LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202333109349100528
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T09:34:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131688027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIUS N LITTAUER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 6462375158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 FIFTH AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462375158 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FROST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA STAMELOS | PreparerPersonNm |
| PTIN | P00397520 | PTIN |
| Phone | 2125038800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $52,270,527 | 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 | $782,686 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,292,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,292,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $752,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,269,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $752,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,835,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,052,348 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $203,329 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $203,329 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,163 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,841 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $89,925 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $89,925 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,502 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,502 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $621,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,083,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,083,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,705,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,524,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$870,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,881,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148 | CashBOYAmt |
| Cash EOY | $152 | CashEOYAmt |
| Cash EOYFMV | $152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,714,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,327,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,327,125 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $770,024 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $691,856 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $770,024 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $770,024 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $44,662,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,224,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,339,234 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,789,215 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,665,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,833,846 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,606 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,858,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,987,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,270,527 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $699 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,952,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,952,398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,904,931 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,034,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,857,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,987,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,858,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,987,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,857,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$870,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,987,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,987,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $13,491,463 | $13,192,756 | $298,707 | $298,707 | ||
| 373.459 SHARES MILLENIUM INTERNATIONAL, LTD | P | $770,024 | $317,442 | $452,582 | $452,582 | 2014-09-30 | 2022-12-31 |
