LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349103124
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:41:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-11 | 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 |
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 | 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 | $64,001,563 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,713,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,713,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,071,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,181,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,152,576 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,785,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,866,690 | 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 | $175,497 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $175,497 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $139 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,482 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,862 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $163,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,240 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,181 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $143 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $74,842 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $74,842 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $910 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $910 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $626,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $374,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,963,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,963,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,590,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,338,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,195,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,690,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148 | CashBOYAmt |
| Cash EOY | $148 | CashEOYAmt |
| Cash EOYFMV | $148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,161,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,714,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,714,463 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $691,856 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $412,630 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $691,856 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $691,856 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $44,450,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,662,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,177,005 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,638,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,789,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,417,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,606 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $143 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,662,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,858,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,001,563 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $675 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $699 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $699 | 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 | $27,709,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,904,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,662,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,857,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,662,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,858,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,662,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,195,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,857,329 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,857,329 | 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 | $17,705,187 | $15,214,621 | $2,490,566 | $2,490,566 | ||
| 377.5267 SHARES MILLENIUM INTERNATIONAL, LTD | P | $691,856 | $320,900 | $370,956 | $370,956 | 2014-09-30 | 2021-12-31 |
| 1020.77 SHARES KLS DIVERSIFIED FUND, LTD | P | $1,784,281 | $1,493,227 | $291,054 | $291,054 | 2012-07-31 | 2021-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,152,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,160 | 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 | $76,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,957 | OverpaymentAmt |
| Applied To ES Tax | $10,957 | 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 (9 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 | 1.00 | $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 | 0.25 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $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 | 15.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | SECRETARY | 0.25 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | TREASURER, CHAIR OF AUDIT | 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 | $175,497 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORY FEES | $142,055 |
| MARKS PANETH LLP | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING AND AUDITING | $50,482 |
| 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 | $60,545,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,746,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,292,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,292,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $934,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,357,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,067,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,067,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,203 | TotalTaxAmt |
| Distributable Before Adj | $3,002,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,002,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,002,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,338,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,338,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,002,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,220,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $942,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $862,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $755,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,777,041 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,558,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,338,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,002,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $335,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,894,384 | 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 | $1,220,654 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,673,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $942,509 | ExcessFromYear4Amt |
| Excess From Year3 | $862,709 | ExcessFromYear3Amt |
| Excess From Year2 | $755,511 | ExcessFromYear2Amt |
| Excess From Year1 | $1,777,041 | ExcessFromYear1Amt |
| Excess From Current Year | $335,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 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 | |||||||
| 24 WEST 30TH ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION OF INFORMING USERS ABOUT JEWISH NEWS, HISTORY, TRADITIONS, AND CULTURE. | $50,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 W 30TH ST 5TH FL | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION TO ASSIST AT-RISK STUDENTS WHO FACE CHALLENGES TO RECEIVING A QUALITY EDUCATION EXACERBATED BY THE COVID-19 PANDEMIC. | $25,000 | |
