LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202443099349100274
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T08:58:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131688027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIUS N LITTAUER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 2128133575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE SUITE 1910 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128133575 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA STAMELOS | PreparerPersonNm |
| PTIN | P00397520 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| 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 | $55,320,976 | 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 | $22,892 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,892 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,225,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,225,229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $677,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,225,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $670,592 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,925,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,918,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $221,639 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $221,639 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,255 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,948 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,692 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $63,187 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,187 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,246 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,246 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,384 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $642,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $437,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,225,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,225,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,868,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,662,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,942,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,753,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $152 | CashBOYAmt |
| Cash EOY | $150 | CashEOYAmt |
| Cash EOYFMV | $150 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,327,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $451,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $451,873 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $770,024 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $42,224,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,177,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,967,709 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,665,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,415,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,900,555 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,298 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $513 | LandEOYAmt |
| Land EOYFMV | $513 | LandEOYFMVAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Other Assets EOY | $176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $176 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,987,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,044,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,320,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,952,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,952,398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,034,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,092,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,987,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,044,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,987,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,044,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,987,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,942,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,044,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,044,929 | 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 | $22,225,054 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,554,462 | CostOrOtherBasisAmt |
| Gain Or Loss | $670,592 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $670,592 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $670,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,107 | 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 | $32,107 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,732 | OverpaymentAmt |
| Applied To ES Tax | $7,732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LITTAUERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CBIZ MARKS PANETH | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID STERN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES BERLIN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER J SOLOMON | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 0.96 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERI HOROWITZ | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT D FROST | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | SECRETARY | 0.25 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | TREASURER, CHAIR OF AUDIT | 0.25 | $0 | $0 | $0 |
| JENNIFER R COWAN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 0.12 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DIVACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 RIVERSIDE DRIVE APT 1H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $221,639 | CompensationAmt |
| Employee Benefits | $0 | 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 |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORY FEES | $126,665 |
| CBIZ MARKS PANETH | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING AND AUDITING | $61,300 |
| 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 | $53,374,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,948,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,948,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $809,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,139,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,656,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,656,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,375 | TotalTaxAmt |
| Distributable Before Adj | $2,632,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,632,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,632,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,662,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,662,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,632,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $862,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $755,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,777,041 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $335,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $861,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,592,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,662,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,632,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,030,278 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,622,649 | 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 | $862,709 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,759,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $755,511 | ExcessFromYear4Amt |
| Excess From Year3 | $1,777,041 | ExcessFromYear3Amt |
| Excess From Year2 | $335,960 | ExcessFromYear2Amt |
| Excess From Year1 | $861,150 | ExcessFromYear1Amt |
| Excess From Current Year | $1,030,278 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ADAMAH | |||||||||||
| 5425 MT GILEAD ROAD | REISTERSTOWN | MD | 21136 | NC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||||||
| 151 WEST 30TH STREET | NY | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||||||
| 1300 MORRIS PARK AVE HAROLD MURIEL | BRONX | NY | 10461 | PC | BRONX HEALTH OPPORTUNITIES PARTNERSHIP AT EINSTEIN (BRONX HOPE) 2023 AND 2024 SUMMER PATHWAY PROGRAM FOR UNDERREPRESENTED MINORITIES IN MEDICINE | $25,000 | BLOCK BUILDING | ||||
| AMERICAN FRIENDS OF NATAL | |||||||||||
| 1120 AVENUE OF THE AMERICAS FOURTH | NEW YORK | NY | 10036 | PC | EMERGENCY SUPPORT FOR NATAL - ISRAEL TRAUMA AND RESILIENCY CENTER | $25,000 | FLOOR | ||||
| AMERICAN FRIENDS OF SOROKA MEDICAL CENTER | |||||||||||
| PO BOX 184-H | SCARSDALE | NY | 10583 | PC | EMERGENCY SUPPORT | $25,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION, THE HEBREW UNIVERSITY OF JERUSALEM. GENERAL SUPPORT OF THE PROGRAM FOR TEACHING JEWISH STUDIES IN THE FSU, CENTRAL AND EASTERN EUROPE | $25,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | ANNUAL MEMBERSHIP DUES FOR THE INTER-AGENCY TASK FORCE ON ISRAELI ARAB ISSUES, WHOSE MISSION IS TO KEEP AMERICAN JEWRY INFORMED ABOUT ISRAELI ARABS | $10,000 | |||||
| ASSOCIATION FOR JEWISH STUDIES | |||||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| AVODAH - THE JEWISH SERVICE CORPS | |||||||||||
| 195 MONTAGUE ST 14TH FLOOR - WEWORK | BROOKLYN | NY | 11201 | PC | DEVELOPING JEWISH SOCIAL JUSTICE LEADERSHIP, GENERAL OPERATING SUPPORT | $50,000 | OFFICE 1249 | ||||
| BARD COLLEGE | |||||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NC | "INNOVATION AND INFRASTRUCTURE - ENHANCING JEWISH LIFE ON CAMPUS" | $25,000 | |||||
| BEN-GURION UNIVERSITY OF THE NEGEV | |||||||||||
