AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2024-07-08
- IRS object ID
- 202441909349100169
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-08T14:11:37-05:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136200200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axe-Houghton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 55 WALLS DR 3 FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY STEINMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | STEINMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,617,307 | 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 | $398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,159,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,047,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,159,733 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,403,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,403,808 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,199 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,512 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $463,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $887,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,369,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,257 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $405,339 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,923 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,855,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,345,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,189,127 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,885,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,772,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,617,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,885,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,772,950 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,885,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,772,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,885,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,772,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,885,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $887,221 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,772,950 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,772,950 | 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 | $6,047,302 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,887,569 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,159,733 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,159,733 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,159,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,037 | SubtotalAmt |
| Tax Based On Investment Income | $19,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $17,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,737 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir, Treas, Sec | 1.0 | $0 | $0 | $0 |
| Katrina E McCann | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Warner Shook | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,403,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,431,100 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,431,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,304,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,037 | TotalTaxAmt |
| Distributable Before Adj | $396,195 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $396,195 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $396,195 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $463,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $463,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $302,439 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $463,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $302,439 | AppliedToYear1Amt |
| Applied To Current Year | $161,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $234,783 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST STE 600 | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth Open Mic Series fund | $6,500 |
| BUSHWICK STARR | |||||||
| 419 ELDERT ST | BROOKLYN | NY | 11237 | N/A | PC | 2023-24 Artistic Development Activities fund | $6,000 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 566 WEST 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | Resident Youth Theatre Company at Wadleigh Secondary School for the Performing Arts | $6,000 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | Summerworks 2024 | $6,500 |
| COLT COEUR THEATER COMPANY INC | |||||||
