AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-06-02
- IRS object ID
- 202101539349100510
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-02T10:42:46-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136200200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axe-Houghton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 55 Walls dr 3 fl | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY STEINMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | STEINMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,115,727 | 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 | $2,069 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,069 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,492,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $539,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $680,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $680,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $33,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,862 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,640 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $45,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $229,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $646,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,253 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,249,033 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,174,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,770,474 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,289,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,519,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,115,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,289,854 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,519,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,289,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,519,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,289,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,519,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,289,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $229,425 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,519,279 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,519,279 | 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 | $1,492,481 | GrossSalesPriceAmt |
| Cost Or Other Basis | $953,400 | CostOrOtherBasisAmt |
| Gain Or Loss | $539,081 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $539,081 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $539,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,992 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,992 | SubtotalAmt |
| Tax Based On Investment Income | $8,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,892 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||||
| Foundation Source 55 Walls dr 3 fl | FAIRFIELD | CT | 06824 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| Foundation Source 55 Walls dr 3 fl | FAIRFIELD | CT | 06824 | Dir, Treas, Sec | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| Foundation Source 55 Walls dr 3 fl | FAIRFIELD | CT | 06824 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Carolyn Weber | ||||||||
| Foundation Source 55 Walls dr 3 fl | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,188,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,487,459 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,487,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,360,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,992 | TotalTaxAmt |
| Distributable Before Adj | $409,015 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $409,015 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $409,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $406,815 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $332,788 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $406,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $332,788 | AppliedToYear1Amt |
| Applied To Current Year | $74,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $334,988 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FOR ONE THEATER FESTIVAL INC | |||||||
| 1650 BROADWAY | NEW YORK | NY | 10019 | N/A | PC | AFO Solo Shorts program | $3,500 |
| ALL FOR ONE THEATER FESTIVAL INC | |||||||
| 1650 BROADWAY | NEW YORK | NY | 10019 | N/A | PC | Three Ages of a Negro program | $3,000 |
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST STE 600 | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth Open Mics Project | $6,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE STE 313 | NEW YORK | NY | 10011 | N/A | PC | Play and Musical Development Project | $5,000 |
| BROOKLYN ARTS COUNCIL | |||||||
| 20 JAY ST STE 616 | BROOKLYN | NY | 11201 | N/A | PC | Alzheimer's Poetry Project | $6,000 |
| BUSHWICK STARR | |||||||
| 207 STARR ST STE 2-2 | BROOKLYN | NY | 11237 | N/A | PC | 2020-21 Artistic Development Activities Project | $4,500 |
| CANDID | |||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 566 W 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | The Classical Theatre of Harlem's (CTH) Literary Series | $5,000 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Collaborative Arts Residencies Project | $5,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $9,000 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | De La Salle Academy Debate Club Project | $10,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | ESU Middle School Debate Program (ESU MSDP) | $5,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 549 W 52ND ST FL 2 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $6,000 |
| EPIC THEATRE CENTER INC | |||||||
| 3101 VERNON BLVD 612 | ASTORIA | NY | 11106 | N/A | PC | Expanded REMIX online after-school project | $9,000 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Poetic Justice Institute (Poets Out Loud): new initiative | $4,000 |
| GIRL BE HEARD INSTITUTE | |||||||
| 20 JAY ST 210B | BROOKLYN | NY | 11201 | N/A | PC | Girl Be Heard Sunday Workshops Project | $7,500 |
| GROUP I ACTING COMPANY INC | |||||||
| 630 9TH AVE STE 214 | NEW YORK | NY | 10036 | N/A | PC | The Acting Company Online Education Program | $6,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| PO BOX 740190 | BRONX | NY | 10474 | N/A | PC | The Hunts Point Children's Shakespeare Ensemble PrOJECT | $6,000 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | General Support for Online Programming | $6,000 |
| IRONDALE PRODUCTIONS INC | |||||||
| 85 S OXFORD ST | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $5,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works (TCW) Project | $9,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | We The People: Oral Debate Project | $9,000 |
| KEEN THEATER COMPANY INC | |||||||
| 520 8TH AVE RM 328 | NEW YORK | NY | 10018 | N/A | PC | Keen Hear/Now Season Playwright Commissions ProjecT | $4,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | |||||||
| 74A E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | Poetry Electric 2020-2021 Project | $7,500 |
| LARK THEATRE COMPANY INC | |||||||
| 311 W 43RD ST STE 406 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $6,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | N/A | PC | Theater Program | $6,000 |
| MABOU MINES DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 777 PETER STUYVESANT STA | NEW YORK | NY | 10009 | N/A | PC | General support/Online programming | $5,000 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | MCC Theater Student Matinees Project | $8,500 |
| MINT THEATER COMPANY INC | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $6,500 |
| MOVEMENT THEATRE COMPANY INC | |||||||
| 279 W 117TH ST | NEW YORK | NY | 10026 | N/A | PC | SWEET CHARIOT, an exploration of home, Black liberation and belonging in 3 parts, written by Eric Lockley, one of The Movement's Producing Artistic Leaders | $5,000 |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | The In Between: A Love Story Project | $6,500 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | Playwrights' Lab Project | $8,500 |
| NEW GROUP INC | |||||||
| 240 W 35TH ST STE 1200 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $6,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $11,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 64 FULTON ST STE 1108 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $6,000 |
| NEW YORK STAGE AND FILM COMPANY INC | |||||||
| 214 W 29TH ST RM 1001 | NEW YORK | NY | 10001 | N/A | PC | Virtual Developmental Program | $5,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | NYTW's Youth Artistic Instigators and Virtual ProgRAM | $8,000 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | 2020-2021 Dixon Place Literary Program | $6,000 |
| OPENING ACT INC | |||||||
| PO BOX 25613 | BROOKLYN | NY | 11202 | N/A | PC | Middle School After School Theater Program | $4,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 80 HANSON PL 6TH FL | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $5,500 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 802 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $5,500 |
| PLAYING ON AIR INC | |||||||
| 106 UNDERHILL RD | HILLSDALE | NY | 12529 | N/A | PC | Wordsmith Duo Project | $5,000 |
| PREMIERA INC | |||||||
| PAULETTE HAUPT 210 RIVERSIDE DR | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $4,500 |
| PRIMARY STAGES COMPANY INC | |||||||
| 520 8TH AVE RM 312 | NEW YORK | NY | 10018 | N/A | PC | PRIMARY PLUS PROGRAM | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $5,000 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2020-21 Virtual Program | $6,000 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 247 W 37TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | SAY: Confident Voices Project | $7,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Selected Shorts Project | $9,000 |
| THE CITY COLLEGE 21ST CENTURY FOUNDATION INC | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | The Foundation for City College Project | $5,000 |
| THE CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | The Civilians' Cabaret Series Project | $5,500 |
| THE POETRY PROJECT LIMITED | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Three Commissioned Works Project | $4,000 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $6,000 |
| THEATER LABRADOR INC | |||||||
| 25 BROADWAY 9TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $6,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $6,500 |
| THEATRE OF THE EMERGING AMERICAN MOMENT | |||||||
| 138 S OXFORD ST STE 4C | BROOKLYN | NY | 11217 | N/A | PC | Petri Projects | $4,500 |
| URBAN WORD NYC INC | |||||||
| PO BOX 1813 | NEW YORK | NY | 10113 | N/A | PC | Poetry, Spoken Word and Creative Writing Workshops pROJECT | $7,000 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | Digital Commissions Project | $6,500 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVE STE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks! and Adult Educational Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,069 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $539,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $680,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $680,742 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STD PHYSICAL PRECIOUS | $91,927 | $99,592 |
| ABERDEEN STD PHYSICAL SWISS GL | $124,426 | $170,565 |
| BAIRD AGGREGATE BOND FUND CLAS | $559,157 | $577,143 |
| COLUMBIA DIVIDEND INCOME FD CL | $129,898 | $210,388 |
| DFA EMERGING MARKETS PORTFOLIO | $66,821 | $91,520 |
| DFA U.S. SMALL CAP PORTFOLIO | $62,265 | $99,023 |
| DFA US LARGE COMPANY PORTFOLIO | $183,278 | $371,905 |
| DODGE & COX FUNDS INTERNATIONA | $206,874 | $244,156 |
| DOUBLELINE CORE FIXED INCOME I | $583,790 | $584,393 |
| DOUBLELINE LOW DURATION BOND F | $458,748 | $458,756 |
| FEDERATED INSTI HIGH YIELD BD | $43,721 | $44,605 |
| HARBOR CAPITAL APPRECIATION FU | $211,923 | $313,130 |
| ISHARES GOLD TRUST | $63,613 | $88,036 |
| MARKET VECTORS ETF TR FALLEN A | $40,863 | $43,038 |
| MFS INTERNATIONAL DIVERSIFICAT | $213,905 | $254,112 |
| PIMCO FUNDS FOREIGN BOND FUND | $83,664 | $85,164 |
| SPDR GOLD SHARES | $63,750 | $86,892 |
| T ROWE PRICE MID CAP VALUE | $124,226 | $153,131 |
| T. ROWE PRICE SMALL-CAP VALUE | $82,233 | $119,308 |
| TWEEDY, BROWNE GLOBAL VALUE FD | $185,653 | $218,224 |
| VANGUARD GROWTH INDEX FD ADMIR | $131,543 | $463,981 |
| VANGUARD INDEX TR VANGUARD TOT | $579,702 | $1,500,416 |
| VANGUARD INFLATION-PROTECTED S | $79,432 | $85,001 |
| VANGUARD INTL GROWTH FD ADMIRA | $95,774 | $205,119 |
| VANGUARD MID-CAP INDEX FD ADMI | $152,433 | $276,433 |
| VANGUARD SHORT-TERM CORPORATE | $672,866 | $694,366 |
| VANGUARD SHORT-TERM INFLATION- | $221,072 | $230,140 |
| VANGUARD TOTAL INT ST IDX-AD | $487,817 | $644,109 |
| VANGUARD VALUE INDEX ADM SHARE | $172,652 | $357,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $45,565 | $45,565 |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $33,862 | Amt |
| Net Investment Income | $33,862 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $5,100 |
| 990-PF Excise Tax for 2020 | $5,540 |