| PC | BEDOUIN STUDENTS IN URBAN PLANNING | $10,000 | POB 653 | BEERSHEVA | IS | 8410501 | |||||
| BROWN RISD HILLEL | |||||||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CENTER FOR AN URBAN FUTURE | |||||||||||
| 80 8TH AVENUE SUITE 704 | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COJECO (COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS) | |||||||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COMMONPOINT QUEENS | |||||||||||
| 58-20 LITTLE NECK PARKWAY | LITTLE NECK | NY | 11362 | PC | COLLEGE ACCESS PROGRAM | $25,000 | |||||
| CONCERTS IN MOTION | |||||||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | PC | YOUTH PROGRAM | $15,000 | |||||
| DAYENU A JEWISH CALL TO CLIMATE ACTION | |||||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| EUGENIO MARA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | PC | TRANSFER PEER MENTOR PROGRAM (TPMP) | $50,000 | |||||
| FOOTSTEPS | |||||||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| GLOBAL KIDS INC | |||||||||||
| 137 E 25TH STREET | NEW YORK | NY | 10010 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| GROWNYC | |||||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | EMPOWER ALL NEW YORKERS TO EQUITABLY ACCESS FRESH, LOCALLY GROWN FOOD AND NEIGHBORHOOD GREEN SPACES, REDUCE WASTE, AND CARE FOR THE ENVIRONMENT. | $25,000 | |||||
| HARVARD UNIVERSITY LIBRARY JUDAICA DIVISION | |||||||||||
| WIDENER LIBRARY M | CAMBRIDGE | MA | 02138 | PC | THE CHARLES BERLIN LEGACY JUDAICA FUND (FUND 560023) | $50,000 | |||||
| HEBREW FREE LOAN SOCIETY | |||||||||||
| 675 3RD AVE 19TH FL | NEW YORK | NY | 10017 | PC | HFLS ARCHIVAL PROJECT | $25,000 | |||||
| HEBREW FREE LOAN SOCIETY | |||||||||||
| 675 3RD AVE 19TH FL | NEW YORK | NY | 10017 | PC | CORE SUPPORT | $50,000 | |||||
| HIAS | |||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| HILLEL AT CORNELL INC | |||||||||||
| 548 COLLEGE AVE ANABEL TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL OPERATING SUPPORT | $20,000 | G-34 | ||||
| HILLEL FOUNDATION OF CAMBRIDGE INC | |||||||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM ENDOWMENT FUND | $50,000 | |||||
| HILLEL INTERNATIONAL | |||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | THE CUNY COLLECTIVE: PROVIDING SUPPORT FOR CUNY HILLELS | $150,000 | |||||
| JEWISH COMMUNAL FUND | |||||||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND (1411) | $265,000 | |||||
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | CLOSING TREATMENT AND EDUCATION GAPS FOR LOW-INCOME CHILDREN WITH LEARNING DISABILITIES | $20,000 | |||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT FOR SOCIAL VENTURE FUND | $60,000 | |||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | EMERGENCY SUPPORT FOR BARZILAI MEDICAL CENTER, ASHKELON | $25,000 | |||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | SUPPORT FOR THE ISRAEL EMERGENCY FUND OF THE SOCIAL VENTURE FUND | $25,000 | |||||
| JEWISH STUDENT PRESS SERVICE | |||||||||||
| 440 PARK AVE S 4TH FLOOR | NEW YORK CITY | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | SUPPORT FOR THE CENTER FOR PASTORAL EDUCATION TO PROVIDE TRAINING TO CLERGY IN CLINICAL PASTORAL EDUCATION WITH INTERNSHIPS TO SERVE HUNDREDS OF CLIENTS WHO ARE INCARCERATED OR REENTERING SOCIETY. | $25,000 | |||||
| JOIN FOR JUSTICE INC | |||||||||||
| PO BOX 690376 | QUINCY | MA | 021695301 | NC | JEWS OF COLOR ORGANIZING FELLOWSHIP IN NEW YORK | $10,000 | |||||
| KESHET | |||||||||||
| 1860 WASHINGTON STREET | NEWTON | MA | 02466 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| KNESSETH ISRAEL SYNAGOGUE | |||||||||||
| 34 EAST FULLTON STREET | GLOVERSVILLE | NY | 12078 | NC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |||||
| LAGUARDIA COMMUNITY COLLEGE FOUNDATION ON BEHALF OF LAGUARDIA COMMUNITY COL | |||||||||||
| 31-10 THOMSON AVENUE | LONG ISLAND CITY | NY | 11101 | PC | JOBS DIRECT - YEAR 2 | $75,000 | |||||
| LEGAL AID SOCIETY | |||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | IMMIGRATION LAW UNIT | $25,000 | |||||
| LEGAL OUTREACH INC | |||||||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MANHATTAN THEATRE CLUB | |||||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | 2022-23 LIGHTS UP! PROGRAM | $25,000 | |||||
| MOVING TRADITIONS | |||||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MUSEUM AT ELDRIDGE STREET | |||||||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT, WITH FOCUS ON CAPACITY BUILDING | $25,000 | |||||
| NATIONAL PHILANTHROPIC TRUST | |||||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | THE JOHN D. SOLOMON FUND FOR PUBLIC SERVICE (FUND #144438) | $25,000 | |||||
| NEW HEIGHTS | |||||||||||
| 1561 BEDFORD AVENUE SUITE 2B | BROOKLYN | NY | 11225 | PC | COLLEGE BOUND PROGRAM | $5,000 | |||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | PROFESSIONAL LEARNING FOR TEACHERS PROGRAM | $25,000 | |||||
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | PC | LEGAL SERVICES FOR THE DEAF AND HARD OF HEARING COMMUNITIES OF NEW YORK | $10,000 | |||||
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| NEW YORK JEWISH AGENDA INC | |||||||||||
| PO BOX 380 | NEW YORK | NY | 10101 | NC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||||||
| 217 CENTRE ST SUITE 343 | NEW YORK | NY | 10013 | PC | EMPOWERING UNDOCUMENTED YOUTH THROUGH LEADERSHIP DEVELOPMENT, ORGANIZING, COMMUNITY-BUILDING, AND EDUCATION | $25,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 25 WEST 4TH STREET SUITE 202C | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM IN NON-PROFIT MANAGEMENT | $60,000 | |||||
| NEW YORKERS FOR PARKS | |||||||||||
| 55 BROAD STREET 11TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NLI USA INC | |||||||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 10036 | PC | STRATEGIC EXPANSION OF HISTORIC JEWISH PRESS DIGITIZATION AT THE NATIONAL LIBRARY OF ISRAEL | $250,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR TECH-CAREER (58-0401081) TO ADVANCE ETHIOPIAN ISRAELI YOUNG ADULTS TOWARDS PROFESSIONAL CAREERS IN HIGH TECH | $25,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR SIKKUY-AUFOQ FOR A SHARED AND EQUAL SOCIETY (58-0183580) | $25,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR THE ISRAEL CENTER FOR EDUCATIONAL INNOVATION (58-0504686) | $25,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR LESHEM MIFALIM HINUCHIIM (58-0657336), WHICH PROVIDES PEDAGOGICAL, FINANCIAL, AND STRATEGIC SUPPORT TO HAREDI YESHIVA HIGH SCHOOLS THAT PROVIDE EXCELLENT GENERAL STUDIES AND PREPARATION FOR A QUALITY MATRICULATION. | $75,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT FOR THE EMERGENCY PROGRAMS OF THE PUBLIC FORUM- YOUTH VILLAGES, BOARDING SCHOOLS & FOSTER CARE IN ISRAEL (51-5097269) | $25,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR ACAP (58-0356897) | $25,000 | |||||
| PHILANTHROPY NEW YORK | |||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | MEMBERSHIP DUES | $7,250 | |||||
| PROJECT EZRA | |||||||||||
| 387 GRAND STREET GROUND FLOOR | NEW YORK | NY | 10002 | PC | THE SOCIAL SENIOR PROJECT | $10,000 | |||||
| RAMAPO FOR CHILDREN | |||||||||||
| 49 WEST 38TH ST 5TH FLOOR | NEW YORK | NY | 10018 | PC | RESTORATIVE JUSTICE PROGRAMS IN NYC | $25,000 | |||||
| REPAIR THE WORLD | |||||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | PC | REPAIR THE WORLD NY | $25,000 | |||||
| RESEARCH FOUNDATION OF CUNY | |||||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | NC | GENERAL OPERATING SUPPORT FOR CARA: COLLEGE ACCESS RESEARCH & ACTION | $50,000 | |||||
| RESEARCH FOUNDATION OF CUNY | |||||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | NC | SUPPORT FOR THE 2023-2024 COLLEGE COMPLETION INNOVATION FUND (CCIF) AWARD CYCLE | $100,000 | |||||
| ROCKING THE BOAT | |||||||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SAMI SEPHARDIC AMERICAN MIZRAHI INITIATIVE | |||||||||||
| 151 HASBROUCK A ROAD | HURLEYVILLE | NY | 12747 | PC | SEPHARDIC JEWISH LIFE ON CAMPUS | $25,000 | |||||
| SHARSHERET | |||||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SHEFA SCHOOL | |||||||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | CAPITAL CAMPAIGN | $200,000 | |||||
| STUDENT LEADERSHIP NETWORK | |||||||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE IN NEW YORK CITY AND ROCHESTER | $25,000 | |||||
| THE FORWARD ASSOCIATION INC | |||||||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | ONE-TIME SUPPORT FOR UNIVERSAL ACCESS CAMPAIGN | $10,000 | |||||
| THE FORWARD ASSOCIATION INC | |||||||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE NEW YORK IMMIGRATION COALITION INC | |||||||||||
| 131 W 33RD ST SUITE 610 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| THE SEFARIA PROJECT | |||||||||||
| 228 PARK AVE S SUITE 79262 | NEW YORK | NY | 10003 | PC | GROWING THE AUDIENCE FOR JEWISH LEARNING IN THE DIGITAL AGE | $25,000 | |||||
| UJA FEDERATION OF NY | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | 2023 ANNUAL CAMPAIGN | $125,000 | |||||
| UJA FEDERATION OF NY | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |||||
| UJA FEDERATION OF NY | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | ISRAEL EMERGENCY FUND | $100,000 | |||||
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | OU IMPACT ACCELERATOR GENERAL OPERATING SUPPORT | $10,000 | |||||
| URBAN JUSTICE CENTER | |||||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| VOLUNTEERS OF LEGAL SERVICE | |||||||||||
| 40 WORTH STREET SUITE 820 | NEW YORK | NY | 10013 | PC | VOLUNTEERS OF LEGAL SERVICE IMMIGRATION PROJECT | $25,000 | |||||
| YAFFED (YOUNG ADVOCATES FOR FAIR EDUCATION) | |||||||||||
| PO BOX 160398 | BROOKLYN | NY | 11216 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ZAMIR CHORAL FOUNDATION | |||||||||||
| 475 RIVERSIDE DRIVE 1948 | NEW YORK | NY | 10115 | PC | HAZAMIR: THE INTERNATIONAL JEWISH TEEN CHOIR | $15,000 | |||||
| CENTER FOR AN URBAN FUTURE | |||||||||||
| 80 8TH AVENUE SUITE 704 | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,225,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,892 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,225,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $677,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,925,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,925,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH LLC-ACCOUNTING FEES | CategoryTxt |
| Amt | $61,300 | Amt |
| Net Investment Income | $15,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2013-08-01 | $3,030 | $3,030 | 200DB | 5.000000000000 | $0 | $0 |
| DEFERRED SOFTWARE | 2014-04-01 | $6,100 | $6,100 | SL | 3.000000000000 | $0 | $0 |
| WEBSITE | 2014-03-01 | $24,750 | $24,750 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE & FIXTURE | 2014-10-30 | $3,500 | $1,750 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2014-01-22 | $2,872 | $1,436 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2016-03-03 | $1,490 | $745 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-12-12 | $2,631 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2020-01-28 | $2,233 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2023-05-01 | $3,205 | 200DB | 5.000000000000 | $2,692 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $2,648,407 | $2,632,787 |
| ISHARES TRUST LEHMAN 7-10 YR TREAS INDEX F | $1,580,438 | $1,546,288 |
| JPM MANAGED INCOME FD | $349,019 | $348,323 |
| PIMCO TOTAL RETURN FUND INSTL CL | $1,820,033 | $1,708,855 |
| SCHWAB STRATEGIC TR US TIPS ETF | $774,254 | $735,289 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM | $8,176,274 | $7,988,680 |
| ARTISAN INT'L VALUE FUND | $810,991 | $850,147 |
| FIDELITY CONCORD STR 500 IDX INS PREM | $8,793,991 | $12,670,486 |
| FIDELITY CONCORD STR INTL IDX INS PRM | $2,070,808 | $2,365,346 |
| HEALTH CARE SELECT SECTOR | $468,448 | $743,135 |
| INVESCO QQQ TR UNIT SER 1 | $967,199 | $2,364,568 |
| INVESCO S&P 500 EQUAL WEIGHT | $1,125,328 | $1,183,816 |
| ISHARES CORE MSCI EMERGING | $3,292,224 | $3,146,025 |
| ISHARES INC MSCI JPN ETF NEW | $1,323,895 | $1,524,544 |
| ISHARES MSCI CHINA INDEX FD | $437,058 | $361,527 |
| ISHARES NASDAQ BIOTECH INDEX FD | $361,030 | $358,372 |
| ISHARES S&P MIDCAP 400 INDEX FD | $1,311,402 | $1,390,739 |
| JP MORGAN EXCHANGE TRA BETABLDRS CDA | $467,631 | $481,669 |
| MARKET VECTORS ETF TRGOLD MINERS ETF FD | $507,467 | $480,872 |
| PARNASSUS EQTY INCOME FD | $1,619,630 | $2,428,361 |
| SPDR EURO STOXX 50 ETF | $963,855 | $980,727 |
| VANECK ETF TRUST OIL SERVICES | $447,608 | $719,015 |
| VANGUARD MSCI EUROPE ETF | $1,404,333 | $1,511,024 |
| WISDOMTREE JAP HDGD EQTY | $455,894 | $447,114 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARSHALL WACE FUNDS PLC | AT COST | $1,565,000 | $1,771,118 |
| NORTH ROCK FUND, LTD. | AT COST | $1,600,000 | $1,669,606 |
| SEG PARTNERS OFFSHORE INC., LTD. | AT COST | $500,000 | $1,642,281 |
| CAIS APOLLO ALIGNED ALTERNATIVES FUND (TE) LLC | AT COST | $750,000 | $817,550 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $3,030 | $3,030 | $0 |
| DEFERRED SOFTWARE | $6,100 | $6,100 | $0 |
| WEBSITE | $24,750 | $24,750 | $0 |
| FURNITURE & FIXTURE | $3,500 | $3,500 | $0 |
| COMPUTER | $2,872 | $2,872 | $0 |
| COMPUTER | $1,490 | $1,490 | $0 |
| COMPUTER | $2,631 | $2,631 | $0 |
| COMPUTER | $2,233 | $2,233 | $0 |
| COMPUTER | $3,205 | $2,692 | $513 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERLMAND & PERLMAN- LEGAL FEES | CategoryTxt |
| Legal Fees | $2,255 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,255 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| BOY Book Value | $146 | BOYBookValueAmt |
| EOY Book Value | $176 | EOYBookValueAmt |
| EOYFMV | $176 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $509 | $0 | $509 |
| DUES & MEMBERSHIPS | $5,381 | $0 | $5,381 |
| INSURANCE | $11,640 | $0 | $11,640 |
| OFFICE SUPPLIES & EXPENSE | $1,189 | $0 | $1,189 |
| OFFICE MAINTENANCE | $46,680 | $0 | $46,680 |
| MISCELLANEOUS | $10 | $0 | $10 |
| COMPUTER MAINTENANCE AND EXPENSE | $13,975 | $0 | $13,975 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT ADVISORY FEES- JP MORGAN | $126,665 | $126,665 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- FIELDPOINT | $23,142 | $23,142 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $37,300 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $13,448 | $0 | $13,448 |