ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-26
- IRS object ID
- 202433319349100213
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-26T13:13:41-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & GRUTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | 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 | 134027009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY & NIUTA TITUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL STEINBERG | InCareOfNm |
| Business Name Control | ROY& | BusinessNameControlTxt |
| Phone | 2122197699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET Suite 1C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STEINBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129411800 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNET H GRUTMAN | PreparerPersonNm |
| PTIN | P00598067 | PTIN |
| Phone | 2129532900 | 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 | $2,557,210 | 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 | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $794,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,230 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $16,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,417 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,371 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,581 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,204 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,204 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,804 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,889 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $22,275 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,425 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,225 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,449 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,726 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,881 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,845 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,069 | CashBOYAmt |
| Cash EOY | $29,064 | CashEOYAmt |
| Cash EOYFMV | $29,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $167,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,505 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $191,852 | AcctRcvblAmt |
| Acct Rcvbl BOY | $191,852 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $191,852 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $191,852 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,847,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,794,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,262,641 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,233 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,085 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,148 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,148 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,148 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,262,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,093,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,557,210 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,359 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,159 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,159 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,238,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,079,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,238,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,079,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,262,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,093,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,238,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,705 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,079,018 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,079,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| UBS AG TC-YN MDY | 2022-11-23 | 2023-07-26 | $25,000 | $25,000 | |||
| JPMORGAN CHASE FINANCIAL | 2022-12-23 | 2023-12-28 | $25,000 | $25,000 | |||
| LORD ABBETT BOND DEBENTURE I | $140,000 | $159,243 | -$19,399 | -$19,243 | |||
| GS FINANCE CORP L/O TA-CYN RTY | 2023-11-28 | 2024-05-30 | $25,000 | $25,000 | |||
| BOFA FINANCE LLC L/O TA-CYN UWM XLK | 2022-08-12 | 2024-02-14 | $25,000 | $25,000 | |||
| LORD ABBETT SHORT DURATION INCOME FUND CLASS I | 2024-06-11 | $105,000 | $125,605 | -$20,781 | -$20,605 | ||
| PRINCIPAL DIVERSIFIED INCOME FUND CLASS I | $138,000 | $160,040 | -$22,536 | -$22,040 | |||
