THE STATEN ISLAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE STATEN ISLAND FOUNDATION (EIN 13-3993115)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-26
- IRS object ID
- 202332999349100233
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T14:53:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LENORE | PersonFirstNm |
| Person Last | PULEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,513,795 | 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 | $259,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $259,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,585,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,585,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $550,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,543,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $550,004 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,395,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,394,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,474 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,544 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,930 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $148,278 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $148,278 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,400 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,872 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,528 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,586 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,379 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $281,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $277,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,439 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,891 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $96,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,209 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,209 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,498 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,498 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $865,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $528,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,958,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,958,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,823,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,487,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,428,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,082,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,648,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,152,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,152,659 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $67,050,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,796,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,796,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,354,131 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,449,266 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,449,266 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,769 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,769 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $77,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $77,009 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,170,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,513,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,513,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,170,111 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $81,513,795 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,170,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,513,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,170,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,513,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,170,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,428,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,772,025 | OtherIncreasesAmt |
| Subtotal | $81,513,795 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,513,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $5,543,079 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,993,075 | CostOrOtherBasisAmt |
| Gain Or Loss | $550,004 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $550,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $550,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,717 | 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 | $29,717 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $768 | OverpaymentAmt |
| Applied To ES Tax | $768 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | $151,474 | $20,289 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHAKERIA MCPHERSON | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | PROGRAM OFFICER | 40.00 | $76,925 | $13,444 | $0 |
| MARIE PAYNE | ||||||||
| 260 CHRISTOPHER LANE SUITE 3B | STATEN ISLAND | NY | 10314 | GRANTS MANAGER | 40.00 | $71,353 | $3,316 | $0 |
| 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 | $222,173 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | CUST. & INVEST. MGMT | $54,397 |
| 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 | $75,988,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,102,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $118,113 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,208,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,208,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,173,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,035,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,851,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,851,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,949 | TotalTaxAmt |
| Distributable Before Adj | $3,822,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,822,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,822,826 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,487,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,487,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,822,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $6,279 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,487,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,487,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,279 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,279 | 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 | $329,532 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN REFUGE INC | ||||||||
| 185 PARKHILL AVENUE SUITE 3B | STATEN ISLAND | NY | 10304 | N/A | PC | STAFFING AND ADMINISTRATIVE SUPPORT FOR YOUTH OPPORTUNITY AND YOUNG ENTREPRENEUR PROGRAMS | $70,000 | |
| AIRWAY REVOLUTION FOUNDATION INC | ||||||||
| 125 FAIRVIEW AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $250 | |
| ALVIN AILEY DANCE FOUNDATION INC | ||||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | PC | TO HOST AILEYDANCE KIDS RESIDENCIES IN 4 TITLE 1 SCHOOL | $60,000 | |
| BROTHERS CARE INC | ||||||||
| 215 TRANTOR PLACE SUITE 3A GRANITE | STATEN ISLAND | NY | 10302 | N/A | PC | FOR FOOD, SUPPLIES, AND CLOTHING TO BE DISTRIBUTED AT MONTHLY EVENTS IN 2023 | $5,000 | AVENUE |
| CANDID (THE FOUNDATION CENTER) | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO STRENGTHEN UNDER-RESOURCED STATEN ISLAND NONPROFITS AND ADVANCE KNOWLEDGE ABOUT PHILANTHROPY | $5,000 | |
| CANVAS INSTITUTE | ||||||||
| 150A VICTORY BLVD | STATEN ISLAND | NY | 10301 | N/A | PC | TO PROVIDE SOCIAL-EMOTIONAL DEVELOPMENT TRAININGS FOR STUDENTS AT THREE SCHOOLS | $50,000 | |
| CATHOLIC HEALTH CARE FOUNDATION OF THE ARCHDIOCESE OF NY | ||||||||
| 205 LEXINGTON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $1,500 | |
| CENTRAL FAMILY LIFE CENTER | ||||||||
| 59 WRIGHT STREET | STATEN ISLAND | NY | 10304 | N/A | PC | TO ACHIEVE STAFF CAPACITY AND SECURE NECESSARY RESOURCES FOR VARIOUS YOUTH AND SENIOR SERVICES PROGRAMS | $105,000 | |
| CITIZENS COMMITTEE FOR NEW YORK CITY | ||||||||
| 77 WATER STREET | NEW YORK | NY | 10005 | N/A | PC | FUNDING WILL SUPPORT CAPACITY BUILDING FOR GRASSROOTS LEADERS IN STATED ISLAND | $25,000 | |
| CITY FUTURES INC DBA CENTER FOR AN URBAN FUTURE | ||||||||
| 80 EIGHTH AVENUE SUITE 704 | NEW YORK | NY | 10011 | N/A | PC | FOR A REPORT FEATURING 50 LOCAL LEADERS' IDEAS ON MAKING PROGRESS TOWARDS A STRONGER, MORE EQUITABLE BOROUGH | $25,000 | |
| COLLEGE OF STATEN ISLAND FOUNDATION | ||||||||
