING SUPPORT | $300 |
| DOROT INC | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 100244400 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| FRIENDS OF MOUNT PLEASANT COTTAGE SCHOOL FOUNDATION INC | |||||||
| PO BOX 8 | PLEASANTVILLE | NY | 105700008 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GREENPEACE | |||||||
| 702 H STREET SUITE 300 | WASHINGTON | DC | 200013876 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280173 | N/A | PC | GENERAL OPERATING SUPPORT | $300 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 317093543 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| HAYGROUND SCHOOL INC | |||||||
| PO BOX 1827 | BRIDGEHAMPTON | NY | 119321827 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 100023851 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA) | |||||||
| 858 EAST 29TH STREET | BROOKLYN | NY | 112102927 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 100228591 | N/A | PC | GENERAL OPERATING SUPPORT | $350,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 101280118 | N/A | PC | GENERAL OPERATING SUPPORT | $125 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 100215003 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 200362376 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| MANHATTAN THEATER CLUB | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366413 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| MOTHER JONES | |||||||
| PO BOX 584 | SAN FRANCISCO | CA | 941040584 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 102801502 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195401 | N/A | PC | GENERAL OPERATING SUPPORT | $380 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 100245194 | N/A | PC | GENERAL OPERATING SUPPORT | $350 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM STREET 10 FL | NEW YORK | NY | 100383844 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| SCARSDALE PATROLMEN'S POLICE BENEVOLENT ASSOCIATION | |||||||
| PO BOX 5 | SCARSDALE | NY | 105830005 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS | |||||||
| 5 WEAVER STREET | SCARSDALE | NY | 105837022 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| SEEDS OF PEACE INC | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 100176584 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 900354709 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| THE 92ND STREET Y NEW YORK | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 101281612 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| THE FRESH AIR FUND | |||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 100176706 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| THE NATURE CONSERVANCY | |||||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 100018001 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| THIRTEEN | |||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 100197435 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| TISCH MS RESEARCH CENTER OF NEW YORK | |||||||
| 521 WEST 57TH STREET | NEW YORK | NY | 100192929 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| TREES 78 FOUNDATION | |||||||
| 169 EAST 78TH STREET | NEW YORK | NY | 100750571 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| UNIFORMED FIREFIGHTERS ASSOCIATION VILLAGE OF SCARSDALE | |||||||
| PO BOX 61 | SCARSDALE | NY | 105830005 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | |||||||
| 41 EAST POST RD AND DAVIS AVE | WHITE PLAINS | NY | 106014607 | N/A | PC | GENERAL OPERATING SUPPORT | $400 |
| YALE UNIVERSITY | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| YESHIVA TORAH VODAATH | |||||||
| 425 E 9TH STREET | BROOKLYN | NY | 112185209 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,105 | 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 | $170 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $325,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,790 | 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 | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $12,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,076 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 1,000.000 SHARES | $62,306 | $189,300 |
| AMERICAN EXPRESS CO (AXP) 2,900.000 SHARES | $198,869 | $860,691 |
| AMGEN INC (AMGN) 600.000 SHARES | $96,755 | $156,384 |
| AT&T INC (T) 2,500.000 SHARES | $62,551 | $56,925 |
| BALL CORPORATION (BLL) 400.000 SHARES | $27,886 | $22,052 |
| BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES | $124,131 | $130,088 |
| COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES | $268,505 | $40,500 |
| CONOCOPHILLIPS (COP) 2,510.000 SHARES | $91,524 | $248,917 |
| CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES | $60,290 | $133,845 |
| CORNING INC (GLW) 8,000.000 SHARES | $173,367 | $380,160 |
| CORTEVA INC (CTVA) 2,500.000 SHARES | $41,026 | $142,400 |
| COTERRA ENERGY INC (CTRA) 4,700.000 SHARES | $125,640 | $120,038 |
| DEVON ENERGY CORP (DVN) 2,117.000 SHARES | $73,819 | $69,289 |
| DOMINION ENERGY INC (D) 1,800.000 SHARES | $128,940 | $96,948 |
| DOW INC (DOW) 2,500.000 SHARES | $80,116 | $100,325 |
| DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES | $117,701 | $258,576 |
| DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES | $117,572 | $190,625 |
| ELI LILLY & CO (LLY) 800.000 SHARES | $27,260 | $617,600 |
| ENBRIDGE INC (ENB) 4,428.000 SHARES | $104,308 | $187,880 |
| EQT CORPORATION COM (EQT) 756.000 SHARES | $57,538 | $34,859 |
| FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES | $220,258 | $262,752 |
| GENERAL MILLS INC (GIS) 4,500.000 SHARES | $103,130 | $286,965 |
| GRANITE CONSTR INC (GVA) 6,600.000 SHARES | $64,354 | $578,886 |
| HESS CORPORATION (HES) 2,900.000 SHARES | $134,722 | $385,729 |
| HEXCEL CORP (HXL) 4,500.000 SHARES | $101,732 | $282,150 |
| HF SINCLAIR CORPORATION (DINO) 3,600.000 SHARES | $157,878 | $126,180 |
| JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES | $98,057 | $349,980 |
| KINDER MORGAN INCORP (KMI) 2,800.000 SHARES | $94,301 | $76,720 |
| KROGER CO (KR) 2,900.000 SHARES | $84,906 | $177,335 |
| LABORATORY CP AMER HLDGS (LH) 1,000.000 SHARES | $111,570 | $229,320 |
| LOWES COMPANIES INC (LOW) 2,200.000 SHARES | $54,996 | $542,960 |
| LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES | $182,005 | $282,226 |
| MARATHON PETROLEUM CORP (MPC) 6,000.000 SHARES | $164,743 | $837,000 |
| MERCK & CO INC (MRK) 500.000 SHARES | $28,242 | $49,740 |
| MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES | $86,859 | $125,433 |
| MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES | $176,730 | $427,500 |
| NRG ENERGY INC (NRG) 2,300.000 SHARES | $27,864 | $207,506 |
| NUTRIEN LTD (NTR) 4,200.000 SHARES | $195,209 | $187,950 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) 440.000 SHARES | $20,376 | $21,740 |
| PALO ALTO NETWORKS INC (PANW) 880.000 SHARES | $27,857 | $160,125 |
| PFIZER INC (PFE) 2,500.000 SHARES | $59,968 | $66,325 |
| PHILLIPS 66 (PSX) 500.000 SHARES | $45,969 | $56,965 |
| SCHLUMBERGER LTD (SLB) 3,800.000 SHARES | $144,902 | $145,692 |
| STERIS PLC (STE) 1,800.000 SHARES | $135,258 | $370,008 |
| TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES | $91,661 | $438,773 |
| UNITED RENTALS INC (URI) 700.000 SHARES | $50,769 | $493,108 |
| UNITEDHEALTH GP INC (UNH) 200.000 SHARES | $46,326 | $101,172 |
| VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES | $223,281 | $179,955 |
| VIATRIS INC (VTRS) 3,310.000 SHARES | $50,271 | $41,210 |
| VULCAN MATERIALS CO (VMC) 2,450.000 SHARES | $120,134 | $630,214 |
| WEYERHAEUSER CO (WY) 6,200.000 SHARES | $181,934 | $174,530 |
| WILLIAMS CO INC (WMB) 2,900.000 SHARES | $64,218 | $156,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $25 | $0 | $25 |
| FILING FEES | $750 | $0 | $750 |
| OFFICE SUPPLIES AND EXPENSES | $1,877 | $0 | $1,877 |
| OTHER INVESTMENT EXPENSES | $12 | $12 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $2,700 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,127 | $3,127 | $0 |