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I | 2013-07-09 | $45,000 | $25,230 | $19,770 | $19,770 | ||
| SPDR DOW JONES INDL AVERAGE ETF SER 1 | $35,670 | $16,212 | $19,458 | $19,458 | |||
| JANUS HENDERSON GLOBAL EQUITY INCOME FUND CLASS I | 2024-06-11 | $40,000 | $49,331 | -$9,290 | -$9,331 | ||
| VIRTUS NEWFLEET MULTI-SECTOR SHORT TERM BOND FUND CLASS I | 2012-03-21 | $75,000 | $81,044 | -$6,200 | -$6,044 | ||
| SPDR S&P DIVIDEND ETF | $80,635 | $51,747 | $28,888 | $28,888 | |||
| PGIM JENNISON MID-CAP GROWTH CL Z | 2024-06-11 | $25,000 | $42,663 | -$17,663 | -$17,663 | ||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,407 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,346 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $149 | SubtotalAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,174 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,174 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,025 | OverpaymentAmt |
| Applied To ES Tax | $3,025 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL STEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129411800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE SLESIN | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | PRESIDENT | 0 | $32,500 | $0 | $0 | |
| MICHAEL STEINBERG | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | 1C |
| AUDREY FEUERSTEIN | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | DIRECTOR | 0 | $0 | $0 | $0 | 1C |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,216,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,333,367 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,333,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,298,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $114,769 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,769 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $120,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $20,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $114,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,810 | RemainingDistriFromCorpusAmt |
| Total Corpus | $47,840 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $20,100 | ExcessFromYear1Amt |
| Excess From Current Year | $5,810 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE SLESIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | PARK EAST SYNAGOGUE IS INCLUSIVE OF ALL PEOPLE SEEKING A MEANINGFUL JEWISH LIFE, REGARDLESS OF DEGREE OF OBSERVANCE, KNOWLEDGE OF JEWISH TRADITION, AGE, OR AFFILIATION. PARK EAST SYNAGOGUE IS COMMITTED TO PROVIDING INSPIRING JEWISH AND GENERAL STUDIES EDUCATION TO CHILDREN AND TO ADULTS; ITS RELIGIOUS SCHOOL, EARLY CHILDHOOD, AND DAY SCHOOL WITH ITS EMPHASIS ON CULTIVATING A JEWISH LIFE RICH IN TRADITION AND UNRIVALED IN GENERAL STUDIES HAS BEEN, AND CONTINUES TO BE, A SOURCE OF CHARACTER AND VITALITY FOR TIS CONGREGATION. | $3,650 | |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | Promote artistic expression and education, specifically living with arts in all of its forms. | $2,575 | |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | THE BROOKLYN MUSEUM IS AN ART MUSEUM LOCATED IN THE NEW YORK CITY BOROUGH OF BROOKLYN. | $5,500 | |
| SOLOMON GUGGENHEIM MUSEUM | ||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | SOLOMON R. GUGGENHEIM FOUDNATION COLLECTS, PRESERVES, AND INTERPRETS MODERN AND CONTEMPORARY ART, AND EXPLORES IDEAS ACROSS CULTURES THROUGH DYNAMIC CURATORIAL AND EDUCATIONAL INITIATIVES AND COLLABORATIONS. | $672 | |
| WORLD MUSIC INSTITUTE | ||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | TO PROMOTE WORLD CULTURES THROUGH MUSIC AND DANCE | $1,000 | |
| ASSISTANCE TO LITHUANIAN JEWS | ||||||
| 211 EAST 79TH STREET | NEW YORK | NY | 10075 | TO PROVIDE MATERIAL ASSISTANCE TO INDIGENT LITVAKS IN VARIOUS COUNTRIES AND TO JEWISH COMMUNAL ENTITIES IN LITHUANIA. | $464 | |
| SFMOMA(SAN FANCISCO MUSEUM OF MODERN ART) | ||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $300 | |
| WHITNEY MUSEUM OF ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | MAINTAIN AND CONSERVE OUR PREMIERE COLLECTION OF AMERICAN ART; DEVELOP AND PRODUCE CUTTING-EDGE EXHIBITS, HOST WORLD-RENOWNED TRAVELING SHOWS; AND PRESENT INSPIRING AND EDUCATIONAL PROGRAMS. | $2,344 | |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||
| 40 W 57TH ST | NEW YORK | NY | 10019 | THE FOUNDATION RAISES PUBLIC AWARENESS AND FUNDS RESEARCH TO FIND THE ROOT CAUSES OF, AND NEW AND BETTER TREATMENT FIR DEORESSION. | $250 | SUITE 1440 |