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | NEW YORK | NY | 10028 | PC | BRONX HEALTH OPPORTUNITY PARTNERSHIP (BRONX HOPE) VIRTUAL SUMMER PIPELINE PROGRAM FOR UNDERREPRESENTED MINORITIES IN MEDICINE | $25,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION, THE HEBREW UNIVERSITY OF JERUSALEM | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | INTER-AGENCY TASK FORCE | $10,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT: AJS'S MAJOR PROGRAMS AND PROJECTS INCLUDING AN ANNUAL SCHOLARLY CONFERENCE, FEATURING MORE THAN 190 SESSIONS; PUBLICATIONS; PROFESSIONAL DEVELOPMENT OPPORTUNITIES; JOB, FELLOWSHIP, AND GRANT OPPORTUNITIES; AND PUBLIC PROGRAMS & VACCINATION SYSTEM FOR 53RD ANNUAL AJS CONFERENCE. | $18,500 | |
| AVODAH - THE JEWISH SERVICE CORPS | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT FOR AVODAH'S WORK WITH EMERGING JEWISH SOCIAL JUSTICE LEADERS, ANTIPOVERTY NONPROFITS, AND AMERICAN JEWISH COMMUNITIES SEEKING TO STRENGTHEN THEIR UNDERSTANDING OF AND INVOLVEMENT WITH ISSUES OF DOMESTIC POVERTY. | $50,000 | |
| BRONX RIVER ALLIANCE | |||||||
| ONE BRONX RIVER PARKWAY | BRONX | NY | 10462 | PC | GENERAL OPERATING SUPPORT FOR WORKING COLLABORATIVELY WITH PUBLIC AND PRIVATE PARTNERS TO PROTECT, IMPROVE AND RESTORE THE BRONX RIVER AND BUILD A CONTINUOUS GREENWAY THROUGH THE HEART OF THE BRONX. | $5,000 | |
| BROWN RISD HILLEL | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION TO ENCOURAGE AND SUPPRT A DIVERSITY OF STUDENTS AS THEY EXPLORE, DEVELOP AND DEEPEN THEIR JEWISH IDENTITIES. | $10,000 | |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | PC | WAREHOUSE ACQUISITION FOR COMMUNITY FOOD HUB | $25,000 | |
| CENTER FOR AN URBAN FUTURE | |||||||
| 120 WALL STREET 20TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT FOR OUTLINING INNOVATIVE AND ACHIEVABLE IDEAS FOR CREATING GOOD JOBS, BUILDING NEW PATHWAYS INTO THE MIDDLE CLASS, AND ENSURING A LASTING AND EQUITABLE RECOVERY FROM THE COVID-19 PANDEMIC. | $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 | |||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | PC | DEMOCRACY CORPS FELLOWS PROGRAM | $10,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 560 WEST 168TH ST MAIL CODE 6 | NEW YORK | NY | 10032 | PC | LOAN ASSISTANCE PROGRAM | $50,000 | |
| COMMENTARY MAGAZINE | |||||||
| 561 7TH AVENUE 16TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION TO MAINTAIN, SUSTAIN AND CULTIVATE THE FUTURE OF THE JEWISH PEOPLE | $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 | CONNECTING UNDERSERVED YOUTH WITH ISOLATED OLDER ADULTS | $15,000 | |
| CORNELL HILLEL | |||||||
| G-34 ANABEL TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL OPERATING SUPPORT FOR MISSION TO INSPIRE CORNELL'S 3,000 JEWISH UNDERGRADUATE AND GRADUATE STUDENTS TO MAKE AN ENDURING COMMITMENT TO JEWISH LIFE, LEARNING, AND ISRAEL. | $20,000 | |
| DANCING CLASSROOMS | |||||||
| 1350 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT TO CONTINUE TO OFFER ITS NEW HOMEROOM EDITION TO SCHOOLS ACROSS THE FIVE BOROUGHS. THE PROGRAM'S ONLINE FORMAT IS SPECIFICALLY DESIGNED TO BE FLEXIBLE AND PIVOT TO IN-PERSON INSTRUCTION OR A HYBRID OF ONLINE AND IN-PERSON IF THAT OPTION BECOMES AVAILABLE PART-WAY THROUGH THE SCHOOL YEAR. | $7,500 | FLOOR |
| DAYENU A JEWISH CALL TO CLIMATE ACTION | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | GENERAL OPERATING SUPPORT TO SECURE A LIVABLE AND SUSTAINABLE WORLD FOR ALL PEOPLE FOR GENERATIONS TO COME BY BUILDING A MULTI-GENERATIONAL JEWISH MOVEMENT THAT CONFRONTS THE CLIMATE CRISIS WITH SPIRITUAL AUDACITY AND BOLD COLLECTIVE ACTION. | $10,000 | |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT TO ENSURE THAT INDIVIDUALS AND FAMILIES IN LOWER MANHATTAN CAN ACCESS THE COMMUNITY SUPPORTS THEY NEED TO THRIVE, ESPECIALLY IN THE UNCERTAINTY OF COVID-19. | $25,000 | |
| FOOTSTEPS | |||||||
| 114 JOHN STREET UNIT 930 | NEW YORK | NY | 10272 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION FOR INDIVIDUALS AND FAMILIES WHO HAVE LEFT, OR ARE CONTEMPLATING LEAVING, ULTRA-ORTHODOX JEWISH COMMUNITIES IN THEIR QUEST TO LEAD SELF-DETERMINED LIVES. | $25,000 | |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION TO PRODUCE EXCELLENT JOURNALISM THAT SETS THE FORWARD APART IN THE JEWISH AND SECULAR MEDIA, AND THAT IMPACTS THEIR READERS AND THE WORLD. | $10,000 | |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION TO STRENGTHEN THOUSANDS OF UNDER-RESOURCED NONPROFIT ORGANIZATIONS, ADVANCE KNOWLEDGE ABOUT PHILANTHROPY, AND ENCOURAGE CHARITABLE GIVING TO A VAST ARRAY OF ISSUES. | $7,500 | |