| 2800 VICTORY BOULEVARD 1A ROOM 401 | STATEN ISLAND | NY | 10314 | N/A | PC | SUPPORT THE WILLOWBROOK LEGACY PROJECT TO ADD TWO STATION MARKERS AND SUPPORT ASSOCIATED FORUM | $25,000 | |
| COMMUNITY HEALTH ACTION OF STATEN ISLAND | ||||||||
| 56 BAY STREET 4TH FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | ELIZABETH DUBOVSKY FELLOWSHIP | $50,000 | |
| COMMUNITY SOCIAL AND CIVIC EMPOWERMENT ORGANIZATION | ||||||||
| 14 CAROLINE STREET | STATEN ISLAND | NY | 10310 | N/A | PC | SUPPORT OF THE OPERATION OF STARS OF TOMORROW ENRICHMENT PROGRAM | $10,000 | |
| CRIMSON RISE INC | ||||||||
| 394 HENDERSON AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $10,000 | |
| EDUCATION THROUGH MUSIC | ||||||||
| 122 E 42ND STREET SUITE 1501 | NEW YORK | NY | 10168 | N/A | PC | SUPPORT FOR THE TEACHING ARTISTS, PROFESSIONAL DEVELOPMENT, AND A PORTION OF INSTRUCTIONAL SUPERVISOR SALARY FOR MUSIC EDUCATION AT 4 SCHOOLS | $50,000 | |
| EIBS POND EDUCATION PROGRAM | ||||||||
| 50 DONGAN HILLS AVENUE | STATEN ISLAND | NY | 10306 | N/A | PC | TO PROVIDE STIPENDS FOR 10 OR MORE YOUTH LEADERS AND PROVIDE HEALTHY SNACKS TO PARTICIPANTS YEAR-ROUND | $12,000 | |
| EMMA'S PLACE- STATEN ISLAND GRIEF & LOSS CENTER | ||||||||
| CHILDREN FAMILIES INC PO BOX 10311 | STATEN ISLAND | NY | 10301 | N/A | PC | MATCHING GRANT FOR "A WALK TO REMEMBER" | $12,215 | |
| FAM FIRST FOUNDATION | ||||||||
| 296 BRADLEY AVENUE APT 2 | STATEN ISLAND | NY | 10314 | N/A | PC | FOR STAFF SUPPORT, SUPPLIES, CONSULTANTS, WARRIOR CIRCLES, TRAINING, ACCOUNTANT, TECHNOLOGY, AND MISCELLANEOUS EXPENSES | $25,000 | |
| FRIENDS OF CARMEL RICHMOND INC | ||||||||
| 88 OLD TOWN ROAD | STATEN ISLAND | NY | 10304 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $550 | |
| FRIENDS WHO THINK PINK BREAST CANCER AWARENESS ORGANIZATION | ||||||||
| 139 NORTH BURGHER AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | SUPPORT FOR STATEN ISLAND JUNETEENTH 2022 | $5,000 | |
| FRIENDS WHO THINK PINK BREAST CANCER AWARENESS ORGANIZATION | ||||||||
| 139 NORTH BURGHER AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | TO INCREASE OUTREACH TO THE COMMUNITY BY BRINGING AWARENESS AND RESOURCES REGARDING CANCER | $5,000 | |
| GATEWAY CHURCH DBA GATEWAY CATHEDRAL | ||||||||
| 200 BOSCOMBE AVENUE | STATEN ISLAND | NY | 10309 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $3,000 | |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | SUPPORT FOR GCF SERVICE CORPS INITIATIVES SPECIFIC TO STATEN ISLAND AND THE MARINERS HARBOR ECO-HUB | $50,000 | |
| HEBREW PUBLIC | ||||||||
| 829 FATHER CAPODANNO BLVD | STATEN ISLAND | NY | 10305 | N/A | PC | TO PARTNER WITH LLLUMINART TO CARRY OUT A MUSIC AND PUPPETRY PROGRAM IN THE SCHOOL | $10,000 | |
| HUNGER FREE AMERICA | ||||||||
| 50 BROAD STREET SUITE 1103 | NEW YORK | NY | 10004 | N/A | PC | PARTIAL SALARY OF A WIC SPECIALIST TO INCREASE THE NUMBER OF ELIGIBLE STATEN ISLANDERS TO ACCESS WIC BENEFITS | $40,000 | |
| ILLUMINART PRODUCTIONS | ||||||||
| 29 PUTTERS COURT | STATEN ISLAND | NY | 10301 | N/A | PC | FOR SUPPORT TO ASSIST WITH PERSONNEL COSTS FOR THE WRITE-A-PLAY PROGRAM AT 5 SCHOOLS | $30,000 | |
| JEWISH COMMUNITY CENTER OF SI | ||||||||
| 1466 MANOR ROAD | STATEN ISLAND | NY | 10314 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $4,770 | |
| JEWISH COMMUNITY CENTER OF SI | ||||||||
| 1466 MANOR ROAD | STATEN ISLAND | NY | 10314 | N/A | PC | FUNDING WILL BE USED FOR A SOCIAL WORKER FOR THE JCC WORKFORCE PROGRAM TO ASSIST CLIENTS TO OVERCOME BARRIERS TO EMPLOYMENT | $75,000 | |
| JEWISH COMMUNITY CENTER OF SI | ||||||||
| 1466 MANOR ROAD | STATEN ISLAND | NY | 10314 | N/A | PC | NYC DIGITAL MEDIA CENTER FEES FOR INSTRUCTORS AND OTHER PROJECT COST TO PROVIDE TRAINING IN DIGITAL MEDIA FOR 13 HIGH SCHOOL STUDENTS | $40,000 | |
| LAWYERS ALLIANCE FOR NEW YORK | ||||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PC | FOR PERSONNEL AND ADMINISTRATION COSTS TO PROVIDE LEGAL SERVICES TO LOCAL NONPROFITS | $15,000 | |
| LIFESTYLES FOR THE DISABLED INC | ||||||||
| 930 WILLOWBROOK ROAD BUILDING 12-G | STATEN ISLAND | NY | 10314 | N/A | PC | TO EXPAND "TEESTYLES" PROGRAM AT BUILDING 15 IN THE WILLOWBROOK CAMPUS | $100,000 | |
| LITERACY TRUST | ||||||||