| Film at Lincoln Center | ||||||
| 70 Lincoln Center Plaza 4th floor | NEW YORK | NY | 10023 | Promote artistic expression and education. | $1,760 | |
| The Jewish Museum | ||||||
| 1109 Fifth Avenue | NEW YORK | NY | 10128 | The mission of the Jewish Museum is to collect, preserve, exhibit and interpret Jewish art and culture. | $500 | |
| Sag Harbor Cinema Arts Center | ||||||
| 90 Main Street | Sag Harbor | NY | 11963 | As a community-based organization, Sag Harbor Cinema is dedicated to rebuilding, maintaining and operating the historic Sag Harbor Cinema with programming and education for all ages. | $254 | |
| MOMA | ||||||
| 11 West 53 Street Manhattan | NEW YORK | NY | 10019 | Promote artistic expression and education. | $20,000 | |
| NEW YORK SCHOOL OF INTERIOR DESIGN | ||||||
| 170 E 70TH ST | NEW YORK | NY | 10021 | A PRIVATE, NONPROFIT COLLEGE FOCUSED EXCLUSIVELY ON INTERIOR DESIGN. THE COLLEGE OFFERS CERTIFICATE, UNDERGRADUATE, AND GRADUATE PROGRAMS FOR STUDENTS AT ALL STAGES OF THEIR CAREERS. | $200 | |
| KIPS BAY BOYS AND GIRLS | ||||||
| 1930 RANDALL AVENUE | BRONX | NY | 10473 | To enrich and enhance the quality of life for young people by providing educational and developmental programs, with special emphasis on youngsters between ages 6-18 who come from disadvantaged or disenfranchised circumstances. | $800 | |
| ALUMNI ASSOCIATION OF CCNY | ||||||
| PO Box 177 | NEW YORK | NY | 10027 | The purpose of the Alumni Association is to promote the general welfare of The City College of The City University of New York and its alumni, to establish beneficial relationships between CCNY and its alumni. | $2,000 | |
| BATTERY FOUNDATION | ||||||
| 717 Battery Street | San Francisco | CA | 94111 | The Battery was founded to increase charitable giving by connecting philanthropists to nonprofit organizations and causes that are tackling some of society's toughest challenges. | $4,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||
| 151 Main Street | East Hampton | NY | 11937 | The East Hampton Historical Society serves the residents and visitors of East Hampton by collecting, preserving, presenting and interpreting the material, cultural and economic heritage of the town and its surroundings. | $500 | |
| WILLIAMS COLLEGE | ||||||
| 225 South Street | Williamstown | MA | 01267 | The Williams Graduate Program in the History of Art provides exemplary preparation for careers in the academy, museums, and associated fields. | $500 | |
| Alzheimers Drug Discovery Foundation | ||||||
| 57 West 57th Street | NEW YORK | NY | 10019 | The mission of the Alzheimer's Drug Discovery Foundation is to rapidly accelerate the discovery of drugs to prevent, treat and cure Alzheimer's disease. | $2,500 | Suite 904 |
| American Friends of the Ludwig Foundation of Cuba | ||||||
| 4 West 43rd Street | NEW YORK | NY | 10036 | To provide educational exchange programs, artist residencies, student fellowships, and cultural events including the Havana Film Festival New York | $1,000 | Suite 304 |
| The Animal Rescue Fund of the Hamptons | ||||||
| PO Box 2616 | East Hampton | NY | 11937 | The Animal Rescue Fund of the Hamptons actively rescues cats and dogs, provides quality care and offers sanctuary until loving homes can be found. | $100 | |
| Center for Book Arts | ||||||
| 28 W 27th St | NEW YORK | NY | 10001 | The Center for Book Arts promotes active explorations of both contemporary and traditional artistic practices related to the book as an art object. | $500 | |
| The Church | ||||||
| 48 Madison Street | Sag Harbor | NY | 11963 | The Church is an artist residency, exhibition space, creativity center, and exquisite destination. | $2,500 | |
| Congregation Beth Shalom | ||||||
| 301 14th Avenue | San Francisco | CA | 94118 | Congregation Beth Sholom's offerings include a religious school, educational programs, regular minyans (prayer services), meditation, and many community and social action groups (including our Youngish Cohort) that inspire and give back to our congregation and the Bay Area at large. In addition, we have a thriving preschool that adds immeasurably to the vitality of our community. | $700 | |
| Dia Art Foundation | ||||||
| 535 West 22nd Street | NEW YORK | NY | 10011 | Dia Art Foundation is committed to advancing, realizing, and preserving the vision of artists. Dia fulfills its mission by commissioning single artist projects, organizing exhibitions, realizing site-specific installations, and collecting in-depth the work of a focused group of artists of the 1960s and 1970s. | $600 | |
| The Drawing Center | ||||||
| 35 Wooster Street | NEW YORK | NY | 10013 | Founded with the mandate of seeking to express the quality and diversity of drawing -- unique works on paper -- as a major art form. | $1,000 | |
| Global Land Alliance | ||||||
| 1 Thomas Circle NW | Washington | DC | 20005 | The mission of Global Land Alliance is to enable the sustainable prosperity of people and places by advancing learning and practice of land governance to achieve healthy relationships with land, life and natural resources, emphasizing local and Indigenous knowledge. | $500 | Suite 700 |
| Hampton Designer Showhouse Foundation Inc | ||||||
| PO Box 126 | NEW YORK | NY | 12514 | In pursuit of its primary mission, the foundation uniquely provides a renovated house to showcase in an effort to raise charitable donations for the benefit of specific hospitals. | $500 | |
| Impact Repertory Theatre | ||||||
| 229 West 135th Street | NEW YORK | NY | 10030 | Promote artistic expression and education, that specifically uses performing arts and leadership training to empower underserved New York City youth. | $2,500 | |
| Metropolitan Museum of Art | ||||||
| 1000 5th Ave | NEW YORK | NY | 10130 | Promote artistic expression and education. | $1,563 | |
| Museum of Arts and Design | ||||||
| 2 Columbus Circle | NEW YORK | NY | 10019 | The mission of the Museum of Arts and Design (MAD) is to collect, display, and interpret objects that document contemporary and historic innovation in craft, art, and design. | $3,000 | |
| New Museum | ||||||
| 235 Bowery | NEW YORK | NY | 10002 | Promote artistic expression and education. | $1,000 | |
| New York Society Library | ||||||
| 53 East 7th Street | NEW YORK | NY | 10075 | The library was founded in 1754 by the New York Society, a civic-minded group formed in the belief that the availability of books would help the city of New York to prosper. | $1,500 | |
| NYU Langone | ||||||
| One Park Avenue | NEW YORK | NY | 10016 | NYU Langone is a dynamic community that drives research breakthroughs, supports the best care, and ensures the brightest possible future for medicine. [donation in memory of Robert Abrams]. | $250 | 5th Floor |
| The Olana Partnership | ||||||
| PO Box 199 | Hudson | NY | 12534 | The Olana Partnership is a 501(c)(3) non-profit organization whose mission is to inspire the public by preserving and interpreting Frederic Church's OLANA, a New York State Historic Site and National Historic Landmark within the Hudson River Valley National Heritage Area. | $350 | 5720 Route 9G |
| Peter Marino Art Foundation | ||||||
| 11 Jobs Lane | Southampton | NY | 11968 | Peter Marino Art Foundation exhibits more than 200 artworks from The Peter Marino Collection including paintings, sculpture, drawings, photography and ceramics from 3500 BC to the present day. | $600 | |
| Print Center New York | ||||||
| 535 West 24th Street | NEW YORK | NY | 10011 | Print Center New York champions printmaking as an art form that drives invention, collaboration, and access, and plays a vital role in society. | $3,000 | |
| New Yorkers for Parks | ||||||
| 7 World Trade Center | New York | NY | 10007 | PROMOTE OPEN SPACE ACROSS THE CITY. | $5,000 | 250 Greenwich St 4615 |
| Hospital for Special Surgery | ||||||
| 535 E 70th St | NEW YORK | NY | 10021 | supports the best care, and ensures the brightest possible future for medicine. | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,132 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,120 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/BOOKKEEPING | CategoryTxt |
| Amt | $11,371 | Amt |
| Net Investment Income | $3,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,581 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $1,794,096 | EOYBookValueAmt |
| EOYFMV | $2,262,641 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - W/C | $678 | $226 | $452 |
| COMPUTER SOFTWARE | $1,093 | $364 | $729 |
| BANK CHARGES | $511 | $170 | $341 |
| MEALS | $1,948 | $649 | $1,299 |
| POSTAGE AND DELIVERY | $5 | $2 | $3 |
| INVESTMENT ADVISORY FEES | $31,960 | $31,960 | |
| ADMISSIONS | $520 | $173 | $347 |
| FILING FEES | $250 | $83 | $167 |
| EMPLOYER DISABILITY | $284 | $95 | $189 |
| OFFICE EXPENSE | $1,357 | $452 | $905 |
| PAYROLL SERVICE FEES | $2,120 | $707 | $1,413 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,230 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,334 | $1,445 | $2,889 |
| FEDERAL INCOME TAXES | $359 | $359 |