ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-10
- IRS object ID
- 202103149349101340
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T10:43:07-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & GRUTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134027009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY & NIUTA TITUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL STEINBERG | InCareOfNm |
| Business Name Control | ROY& | BusinessNameControlTxt |
| Phone | 2122197699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET Suite 1C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STEINBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129411800 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | STEINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNET H GRUTMAN | PreparerPersonNm |
| PTIN | P00598067 | PTIN |
| Phone | 2129532900 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $2,930,800 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,399 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,119 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,119 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $153,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $16,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,363 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,887 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,550 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $285 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $285 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,890 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,779 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,263 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,088 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,175 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,201 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,422 | CashBOYAmt |
| Cash EOY | $67,329 | CashEOYAmt |
| Cash EOYFMV | $67,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,981 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $173,885 | AcctRcvblAmt |
| Acct Rcvbl BOY | $147,545 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $173,885 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $173,885 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,471 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $2,114,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,055,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,536,457 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,233 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,085 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,148 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,148 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,148 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,486,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,453,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,930,800 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $49 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,486,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,453,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,486,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,486,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,453,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,486,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,453,308 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,453,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HSBC USA INC | 2021-02-03 | 2018-01-29 | $24,610 | $50,000 | -$25,390 | -$25,390 | |
| JPMORGAN CHASE FINANCIAL | 2019-09-13 | 2020-09-16 | $50,000 | $50,000 | |||
| LORD ABBETT BOND DEBENTURE FUND | 2012-03-27 | 2021-06-24 | $25,000 | $23,382 | $1,618 | $1,618 | |
| UBS AG | 2017-11-28 | 2020-12-02 | $55,000 | $55,000 | |||
| MORGAN STANLEY FINANCE | 2020-11-06 | 2021-05-10 | $50,000 | $50,000 | |||
| BOFA FINANCE LLC | 2020-12-09 | 2021-06-11 | $50,000 | $50,000 | |||
| INVESCO QQQ TRUST ETF | $61,315 | $20,768 | $40,547 | $40,547 | |||
| ISHARES MSCI EAFE ETF | 2016-12-14 | 2020-07-08 | $15,467 | $14,759 | $708 | $708 | |
| SPDR DOW JONES INDL AVERAGE ETF SER 1 | $68,949 | $38,121 | $30,828 | $30,828 | |||
| ISHARES RUSSELL 2000 ETF | 2015-06-11 | 2021-02-19 | $4,496 | $2,523 | $1,973 | $1,973 | |
| INVESCO SENIOR FLOATING RATE FUND CLASS Y | $40,000 | $49,807 | -$9,570 | -$9,807 | |||
| LOOMIS SAYLES STRATEGIC INCOME FUND | 2020-07-08 | $1,922 | $2,028 | -$106 | -$106 | ||
| LOOMIS SAYLES STRATEGIC INCOME FUND | 2020-07-08 | $28,987 | $30,902 | -$1,915 | -$1,915 | ||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P | |||||
| CAPITAL GAIN DIVIDENDS | $47,706 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,399 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$106 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,345 | SubtotalAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,157 | TotalPaymentsAndCreditsAmt |
| Overpayment | $812 | OverpaymentAmt |
| Applied To ES Tax | $812 | AppliedToESTaxAmt |
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 |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL STEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129411800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE SLESIN | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | PRESIDENT | 0 | $32,500 | $0 | $0 | |
| MICHAEL STEINBERG | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | 1C |
| AUDREY FEUERSTEIN | |||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | DIRECTOR | 0 | $0 | $0 | $0 | 1C |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,513,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,619,221 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,619,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,579,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $127,652 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $127,652 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $127,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,434 | 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 | $77,434 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,434 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,930 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $114,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $77,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,218 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,218 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,604 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,638 | ExcessFromYear4Amt |
| Excess From Year3 | $9,036 | ExcessFromYear3Amt |
| Excess From Year2 | $21,930 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE SLESIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | pARK EAST SYNAGOGUE IS INCLUSIVE OF ALL PEOPLE SEEKING A MEANINGFUL JEWISH LIFE, REGARDLESS OF DEGREE OF OBSERVANCE, KNOWLEDGE OF JEWISH TRADITION, AGE, OR AFFILIATION. PARK EAST SYNAGOGUE IS COMMITTED TO PROVIDING INSPIRING JEWISH AND GENERAL STUDIES EDUCATION TO CHILDREN AND TO ADULTS; ITS RELIGIOUS SCHOOL, EARLY CHILDHOOD, AND DAY SCHOOL WITH ITS EMPHASIS ON CULTIVATING A JEWISH LIFE RICH IN TRADITION AND UNRIVALED IN GENERAL STUDIES HAS BEEN, AND CONTINUES TO BE, A SOURCE OF CHARACTER AND VITALITY FOR TIS CONGREGATION. | $3,250 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,107 | |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD ST | NEW YORK | NY | 10019 | Promote artistic expression and education | $10,000 | |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | Promote artistic expression and education, specifically living with arts in all of its forms. | $2,500 | |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | THE BROOKLYN MUSEUM IS AN ART MUSEUM LOCATED IN THE NEW YORK CITY BOROUGH OF BROOKLYN. | $500 | |
| NEW YORKERS FOR PARKS | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | CITY'S LEADING PARKS ADVOCACY ORGANIZATION, NEW YORKERS FOR PARKS WORKS INTENSIVELY WITH LOCAL COMMUNITIES AND WITH PUBLIC OFFICIALS AND ADVOCATES ACROSS THE CITY. | $5,000 | |
| RESIDENCY UNLIMITED | ||||||
| 360 COURT ST 4 | BROOKLYN | NY | 11231 | SUPPORTS THE CREATION, PRESENTATION AND DISSEMINATION OF CONTEMPORARY ART THROUGH ITS UNIQUE RESIDENCY PROGRAM AND YEAR-ROUND PUBLIC PROGRAMS | $750 | |
| SOLOMON GUGGENHEIM MUSEUM | ||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | SOLOMON R. GUGGENHEIM FOUDNATION COLLECTS, PRESERVES, AND INTERPRETS MODERN AND CONTEMPORARY ART, AND EXPLORES IDEAS ACROSS CULTURES THROUGH DYNAMIC CURATORIAL AND EDUCATIONAL INITIATIVES AND COLLABORATIONS | $672 | |
| MUSEUM AT ELDRIDGE STREET | ||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | THE MUSEUM AT ELDRIDGE STREET IS HOUSED IN THE ELDRIDGE STREET SYNAGOGUE, A MAGNIFICENT NATIONAL HISTORIC LANDMARK THAT HAS BEEN METICULOUSLY RESTORED. OPENED IN 1887, THE SYNAGOGUE IS THE FIRST GREAT HOUSE OF WORSHIP BUILT IN AMERICA BY JEWISH IMMIGRANTS FROM EASTERN EUROPE. TODAY, IT IS THE ONLY REMAINING MARKER OF THE GREAT WAVE OF JEWISH MIGRATION TO THE LOWER EAST SIDE THAT IS OPEN TO A BROAD PUBLIC WHO WISH TO VISIT JEWISH NEW YORK. EXHIBITS, TOURS, CULTURAL EVENTS AND EDUCATIONAL PROGRAMS TELL THE STORY OF JEWISH IMMIGRANT LIFE, EXPLORE ARCHITECTURE AND HISTORIC PRESERVATION, INSPIRE REFLECTION ON CULTURAL CONTINUITY, AND FORSTER COLLABORATION AND EXCHANGE BETWEEN PEOPLE OF ALL FAITHS, HERITAGES AND INTERESTS. | $500 | |
| CENTER FOR BOOK ARTS | ||||||
| 28 WEST 27TH STREET | NEW YORK | NY | 10001 | THE CENTER FOR BOOK ARTS PROMOTES ACTIVE EXPLORATIONS OF BOTH CONTEMPORARY AND TRADITIONAL ARTISTIC PRACTICES RELATED TO THE BOOK AS AN ART OBJECT. | $500 | |
| WORLD MUSIC INSTITUTE | ||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | TO PROMOTE WORLD CULTURES THROUGH MUSIC AND DANCE | $250 | |
| NYU SCHOOL OF LAW | ||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | PLEDGE COMMITMENT TO THE CLASS OF 2010. 10TH REUNION GIFT CAMPAIGN. | $1,000 | |
| A FAIR SHAKE FOR YOUTH | ||||||
| 210 WEST 101ST STREET | NEW YORK | NY | 10025 | A FAIR SHAKE FOR YOUTH USES THE POWER OF REGISTERED THERAPHY DOGS TO HELP MIDDLE SCHOOL CHILDREN DEVELOP A FOUNDATION OF EMPATHY AND SELF-SETEEM, AND REDUCE BULLYING. | $325 | PH 6 |
| ASSISTANCE TO LITHUANIAN JEWS | ||||||
| 211 EAST 79TH STREET | NEW YORK | NY | 10075 | TO PROVIDE MATERIAL ASSISTANCE TO INDIGENT LITVAKS IN VARIOUS COUNTRIES AND TO JEWISH COMMUNAL ENTITIES IN LITHUANIA. | $136 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,250 | |
| SAN FRANCISCO FILM SOCIETY | ||||||
| 39 MESA STREET | SAN FRANCISCO | CA | 94129 | PROMOTE FILM AND EDUCATION. | $760 | SUITE 110 |
| COOPER UNION FOR THE ADVVANCEMENT OF SCIENCE & ART | ||||||
| 30 COOPER SQUARE | NEW YORK | NY | 10003 | COOPER UNION IS AN ALL HONORS COLLEGE THAT OFFERS DEGREES IN ENGINEERING, ARCHITECTURE AND FINE ARTS. | $250 | 2ND FLOOR |
| SFMOMA(SAN FANCISCO MUSEUM OF MODERN ART) | ||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $525 | |
| SMACK MELLON | ||||||
| 92 PLYMOUTH ST | BROOKLYN | NY | 11201 | SMACK MELLON'S MISSION IS TO NURTURE AND SUPPORT EMERGING, UNDER-RECOGNIZED MID-CAREER AND WOMEN ARTISTS IN THE CREATION AND EXHIBITION OF NEW WORK, BY PROVIDING EXHIBITION OPPORTUNITIES, STUDIO WORKSPACE, AND ACCESS TO EQUIPMENT AND TECHNICAL ASSISTANCE FOR THE REALIZATION OF AMBITIOUS PROJECTS. WE SEE OURSELVES AS A VEHICLE WHEREBY UNDER-REPRESENTED ARTISTS CAN CREATE, EXPLORE AND EXHIBIT THEIR CREATIVE IDEAS OUTSIDE THE CONCERNS OF THE COMMERCIAL ART WORLD, OFFERING MANY ARTISTS THE EXPOSURE AND RECOGNITION THEY DESERVE. | $1,500 | |
| THE CHURCH | ||||||
| 48 MADISON STREET | SAG HARBOR | NY | 11963 | THE CHURCH IS AN ARTIST RESIDENCY, EXHIBITION SPACE, CREATIVITY CENTER, AND EXQUISITE DESTINATION. | $1,000 | |
| INTERNATIONAL PRINT CENTER NEW YORK | ||||||
| 508 W 26TH ST | NEW YORK | NY | 10001 | DEDICATED TO THE INNOVATIVE PRESENTATION OF PRINTS BY EMERGING, ESTABLISHED, NATIONAL, AND INTERNATIONAL ARTISTS. | $1,000 | |
| WHITNEY MUSEUM OF ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | MAINTAIN AND CONSERVE OUR PREMIERE COLLECTION OF AMERICAN ART; DEVELOP AND PRODUCE CUTTING-EDGE EXHIBITS, HOST WORLD-RENOWNED TRAVELING SHOWS; AND PRESENT INSPIRING AND EDUCATIONAL PROGRAMS. | $2,344 | |
| ARISTIDES DE SOUSA MENDES FOUNDATION | ||||||
| 1 TENNYSON PLACE | GREENLAWN | NY | 11740 | THE SOUSA MENDES FOUNDATION, DEDICATED TO HONORING THE MEMORY OF THE HOLOCAUST RESCUER ARISTIDES DE SOUSA MENDES. | $1,800 | |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | ||||||
| 40 W 57TH ST | NEW YORK | NY | 10019 | THE FOUNDATION RAISES PUBLIC AWARENESS AND FUNDS RESEARCH TO FIND THE ROOT CAUSES OF, AND NEW AND BETTER TREATMENT FIR DEORESSION. | $200 | SUITE 1440 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||
| 57 W 57TH ST | NEW YORK | NY | 10019 | THE MISSION OF THE ALZHEIMER'S DURG DISCOVERY FOUNDATION IS TO RAPIDLY ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT, TREAT AND CURE ALZHEIMER'S DISEASE. | $250 | 904 |
| HAMPTONS SYNAGOGUE | ||||||
| 154 SUNSET AVE | WESTHAMPTON BEACH | NY | 11978 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $175 | |
| THE MADOO CONSERVANCY | ||||||
| PO BOX 632 | SAGAPONACK | NY | 11962 | THE MADOO CONSERVANCY IS DEDICATED TO THE STUDY, PRESERVATION, AND ENHANCEMENT OF MADOO, THE EVER-CHANGING, HORTICULTURALLY DIVERSE GARDEN WITH HISTORIC STRUCTURES ESTABLISHED IN 1967 BY ARTIST, GARDENER, AND WRITER ROBERT DASH IN THE VILLAGE OF SAGAPONACK, NEW YORK. | $150 | |
| GOFUND ME | ||||||
| 855 JEFFERSON AVENUE | REDWOOD CITY | CA | 94063 | TO HELP MEET URGENT NEEDS OF AFGHAN INCLUDING HOUSING, CLOTHING, FOOD AND TRANSPORTAION. | $115 | PO BOX 1329 |
| (ALRP)AIDS LEGAL REFERRAL PANEL | ||||||
| 1663 MISSON ST | SAN FRANCISCO | CA | 94103 | ALRP'S MISSION IS TO HELP PEOPLE WITH HIV MAINTAIN OR IMPROVE THEIR HEALTH BY RESOLVING THEIR LEGAL ISSUES | $500 | SET 500 |
| THE ALPHA WORKSHOPS | ||||||
| 245 W 29TH ST | NEW YORK | NY | 10001 | PROVIDING DECORATIVE ARTS EDUCATION AND EMPLOYMENT TO AT-RISK YOUTHS AND ADULTS WITH DISABILITIES OR OTHER VULNERABILITIES. | $250 | 14TH FLOOR |
| BAY AREA LEGAL BRIDGE | ||||||
| 2553 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PROVIDE PRO-BONO LEGAL REPRESENTATION TO BAY AREA. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,559 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,837 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,399 | 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 | $153,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,363 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/BOOKKEEPING | CategoryTxt |
| Amt | $11,325 | Amt |
| Net Investment Income | $3,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,550 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $2,055,720 | EOYBookValueAmt |
| EOYFMV | $2,536,457 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - W/C | $400 | $133 | $267 |
| AUTO | $984 | $328 | $656 |
| BANK CHARGES | $106 | $35 | $71 |
| MEALS | $578 | $193 | $385 |
| PAYROLL SERVICE FEES | $1,707 | $569 | $1,138 |
| COPIER LEASE | $684 | $228 | $456 |
| INVESTMENT ADVISORY FEES | $35,960 | $35,960 | $0 |
| ADMISSIONS | $980 | $327 | $653 |
| OFFICE EXPENSE | $1,843 | $614 | $1,229 |
| INSURANCE - COMMERCIAL | $1,037 | $346 | $691 |
| INSURANCE - DISABILITY | $319 | $106 | $213 |
| FILING FEES | $250 | $83 | $167 |
| DUE | $837 | $279 | $558 |
| MISCELLANEOUS | $19,719 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,119 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,169 | $1,390 | $2,779 |
| FEDERAL INCOME TAXES | $1,500 | $1,500 |