| 141 W 28TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO COVER SALARY ASSOCIATED COSTS FOR "SOUND PARTNERS" A LITERACY INTERVENTION PROGRAM AT 3 NORTH SHORE SCHOOLS | $37,500 | |
| LITERACY INC | ||||||||
| 75 MAIDEN LANE SUITE 1102 | NEW YORK | NY | 10038 | N/A | PC | TO SUPPORT OUR COMMUNITY-BASED EARLY LITERACY PROGRAMMING ON STATEN ISLAND | $50,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | FOR STAFF SALARIES RELATED COSTS FOR THE ADULT EDUCATION PROGRAM | $70,000 | |
| MAKER PARK RADIO INC | ||||||||
| 37 VALENCIA AVENUE | STATEN ISLAND | NY | 10304 | N/A | PC | TO SUPPORT THE OPEN AIRWAVES 2 PROJECT SPANNING JUNE THROUGH NOVEMBER | $10,000 | |
| MCKEE VOCATIONAL | ||||||||
| 290 ST MARKS PLACE | STATEN ISLAND | NY | 10301 | N/A | PC | TO PROVIDE PROFESSIONAL DEVELOPMENT GIVEN BY AVID | $9,999 | |
| MEALS ON WHEELS OF STATEN ISLAND INC | ||||||||
| 304 PORT RICHMOND AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $500 | |
| METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWISH POVERTY | ||||||||
| 77 WATER STREET | NEW YORK | NY | 10005 | N/A | PC | TO HELP WITH PURCHASING KOSHER AND HALAL BULK FOOD ITEMS AND TRANSPORTATION TO DISTRIBUTION SITES | $10,000 | |
| MOORE CATHOLIC HIGH SCHOOL | ||||||||
| 100 MERRILL AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $2,000 | |
| MOORE CATHOLIC HIGH SCHOOL | ||||||||
| 100 MERRILL AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | EQUIPMENT TO OUTFIT AN EXERCISE AND WELLNESS CENTER | $10,000 | |
| NEW DIRECTION SERVICES INC | ||||||||
| 1027 POST AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | PURCHASE PROTEIN-RICH FOOD FOR PORT RICHMOND PANTRY AS WELL AS SUPPLIES | $20,000 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| ONE WHITEHALL STREET 21ST FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO MAKE THE OLMSTED-BEIL HOUSE SAFER AND MORE FUNCTIONAL TO ALLOW FOR ADDITIONAL PRESERVATION WORK | $50,000 | |
| NOTRE DAME ACADEMY HIGH SCHOOL | ||||||||
| 90 HOWARD AVENUE | STATEN ISLAND | NY | 103014498 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $10,500 | |
| NY CENTER FOR INTERPERSONAL DEVELOPMENT | ||||||||
| 130 STUYVESANT PLACE 5TH FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT FOR PERSONNEL EXPENSES FOR THE DELTA ACADEMY TO PROVIDE SUPPORT FOR STRUGGLING STUDENTS | $75,000 | |
| 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 | $150,000 | |
| NYC DEPARTMENT OF EDU - DISTRICT 31 | ||||||||
| 715 OCEAN TERRACE | STATEN ISLAND | NY | 10301 | N/A | PC | TO PROVIDE ADMINISTRATORS AND STUDENTS FROM LOCAL HIGH SCHOOLS AND INTERMEDIATE SCHOOLS WITH A FOUNDATION IN SYSTEMS THINKING CONCEPTS | $85,000 | |
| NYC H2O | ||||||||
| 410 E 6TH STREET | NEW YORK | NY | 10301 | N/A | PC | FUNDING FOR STAFF AND TRANSPORTATION TO FACILITATE ENVIRONMENTAL EDUCATION AND STEWARDSHIP EVENTS AT MARINERS MARSH PARK | $10,000 | |
| NYLAUGHS INC | ||||||||
| PO BOX 1503 | NEW YORK | NY | 10113 | N/A | PC | COMEDY BUSINESS EDUCATIONAL SERIES AT THE ST. GEORGE NY PUBLIC LIBRARY DESIGNATED TO PROMOTE INCLUSION | $5,000 | |
| 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 | $75,000 | |
| OUT OF THE STORM SENIOR SERVICES | ||||||||
| 2381 HYLAN BLVD- SUITE 13 | STATEN ISLAND | NY | 10306 | N/A | PC | FUNDING WILL BE USED FOR CASE MANAGERS FOR 8-10 RESIDENTS | $15,000 | |
| PAKISTANI CIVIC ASSOCIATION OF STATEN ISLAND NY | ||||||||
| 3996 RICHMOND AVENUE | STATEN ISLAND | NY | 10312 | N/A | PC | PAKISTANI FLOOD RELIEF | $5,000 | |
| PEAK GRANT MAKING | ||||||||
| 16666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | N/A | PC | MEMBERSHIP SUPPORT FOR 2022 | $2,000 | |
| PER SCHOLAS | ||||||||
| 804 EAST 138TH STREET 2ND FLOOR | BRONX | NY | 10454 | N/A | PC | FUNDING WILL BE USED TO PROVIDE TUITION-FREE TECH TRAINING TO STATED ISLAND RESIDENTS IN 2023 | $45,000 | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | ANNUAL CONTRIBUTION FOR 2022-2023 | $7,250 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | N/A | PC | TO EXPAND THE AFTER-SCHOOL PROGRAM FOR 50 PS 13 STUDENTS IN ROSEBANK BY ADDING 5 GROUP LEADERS | $75,000 | |
| PRIDE CENTER OF STATEN ISLAND | ||||||||
| 66 WILLOW AVENUE SUITE 202 | STATEN ISLAND | NY | 10305 | N/A | PC | FUNDING TO INCREASE HOURS AND PROVIDE PROFESSIONAL DEVELOPMENT FOR A MENTAL HEALTH COUNSELOR | $75,000 | |
| PROJECT HOSPITALITY | ||||||||
| 100 PARK AVE | STATEN ISLAND | NY | 10302 | N/A | PC | TO SUPPORT CONSTRUCTION AND CONSTRUCTION MANAGEMENT COSTS FOR PH'S COMMUNITY CENTER AND FOOD PANTRY AT 1546 CASTLETON AVENUE | $100,000 | |
| PROJECTIVITY GROUP | ||||||||
| 101 LYNHURST AVENUE | STATEN ISLAND | NY | 10305 | N/A | PC | SUPPORT FOR "BEAUTY SI" PROGRAM TO PRODUCE OUTDOOR MURALS REQUIRING SUPPLIES, PAYING ARTISTS FOR LABOR, AND ADDITIONAL EXPENSES | $15,000 | |
| READ ALLIANCE INC | ||||||||
| 160 BROADWAY 8TH FLOOR EAST | NEW YORK | NY | 10038 | N/A | PC | SUPPORT FOR EARLY LITERACY STRATEGIES FOR STRUGGLING READERS WORKING WITH TEEN TUTORS AT 6 SCHOOLS | $45,000 | BUILDING |
| RESEARCH FOUNDATIONCUNY FOR CSI LIBERTY PARTNERSHIPS | ||||||||
| 2800 VICTORY BLVD ROOM 2A-204 | STATEN ISLAND | NY | 10314 | N/A | PC | SUPPORT FOR "MY VOICE MATTERS AND PHOTOGRAPHY PROJECT, TO COVER EQUIPMENT, PRINTING AND DISPLAY COSTS, STUDENT STIPENDS AND OTHER PROJECT EXPENSES | $55,440 | |
| RICHMOND MEDICAL CENTER | ||||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $13,500 | |
| SAFE HORIZON | ||||||||
| 2 LAFAYETTE STREET 3RD FLOOR | NEW YORK | NY | 10007 | N/A | PC | SUPPORT OF 4TH YEAR OF "SAFE WAY FORWARD" A DOMESTIC VIOLENCE PROGRAM'S LEARNING, PROGRAM CONSULTATION AND EVALUATION ACTIVITIES NOT FUNDED THOUGH ACS | $50,000 | |
| SEAMEN'S SOCIETY FOR CHILDRENFAMILIES | ||||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $5,250 | |
| SEAMEN'S SOCIETY FOR CHILDRENFAMILIES | ||||||||
| 50 BAY STREET | STATEN ISLAND | NY | 10301 | N/A | PC | CONSTRUCTION COSTS TO PREPARE A NEW PRESCHOOL FACILITY IN ST. GEORGE | $50,000 | |
| SI PARTNERSHIP FOR COMMUNITY WELLNESS | ||||||||
| 444 ST MARKS PLACE 3RD FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $300 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 103101199 | N/A | PC | DONATION IN MEMORY OF NORMA D 'ARRIGO | $1,000 | |
| SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 103101199 | N/A | PC | FUNDING WILL SUPPORT CONSULTANTS' FEE FOR PHASES 2 AND 3 OF THE SNUG HARBOR BRAND STRATEGY & ARCHITECTURE PROJECT | $100,000 | |
| SNUG HARBOR LITTLE LEAGUE | ||||||||
| PO BOX 100081 | STATEN ISLAND | NY | 10301 | N/A | PC | FUNDING FOR LIGHTS | $25,000 | |
| SPECIAL OLYMPICS NEW YORK | ||||||||
| 211 EAST 43RD STREET SUITE 802 | NEW YORK | NY | 10017 | N/A | PC | FOR NECESSARY RESOURCES LIKE SPORTS, EQUIPMENT, FACILITY SPACE, TRANSPORTATION AND VOLUNTEER COACHES TO GROW STATEN ISLAND PROGRAMMING | $10,000 | |
| ST ANN'S PARISH | ||||||||
| 101 CROMWELL AVENUE | STATEN ISLAND | NY | 10304 | N/A | PC | TO PURCHASE ITEMS FOR THE FOOD PANTRY, INCLUDING ITEMS NEEDING REFRIGERATION NOT PROVIDED BY PARISHIONER DONATIONS | $5,000 | |
| ST JOHNS UNIVERSITY | ||||||||
| 300 HOWARD AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT FOR PROFESSOR STIPENDS FOR "DIFFERENCE MAKERS," A COLLEGE READINESS PROGRAM FOR ABOUT 80 PUBLIC HIGH SCHOOL STUDENTS | $15,000 | |
| ST JOHNS UNIVERSITY | ||||||||
| 300 HOWARD AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $2,000 | |
| ST JOSEPH HILL ACADEMY | ||||||||
| 850 HYLAN BLVD | STATEN ISLAND | NY | 10305 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $1,000 | |
| ST MARY'S EPISCOPAL CHURCH | ||||||||
| 347 DAVIS AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | FUNDING TO PURCHASE A COMMERCIAL REFRIGERATOR INCREASE THE PANTRY'S STORAGE CAPACITY | $5,500 | |
| ST PETER'S BOY HIGH SCHOOL | ||||||||
| 200 CLINTON AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $500 | |
| STATEN ISLAND ACADEMY | ||||||||
| 715 TODT HILL ROAD | STATEN ISLAND | NY | 10304 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $4,500 | |
| STATEN ISLAND BALLET THEATER | ||||||||
| 3081 RICHMOND ROAD | STATEN ISLAND | NY | 10306 | N/A | PC | INSTALLATION OF NEW HVAC CLIMATE CONTROL TO IMPROVE OUTCOME AND LOWER COSTS FOR SIBT | $75,172 | |
| STATEN ISLAND BRANCH NAACP | ||||||||
| PO BOX 141064 | STATEN ISLAND | NY | 10314 | N/A | PC | SUPPORT FOR THE 2ND ANNUAL JUNETEENTH FREEDOM FESTIVAL AT SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDENS | $5,000 | |
| STATEN ISLAND CHILDREN'S MUSEUM | ||||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 103011181 | N/A | PC | TO REVAMP 20-YEAR-OLD ARTS EDUCATION CURRICULA AND PAY FOR CONSULTANTS, AS WELL AS NEW PROPS AND TEACHING OBJECTS AND A PORTION OF PROGRAM MANAGER'S SALARY | $50,000 | |