| 4.64 SHARES KLS DIVERSIFIED FUND, LTD | P | $7,888 | $6,773 | $1,115 | $1,115 | 2012-07-31 | 2022-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $752,404 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,957 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,257 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,107 | OverpaymentAmt |
| Applied To ES Tax | $12,107 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LITTAUERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CBIZ MARKS PANETH | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID STERN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHARLES BERLIN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER J SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERI HOROWITZ | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT D FROST | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | TREASURER, CHAIR OF AUDIT | 0.50 | $0 | $0 | $0 |
| JENNIFER R COWAN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DIVACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 RIVERSIDE DRIVE APT 1H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $203,329 | CompensationAmt |
| Employee Benefits | $2,788 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORY FEES | $138,506 |
| CBIZ MARKS PANETH | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING AND AUDITING | $51,510 |
| 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 | $52,798,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,803,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,602,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,602,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $819,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,783,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,689,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,689,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,150 | TotalTaxAmt |
| Distributable Before Adj | $2,663,014 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,663,014 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,663,014 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,524,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,524,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,663,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $942,509 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $862,709 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $755,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,777,041 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $335,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,673,730 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,524,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,663,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $861,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,534,880 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $942,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,592,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $862,709 | ExcessFromYear4Amt |
| Excess From Year3 | $755,511 | ExcessFromYear3Amt |
| Excess From Year2 | $1,777,041 | ExcessFromYear2Amt |
| Excess From Year1 | $335,960 | ExcessFromYear1Amt |
| Excess From Current Year | $861,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE HAROLD MURIEL | BRONX | NY | 10461 | PC | BRONX HEALTH OPPORTUNITY PARTNERSHIP AT EINSTEIN (BRONX HOPE) 2022 VIRTUAL SUMMER PIPELINE PROGRAM FOR UNDERREPRESENTED MINORITIES IN MEDICINE | $25,000 | BLOCK BUILDING |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION, THE HEBREW UNIVERSITY OF JERUSALEM. GENERAL SUPPORT OF THE PROGRAM FOR TEACHING JEWISH STUDIES IN THE FSU AND EASTERN EUROPE | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | INTER-AGENCY TASK FORCE | $10,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | UKRAINE EMERGENCY CAMPAIGN | $25,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AVODAH - THE JEWISH SERVICE CORPS | |||||||
| 125 MAIDEN LANE8B | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BEN-GURION UNIVERSITY OF THE NEGEV | |||||||
| PO BOX 653 | BEER SHEVA | IL | 84105 | PC | GRADUATE SCHOLARSHIP IN URBAN PLANNING FOR NEGEV BEDOUIN STUDENT | $8,000 | |
| BROWN RISD HILLEL | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COJECO (COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS) | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | PROGRAMS FOR THE RUSSIAN-SPEAKING JEWISH COMMUNITIES IN NY AND NJ | $25,000 | |
| COLIN POWELL SCHOOL FOR CIVIC AND GLOBAL LEADERSHIP CITY COLLEGE CITY UNIV | |||||||
| 160 CONVENT AVENUE SH 154 | NEW YORK | NY | 10031 | PC | COLIN POWELL SCHOOL PUBLIC SERVICE CAREER HUB | $50,000 | |
| COMMENTARY MAGAZINE | |||||||
| 561 7TH AVENUE FL 16 | NEW YORK | NY | 10018 | PC | THE PUBLICATION OF ARTICLES PERTAINING TO THE JEWISH EXPERIENCE | $10,000 | |
| COMMONPOINT QUEENS | |||||||
| 58-20 LITTLE NECK PARKWAY | LITTLE NECK | NY | 11362 | PC | COLLEGE ACCESS PROGRAM | $25,000 | |
| CONCERTS IN MOTION | |||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | PC | CONCERTS IN MOTION YOUTH PROGRAM | $15,000 | |
| CORNELL HILLEL | |||||||
| G-34 ANABEL TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL OPERATING SUPPORT FOR THE 2021-2022 SCHOOL YEAR | $20,000 | |
| DANCING CLASSROOMS | |||||||
| 1350 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $7,500 | FLOOR |
| DAYENU A JEWISH CALL TO CLIMATE ACTION | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | GENERAL OPERATING SUPPORT, WITH A FOCUS ON ENGAGEMENT OF YOUNG ADULTS, FOR DAYENU: A JEWISH CALL TO CLIMATE ACTION | $25,000 | |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EUGENIO MARA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | PC | THE HOSTOS TRANSFER PEER MENTOR PROGRAM (TPMP) | $50,000 | |
| FOOTSTEPS | |||||||
| 114 JOHN STREET UNIT 930 | NEW YORK | NY | 10272 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GLOBAL KIDS INC | |||||||
| 137 E 25TH ST | NEW YORK | NY | 10010 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | PROVIDE ESSENTIAL SERVICES AROUND FOOD, GREEN SPACE, AND CONSERVATION TO IMPROVE QUALITY OF LIFE FOR ALL NEW YORKERS | $25,000 | |
| HAZON | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HAZON | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | HAZON-PEARLSTONE MERGER | $25,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HILLEL FOUNDATION OF CAMBRIDGE INC | |||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM ENDOWMENT FUND | $50,000 | |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | CUNY COLLECTIVE: SUPPORTING CUNY HILLELS | $150,000 | |
| IMPACT CUBED | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | UKRAINIAN EVACUATION AND RELIEF EFFORTS | $25,000 | |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK | |||||||
| 120 WALL STREET 20TH FLOOR | NEW YORK | NY | 10005 | PC | KESHER: MAKING CONNECTIONS | $10,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND (1411) | $215,000 | |
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | CLOSING TREATMENT AND EDUCATION GAPS FOR LOW-INCOME CHILDREN WITH LEARNING DISABILITIES | $20,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W30TH STREET NEW YORK NY 10001 | NEW YORK | NY | 10001 | PC | SOCIAL VENTURE FUND | $60,000 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVENUE S 4TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT FOR THE JEWISH STUDENT PRESS SERVICE AND ITS MAGAZINE, NEW VOICES | $15,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | SUPPORT FOR THE CENTER FOR PASTORAL EDUCATION TO PROVIDE TRAINING TO CLERGY IN CLINICAL PASTORAL EDUCATION WITH INTERNSHIPS TO SERVE HUNDREDS OF CLIENTS WHO ARE INCARCERATED OR REENTERING SOCIETY. | $25,000 | |
| JOIN FOR JUSTICE INC | |||||||
| PO BOX 51248 BOSTON MA 02205 | BOSTON | MA | 02205 | PC | JEWS OF COLOR ORGANIZING FELLOWSHIP IN NEW YORK | $10,000 | |
| KESHET INC | |||||||
| 284 AMORY STREET | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT/LGBTQ EQUALITY AND INCLUSION IN THE JEWISH COMMUNITY, WITH A FOCUS ON PROGRAMS FOR YOUTH IN NYC | $25,000 | |
| KNESSETH ISRAEL SYNAGOGUE | |||||||
| 34 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | PC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NC | THE LEGAL AID SOCIETY'S IMMIGRATION LAW UNIT | $25,000 | |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | PC | GENERAL SUPPORT FOR THE 2021-22 & 2022-23 ACADEMIC YEAR FOR THE COLLEGE BOUND PROGRAM, SUMMER LAW INSTITUTE, AND ALUMNI SUPPORT | $25,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MACHON ORA | |||||||
| 565 BROADWAY | PASSAIC | NJ | 07012 | PC | STEM PROGRAM | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | MTC EDUCATIONS 2021-22 LIGHTS UP! PROGRAM | $25,000 | |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT, WITH FOCUS ON CAPACITY BUILDING | $25,000 | |
| NEIGHBORHOOD COALITION FOR SHELTER INC | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | PC | A HOUSING SOLUTION FOR HOMELESS COLLEGE STUDENTS | $75,000 | |
| NEW HEIGHTS | |||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | PC | COLLEGE BOUND PROGRAM | $5,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | THE PROFESSIONAL LEARNING FOR TEACHERS PROGRAM OF THE NEW YORK BOTANICAL GARDEN | $25,000 | |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | PC | LEGAL SERVICES PROJECT FOR THE INDIGENT DEAF | $10,000 | |
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORK JEWISH AGENDA INC | |||||||
| PO BOX 380 RADIO CITY STATION | NEW YORK | NY | 10101 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||
| 217 CENTRE ST SUITE 343 | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET SUITE 202C | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM IN NON-PROFIT MANAGEMENT | $60,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 11TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NLI USA INC | |||||||
| C/O PERRY DAVIS ASSOCIATES 25 WEST | NEW YORK | NY | 10036 | PC | STRATEGIC EXPANSION OF HISTORIC JEWISH PRESS DIGITIZATION AT THE NATIONAL LIBRARY OF ISRAEL | $250,000 | 45TH STREET SUITE 1405 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR TECH-CAREER (58-0401081) TO ADVANCE ETHIOPIAN ISRAELI YOUNG ADULTS TOWARDS PROFESSIONAL CAREERS IN HIGH TECH | $25,000 | 10017 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | THE ISRAEL CENTER FOR EDUCATIONAL INNOVATION (58-0504686) GENERAL SUPPORT | $25,000 | 10017 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | CONVERSION OF BEDOUIN SCHOOLS FROM DIESEL TO SOLAR POWER, THROUGH A GRANT TO LIFE AND ENVIRONMENT (XXX-XX-XXXX) FOR THE SAYYID ALHARUMI INITIATIVE. | $25,000 | 10017 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR SIKKUY-AUFOQ (58-0183580) | $25,000 | 10017 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR ACAP (58-0356897) | $25,000 | 10017 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1501 NEW YORK NY | NEW YORK | NY | 10017 | PC | LESHEM - EXPANDING ACCESS TO GENERAL STUDIES/EDUCATIONAL OPPORTUNITIES FOR HAREDI YOUTH (XXX-XX-XXXX) | $75,000 | 10017 |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $4,850 | |
| PROJECT EZRA | |||||||
| 387 GRAND STREET GROUND FLOOR | NEW YORK | NY | 10002 | PC | PROJECT EZRA PROGRAM CONTINUATION AND RESUMPTION | $10,000 | |
| PROJECT KESHER | |||||||
| 2660 BROADWAY 16 | NEW YORK | NY | 10025 | PC | EMERGENCY FUND FOR WOMEN AND GIRLS IN UKRAINE | $25,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 W38TH ST 5TH FLOOR | NEW YORK | NY | 10018 | PC | RAMAPO FOR CHILDREN RESTORATIVE JUSTICE PROGRAMS | $25,000 | |
| REPAIR THE WORLD | |||||||
| PO BOX 2015 322 W 52ND STREET | NEW YORK | NY | 10101 | PC | REPAIR THE WORLD NY | $25,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CUNY GRADUATE CENTER 365 FIFTH | NEW YORK | NY | 10016 | PC | COLLEGE COMPLETION INNOVATION FUND (CCIF) | $100,000 | AVENUE |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CUNY GRADUATE CENTER 365 FIFTH | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT FOR COLLEGE ACCESS: RESEARCH AND ACTION (CARA) | $50,000 | AVENUE |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | YOUTH DEVELOPMENT PROGRAM | $10,000 | |
| SAMI SEPHARDIC AMERICAN MIZRAHI INITIATIVE | |||||||
| 151 HASBROUCK A ROAD | HURLEYVILLE | NY | 12747 | PC | SAMI JEWISH LIFE ON CAMPUS FOR SEPHARDIC AND MIZRACHI STUDENTS | $25,000 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | CAPITAL CAMPAIGN | $200,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE (CBI) | $25,000 | |
| THE FIRST FREE METHODIST CHURCH OF GLOVERSVILLE | |||||||
| 33 BLEECKER STREET | GLOVERSVILLE | NY | 12078 | PC | THE LOFT -- A YOUTH OUTREACH PROGRAM OF THE THE GLOVERSVILLE FREE METHODIST CHURCH IN COLLABORATION WITH THE LOCAL SCHOOL DISTRICT AND THE CITY | $10,000 | |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 WEST 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SEFARIA PROJECT | |||||||
| 228 PARK AVE S SUITE 79262 | NEW YORK | NY | 10003 | PC | GROWING THE AUDIENCE FOR JEWISH LEARNING IN THE DIGITAL AGE | $25,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | UJA'S 2022 ANNUAL CAMPAIGN (GENERAL, UNRESTRICTED SUPPORT) | $125,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT FOR THE IMPACT ACCELERATOR | $10,000 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 110 N MAIN STREET P O BOX 911 | GLOVERSVILLE | NY | 12078 | PC | 2021-2022 COMMUNITY CAMPAIGN | $5,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT FOR THE STREET VENDORS PROJECT | $25,000 | |
| VOLUNTEERS OF LEGAL SERVICE | |||||||
| 40 WORTH STREET SUITE 820 SUITE 820 | NEW YORK | NY | 10013 | NC | VOLUNTEERS OF LEGAL SERVICE IMMIGRATION PROJECT | $25,000 | |
| YAFFED (YOUNG ADVOCATES FOR FAIR EDUCATION) | |||||||
| PO BOX 1796 | NEW CITY | NY | 10956 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE | NY | NY | 10115 | PC | HAZAMIR: THE INTERNATIONAL JEWISH TEEN CHOIR | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,083,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,894 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,292,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $752,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,052,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,052,348 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRUST UW EUGENE LITTAUER FOR HAROLD VAN BUREN RICHARD | ||||||
| 1 | C/O JP MORGAN 10 S DEARBORN ILI-011 | CHICAGO | IL | 60603 | $362,775 | Yes (X) |
| TRUST UW EUGENE LITTAUER FOR VERA RICHARD WOOD | ||||||
| 2 | C/O JP MORGAN 10 S DEARBORN ILI-011 | CHICAGO | IL | 60603 | $419,911 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MARKS PANETH LLC-ACCOUNTING FEES | CategoryTxt |
| Amt | $51,510 | Amt |
| Net Investment Income | $12,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,632 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $1,928,599 | $1,722,130 |
| DOUBLELINE FDS TR TOTAL RETURN | $1,322,296 | $1,060,627 |
| FIDELITY CONCORD STR 500 IDX INS PREM | $5,771,516 | $7,244,252 |
| FIDELITY CONCORD STR INTL IDX INS PRM | $2,166,957 | $2,182,882 |
| HARRIS ASSOC INVT TR OAKMARK INTL | $1,361,087 | $1,341,707 |
| HEALTH CARE SELECT SECTOR | $1,628,169 | $2,238,672 |
| INVESCO QQQ TR UNIT SER 1 | $1,959,350 | $2,460,427 |
| ISHARES CORE MSCI EMERGING | $2,745,892 | $2,341,725 |
| ISHARES INC MSCI JPN ETF NEW | $1,652,052 | $1,548,165 |
| ISHARES MSCI CANADA INDEX FD | $435,265 | $430,858 |
| ISHARES MSCI CHINA INDEX FD | $800,075 | $623,865 |
| ISHARES MSCI JPN IDX FD | $106,650 | $118,843 |
| ISHARES RUSSELL 1000 VALUE ETF | $1,990,901 | $2,329,344 |
| ISHARES TR MSCI INDIA IDX | $399,243 | $602,893 |
| ISHARES TRUST LEHMAN 7-10 YR TREAS INDEX F | $574,827 | $558,302 |
| JPM MANAGED INCOME FD | $1,295,225 | $1,288,768 |
| MARKET VECTORS ETF TRGOLD MINERS ETF FD | $649,776 | $456,439 |
| NEUBERGER BERMAN EQUITY FDS GCHINA EQ INST | $524,221 | $331,870 |
| PARNASSUS EQTY INCOME FD | $2,612,195 | $3,237,596 |
| PIMCO TOTAL RETURN FUND INSTL CL | $1,045,519 | $871,272 |
| SCHWAB STRATEGIC TR US TIPS ETF | $1,548,564 | $1,427,643 |
| T ROWE PRICE INTL FDS NEW ASIA FD I | $650,000 | $534,444 |
| VANECK ETF TRUST OIL SERVICES | $447,608 | $706,308 |
| VANGUARD MID-CAP VIPERS | $929,176 | $1,600,520 |
| VANGUARD MSCI EUROPE ETF | $1,573,936 | $1,447,150 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM | $6,105,612 | $5,632,532 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTH ROCK FUND, LTD. | AT COST | $1,600,000 | $1,632,924 |
| MARSHALL WACE FUND PLC | AT COST | $1,565,000 | $1,646,464 |
| SEG PARTNERS OFFSHORE INC., LTD. | AT COST | $500,000 | $1,554,458 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERLMAND & PERLMAN- LEGAL FEES | CategoryTxt |
| Legal Fees | $3,190 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,190 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| BOY Book Value | $146 | BOYBookValueAmt |
| EOY Book Value | $146 | EOYBookValueAmt |
| EOYFMV | $146 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $349 | $0 | $349 |
| DUES & MEMBERSHIPS | $5,350 | $0 | $5,350 |
| INSURANCE | $10,017 | $0 | $10,017 |
| OFFICE SUPPLIES & EXPENSE | $4,747 | $0 | $4,747 |
| OFFICE MAINTENANCE | $46,930 | $0 | $46,930 |
| MISCELLANEOUS | $5 | $0 | $5 |
| COMPUTER MAINTENANCE AND EXPENSE | $11,209 | $0 | $11,209 |
| EMPLOYEE HEALTH INSURANCE | $2,788 | $0 | $2,788 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $699 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT ADVISORY FEES- JP MORGAN | $138,506 | $138,506 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- FIELDPOINT | $19,657 | $19,657 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $12,341 | $0 | $12,341 |