THE STATEN ISLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE STATEN ISLAND FOUNDATION (EIN 13-3993115)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-12
- IRS object ID
- 202403179349101870
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T10:54:55-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133993115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STATEN ISLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 7186972831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 CHRISTOPHER LANE 3B | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LENORE PULEO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7186972831 | PhoneNum |
| Signature | 2024-10-25 | 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 | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,084,763 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $296,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $296,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,773,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,773,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,996,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,775,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,996,895 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,066,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,066,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,275 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,198 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,077 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,999 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $150,999 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $55,483 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,664 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,819 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,252 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,301 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,951 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $324,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $312,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,406 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,031 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $104,550 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,550 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,227 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,042 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,042 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,924 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $980,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $347,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $589,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,071,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,071,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,052,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $347,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,661,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,718,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,152,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,253,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,253,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,796,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,379,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,379,992 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,449,266 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,341,949 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,341,949 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $38,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,803 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $77,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $77,491 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $77,491 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,513,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,084,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,084,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,513,795 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $88,084,763 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,513,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,084,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,513,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,084,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,513,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,557,268 | OtherIncreasesAmt |
| Subtotal | $88,084,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,084,763 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,775,774 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,778,879 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,996,895 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,996,895 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,996,895 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,689 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,689 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,768 | 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 | $43,768 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,921 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | WWW.THESTATENISLANDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186972832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 CHRISTOPHER LANE SUITE 3B | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| KATHRYN KRAUSE ROONEY | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | CHAIR | 3.00 | $0 | $0 | $0 |
| ALFRED C CERULLO III | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| LENORE F PULEO | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | TREASURER | 3.00 | $0 | $0 | $0 |
| JILL O'DONNELL-TORMEY PHD | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | SECRETARY | 3.00 | $0 | $0 | $0 |
| SUZANNE STIRN AINSLIE | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR PHYLLIS CURETON | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICE B DIAMOND | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL L MASTER JR | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLORES N MORRIS | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA JEAN WATTERS | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | EXECUTIVE DIRECTOR | 40.00 | $173,275 | $16,742 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAKERIA MCPHERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 CHRISTOPHER LANE SUITE 3B | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,002 | CompensationAmt |
| Employee Benefits | $23,235 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN | |||||
| PO BOX 145443 | CINCINNATI | OH | 45250 | CUST. & INVEST. MGMT | $238,995 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | CUST. & INVEST. MGMT | $70,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $82,122,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,202,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $111,792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,436,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,436,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,251,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,184,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,109,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,109,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,689 | TotalTaxAmt |
| Distributable Before Adj | $4,057,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,057,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,057,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,661,928 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,661,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,057,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $329,532 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,661,928 | QualifyingDistributionsAmt |
| Applied To Year1 | $329,532 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,332,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $725,155 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA JEAN WATTERS EXECUTIVE DIRECT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 CHRISTOPHER LANE SUITE 3B | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7186972831 | RecipientPhoneNum |
| Recipient Email Address | WATTERS@THESTATENISLANDFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE ONLY ACCEPTED ELECTRONICALLY VIA THE FOUNDATION'S WEBSITE - WWW.THESTATENISLANDFOUNDATION.ORG THE FOUNDATION SUPPORTS ORGANIZATIONS WITH CURRENT 501(C)3 STATUS THAT SERVE STATEN ISLAND RESIDENTS. FOR PRIOR GRANTEES TO BE ELIGIBLE, ALL REQUIRED REPORTS MUST BE SUBMITTED. THE FOUNDATION SUPPORTS ORGANIZATIONS WITH ESTABLISHED TRACK RECORDS AND DEMONSTRATED FINANCIAL CAPACITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE GENERALLY DECEMBER 1ST; FEBRUARY 1ST; APRIL 1ST; AND AUGUST 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION LOOKS FOR PROJECTS OF 501(C)3 ORGANIZATIONS WITH THE FOLLOWING CHARACTERISTICS: - PROJECTS THAT CLEARLY AND DIRECTLY BENEFIT THE STATEN ISLAND COMMUNITY WITH MEASURABLE, LONG-TERM RESULTS - PROJECTS THAT DEMONSTRATE THEIR COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION - PROJECTS THAT CAN BE EFFECTIVELY IMPLEMENTED AND ULTIMATELY CONTINUED WITHOUT OUR FUNDING - PROJECTS THAT CONTRIBUTE TO ONE OF THE COLLECTIVE IMPACT INITIATIVES SUPPORTED BY THE FOUNDATION THE FOUNDATION DOES NOT FUND: RENOVATIONS/REPAIRS TO PLACES OF WORSHIP, SCHOLARSHIPS, FUNDRAISING EVENT SPONSORSHIPS, JOURNAL ADS, OR YEARBOOK ADS, PRIVATE FOUNDATIONS OR INDIVIDUALS, POLITICAL CAUSES, CANDIDATES OR LOBBYING EFFORTS, MEDICAL RESEARCH, CEMETERY ASSOCIATIONS, ANIMAL WELFARE GROUPS, FRATERNAL AND VETERANS ORGANIZATIONS, BUSINESS, PROFESSIONAL AND CIVIC ASSOCIATIONS OR CLUBS, MEMORIAL FUNDRAISING, TICKETS TO EVENTS, REQUESTS FROM SOLICITORS ON BEHALF OF AN ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A VERY SPECIAL PLACE | ||||||||
| 49 CEDAR GROVE AVENUE | STATEN ISLAND | NY | 10306 | N/A | PC | ELIZABETH DUBOVSKY FELLOWSHIP | $30,000 | |
| AFRICAN REFUGE INC | ||||||||
| 185 PARKHILL AVE SUIT LB | STATEN ISLAND | NY | 10304 | N/A | PC | STAFF AND PROGRAM SUPPORT FOR PROGRAMS | $70,000 | |
| AIRWAY REVOLUTION FOUNDATION INC | ||||||||
| 15 ST PAULS AVE | STATEN ISLAND | NY | 10301 | N/A | PC | CHILDHOOD DEVELOP HEALTH ISSUE | $10,000 | |
| ALVIN AILEY DANCE FOUNDATION | ||||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | PC | AILEY DANCE KIDS RESIDENCIES | $60,000 | |
| BEE-U INC | ||||||||
| 242 TALBOT PL | STATEN ISLAND | NY | 10301 | N/A | PC | URBAN YOUTH FELLOWSHIP PROGRAM | $10,000 | |
| BRIDGE PREPARATORY CHARTER SCHOOL | ||||||||
| 715 OCEAN TERRACE BUILDING A | STATEN ISLAND | NY | 10301 | N/A | PC | TEACHER TRAINING ON DYSLEXIA CHALLENGES | $25,000 | |
| BROTHERS CARE INC | ||||||||
| 215 TRANTOR PLACE SUITE 3A GRANITE | STATEN ISLAND | NY | 10302 | N/A | PC | EVENT FOOD SUPPLIES CLOTHING | $5,000 | AVENUE |
| CANDID (THE FOUNDATION CENTER) | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | STRENGTHEN UNDER RESOURCED NON PROFITS | $5,000 | |
| CAUSE EFFECTIVE | ||||||||
| 505 8TH AVENUE SUITE 1212 | NEW YORK | NY | 10018 | N/A | PC | INTERIM EXECUTIVE DIRECTOR | $50,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY | ||||||||
| 77 WATER STREET SUITE 202 | NEW YORK | NY | 10005 | N/A | PC | SUPPORT MICRO GRANTS AND COLLABORATION TRAINING | $25,000 | |
| COLLEGE OF STATEN ISLAND FOUNDATION | ||||||||
| 2800 VICTORY BOULEVARD 1A ROOM 401 | STATEN ISLAND | NY | 10314 | N/A | PC | GIFT MADE ALFRED CERULLO | $2,000 | |
| COMMUNITY HEALTH ACTION OF STATEN ISLAND | ||||||||
| 56 BAY STREET 4TH FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | FUNDING PROJECT CONSULT | $40,000 | |
| COMMUNITY SERVICE SOCIETY | ||||||||
| 633 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | AMERICORPS SENIORS RSVP VOLUNT | $50,000 | |
| COOKE SCHOOL AND INSTITUTE | ||||||||
| 1713 MADISON AVENUE | NEW YORK | NY | 10029 | N/A | PC | PROFESSIONAL DEVELOPMENT FOR TEACHERS | $50,000 | |
| CRIMSONRISE INC | ||||||||
| 394 HENDERSON AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | EMP MATCHING GIFT LENORE PULEO | $10,000 | |
| DAYTOP SAMARITAN VILLAGE | ||||||||
| 1915 FOREST AVE | STATEN ISLAND | NY | 10303 | N/A | PC | 3 PEER INTERNSHIP SUPPORT SERV | $50,000 | |
| EDEN II - EFT-ACH | ||||||||
| 15 BEACH STREET | STATEN ISLAND | NY | 10304 | N/A | PC | EMP MATCHING GIFT DANIEL | $3,000 | |
| EIBS POND EDUCATION PROGRAM | ||||||||
| 50 DONGAN HILLS AVENUE | STATEN ISLAND | NY | 10306 | N/A | PC | STIPENDS FOR YOUTH LEADERS | $12,000 | |
| FORGOTTEN FOODS CENTER | ||||||||
| 434 LISK AVENUE | STATEN ISLAND | NY | 10303 | N/A | PC | 6 MONTH INTERNSHIP FOOD SECURITY | $10,000 | |
| FRESHKILLS PARK ALLIANCE | ||||||||
| PO BOX 719 | NEW YORK | NY | 10272 | N/A | PC | SUPPORT FULL TIME DEVELOPMENT POSITION | $75,000 | |
| FRIENDS OF ALICE AUSTEN HOUSE | ||||||||
| 2 HYLAN BOULEVARD | STATEN ISLAND | NY | 10305 | N/A | PC | PHOTOGRAPHIC STORYTELLING PROG | $25,000 | |
| FRIENDS OF NEW WORLD PREP | ||||||||
| 355 MORNINGSTAR RD | STATEN ISLAND | NY | 10303 | N/A | PC | TO COMPLETE NEW FACILITY | $50,000 | |
| FRIENDS OF OLMSTED BEIL HOUSE | ||||||||
| PO BOX 120095 | STATEN ISLAND | NY | 10312 | N/A | PC | HISTORIC PRESERVATION PLAN | $50,000 | |
| GATEWAY CHURCH DBA GATEWAY CATHEDRAL | ||||||||
| 200 BOSCOMBE AVENUE | STATEN ISLAND | NY | 10309 | N/A | PC | EMPLOYEE MATCHING GIFT | $2,000 | |
| GEORGE L ELBERT INTERMEDIATE SCHOOL - IS2 | ||||||||
| 333 MIDLAND AVENUE | STATEN ISLAND | NY | 10306 | N/A | PC | GIFT CHRISTINA KUHN EMPLOYEE | $250 | |
| HISTORIC HOUSE TRUST OF NYC | ||||||||
| 830 FIFTH AVENUE THE ARSENAL ROOM | NEW YORK | NY | 10065 | N/A | PC | MATCHING GIFT SUZZANNE AINSLIE | $736 | 203 |
| HUNGER FREE AMERICA | ||||||||
| 50 BROAD STREET SUITE 1103 | NEW YORK | NY | 10004 | N/A | PC | PARTIAL SALARY OF WIC SPECIALIST | $40,000 | |
| ILLUMINART PRODUCTIONS | ||||||||
| 29 PUTTERS COURT | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT WRITE PLAY RESI 5 STUD | $30,000 | |
| INTEGRATION CHARTER SCHOOLS - ICS | ||||||||
| 1441 SOUTH AVENUE | NEW YORK | NY | 10301 | N/A | PC | PROFESSIONAL DEVELOPMENT FOR TEACHERS | $40,000 | |
| JEWISH COMMUNITY CENTER OF STATEN ISLAND | ||||||||
| 1466 MANOR ROAD | STATEN ISLAND | NY | 10304 | N/A | PC | EMP MATCHING GIFT DANIEL MASTER | $1,500 | |
| K WOODS FOUNDATION | ||||||||
| 1950 CLOVE ROAD SUITE 345 | STATEN ISLAND | NY | 10304 | N/A | PC | SUMMER CAMP PROGRAM | $35,000 | |
| LAWYERS ALLIANCE FOR NEW YORK | ||||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PC | STATEN ISLAND PROJECT PERSONNEL | $17,500 | |
| LITERACY INC | ||||||||
| MS SHARI LEVINE 5030 BROADWAY STE | NEW YORK | NY | 10034 | N/A | PC | SUPPORT COMMUNITY LITERACY MODEL | $50,000 | 641 |
| LITERACY PARTNERS INC | ||||||||
| 75 MAIDEN LANE SUITE 1102 | NEW YORK | NY | 10038 | N/A | PC | LOW INCOME SPANISH SPEAKING CARE GIVERS LITERACY | $40,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | ENGLISH SPEAKER LANGUAGE ESOL | $50,000 | |
| MAKER PARK RADIO INC | ||||||||
| 37 VALENCIA AVENUE | STATEN ISLAND | NY | 10304 | N/A | PC | SUPPORT SONIQ LAB WORKSHOP | $45,000 | |
| MCKEE VOCATIONAL AND TECHNICAL HIGH SCHOOL | ||||||||
| 290 ST MARKS PLACE | STATEN ISLAND | NY | 10301 | N/A | PC | FUNDS PROF DEVLOP AVID STUDENT | $9,999 | |
| MOORE CATHOLIC HIGH SCHOOL | ||||||||
| 100 MERRILL AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | EMPLOYEE MATCHING GIFT | $2,500 | |
| NATIONAL LIGHTHOUSE MUSEUM | ||||||||
| 30 BAY ST SUITE 501 | STATEN ISLAND | NY | 10301 | N/A | PC | RETAIN EXIT STAFF AFTER LOSS | $25,000 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| ONE WHITEHALL STREET 21ST FLOOR | NEW YORK | NY | 10004 | N/A | PC | NATIONAL REGISTER FOR HISTORIC PLACES | $30,000 | |
| NOEL POINTER FOUNDATION | ||||||||
| 1368 FULTON STREET | BROOKLYN | NY | 11216 | N/A | PC | TEACHING ARTISTS FRONTLINE | $25,000 | |
| NOTRE DAME ACADEMY HIGH SCHOOL | ||||||||
| 90 HOWARD AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR /EMPLOYEE MATCHING JILL O DONNEL TORNEY | $5,000 | |
| NOTRE DAME ACADEMY HIGH SCHOOL | ||||||||
| 90 HOWARD AVENUE | STATEN ISLAND | NY | 103014498 | N/A | PC | DIRECTOR /EMPLOYEE MATCHING JOHN MORRIS | $500 | |
| NY CENTER FOR INTERPERSONAL DEVELOPMENT | ||||||||
| 130 STUYVESANT PLACE 5TH FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | THE DELTA ACADEMY STUDENT | $75,000 | |
| NYC ARTS CYPHER | ||||||||
| 12 BROAD STREET | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT YOUTH ARTS PROGRAM | $5,000 | |
| NYC DEPARTMENT OF EDUCATION | ||||||||
| PUBLIC SCHOOL 16 80 MONROE AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | NYC DEPARTMENT OF EDUCATION | $9,999 | |
| NYC DIGITAL MEDIA CENTER INC | ||||||||
| 38 FILLMORE STREET | STATEN ISLAND | NY | 10301 | N/A | PC | ON HANDS AND ON SITE PROGRAM | $40,000 | |
| NYCPS ARTS OFFICE | ||||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | N/A | PC | PURCHASE OF 28 INSTRUMENTS EQUIP | $9,999 | |
| PARTNERSHIP WITH CHILDREN | ||||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT FOR SOCIAL WORK DIRECTOR | $50,000 | |
| PEAK GRANTMAKING | ||||||||
| 16666 K STREET NW SUITE 440 | WASHINGTON DC | DC | 20006 | N/A | PC | MEMBERSHIP SUPPORT 2023 | $2,000 | |
| PER SCHOLAS | ||||||||
| 804 EAST 138TH STREET 2ND FLOOR | BRONX | NY | 10454 | N/A | PC | TUITION-FREE TECH TRAINING | $50,000 | |
| PERSON CENTERED CARE SERVICES | ||||||||
| 150 GRANITE AVENUE | STATEN ISLAND | NY | 10303 | N/A | PC | ELIZABETH DUBOVSKY FELLOWSHIP | $42,000 | |
| PERSON CENTERED CARE SERVICES | ||||||||
| 150 GRANITE AVENUE | STATEN ISLAND | NY | 10303 | N/A | PC | PURCHASE OF WHEEL CHAIR ACCESSIBLE VEHICLE | $42,500 | |
| PHILANTHORPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | PHILANTHROPY NEW YORK MEMBERSHIP | $7,250 | |
| PHILHARMONIC-SYMPHONY SOCIETY OF NY INC | ||||||||
| 10 LINCOLN CENTER PLAZA AVERY | NEW YORK | NY | 10023 | N/A | PC | 19 WEEK MUSIC PROGRAM PS 26 | $30,000 | FISHER HALL |
| POWERMYLEARNING | ||||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10018 | N/A | PC | PROFESSIONAL DEVELOPMENT PS 21 | $10,000 | |
| PRIDE CENTER OF STATEN ISLAND -EFT-ACH | ||||||||
| 66 WILLOW AVENUE SUITE 202 | STATEN ISLAND | NY | 10305 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY ALFRED CERULLO | $500 | |
| PROJECT HOSPITALITY-EFT-ACH | ||||||||
| 100 PARK AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | SUPPORT NEW STRATEGIC PLAN | $75,000 | |
| PS 65-THE ACADEMY OF INNOVATIVE LEARNING | ||||||||
| 98 GRANT STREET | STATEN ISLAND | NY | 10301 | N/A | PC | ESTABLISH PS 65 THEATRE COMPANY | $9,999 | |
| REACH OUT AND READ OF GREATER NEW YORK | ||||||||
| 105 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PC | NEW BOOKS CHILDREN LITERACY | $35,000 | |
| READ ALLIANCE INC | ||||||||
| 160 BROADWAY 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | SUPPORT LITERACY OF K-2 GRADE STUDENTS | $50,000 | |
| RESEARCH FOUNDATIONCITY UNIVERSITY OF NEW YORK | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | N/A | PC | SUPPORT ACTIVITIES OF SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES | $25,000 | |
| RICHMOND MEDICAL CENTER | ||||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | SUPPORT SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES | $400,000 | |
| RICHMOND MEDICAL CENTER | ||||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY DANIEL MASTER | $10,000 | |
| RICHMOND MEDICAL CENTER | ||||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY ALICE DIAMOND | $2,000 | |
| RICHMOND UNIVERSITY MEDICAL CENTER FOUNDATION - EFT-ACH | ||||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | EMP GIFT BY JILL O'DONNELL | $3,030 | |
| ROC - A - NATURAL CULTURAL FOUNDATION | ||||||||
| 18 WAVERLY PLACE | STATEN ISLAND | NY | 10304 | N/A | PC | SUPPORT 2023 JUNETEENTH EDUCATION EVENTS | $5,000 | |
| SAFE HORIZON | ||||||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10001 | N/A | PC | SAFE WAY FORWARD DOMESTIC | $50,000 | |
| SEAMEN'S SOCIETY FOR CHILDREN & FAMILIES | ||||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | GIFT SUZANNE AINSLIE | $2,500 | |
| STATEN ISLAND COMMUNITY JOB CENTER LA COIMENA | ||||||||
| 774 PORT RICHMOND AVE | STATEN ISLAND | NY | 10302 | N/A | PC | SUPPORT A FULL TIME FINANCE ASSOCIATE | $50,000 | |
| STATEN ISLAND WOMEN INC | ||||||||
| 1441 SOUTH AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | GIFT KATHRYN ROONEY | $20,000 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10310 | N/A | PC | EMP MATCHING GIFT LAURA JEAN | $250 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10310 | N/A | PC | GIFT ALFRED CERULLO | $6,477 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10310 | N/A | PC | CONSULTING FEES OF BRAND REFRESH | $100,000 | |
| ST GEORGE THEATRE RESTORATION INC | ||||||||
| 35 HYATT STREET | STATEN ISLAND | NY | 10301 | N/A | PC | MATCHING GIFT MADE ALFRED | $2,630 | |
| STATEN ISLAND ACADEMY | ||||||||
| 715 TODT HILL ROAD | STATEN ISLAND | NY | 10304 | N/A | PC | EMP MATCH GIFT DANIEL MASTER | $1,000 | |
| STATEN ISLAND ACADEMY | ||||||||
| 715 TODT HILL ROAD | STATEN ISLAND | NY | 10304 | N/A | PC | GIFT SUZZANE AINSILE | $2,500 | |
| STATEN ISLAND CHILDREN'S MUSEUM | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 103011181 | N/A | PC | TO TRAIN FRONTLINE STAFFS | $50,000 | |
| STATEN ISLAND COMMUNITY ALLIANCE CORP | ||||||||
| 46 FRANKLIN AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | PLANNING JUNETEENTH FESTIVAL | $5,000 | |
| STATEN ISLAND ECONOMIC DEVELOPMENT CORP | ||||||||
| 900 SOUTH AVE STE 402 | STATEN ISLAND | NY | 10314 | N/A | PC | SUPPORT CONSULT ADMIN ESTABLISH | $50,000 | |
| STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES | ||||||||
| 1000 RICHMOND TERRACE BLDG A | STATEN ISLAND | NY | 10301 | N/A | PC | TO STRENGTHEN STAFF STRUCTURE | $80,000 | |
| STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES | ||||||||
| 1000 RICHMOND TERRACE BLDG A | STATEN ISLAND | NY | 10301 | N/A | PC | EMP MATCH GIFT DOLORES MORRIS | $1,250 | |
| STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES | ||||||||
| 1000 RICHMOND TERRACE BLDG A | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR EMP GIFT DANIEL MASTER | $1,500 | |
| STATEN ISLAND MENTAL HEALTH SOCIETY | ||||||||
| 669 CASTLETON AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | MENTAL HEALTH SYMPOSIUM | $5,000 | |
| STATEN ISLAND SHAKESPEAREAN THEATRE COMPANY INC | ||||||||
| 126 GALLOWAY AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | SUPPORT RENT COST | $15,000 | |
| SUNDOG THEATRE | ||||||||
| PO BOX 183 | NEW YORK | NY | 10301 | N/A | PC | SUPPORT PROFESSIONAL DEVELOPMENT FEES SPRING 2024 | $22,500 | |
| TADA YOUTH THEATRE | ||||||||
| 15 WEST 28TH STREET | NEW YORK | NY | 10001 | N/A | PC | MUSICAL THEATER PROGRAMMING FOR STUDENTS | $45,315 | |
| TALKING EYES MEDIA | ||||||||
| 110 MONTCLAIR AVENUE | MONTCLAIR | NJ | 07042 | N/A | PC | SUPPORT DOCUMENTARY "STATEN ISLAND GRAVEYARD" | $5,000 | |
| THE FUND FOR PUBLIC SCHOOLS INC | ||||||||
| 52 CHAMBERS STREET SUITE 305 | NEW YORK | NY | 10007 | N/A | PC | TEACHING STAFF ORTON GILLINGHAM | $39,500 | |
| THE MAKEUP ON WHEELS FOUNDATION | ||||||||
| 1444 CLOVE ROAD | STATEN ISLAND | NY | 10301 | N/A | PC | PROMOTE AWARENESS OUTREACH | $5,000 | |
| THE NEW YORK FOUNDLING | ||||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | EARLY CHILDHOOD DEVELOPMENT | $50,000 | |
| THE NOBLE MARITIME COLLECTION | ||||||||
| 1000 RICHMOND TERRACE BUILDING D | STATEN ISLAND | NY | 10301 | N/A | PC | PORTION STAFF TIME SOFTWARE | $50,000 | |
| THE STATEN ISLAND PARTNERSHIP FOR COMMUNITY WELLNESS INC | ||||||||
| C/O MS KATHY KENNEDY 444 ST MARKS | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT COMMUNICATION STRATEGY | $75,000 | PLACE 3RD FLOOR |
| THE SYLVIA CENTER | ||||||||
| 2417 3RD AVENUE | NEW YORK | NY | 10451 | N/A | PC | SUPPORT STATEN ISLAND FOOD | $30,000 | |
| UNITY GAMES INC | ||||||||
| 2052 RICHMOND ROAD | STATEN ISLAND | NY | 10306 | N/A | PC | 2024 UNITY GAMES PURCHASE UNIFORM | $10,000 | |
| URBAN HOPE NYC | ||||||||
| 77 ALASKA STREET | STATEN ISLAND | NY | 10310 | N/A | PC | FUND LITERACY PROGRAM PERSONNEL | $50,000 | |
| WAGNER COLLEGE | ||||||||
| ONE CAMPUS ROAD | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR EMP GIFT DANIEL MASTER | $250 | |
| WAGNER COLLEGE | ||||||||
| ONE CAMPUS ROAD | STATEN ISLAND | NY | 10301 | N/A | PC | STIPENDS AND OFFICE ACTIVITY MATERIALS | $30,000 | |
| WAVERLY ACADEMY OF EMPOWERED LEARNERS | ||||||||
| 45 WAVERLY PLACE | STATEN ISLAND | NY | 10304 | N/A | PC | SUNDOG THEATRE WILL WORK 90 | $9,999 | |
| YOUTH JUSTICE NETWORK | ||||||||
| 63 W 125TH STREETA9A105 | NEW YORK | NY | 10027 | N/A | PC | SUPPORT "SHIFTING GEARS" PERSONNEL AND SUPPLIES | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,071,933 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NYU SILVER SCHOOL OF SOCIAL WORK | |||||||
| 1 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10003 | N/A | PC | ADAPTIVE LEADERSHIP LAB TO STRENGTHEN THE CAPACITY OF STATEN ISLAND'S SOCIAL WORK COMMUNITY TO TACKLE CHALLENGES IN THEIR WORK | $50,000 |
| NY EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT INSTITUTE | |||||||
| 16 COURT STREET 31ST FLOOR | BROOKLYN | NY | 11241 | N/A | PC | SUPPORT FOR THE BACKBONE ACTIVITIES OF THE SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES, A COLLECTIVE IMPACT EFFORT TO IMPROVE OUTCOMES FOR CHILDREN 0 TO 8 YEARS OF AGE | $175,000 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | GRANT FUNDING WILL HELP RETAIN AND TRAIN QUALIFIED STAFF WHILE CONTRIBUTING TO THE SUSTAINABILITY OF OUR SERVICES | $50,000 |
| FIRST UNITED CHRISTIAN CHURCH | |||||||
| 109 VICTORY BOULEVARD | STATEN ISLAND | NY | 10301 | N/A | PC | STIPENDS FOR PANTRY VOLUNTEERS | $5,000 |
| OUT OF THE STORM SENIOR SERVICES | |||||||
| 1110 SOUTH AVENUE STE 404 | STATEN ISLAND | NY | 10314 | N/A | PC | FUNDING WILL BE USED FOR CASE MANAGERS FOR 8-10 RESIDENTS | $15,000 |
| DREYFUS INTERMEDIATE SCHOOL 49 | |||||||
| 101 WARREN STREET | STATEN ISLAND | NY | 10304 | N/A | PC | TO PURCHASE WASHER, DRYER AND RELATED SUPPLIES | $4,000 |
| SI NFP ASSOCIATION DBA NONPROFIT STATEN ISLAND | |||||||
| PO BOX 141292 | STATEN ISLAND | NY | 10314 | N/A | PC | TO STRENGTHEN STAFF CAPACITY, OPERATIONS, AND SUSTAINABILITY STRATEGIES THAT ENABLE SUPPORT TO THE STATEN ISLAND NONPROFIT SECTOR | $50,000 |
| PARTNERSHIP WITH CHILDREN | |||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT SOCIAL WORK DIRECTOR AT IS 49 | $50,000 |
| RICHMOND MEDICAL CENTER | |||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $2,000,000 |
| FRIENDS OF NEW WORLD PREP | |||||||
| 24 CENTRAL PARK SOUTH | NEW YORK | NY | 10019 | N/A | PC | NEW FACILITY | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,549,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,068 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,773,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,996,895 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,066,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,066,025 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT AND TAX SERVICES | $27,700 | $11,080 | $16,620 |
| BTQ FINANCIAL - ACCOUNTING SERVICES | $30,552 | $12,221 | $18,331 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUINIX INC | $212,523 | $212,523 |
| ABBVIE INC NOTE CALL MAKE WHOLE 3.60000% | $329,580 | $329,580 |
| EQUINIX INC | $13,553 | $13,553 |
| EQUIFAX INC NOTE CALL MAKE WHOLE | $111,407 | $111,407 |
| WEC ENERGY GROUP INC NOTE CALL MAKE | $316,816 | $316,816 |
| SERVICENOW INC NOTE CALL MAKE WHOLE | $194,849 | $194,849 |
| ALTRIA GROUP INC | $213,913 | $213,913 |
| EQUINIX INC NOTE CALL MAKE WHOLE | $328,571 | $328,571 |
| PAYPAL HLDGS INC | $283,932 | $283,932 |
| UNITEDHEALTH GROUP INC NOTE 2.95000% | $282,033 | $282,033 |
| MCDONALDS CORP MTN CALL MAKE WHOLE | $287,496 | $287,496 |
| BOEING CO NOTE CALL MAKE WHOLE 4.87500% | $296,814 | $296,814 |
| HCA INC. NOTE CALL MAKE WHOLE 5.37500% | $298,986 | $298,986 |
| EXPEDIA GROUP INC SER B NOTE 5.00000% | $297,714 | $297,714 |
| T MOBILE USA INC NOTE CALL MAKE WHOLE | $323,360 | $323,360 |
| CDW LLC / CDW FIN CORP NOTE 4.12500% | $319,615 | $319,615 |
| AMERICAN TOWER CORP NOTE CALL MAKE WHOLE | $334,264 | $334,264 |
| ORACLE CORP NOTE CALL MAKE WHOLE | $342,958 | $342,958 |
| JPMORGAN CHASE &CO | $340,991 | $340,991 |
| CENTENE CORP DEL SER B NOTE 4.62500% | $354,686 | $354,686 |
| NEXTERA ENERGY CAP HLDGS INC BOND | $306,745 | $306,745 |
| AMGEN INC NOTE CALL MAKE WHOLE 5.25000% | $319,354 | $319,354 |
| ZIMMER BIOMET HOLDINGS INC NOTE 3.55000% | $314,669 | $314,669 |
| ADOBE INC NOTE CALL MAKE WHOLE | $233,170 | $233,170 |
| AUTODESK INC NOTE CALL MAKE WHOLE | $325,560 | $325,560 |
| INTUIT NOTE CALL MAKE WHOLE | $333,046 | $333,046 |
| KEURIG DR PEPPER INC NOTE CALL MAKE | $349,479 | $349,479 |
| WORKDAY INC NOTE CALL MAKE WHOLE | $328,325 | $328,325 |
| L3HARRIS TECHNOLOGIES INC | $347,540 | $347,540 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| (MUTUAL FUND) VANGUARD INTER-TERM INVEST-GR ADM | $2,321,355 | $2,321,355 |
| (MUTUAL FUND) VANGUARD LONG -TERM INVEST-GR ADM | $1,588,892 | $1,588,892 |
| (MUTUAL FUND) VANGUARD REAL ESTATE INDEX ADMIRAL | $2,751,772 | $2,751,772 |
| (MUTUAL FUND) VANGUARD SHORT-TERM INVEST-GR ADM | $3,576,580 | $3,576,580 |
| (MUTUAL FUND) VANGUARD TOTAL BOND MKT INDEX INST | $7,443,952 | $7,443,952 |
| (MUTUAL FUND) VANGUARD TOTAL INTL STOCK IX INST | $15,063,474 | $15,063,474 |
| (MUTUAL FUND) VANGUARD TOTAL STOCK MKT IDX INST | $25,308,412 | $25,308,412 |
| DOLLAR TREE INC | $364,940 | $364,940 |
| CME GROUP INC | $311,611 | $311,611 |
| CENTERPOINT ENERGY INC COM | $402,740 | $402,740 |
| CDW CORP | $207,052 | $207,052 |
| BROOKFIELD INFRASTRUCTURE PARTN L.P | $308,014 | $308,014 |
| ABBVIE INC COM | $403,072 | $403,072 |
| ALPHABET INC | $664,848 | $664,848 |
| AMAZON.COM INC | $979,778 | $979,778 |
| AMPHENOL CORP | $565,908 | $565,908 |
| ANALOG DEVICES INC COM | $285,325 | $285,325 |
| APPLE INC | $996,233 | $996,233 |
| BOSTON SCIENTIFIC CORP | $500,565 | $500,565 |
| EQUIFAX INC COM USD 1.25 | $406,121 | $406,121 |
| JACOBS SOLUTIONS INC COM | $380,710 | $380,710 |
| WASTE MANAGEMENT INC | $469,348 | $469,348 |
| WALMART INC | $538,295 | $538,295 |
| VISA INC | $419,952 | $419,952 |
| UNITEDHEALTH GROUP | $369,214 | $369,214 |
| UNION PAC CORP COM | $486,459 | $486,459 |
| TJX COMPANIES INC | $520,223 | $520,223 |
| THERMO FISHER SCIENTIFIC INC | $373,275 | $373,275 |
| TE CONNECTIVITY LTD | $300,860 | $300,860 |
| SERVICENOW INC | $341,415 | $341,415 |
| SALESFORCE.COM INC | $546,338 | $546,338 |
| NVENT ELECTRIC PLC COM | $413,694 | $413,694 |
| NEXTERA ENERGY INC | $474,427 | $474,427 |
| MICROSOFT CORP | $1,877,190 | $1,877,190 |
| MCDONALDS CORP | $484,196 | $484,196 |
| KEURIG DR PEPPER INC COM | $474,280 | $474,280 |
| JPMORGAN CHASE & CO | $460,142 | $460,142 |
| JOHNSON & JOHNSON | $274,927 | $274,927 |
| S&P GLOBAL INC COM | $579,800 | $579,800 |
| BROOKFIELD ASSET MGMT | $509,870 | $509,870 |
| MATCH GROUP INC NEW COM | $385,826 | $385,826 |
| NIKE INC CLASS B COM NPV | $290,175 | $290,175 |
| CHEVRON CORP NEW COM | $516,186 | $516,186 |
| AVERY DENNISON CORP COM USD1 | $240,515 | $240,515 |
| META PLATFORMS INC CLASS A COMMON STOCK | $958,018 | $958,018 |
| SYNOPSYS INC | $303,481 | $303,481 |
| WAYSTAR HLDG CORP COM | $223,600 | $223,600 |
| WORKDAY INC COM USD0.001 CL A | $340,929 | $340,929 |
| FIRSTENERGY CORP COM USD0.10 | $376,003 | $376,003 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $31,803 | BookValueAmt |
| EOYFMV | $31,803 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $77,009 | BOYBookValueAmt |
| EOY Book Value | $77,491 | EOYBookValueAmt |
| EOYFMV | $77,491 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,565 | $0 | $1,565 |
| FILING FEES | $2,332 | $0 | $2,332 |
| INSURANCE | $11,572 | $0 | $11,572 |
| OTHER OFFICE EXPENSES | $27,774 | $0 | $27,774 |
| PAYROLL PROCESSING FEE | $2,053 | $0 | $2,053 |
| SOFTWARE EXPENSE | $11,722 | $0 | $11,722 |
| BUSINESS MEALS | $1,906 | $0 | $1,906 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FAIR VALUE OF INVESTMENTS | Desc |
| Amt | $6,557,268 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEUBERGER BERMAN - INVESTMENT MANAGEMENT FEES | $238,995 | $238,995 | $0 |
| VANGUARD - INVESTMENT MANAGEMENT FEES | $70,407 | $70,407 | $0 |
| IT FEES | $5,368 | $0 | $5,368 |
| JP MORGAN - INVESTMENT MANAGEMENT FEES | $2,801 | $2,801 | $0 |
| OTHER CONSULTING FEES | $7,038 | $0 | $7,038 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $43,000 | $0 | $0 |
| FOREIGN TAXES | $5,031 | $5,031 | $0 |