| STATEN ISLAND GIVING CIRCLE | ||||||||
| 17 BLYTHE PLACE | STATEN ISLAND | NY | 10306 | N/A | PC | TO PURCHASE GROCERIES AND ESSENTIAL ITEMS FOR ACTIVE AND RETIRED MILITARY FAMILIES THAT UTILIZE THE "NOURISH THE SERVICE" PANTRY AT FORTH WADSWORTH | $10,000 | |
| STATEN ISLAND HISTORICAL SOCIETY | ||||||||
| 441 CLARKE AVENUE | STATEN ISLAND | NY | 103061198 | N/A | PC | FUNDING WILL SUPPORT THE SALARY OF THE BUILDING RESTORATION AND PRESERVATION MANAGER | $80,000 | |
| STATEN ISLAND HISTORICAL SOCIETY | ||||||||
| 441 CLARKE AVENUE | STATEN ISLAND | NY | 103061198 | N/A | PC | DIRECTOR/EMPLOYEE MATCHING GIFT | $500 | |
| SINFP 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 | $70,000 | |
| STATEN ISLAND SHAKESPEAREAN THEATRE COMPANY | ||||||||
| 126 GALLOWAY AVENUE | STATEN ISLAND | NY | 10302 | N/A | PC | SUPPORT REHEARSAL AND PERFORMANCE RENT COSTS IN ORDER TO ENHANCE SUSTAINABILITY OF ORGANIZATION | $15,000 | |
| STATEN ISLAND YMCA | ||||||||
| 3939 RICHMOND AVENUE | STATEN ISLAND | NY | 10312 | N/A | PC | ELIZABETH DUBOVSKY FELLOWSHIP | $50,000 | |
| FRESHKILLS PARK ALLIANCE INC | ||||||||
| PO BOX 719 | NEW YORK | NY | 10272 | N/A | PC | TO BUILD FINANCIAL SUSTAINABILITY BY ESTABLISHING FULL-TIME DEVELOPMENT POSITION | $75,000 | |
| THE GRACE FOUNDATION OF NEW YORK | ||||||||
| 460 BRIELLE AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | TO CREATE ANOTHER STUDIO IN THE BUILDING FOR EXPANDED PROGRAMMING TO SERVE MORE PARTICIPANTS | $50,000 | |
| THE NEW YORK FOUNDLING | ||||||||
| 590 AVENUE OF 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 | |
| THE NOBLE MARITIME COLLECTION | ||||||||
| 1000 RICHMOND TERRACE BUILDING D | STATEN ISLAND | NY | 10301 | N/A | PC | TO BUILD CAPACITY BY ENGAGING AN INSTITUTIONAL GIVING CONSULTANT | $50,000 | |
| THE NOEL POINTER FOUNDATION | ||||||||
| 1368 FULTON STREET | BROOKLYN | NY | 11216 | N/A | PC | FUNDING TO SUPPORT MUSIC EDUCATION PROGRAM EXPENSES SUCH AS PROGRAM STAFF, TEACHING ARTISTS, SUPPLIES FOR 3 LOCAL SCHOOLS AND SUMMER PROGRAM | $25,000 | |
| UNITY GAMES INC | ||||||||
| 2052 RICHMOND ROAD | STATEN ISLAND | NY | 10306 | N/A | PC | FOR EXPENSES ASSOCIATED WITH IMPLEMENTATION OF ANTI-RACISM PROGRAM | $5,000 | |
| UNIVERSAL TEMPLE OF THE ARTS | ||||||||
| 425 JERSEY STREET | STATEN ISLAND | NY | 103101199 | N/A | PC | PROJECT: PRELIMINARY WORK FOR TOXIC MATERIAL REMEDIATION AT UTA'S CULTURAL ARTS CENTER LOCATED AT 425 JERSEY STREET, STATEN ISLAND NY 10301 | $10,000 | |
| WAVERLY ACADEMY OF EMPOWERED LEARNERSPS 84 | ||||||||
| 45 WAVERLY PLACE | STATEN ISLAND | NY | 10304 | N/A | PC | TEACHING ARTISTS FROM SUNDOG THEATRE WILL WORK WITH 45 KINDERGARTEN STUDENTS DURING 10-WEEK DANCE AND VOCAL RESIDENCY | $9,999 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,958,695 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN REFUGE INC | |||||||
| 185 PARKHILL AVENUE SUITE 3B | STATEN ISLAND | NY | 10304 | N/A | PC | PROGRAM STAFF, OPERATIONS AND VAN INSURANCE | $70,000 |
| BRIDGE PREPARATORY CHARTER SCHOOL | |||||||
| 715 OCEAN TERRACE | STATEN ISLAND | NY | 10301 | N/A | PC | TO CREATE A TEACHER TRAINING CENTER FOCUSED ON ADDRESSING DYSLEXIA CHALLENGES | $25,000 |
| CANDID (THE FOUNDATION CENTER) | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO STRENGTHEN UNDER-RESOURCED STATEN ISLAND NONPROFITS AND ADVANCE KNOWLEDGE ABOUT PHILANTHROPY | $5,000 |
| FRIENDS OF ALICE AUSTEN HOUSE | |||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | N/A | PC | FOR A PHOTOGRAPHIC STORYTELLING PROGRAM | $25,000 |
| INTEGRATION CHARTER SCHOOLS | |||||||
| 1441 SOUTH AVENUE | STATEN ISLAND | NY | 10314 | N/A | PC | SUMMER PROFESSIONAL DEVELOPMENT FOR TEACHERS AT LAVELLE AND RICHMOND PREPARATORY CHARTER SCHOOLS | $40,000 |
| K WOODS FOUNDATION | |||||||
| 93 NORWOOD AVENUE | STATEN ISLAND | NY | 10304 | N/A | PC | K WOODS SUMMER CAMP PROGRAM FOR PARK HILLS RESIDENTS | $35,000 |
| LITERACY PARTNERS INC | |||||||
| 75 MAIDEN LANE SUITE 1102 | NEW YORK | NY | 10038 | N/A | PC | TO IMPLEMENT LITERACY AND SCIENCE WORKSHOPS FOR LOW INCOME, SPANISH SPEAKING CAREGIVERS OF YOUNG CHILDREN | $40,000 |
| NYC ARTS CYPHER | |||||||