| GLOBAL KIDS INC | |||||||
| 137 E 25TH ST | NEW YORK | NY | 10010 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION'S MISSION IN PROVIDING DYNAMIC LEADERSHIP AND GLOBAL LEARNING OPPORTUNITIES FOR YOUTH FROM UNDERSERVED COMMUNITIES IN NEW YORK CITY THAT CAN HAVE A DRAMATIC IMPACT. | $15,000 | |
| GLOVERSVILLE LIBRARY FOUNDATION INC | |||||||
| 58 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | PC | GLOVERSVILLE PUBLIC LIBRARY RESTORATION AND EXPANSION PROJECT | $125,000 | |
| 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 FOR WORK ENGAGING INDIVIDUALS AND COMMUNITIES THROUGH JEWISH OUTDOOR, FOOD, FARMING, AND ENVIRONMENTAL EDUCATION. | $50,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT TO FOSTER FINANCIAL STABILITY AND OPPORTUNITY AMONG LOWER-INCOME NEW YORKERS BY PROVIDING ACCESS TO SAFE AND AFFORDABLE CREDIT IN THE FORM OF INTEREST-FREE LOANS. | $50,000 | |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING SUPPORT FOR HIAS'S NEW YORK PROGRAMS | $25,000 | |
| HILLEL FOUNDATION OF CAMBRIDGE INC | |||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM ENDOWMENT FUND | $50,000 | |
| 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) | $235,000 | |
| JEWISH COMMUNITY CENTER OF MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | GENERAL OPERATING SUPPORT TO HELP THE JCC CLOSE BUDGET GAPS RESULTING FROM THE PANDEMIC | $25,000 | |
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | GENERAL OPERATING SUPPORT TO COVER GENERAL COSTS FOR THEIR CLINICAL SERVICES THAT ARE "SUBSIDIZED" BY JFS DUE TO THE LIFE CIRCUMSTANCES, THE VULNERABILITY OF POPULATIONS SERVED, AND THE COMMUNITY'S CURRENT FINANCIAL CHALLENGES DUE TO THE PANDEMIC | $20,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W30TH STREET | NEW YORK | NY | 10001 | PC | SOCIAL VENTURE FUND | $60,000 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVENUE S | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT TO EMPOWER COLLEGE-AGED JEWISH MEDIAMAKERS AND CULTIVATE THE NEXT GENERATION OF JEWISH JOURNALISTS CARRIED OUT THROUGH FELLOWSHIPS, WORKSHOPS, PUBLICATION, AND A GROWING NETWORK OF PARTNERED ORGANIZATIONS, DEEPENING OUR COMMUNITY. | $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 AND TO OFFER INTERNSHIPS TO CARE FOR CLIENTS WHO ARE INCARCERATED OR REENTERING SOCIETY | $25,000 | |
| KESHET INC | |||||||
| 284 AMORY STREET | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT FOR ORGANIZATION SUPPORTING LGBTQ EQUALITY AND INCLUSION IN THE JEWISH COMMUNITY | $10,000 | |
| KNESSETH ISRAEL SYNAGOGUE | |||||||
| 34 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | NC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |
| LAGUARDIA COMMUNITY COLLEGE FOUNDATION ON BEHALF OF LAGUARDIA COMMUNITY COL | |||||||
| 31-10 THOMSON AVENUE | LONG ISLAND CITY | NY | 11101 | PC | JOBS DIRECT | $75,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | THE LEGAL AID SOCIETY'S IMMIGRATION LAW UNIT | $25,000 | |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | PC | GENERAL OPERATING SUPPORT TO SUPPORT ORGANIZATION'S MISSION TO CHANGE EDUCATIONAL AND LIFE OUTCOMES FOR HIGH SCHOOL URBAN YOUTH FROM UNDER-RESOURCED COMMUNITIES IN NEW YORK CITY. THE ORGANIZATION IMPLEMENTS A COORDINATED SERIES OF LAW RELATED, EDUCATION, AND SKILL BUILIDNG PROGRAMS TO PREPARE HIGH SCHOOL YOUTH FOR SUCCESS AT THE COLLEGIATE AND PROFESSIONAL LEVELS. | $25,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT TO HELP THE MUSEUM SERVE ITS AUDIENCES VIRTUALLY WHILE THE PANDEMIC PREVENTS IN PERSON PROGRAMMING. | $25,000 | |
| MACHON ORA | |||||||