| 20 JAY ST | BROOKLYN | NY | 11201 | N/A | PC | Education Initiative (EI) fund | $5,000 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Collaborative Arts Residency (CAR) program | $6,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | Production Support for WINE IN THE WILDERNESS, part of CSC's 2023-24 Season | $9,000 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | Axe-Houghton Speech and Debate Program | $12,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | ESU International Public Speaking Competition (IPSC) | $5,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 549 W 52ND ST FL 2 | NEW YORK | NY | 10019 | N/A | PC | EST / Youngblood 2023-2024 | $6,000 |
| EPIC THEATRE CENTER INC | |||||||
| 3101 VERNON BLVD 612 | ASTORIA | NY | 11106 | N/A | PC | Epic's After School REMIX | $9,000 |
| FOUNDATION FOR CITY COLLEGE | |||||||
| 160 CONVENT AVE NUM 154 | NEW YORK | NY | 10031 | N/A | PC | The Poetry Outreach Center | $6,000 |
| GIRL BE HEARD INSTITUTE | |||||||
| 20 JAY ST 210B | BROOKLYN | NY | 11201 | N/A | PC | Girl Empowerment Weekend Workshops | $9,000 |
| GROUP 1 ACTING COMPANY | |||||||
| 630 NINTH AVE SUITE 214 | NEW YORK | NY | 10036 | N/A | PC | 2024 New York City In-School Residencies program | $6,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVE | BRONX | NY | 10474 | N/A | PC | Shakespeare Children's Ensemble | $6,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | Irish Repertory Theatre 2023-2024 Season | $8,500 |
| IRONDALE PRODUCTIONS INC | |||||||
| 85 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | N/A | PC | Collisions fund | $6,000 |
| JACK ARTS INC | |||||||
| 20 PUTNAM AVE | BROOKLYN | NY | 11238 | N/A | PC | I AM A BAD BLK PERSON | $5,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE ROOM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works | $11,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE ROOM 504A | NEW YORK | NY | 10023 | N/A | PC | We The People-Oral Debate fund | $11,000 |
| KEEN THEATER COMPANY INC | |||||||
| 520 8TH AVE RM 328 | NEW YORK | NY | 10018 | N/A | PC | Keen Teens 2024 | $4,500 |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | |||||||
| 74A EAST 4TH ST | NEW YORK | NY | 10003 | N/A | PC | POETRY ELECTRIC 2023-2024 | $8,000 |
| LATINX PLAYWRIGHTS CIRCLE INC | |||||||
| 22 RED BARN LN | MIDDLETOWN | NY | 10940 | N/A | PC | Intensive Mentorship Program | $7,500 |
| MABOU MINES DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 777 PETER STUYVESANT STA | NEW YORK | NY | 10009 | N/A | PC | RADAR 24/Open Mic Night | $5,000 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | MCC Theater Classroom Partnerships Initiative fund | $8,500 |
| MINT THEATER COMPANY INC | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | PARTNERSHIP written by Elizabeth Baker | $8,000 |
| MOVEMENT THEATRE COMPANY INC | |||||||
| 279 W 117TH ST | NEW YORK | NY | 10026 | N/A | PC | TWO BOROUGHS AND A STATE | $7,500 |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | |||||||
| 520 8TH AVE RM 309 | NEW YORK | NY | 10018 | N/A | PC | funds for Isabel | $8,000 |
| NATIONAL BLACK THEATRE WORKSHOP INCORPORATED | |||||||
| 213 W 137TH ST | NEW YORK | NY | 10030 | N/A | PC | Soul Series Liberating Artistic Bravery Residency program | $8,000 |
| NEW DRAMATISTS INC | |||||||
| PO BOX 2697 | NEW YORK | NY | 10108 | N/A | PC | The Playwrights Lab | $8,500 |
| NEW YORK CITY URBAN DEBATE LEAGUE INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | The New York City Urban Debate League 2023-24 Tournament Season | $12,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 64 FULTON ST STE 1108 | NEW YORK | NY | 10038 | N/A | PC | Panoramic Theatre production of Shakespeare's Henry IV | $7,500 |
| NEW YORK STAGE AND FILM COMPANY INC | |||||||
| 214 W 29TH ST RM 1001 | NEW YORK | NY | 10001 | N/A | PC | NYC DEVELOPMENTAL PROGRAMMING | $5,500 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | New York Theatre Workshop's 23/24 Education and Community Engagement Fund | $8,500 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161A CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | Dixon Place Literary Program 2023/2024 | $6,000 |
| OPENING ACT INC | |||||||
| PO BOX 25613 | BROOKLYN | NY | 11202 | N/A | PC | Middle School After School Theater Program | $6,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 80 HANSON PL 6TH FLOOR | BROOKLYN | NY | 11217 | N/A | PC | Page 73 Presents the World Premiere of STARGAZERS written by Majkin Holmquist | $6,000 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 801 | NEW YORK | NY | 10036 | N/A | PC | Munich Medea: Happy Family | $7,000 |
| PREGONES PUERTO RICAN TRAVELING THEATER INC | |||||||
| 571 WALTON AVE 575 | BRONX | NY | 10451 | N/A | PC | To support the remounting of "The Desire of the Astronaut" | $7,500 |
| PREMIERA INC | |||||||
| 210 RIVERSIDE DR APT 8E | NEW YORK | NY | 10025 | N/A | PC | Inner Voices 2024 | $5,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | PRIMARY STAGES 2023/24 TEEN INITIATIVES | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | SPIRITUS/VIRGIL'S DANCE by Dael Orlandersmith | $6,000 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2023-24 Revelation Reading Series and Short New Play Festival | $8,500 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY STE 300 | NEW YORK | NY | 10013 | N/A | PC | Productions fund | $6,500 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 333 W 39TH ST STE 604 | NEW YORK | NY | 10018 | N/A | PC | Confident Voices fund | $8,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Selected Shorts | $9,000 |
| THE CIVILIANS INC | |||||||
| 138 SOUTH OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | The Civilians' 2023-24 Cabaret Series | $6,000 |
| THE POETRY PROJECT LIMITED | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Plural, Not Possessive: A Poets Theater Symposium | $5,000 |
| THE TANK LTD | |||||||
| 312 WEST 36TH ST 1ST FL | NEW YORK | NY | 10018 | N/A | PC | Midnight Coleslaw | $5,000 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | Theater Breaking Through Barriers' Off-Broadway Production - Spring 2023 | $6,500 |
| THEATER LABRADOR INC | |||||||
| 222 BROADWAY 19TH FL | NEW YORK | NY | 10038 | N/A | PC | HILMA Fund | $7,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience's 2023-2024 Arts in Education Programs | $8,000 |
| THEATRE OF THE EMERGING AMERICAN MOMENT | |||||||
| 138 S OXFORD ST STE 4C | BROOKLYN | NY | 11217 | N/A | PC | Petri Projects FY24 | $5,500 |
| TOWN HALL FOUNDATION INC | |||||||
| 123 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | Black Poets & Poetry - A Black History Month Celebration | $5,000 |
| TRANSPORT GROUP INC | |||||||
| 520 8TH AVE RM 311 | NEW YORK | NY | 10018 | N/A | PC | ON SET WITH THEDA BARA | $6,000 |
| URBAN WORD NYC INC | |||||||
| PO BOX 1813 | NEW YORK | NY | 10113 | N/A | PC | Poetry & Spoken Word Workshops | $8,000 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | Scene Partners, by John Caswell Jr. | $7,500 |
| WATERWELL PRODUCTIONS INC | |||||||
| 321 W 44TH ST STE 801 | NEW YORK | NY | 10036 | N/A | PC | A Good Day Program | $6,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVENUE SUITE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks Adult Education Program | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,159,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,403,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,403,808 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STD PHYSICAL PRECIOUS | $86,133 | $87,748 |
| ABERDEEN STD PHYSICAL SWISS GL | $107,141 | $171,981 |
| BAIRD AGGREGATE BOND FUND CLAS | $479,903 | $415,459 |
| COLUMBIA DIVIDEND INCOME FD CL | $288,081 | $386,366 |
| COLUMBIA FUNDS GLOBAL DIV OPP | $182,258 | $187,317 |
| DFA US LARGE COMPANY PORTFOLIO | $167,524 | $299,188 |
| DIMENSIONAL ETF TRUST EMGR | $71,672 | $70,474 |
| DIMENSIONAL U S SMALL CAP ETF | $81,466 | $86,169 |
| DODGE & COX FUNDS INTERNATIONA | $177,467 | $219,278 |
| DOUBLELINE CORE FIXED INCOME I | $411,871 | $340,892 |
| DOUBLELINE LOW DURATION BOND F | $239,922 | $229,986 |
| HARBOR CAPITAL APPRECIATION FU | $274,335 | $337,628 |
| ISHARES GOLD TR | $50,132 | $80,933 |
| JANUS HENDERSON MORTGAGEBACKED | $281,813 | $278,319 |
| MARKET VECTORS ETF TR FALLEN A | $57,384 | $56,015 |
| MFS INTERNATIONAL DIVERSIFICAT | $203,637 | $224,666 |
| PIMCO FUNDS FOREIGN BOND FUND | $96,012 | $88,734 |
| SCH ST US TRSR ETF | $268,264 | $269,662 |
| SCHWAB US DIVIDEND EQUITY ETF | $159,753 | $178,153 |
| SPDR GOLD SHARES | $49,898 | $78,942 |
| T ROWE PRICE MID CAP VALUE | $195,114 | $224,812 |
| T. ROWE PRICE SMALL-CAP VALUE | $88,228 | $104,485 |
| TIAA-CREF INFLATION LINKED BON | $257,196 | $257,042 |
| VANGUARD GOVT BOND ETF INTERME | $362,029 | $361,967 |
| VANGUARD GROWTH ETF | $255,444 | $349,275 |
| VANGUARD INTL GROWTH FD ADMIRA | $154,284 | $184,544 |
| VANGUARD LT GOV BOND ETF | $56,258 | $53,074 |
| VANGUARD MID-CAP ETF | $174,560 | $201,977 |
| VANGUARD SHORT TERM CORPORATE | $338,068 | $340,749 |
| VANGUARD TOTAL INTERNATIONAL S | $549,194 | $579,286 |
| VANGUARD TOTAL STOCK MARKET ET | $984,954 | $1,223,163 |
| VANGUARD VALUE ETF | $195,359 | $220,843 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $405,339 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,923 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $45,601 | $45,601 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $34,199 | Amt |
| Net Investment Income | $34,199 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $17,300 |
| 990-PF Excise Tax for 2023 | $1,212 |