| 12 BROAD STREET | STATEN ISLAND | NY | 10304 | N/A | PC | FUNDING WILL BE USED FOR MATERIALS NEEDED FOR A YOUTH ARTS PROGRAM IN STAPLETON THAT WILL RESULT IN A MURAL | $5,000 |
| PARTNERSHIP WITH CHILDREN INC | |||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | N/A | PC | SUPPORT FOR PWC'S SCHOOL-BASED SOCIAL WORK DIRECTOR AT IS 49 | $50,000 |
| PEAK GRANT MAKING | |||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | N/A | PC | MEMBERSHIP SUPPORT FOR 2023 | $2,000 |
| PHILHARMONIC-SYMPHONY SOCIETY NY | |||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | SUPPORT OF A 19 WEEK MUSIC PROGRAM AT PUBLIC SCHOOL 26 IN TRAVIS | $30,000 |
| RICHMOND MEDICAL CENTER | |||||||
| 355 BARD AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | FOR EQUIPMENT FOR BIPLANE IMAGING AND TO EXPAND AND IMPROVE THE BIPLANE CARDIAC CATH LAB | $1,600,000 |
| ROC-A-NATURAL CULTURAL FOUNDATION | |||||||
| 18 WAVERLY PLACE | STATEN ISLAND | NY | 10304 | N/A | PC | FUNDING WILL SUPPORT JUNETEENTH 2023 EDUCATION AND CELEBRATION EVENTS | $5,000 |
| SI COMMUNITY ALLIANCE CORP | |||||||
| 46 FRANKLIN AVENUE | STATEN ISLAND | NY | 10301 | N/A | PC | PLANNING AND ORGANIZING THE ANNUAL JUNETEENTH FESTIVAL 2023 | $5,000 |
| SI INSTITUTE OF ARTS AND SCIENCES | |||||||
| 1000 RICHMOND TERRACE BLDG A | STATEN ISLAND | NY | 10301 | N/A | PC | SUPPORT TO CONTINUE TO STRENGTHEN STAFF STRUCTURE TO INCREASE SUSTAINABILITY AND PREPARE FOR EXPANSION | $80,000 |
| SI PARTNERSHIP FOR COMMUNITY WELLNESS | |||||||
| 444 ST MARKS PLACE 3RD FLOOR | STATEN ISLAND | NY | 10301 | N/A | PC | FUNDING WILL SUPPORT COMMUNICATION STRATEGY FOR BACKBONE ORGANIZATION | $75,000 |
| THE FUND FOR PUBLIC SCHOOLS | |||||||
| 528 ACADEMY AVENUE | STATEN ISLAND | NY | 10307 | N/A | PC | TO TRAIN TEACHING STAFF IN ORTON GILLINGHAM TO IMPROVE OUTCOMES FOR STUDENTS WITH DYSLEXIA | $39,500 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF AMERICAS | NEW YORK | NY | 10011 | N/A | PC | TO INCREASE HEALTHY EARLY CHILDHOOD DEVELOPMENT WITH HEALTHY FAMILIES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,181,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,217 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,585,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $550,004 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $997 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,394,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $997 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,395,643 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | OTHER INCOME USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE | RelationshipStatementTxt |
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 | $26,900 | $10,760 | $16,140 |
| BTQ FINANCIAL - ACCOUNTING SERVICES | $32,065 | $12,826 | $19,239 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUINIX INC | $206,300 | $206,300 |
| ABBVIE INC NOTE CALL MAKE WHOLE 3.60000% | $323,844 | $323,844 |
| EQUINIX INC | $12,995 | $12,995 |
| EQUIFAX INC NOTE CALL MAKE WHOLE | $28,572 | $28,572 |
| WEC ENERGY GROUP INC NOTE CALL MAKE | $49,496 | $49,496 |
| BALL CORP | $173,688 | $173,688 |
| SERVICENOW INC NOTE CALL MAKE WHOLE | $190,022 | $190,022 |
| ALTRIA GROUP INC | $207,033 | $207,033 |
| EQUINIX INC NOTE CALL MAKE WHOLE | $107,136 | $107,136 |
| YUM BRANDS INC | $223,045 | $223,045 |
| ADOBE SYSTEMS INCORPORATED | $229,640 | $229,640 |
| PAYPAL HLDGS INC | $278,745 | $278,745 |
| UNITEDHEALTH GROUP INC NOTE 2.95000% | $278,376 | $278,376 |
| MCDONALDS CORP MTN CALL MAKE WHOLE | $285,594 | $285,594 |
| BOEING CO NOTE CALL MAKE WHOLE 4.87500% | $295,737 | $295,737 |
| HCA INC. NOTE CALL MAKE WHOLE 5.37500% | $297,369 | $297,369 |
| EXPEDIA GROUP INC SER B NOTE 5.00000% | $295,758 | $295,758 |
| T MOBILE USA INC NOTE CALL MAKE WHOLE | $315,095 | $315,095 |
| CDW LLC / CDW FIN CORP NOTE 4.12500% | $312,962 | $312,962 |
| SBA COMMUNICATIONS CORP | $322,423 | $322,423 |
| ASBURY AUTOMOTIVE GROUP INC SER B NOTE | $343,804 | $343,804 |
| CHARTER COMMUNICATIONS OPER 1.82563% | $326,378 | $326,378 |
| CROWDSTRIKE HLDGS INC NOTE 3.00000% | $327,689 | $327,689 |
| SERVICE CORP INTL NOTE CALL MAKE WHOLE | $331,625 | $331,625 |
| AMERICAN TOWER CORP NOTE CALL MAKE WHOLE | $326,599 | $326,599 |
| CONAGRA BRANDS INC NOTE CALL MAKE WHOLE | $335,407 | $335,407 |
| ORACLE CORP NOTE CALL MAKE WHOLE | $347,578 | $347,578 |
| NETFLIX INC | $339,330 | $339,330 |
| JPMORGAN CHASE &CO | $336,952 | $336,952 |
| CENTENE CORP DEL SER B NOTE 4.62500% | $345,165 | $345,165 |
| COMCAST CORP NEW NOTE CALL MAKE WHOLE | $350,805 | $350,805 |
| NEXTERA ENERGY CAP HLDGS INC BOND | $304,104 | $304,104 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INCORPORATED COM | $366,740 | $366,740 |
| DOLLAR TREE INC | $468,958 | $468,958 |
| CME GROUP INC | $349,272 | $349,272 |
| CENTERPOINT ENERGY INC COM STK USD0.01 | $262,350 | $262,350 |
| CDW CORP | $169,737 | $169,737 |
| BROOKFIELD INFRASTRUCTURE PARTN L.P | $281,963 | $281,963 |
| (MUTUAL FUND) VANGUARD INTER-TERM INVEST-GR ADM | $2,199,920 | $2,199,920 |
| (MUTUAL FUND) VANGUARD LONG -TERM INVEST-GR ADM | $1,578,521 | $1,578,521 |
| (MUTUAL FUND) VANGUARD REAL ESTATE INDEX ADMIRAL | $2,646,349 | $2,646,349 |
| (MUTUAL FUND) VANGUARD SHORT-TERM INVEST-GR ADM | $3,441,981 | $3,441,981 |
| (MUTUAL FUND) VANGUARD TOTAL BOND MKT INDEX INST | $7,243,059 | $7,243,059 |
| ENBRIDGE INC | $351,068 | $351,068 |
| (MUTUAL FUND) VANGUARD TOTAL INTL STOCK IX INST | $13,950,485 | $13,950,485 |
| ABBVIE INC COM | $316,616 | $316,616 |
| ACTIVISION BLIZZARD INC COM | $210,750 | $210,750 |
| WORKDAY INC COM USD0.001 CL A | $378,366 | $378,366 |
| ALPHABET INC | $819,945 | $819,945 |
| AMAZON.COM INC | $563,155 | $563,155 |
| AMPHENOL CORP | $441,740 | $441,740 |
| ANALOG DEVICES INC COM | $243,512 | $243,512 |
| APPLE INC | $1,117,267 | $1,117,267 |
| ASHLAND INC COM | $313,311 | $313,311 |
| BLACKROCK INC | $231,532 | $231,532 |
| (MUTUAL FUND) VANGUARD TOTAL STOCK MKT INDEX | $22,012,159 | $22,012,159 |
| BOSTON SCIENTIFIC CORP | $351,585 | $351,585 |
| EQUIFAX INC COM USD 1.25 | $376,480 | $376,480 |
| JACOBS SOLUTIONS INC COM | $291,280 | $291,280 |
| WASTE MANAGEMENT INC | $381,524 | $381,524 |
| WALMART INC | $298,642 | $298,642 |
| VISA INC | $379,968 | $379,968 |
| UNITEDHEALTH GROUP | $540,720 | $540,720 |
| UNION PAC CORP COM | $475,742 | $475,742 |
| TJX COMPANIES INC | $644,404 | $644,404 |
| THERMO FISHER SCIENTIFIC INC | $352,181 | $352,181 |
| TE CONNECTIVITY LTD | $371,424 | $371,424 |
| SERVICENOW INC | $314,703 | $314,703 |
| SBA COMMUNICATIONS CORP NEW CL A | $254,936 | $254,936 |
| HOME DEPOT INC | $380,534 | $380,534 |
| SALESFORCE.COM INC | $448,928 | $448,928 |
| PROGRESSIVE CORP COM | $264,740 | $264,740 |
| NVENT ELECTRIC PLC COM | $410,776 | $410,776 |
| NEXTERA ENERGY INC | $497,140 | $497,140 |
| MONDELEZ INTL INC | $495,992 | $495,992 |
| MICROSOFT CORP | $1,430,268 | $1,430,268 |
| MCDONALDS CORP | $566,979 | $566,979 |
| KEURIG DR PEPPER INC COM | $365,859 | $365,859 |
| KENVUE INC COM | $177,542 | $177,542 |
| JPMORGAN CHASE & CO | $421,776 | $421,776 |
| JOHNSON & JOHNSON | $405,524 | $405,524 |
| S&P GLOBAL INC COM | $621,379 | $621,379 |
| BROOKFIELD ASSET MGMT INC CL A LTD VT SH | $316,310 | $316,310 |
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 | FMV | ListedAtCostOrFMVCd |
| Book Value | $38,769 | BookValueAmt |
| EOYFMV | $38,769 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUINIX INC | |||
| INTEREST RECEIVABLE | $70,804 | $77,009 | $77,009 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,545 | $0 | $1,545 |
| FILING FEES | $2,611 | $0 | $2,611 |
| INSURANCE | $12,958 | $0 | $12,958 |
| OTHER OFFICE EXPENSES | $10,759 | $0 | $10,759 |
| PAYROLL PROCESSING FEE | $1,531 | $0 | $1,531 |
| POSTAGE | $129 | $0 | $129 |
| SOFTWARE EXPENSE | $2,535 | $0 | $2,535 |
| EVENT | $1,991 | $0 | $1,991 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $997 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $997 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FAIR VALUE OF INVESTMENTS | Desc |
| Amt | $5,772,025 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEUBERGER BERMAN - INVESTMENT MANAGEMENT FEES | $222,173 | $222,173 | $0 |
| VANGUARD - INVESTMENT MANAGEMENT FEES | $54,397 | $54,397 | $0 |
| IT FEES | $4,439 | $0 | $4,439 |
| JP MORGAN - INVESTMENT MANAGEMENT FEES | $506 | $506 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $25,000 | $0 | $0 |
| FOREIGN TAXES | $4,891 | $4,891 | $0 |