| 565 BROADWAY | PASSAIC | NJ | 07012 | PC | STEM PROGRAM | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | PC | MTC EDUCATIONS 2020-21 LIGHTS UP! PROGRAM | $25,000 | |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | GENERAL OPERATING SUPPORT TO ADVANCE ORGANIZATION'S MISSION TO INVEST IN THE JEWISH COMMUNITY, PARTNERING WITH SYNAGOGUES, JCCS, CAMPS, AND OTHER INSTITUTIONS, AND BY TRAINING CLERGY AND JEWISH EDUCATORS TO IMPLEMENT PROGRAMMING SO THAT PRETEENS AND TEENS WILL GROW AND THRIVE. | $10,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT TO RESTORE AND PRESERVE THE HISTORIC BUILDING AND PROVIDE CULTURAL AND EDUCATIONAL PROGRAMS THAT SERVE A BROAD PUBLIC. IN ADDITION THE MISSION AND CULTURAL AND EDUCATIONAL PROGRAMS ADVANCES THE MAIN PROGRAMMATIC THEMES OF JEWISH CULTURE, HISTORY AND TRADITIONS; LOWER EAST SIDE HISTORICAL AND CONTEMPORARY IMMIGRANT CULTURES; AND ARCHITECTURAL PRESERVATION - THROUGH DISCUSSION, EXAMINATION, AND EDUCATION. | $25,000 | |
| NEIGHBORHOOD COALITION FOR SHELTER INC | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | PC | HOUSING SOLUTION FOR HOMELESS COLLEGE STUDENTS | $75,000 | |
| NEIGHBORS TOGETHER CORP | |||||||
| 2094 FULTON STREET | BROOKLYN | NY | 11233 | PC | GENERAL OPERATING SUPPORT TO PROVIDE EMERGENCY FOOD TO 10,000 INDIVIDUALS ANNUALLY, CONNECT THEIR MEMBERS TO VITAL LIFE STABILIZING RESOURCES AND ADDRESS HUNGER AT ITS ROOT BY ORGANIZING THIER MEMBERS TO ADVOCATE FOR HUNGER AND POVERTY-ENDING PUBLIC POLICIES. | $10,000 | |
| 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 CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL OPERATING SUPPORT TO CONTINUE THE ORGANIZATION'S MISSION TO TRANSFORM SCHOOLS AND CHANGE LIVES BY BRINGING EDUCATIONAL APPROACH TO NYC'S YOUNG PEOPLE AND THEIR PUBLIC SCHOOLS, WITH A FOCUS ON STUDENTS FROM EDUCATIONALLY UNDERSERVED COMMUNITIES. | $50,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 WEST 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT TO PROMOTE HEALTH COVERAGE AND ACCESS TO HEALTH CARE, AS WELL AS EQUITABLE ACCESS TO QUALITY SCHOOLS AND PROGRAMS THAT SUPPORT THEIR SUCCESSFUL LONG-TERM INTEGRATION INTO THE CIVIC, ECONOMIC, AND CULTURAL LIFE OF THEIR COMMUNITIES. | $50,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 WEST 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | NYIC'S EMERGENCY AFGHAN RAPID RESPONSE FUND | $25,000 | |
| NEW YORK JEWISH AGENDA INC | |||||||
| PO BOX 380 | NEW YORK | NY | 10101 | PC | ANTISEMITISM EDUCATION: POLITICAL LEADERS AND COMMUNITY MEMBERS | $10,000 | |
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||
| 168 CANAL ST FL 6 | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT - INCREASING IMMIGRANT ACCESS TO HIGHER EDUCATION | $25,000 | |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET SUITE 202C | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM IN NON-PROFIT MANAGEMENT | $60,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 11TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT TO DRIVE BOTH IMMEDIATE ACTIONS AND LONG-TERM POLICIES THAT PROTECT AND ENHANCE THE CITY'S VAST NETWORK OF PARKS, ENSURE ADEQUATE AND EQUITABLE DISTRIBUTION OF OPEN SPACE RESOURCES TO ALL NEIGHBORHOODS, AND INFORM AND EMPOWER COMMUNITIES THROUGHOUT NEW YORK CITY TO ADVOCATE FOR THEIR OPEN SPACE NEEDS. | $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 |
| OPPORTUNITY AMERICA EDUCATIONAL FUND | |||||||
| 737 EIGHTH STREET SE | WASHINGTON | DC | 20003 | PC | NYC HEALTH CARE EMPLOYER ADVISORY COUNCIL | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT FOR THE DEMOCRATIC INSTITUTE (#58-0330660) FOR THE BIG PICTURE LEARNING PROGRAM IN ISRAEL - EQUITY IN EDUCATION PROGRAM | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR TECH-CAREER (58-0401081) TO ADVANCE ETHIOPIAN ISRAELI YOUNG ADULTS TOWARDS PROFESSIONAL CAREERS IN HIGH TECH | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR SIKKUY (58-0183580) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | THE ISRAEL CENTER FOR EDUCATIONAL INNOVATION (58-0504686) - GENERAL OPERATING SUPPORT | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT FOR SIRAJ'S (58-0638401) PROGRAM TECH-WAY: BRIDGING THE GAP BETWEEN INDUSTRY AND COMMUNITY, WHICH AIMS TO ADVANCE NEGEV BEDOUIN IN THE TECHNOLOGY SECTOR | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | LESHEM MIFALIM HINUCHIIM- XXX-XX-XXXX (EXPANDING ACCESS TO GENERAL STUDIES/EDUCATIONAL OPPORTUNITIES FOR HAREDI YOUTH) | $75,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| THIRD AVENUE 5TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR THE ARAB CENTER FOR ALTERNATIVE PLANNING (58-035689), WORKING ON GOVERNMENT RESOLUTION 550, URBAN RENEWAL, AFFORDABLE HOUSING AND DIGITIZATION OF PLANNING WATCHDOG | $25,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GRANT SUPPORT | $7,250 | |
| PROJECT EZRA | |||||||
| 387 GRAND STREET GROUND FLOOR | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT TO TO HELP THE FRAIL JEWISH ELDERLY ON NEW YORK CITY'S LOWER EAST SIDE, ADDRESS THE CHALLENGES OF AGING AND TO HELP THEM LIVE WITH DIGNITY AND INDEPENDENCE. | $10,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 W38TH ST | NEW YORK | NY | 10018 | PC | RESTORATIVE JUSTICE PROGRAMS | $25,000 | |
| REPAIR THE WORLD | |||||||
| PO BOX 2015 322 W 52ND STREET | NEW YORK | NY | 10101 | PC | REPAIR THE WORLD NYC | $25,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 16 COURT STREET | BROOKLYN | NY | 11201 | PC | COLLEGE COMPLETION INNOVATION FUND | $100,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 16 COURT STREET | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT FOR COLLEGE ACCESS: RESEARCH AND ACTION (CARA) | $50,000 | |
| 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 SEPHARDIC AMERICAN MIZRAHI JEWISH LIFE ON CAMPUS | $10,000 | |
| 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 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT TO IMPROVE THE LIVES OF JEWISH WOMEN AND FAMILIES LIVING WITH OR AT INCREASED GENETIC RISK FOR BREAST OR OVARIAN CANCER THROUGH PERSONALIZED SUPPORT AND SAVE LIVES THROUGH EDUCATIONAL OUTREACH. | $25,000 | |
| SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT TO SERVE STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES WHO HAVE NOT YET REACHED THEIR POTENTIAL LEVELS OF SUCCESS IN TRADITIONAL CLASSROOM SETTINGS. | $50,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE (CBI) | $25,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | 2021 ANNUAL CAMPAIGN | $125,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | PROGRAMMATIC SUPPORT FOR THE QUEENS HUB | $25,000 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NC | OU IMPACT ACCELERATOR, GENERAL OPERATING SUPPORT | $10,000 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 110 N MAIN STREET | GLOVERSVILLE | NY | 12078 | PC | 2020-2021 COMMUNITY CAMPAIGN | $5,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 W TIMBERDELL RD | NORMAN | OK | 73019 | PC | THEODORE ROOSEVELT AND THE JEWS | $5,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR ST 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 | NEW YORK | NY | 10013 | PC | LEGAL ASSISTANCE FOR IMMIGRANT YOUTH IN NYC | $25,000 | |
| YAFFED (YOUNG ADVOCATES FOR FAIR EDUCATION) | |||||||
| PO BOX 1796 | NEW CITY | NY | 10956 | PC | GENERAL OPERATING SUPPORT TO REPRESENT YESHIVA STUDENTS THAT ARE BEING DENIED A BASIC SECULAR EDUCATION. | $25,000 | |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | HAZAMIR: THE INTERNATIONAL JEWISH TEEN CHOIR | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,963,750 | 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 | $1,016 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,713,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,071,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,785,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,785,235 | 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 | MARKS PANETH LLP-ACCOUNTING FEES | CategoryTxt |
| Amt | $50,482 | Amt |
| Net Investment Income | $12,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,862 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2013-08-01 | $3,030 | $3,030 | 200DB | 5.000000000000 | $0 | $0 |
| DEFERRED SOFTWARE | 2014-04-01 | $6,100 | $6,100 | SL | 3.000000000000 | $0 | $0 |
| WEBSITE | 2014-03-01 | $24,750 | $24,750 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE & FIXTURE | 2014-10-30 | $3,500 | $1,617 | 200DB | 7.000000000000 | $133 | $0 |
| COMPUTER | 2014-01-22 | $2,872 | $1,436 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2016-03-03 | $1,490 | $735 | 200DB | 5.000000000000 | $10 | $0 |
| COMPUTER | 2019-12-12 | $2,631 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2020-01-28 | $2,233 | 200DB | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORS INNER CIRCLE EDGWD GRW INST | $1,748,899 | $2,629,821 |
| DODGE & COX INCOME FUND | $2,155,776 | $2,208,045 |
| DOUBLELINE FDS TR TOTAL RETURN | $1,322,296 | $1,256,324 |
| FIDELITY CONCORD STR 500 IDX INS PREM | $3,921,887 | $6,972,024 |
| FIDELITY CONCORD STR INTL IDX INS PRM | $2,725,132 | $3,161,018 |
| HARRIS ASSOC INVT TR OAKMARK INTL | $1,601,516 | $1,819,287 |
| HEALTH CARE SELECT SECTOR | $1,204,558 | $1,856,648 |
| INVESCO QQQ TR UNIT SER 1 | $1,774,833 | $3,339,951 |
| ISHARES CORE MSCI EMERGING | $2,745,892 | $3,001,620 |
| ISHARES INC MSCI JPN ETF NEW | $1,153,870 | $1,335,048 |
| ISHARES MSCI ALL COUNTRY ASI | $219,911 | $326,252 |
| ISHARES MSCI CHINA INDEX FD | $429,653 | $392,375 |
| ISHARES RUSSELL 1000 VALUE ETF | $2,756,416 | $3,369,851 |
| ISHARES TR MSCI INDIA IDX | $399,243 | $662,113 |
| JPM MANAGED INCOME FD | $1,728,901 | $1,723,730 |
| NEUBERGER BERMAN EQUITY FDS GCHINA EQ INST | $524,221 | $427,132 |
| PARNASSUS EQTY INCOME FD | $2,612,195 | $4,374,851 |
| PIMCO TOTAL RETURN FUND INSTL CL | $1,045,519 | $1,057,679 |
| SCHWAB CAP TR S&P 500 INDEX SEL | $440,323 | $454,338 |
| SCHWAB STRATEGIC TR US TIPS ETF | $2,213,303 | $2,417,429 |
| SELECT SECTOR SPDR TR INDL | $865,335 | $984,879 |
| T ROWE PRICE INTL FDS JAPAN FD CL I | $518,123 | $616,312 |
| T ROWE PRICE INTL FDS NEW ASIA FD I | $650,000 | $706,098 |
| VANECK ETF TRUST OIL SERVICES | $860,187 | $825,126 |
| VANGUARD MALVERN FDS STRM INFPROIDX | $557,989 | $555,326 |
| VANGUARD MID-CAP VIPERS | $1,122,266 | $2,412,417 |
| VANGUARD MSCI EUROPE ETF | $2,904,384 | $3,132,216 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM | $3,370,218 | $3,499,250 |
| VANGUARD WORLD FDS FINANCIALS ETF | $1,089,354 | $1,659,845 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KLS DIVERSIFIED FUND LTD. | AT COST | $6,773 | $7,495 |
| MW GLOBAL OPPORTUNITIES FUND | AT COST | $965,000 | $974,613 |
| MILLENNIUM INTERNATIONAL, LTD. | AT COST | $317,442 | $684,402 |
| SEG PARTNERS OFFSHORE INC., LTD. | AT COST | $500,000 | $1,751,435 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $3,030 | $3,030 | $0 |
| DEFERRED SOFTWARE | $6,100 | $6,100 | $0 |
| WEBSITE | $24,750 | $24,750 | $0 |
| FURNITURE & FIXTURE | $3,500 | $3,500 | $0 |
| COMPUTER | $2,872 | $2,872 | $0 |
| COMPUTER | $1,490 | $1,490 | $0 |
| COMPUTER | $2,631 | $2,631 | $0 |
| COMPUTER | $2,233 | $2,233 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DUVAL & STACHENFELD LLP- LEGAL FEES | CategoryTxt |
| Legal Fees | $139 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $139 | 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 (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $470 | $0 | $470 |
| DUES & MEMBERSHIPS | $4,350 | $0 | $4,350 |
| INSURANCE | $9,179 | $0 | $9,179 |
| OFFICE SUPPLIES & EXPENSE | $3,242 | $0 | $3,242 |
| OFFICE MAINTENANCE | $44,980 | $0 | $44,980 |
| MISCELLANEOUS | $8 | $0 | $8 |
| COMPUTER MAINTENANCE AND EXPENSE | $10,237 | $0 | $10,237 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $675 | BOYBookValueAmt |
| EOY Book Value | $699 | 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 | $142,055 | $142,055 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- FIELDPOINT | $21,185 | $21,185 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $75,500 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $11,681 | $0 | $11,681 |