SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-26
- IRS object ID
- 202402709349101505
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-26T12:24:06-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCGRORY CPA | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,117,878 | 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 | $456,207 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $189,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$77,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,101,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,700 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $560,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,981 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $555,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,525 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $885,440 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,167,184 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,187,533 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,943,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,987,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,703,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,081 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,999 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,534,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,381,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,117,878 | 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 | $3,534,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,381,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,534,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,381,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,534,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,381,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,534,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,792,958 | SubtotalAmt |
| Other Decreases | $411,447 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,381,511 | 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 |
| Acquired | 2022-12-01 | AcquiredDt |
| Sold | 2023-11-30 | SoldDt |
| Gross Sales Price | $1,101,701 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,121,378 | CostOrOtherBasisAmt |
| Gain Or Loss | -$19,677 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$19,677 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,308 | 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 | $10,308 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,409 | OverpaymentAmt |
| Applied To ES Tax | $8,409 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $28,500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,739,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,050,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,050,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,989,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,899 | TotalTaxAmt |
| Distributable Before Adj | $197,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,314 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,421 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,847 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $23,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,722 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,990 | 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 | $61,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,421 | ExcessFromYear4Amt |
| Excess From Year3 | $10,847 | ExcessFromYear3Amt |
| Excess From Current Year | $38,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $1,150 |
| ADL NEW PATH NEW JERSEY | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $27,500 |
| BRIDGEHAMPTON CHAMBER MUSIC ASSOCIATES INC | |||||||
| 135 E 57TH ST 14TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| BRIDGEHAMPTON LIBRARY | |||||||
| 2478 MAIN STREET | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $15,705 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 7YH AVE 10TH FL | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| FOUNDATION CYCLING NEW YORK | |||||||
| 201 E 77TH ST STE 8EF | NEW YORK | NY | 10075 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GRACE MONTESSERI SCHOOL | |||||||
| 29 SHELTER ROCK RD | NEW YORK | NY | 11030 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVE | BRONX | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HOLY APOSTLES SOUP KITCHEN | |||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,300 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NEW YORK ACADEMY OF ART | |||||||
| 11 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 |
| PEDALS FOR PROGRESS | |||||||
| 86 EAST MAIN STREET | HIGH BRIDGE | NJ | 08829 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PEOPLES SECURITY CHARITABLE FOUNDATION | |||||||
| 150 NORTH WASHINGTON AVE | SCRANTON | PA | 18503 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DRIVE NO 201 | TOWNSON | MD | 21204 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PURE EARTH FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 860 | NEW YORK | NY | 10115 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SOLOMON R GUGGENHEIN MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ST CHRISTOPHER'S INN AT GRAYMOOR | |||||||
| 21 FRANCISCAN WAY | GARRISON | NY | 10524 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $60,619 |
| STREET SQUASH | |||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE ELEPHANT SANCTUARY | |||||||
| 27 E MAIN ST | HOHENWALD | TN | 38462 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| THE PERLMAN MUSIC PROGRAM INC | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| U S HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENGERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $2,800 |
| UJA - FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PC | GENERAL OPERATING SUPPORT | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,549 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$77,146 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,135 | 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 | STUART A SHIKIAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $456,207 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES OF APPLE INC. | $388,590 | 2023-12-07 |
| 1 | 2200 SHARES OF BANK OF AMERICA | $67,617 | 2023-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $7,765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,765 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS GROUP INC | BondNm |
| EOY Book Value | $150,081 | EOYBookValueAmt |
| EOYFMV | $149,999 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $45,133 | $284,925 |
| AMAZON INC | $52,679 | $288,830 |
| BLACKSTONE MORTGAGE TRUST INC | $82,968 | $77,630 |
| BLACKSTONE SECURED LENDING | $190,102 | $212,775 |
| COMPASS DIVERSIFIED | $145,222 | $148,500 |
| COTY INC | $85,166 | $228,000 |
| SLM CORP PFD SER B | $241,444 | $272,263 |
| PAYPAL HOLDINGS INC COM | $89,850 | $86,295 |
| UNIT CORP COM NEW | $219,163 | $212,480 |
| INCYTE CORP COM | $29,220 | $108,680 |
| GALAXY DIGITAL | $61,866 | $61,075 |
| GOLDMAN SACHS BDC INC | $288,725 | $250,410 |
| GOLUB CAP BDC INC | $228,864 | $223,200 |
| PEBBLEBROOK HOTEL | $66,036 | $69,055 |
| VORNADO RLTY TR | $89,565 | $120,450 |
| CARDLYTICS INC COM | $42,752 | $59,230 |
| WHEELS UP EXPERIENCE INC | $28,966 | $23 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,167,184 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,187,533 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF CONTRIBUTED SECURITIES IN EXCESS OF DONOR'S BASIS | Desc |
| Amt | $411,447 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $22,500 | $0 | $22,500 |
| NEW YORK ANNUAL REGISTRATION | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Revenue And Expenses Per Books | -$8,700 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$8,700 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,141 | Amt |
| Net Investment Income | $39,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |