SOKOLOFF FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOFF FOUNDATION INC (EIN 13-6155196)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-09
- IRS object ID
- 202210689349100606
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-09T12:16:41-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136155196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 2127445337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SOKOLOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127445337 | PhoneNum |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | SOKOLOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2022-03-08 | PreparationDt |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,260,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $186,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,005 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $315,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,537 | 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 |
| Accounting Fees Rev And Expnss | $11,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,465 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,923 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,400 | CashBOYAmt |
| Cash EOY | $135,491 | CashEOYAmt |
| Cash EOYFMV | $135,491 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,899 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,188,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,051,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,108,290 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,325,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,203,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,260,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,325,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,203,923 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,325,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,203,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,325,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,203,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,325,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,203,923 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,203,923 | 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 | $186,662 | GrossSalesPriceAmt |
| Cost Or Other Basis | $177,492 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,170 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,170 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,933 | 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 | $12,933 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,354 | OverpaymentAmt |
| Applied To ES Tax | $9,354 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN SOKOLOFF | IndividualWithBooksNm |
| Phone | 2127445337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET APT 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, PRESIDENT, TREASURER | 10.00 | $0 | $0 | $0 |
| HELENA LOUISE SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, VICE PRESIDENT, SECRETARY | 5.00 | $0 | $0 | $0 |
| PATRICIA GANTZ | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,252,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,515,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,515,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,342,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,579 | TotalTaxAmt |
| Distributable Before Adj | $563,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $55,005 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $618,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $618,545 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $433,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $618,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,689 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,705 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $147,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $433,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $147,394 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,394 | 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 | $37,236 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN SOKOLOFF | ContributingManagerNm |
| Contributing Manager | HELENA LOUISE SOKOLOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FLOOR | NEW YORK | NY | 100108104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| AFYA FOUNDATION INC | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 107016607 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 105801981 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| INTERNATIONAL CENTER OF PHOTOGRAPH | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 100023851 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA) | |||||||
| 858 EAST 29TH STREET | BROOKLYN | NY | 112102927 | N/A | PC | GENERAL OPERATING SUPPORT | $42,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 100228591 | N/A | PC | GENERAL OPERATING SUPPORT | $290,000 |
| MANHATTAN THEATRE CLUB INC | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366446 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| THE YOUNG MEN'S AND WOMEN'S HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 101281612 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| TREES 78 FOUNDATION | |||||||
| 169 EAST 78TH STREET | NEW YORK | NY | 100750571 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| WESTCHESTER GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND INC | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 105232821 | N/A | PC | GENERAL OPERATING SUPPORT | $300 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 100141404 | N/A | PC | GENERAL OPERATING SUPPORT | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,200 | 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 | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,170 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REFUND OF BANK FEES | 01 | $5 |
| RESCINDED GRANTS | 01 | $55,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $315,542 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,465 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 50.000 SHARES | $62,306 | $144,852 |
| AMERICAN CAMPUS CMMTYS INC (ACC) 1,000.000 SHARES | $44,447 | $57,290 |
| AMERICAN EXPRESS CO (AXP) 2,900.000 SHARES | $198,869 | $474,440 |
| AMGEN INC (AMGN) 600.000 SHARES | $96,755 | $134,982 |
| AT&T INC (T) 2,500.000 SHARES | $81,745 | $61,500 |
| AVANOS MEDICAL INC (AVNS) 1,400.000 SHARES | $54,385 | $48,538 |
| BALL CORPORATION (BLL) 400.000 SHARES | $27,886 | $38,508 |
| BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES | $124,131 | $143,405 |
| CARNIVAL PLC (CUK) 500.000 SHARES | $22,181 | $9,245 |
| CERENCE INC (CRNC) 1,000.000 SHARES | $18,887 | $76,640 |
| COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES | $268,505 | $183,888 |
| CONOCOPHILLIPS (COP) 2,000.000 SHARES | $40,812 | $144,360 |
| CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES | $60,290 | $127,980 |
| CORNING INC (GLW) 8,000.000 SHARES | $173,367 | $297,840 |
| CORTEVA INC (CTVA) 2,500.000 SHARES | $41,026 | $118,200 |
| COTERRA ENERGY INC (CTRA) 4,700.000 SHARES | $125,640 | $89,300 |
| CVS HEALTH CORP (CVS) 2,300.000 SHARES | $182,322 | $237,268 |
| DEVON ENERGY CORP (DVN) 2,117.000 SHARES | $73,819 | $93,254 |
| DIAMONDBACK ENERGY INC (FANG) 375.000 SHARES | $82,995 | $40,444 |
| DOMINION ENERGY INC (D) 1,800.000 SHARES | $128,940 | $141,408 |
| DOW INC (DOW) 2,500.000 SHARES | $80,116 | $141,800 |
| DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES | $117,701 | $251,760 |
| DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES | $117,572 | $201,950 |
| ELI LILLY & CO (LLY) 800.000 SHARES | $27,260 | $220,976 |
| ENBRIDGE INC (ENB) 4,428.000 SHARES | $104,308 | $173,046 |
| EQT CORPORATION (EQT) 2,700.000 SHARES | $63,958 | $58,887 |
| EQUITRANS MIDSTREAM CORPORATION (ETRN) 2,160.000 SHARES | $57,590 | $22,334 |
| FORESTAR GRP INC (FOR) 5,900.000 SHARES | $118,612 | $128,325 |
| FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES | $220,258 | $287,937 |
| GENERAL MILLS INC (GIS) 4,500.000 SHARES | $103,130 | $303,210 |
| GLAXOSMITHKLINE PLC ADR (GSK) 2,000.000 SHARES | $86,024 | $88,200 |
| GRANITE CONSTR INC (GVA) 6,600.000 SHARES | $64,354 | $255,420 |
| HESS CORPORATION (HES) 2,900.000 SHARES | $134,722 | $214,687 |
| HEXCEL CORP (HXL) 4,500.000 SHARES | $101,732 | $233,100 |
| HOLLYFRONTIER CORP (HFC) 3,600.000 SHARES | $157,878 | $118,008 |
| INTL BUSINESS MACHINES CORP (IBM) 1,000.000 SHARES | $136,407 | $133,660 |
| IRHYTHM TECHNOLOGIES INC (IRTC) 200.000 SHARES | $26,446 | $23,538 |
| JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES | $98,057 | $413,989 |
| KINDER MORGAN INCORP (KMI) 2,800.000 SHARES | $100,568 | $44,408 |
| KROGER CO (KR) 2,900.000 SHARES | $84,906 | $131,254 |
| KYNDRYL HOLDINGS INC (KD) 200.000 SHARES | $5,955 | $3,620 |
| LABORATORY CP AMER HLDGS (LH) 1,000.000 SHARES | $131,244 | $314,210 |
| LOWES COMPANIES INC (LOW) 2,200.000 SHARES | $54,996 | $568,656 |
| LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES | $167,166 | $350,474 |
| MARATHON OIL CO (MRO) 2,000.000 SHARES | $50,711 | $32,840 |
| MARATHON PETROLEUM CORP (MPC) 6,000.000 SHARES | $164,743 | $383,940 |
| MERCK & CO INC (MRK) 500.000 SHARES | $28,242 | $38,320 |
| MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES | $86,859 | $139,251 |
| MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES | $176,380 | $273,600 |
| NEWELL BRANDS INC (NWL) 3,300.000 SHARES | $116,289 | $72,072 |
| NRG ENERGY INC (NRG) 2,300.000 SHARES | $27,864 | $99,084 |
| NUANCE COMMUNICATIONS INC (NUAN) 3,400.000 SHARES | $60,681 | $188,088 |
| NUTRIEN LTD (NTR) 4,200.000 SHARES | $195,209 | $315,840 |
| OCCIDENTAL PETE CORP WTS (OXY.WS) 55.000 SHARES | $272 | $694 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) 440.000 SHARES | $20,376 | $12,756 |
| ORGANNON & CO (OGN) 50.000 SHARES | $1,414 | $1,523 |
| PALO ALTO NETWORKS INC (PANW) 200.000 SHARES | $38,787 | $111,352 |
| PFIZER INC (PFE) 2,500.000 SHARES | $59,968 | $147,625 |
| PHILLIPS 66 (PSX) 500.000 SHARES | $45,969 | $36,230 |
| RAYONIER INCORPORATED (RYN) 500.000 SHARES | $14,569 | $20,180 |
| SCHLUMBERGER LTD (SLB) 3,800.000 SHARES | $144,902 | $113,810 |
| SPROUTS FARMERS MARKET INC (SFM) 2,100.000 SHARES | $43,994 | $62,328 |
| STERIS PLC (STE) 1,800.000 SHARES | $135,981 | $438,138 |
| SUBSEA 7 S.A. SPONSORED ADR (SUBCY) 3,500.000 SHARES | $77,053 | $24,850 |
| TEVA PHARMACEUTICALS ADR (TEVA) 6,500.000 SHARES | $194,307 | $52,065 |
| TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES | $91,661 | $441,020 |
| THE MOSAIC CO (HLDG CO) NEW (MOS) 3,500.000 SHARES | $177,332 | $137,515 |
| TRI POINTE GROUP INC (TPH) 6,000.000 SHARES | $85,433 | $167,340 |
| UNITED RENTALS INC (URI) 700.000 SHARES | $50,769 | $232,603 |
| UNITEDHEALTH GP INC (UNH) 200.000 SHARES | $46,326 | $100,428 |
| VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES | $223,281 | $233,820 |
| VIATRIS INC (VTRS) 3,310.000 SHARES | $50,271 | $44,784 |
| VULCAN MATERIALS CO (VMC) 2,450.000 SHARES | $120,134 | $508,571 |
| WEYERHAEUSER CO (WY) 6,200.000 SHARES | $184,744 | $255,316 |
| WILLIAMS CO INC (WMB) 2,900.000 SHARES | $66,744 | $75,516 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| OTHER INVESTMENT EXPENSES | $130 | $130 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| REFUND OF BANK FEES | $5 | $5 |
| RESCINDED GRANTS | $55,000 | $55,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $2,923 | Amt |
| Net Investment Income | $2,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |