ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-15
- IRS object ID
- 202110469349100406
- Schema version
- 2019v5.1
- 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
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-15T08:59:57-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 Suite 1 | 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 | 2020-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNET H GRUTMAN | PreparerPersonNm |
| PTIN | P00598067 | PTIN |
| Phone | 2129532900 | PhoneNum |
| Preparation | 2020-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,529,521 | 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 | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,384 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $84 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,273 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,273 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $129,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,285 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $84 | TotalAdjNetIncmAmt |
| 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 | $6,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,321 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,642 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $162 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $162 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,645 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,541 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,622 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,874 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,748 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,345 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,448 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,897 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,872 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,199 | CashBOYAmt |
| Cash EOY | $52,422 | CashEOYAmt |
| Cash EOYFMV | $52,422 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,757 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $147,545 | AcctRcvblAmt |
| Acct Rcvbl BOY | $115,922 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $147,545 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $147,545 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,266,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,114,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,192,649 | 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 | $2,567,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,486,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,529,521 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$1,240 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $49 | AccountsPayableEOYAmt |
| Total Liabilities BOY | -$1,240 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,568,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,486,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,568,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,486,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,567,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,486,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,568,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,169 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,486,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,486,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL | 2014-12-31 | 2020-01-17 | $11,738 | $7,194 | $4,544 | $4,544 | |
| VIRTUS NEWFLEET | 2012-03-21 | 2020-01-16 | $25,000 | $25,455 | -$455 | -$455 | |
| LOOMIS SAYLES | 2020-04-27 | $15,000 | $19,010 | -$4,010 | -$4,010 | ||
| THORNBURG INTERNATIONAL | 2013-11-14 | 2020-04-27 | $25,000 | $23,864 | $1,136 | $1,136 | |
| INVESCO QQQ TRUST | 2012-03-27 | 2019-11-01 | $20,029 | $10,415 | $9,614 | $9,614 | |
| LORD ABBETT | 2012-03-27 | 2019-11-01 | $20,000 | $19,728 | $272 | $272 | |
| ISHARES RUSSELL MIDCAP | 2019-09-04 | $110 | $99 | $11 | $11 | ||
| JANUS HENDERSON | 2018-12-18 | 2019-09-04 | $973 | $876 | $97 | $97 | |
| ISHARES RUSSELL MIDCAP | 2019-09-04 | $5,409 | $3,714 | $1,695 | $1,695 | ||
| ISHARES RUSSELL 2000 | 2019-09-04 | $7,372 | $5,520 | $1,852 | $1,852 | ||
| JANUS HENDERSON | 2019-09-04 | $6,566 | $7,881 | -$1,315 | -$1,315 | ||
| INVESCO OPPENHEIMER | 2019-08-20 | $679 | $703 | -$24 | -$24 | ||
| INVESCO OPPENHEIMER | 2019-08-01 | $15,614 | $16,649 | -$1,035 | -$1,035 | ||
| JANUS HENDERSON | 2013-09-12 | $15,000 | $16,847 | -$1,847 | -$1,847 | ||
| INVESCO QQQ TRUST | 2015-01-22 | 2020-01-16 | $22,149 | $10,312 | $11,837 | $11,837 | |
| LOOMIS SAYLES | 2020-01-17 | $37,000 | $41,402 | -$4,402 | -$4,402 | ||
| CAPITAL GAIN DIVIDENDS | $38,414 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,384 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,619,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,918 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,832,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,848,846 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,895,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,458 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,252,011 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044729 | DistributionYr5Rt |
| Total Distribution | 0.283494 | TotalDistributionRt |
| Average Distribution | 0.056699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,443,576 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $710 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,707 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,420 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,420 | SubtotalAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $583 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,083 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $657 | OverpaymentAmt |
| Applied To ES Tax | $657 | 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 SUITE 1C | NEW YORK | NY | 10013 | PRESIDENT | 0 | $32,500 | $0 | $0 | |
| MICHAEL STEINBERG | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | 1C |
| AUDREY FEUERSTEIN | |||||||||
| 136 BAXTER STREET SUITE 1C | 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 | $2,407,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,480,788 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,480,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,443,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,420 | TotalTaxAmt |
| Distributable Before Adj | $120,759 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,759 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,707 | 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 | $120,707 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $120,707 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,001 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,930 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $120,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $52 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,822 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $114,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,949 | ExcessFromYear4Amt |
| Excess From Year3 | $41,907 | ExcessFromYear3Amt |
| Excess From Year2 | $9,036 | ExcessFromYear2Amt |
| Excess From Year1 | $21,930 | ExcessFromYear1Amt |
| 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| NO LONGER EMPTY | ||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,500 | |
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $3,250 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,310 | |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD ST | NEW YORK | NY | 10019 | Promote artistic expression and education | $20,000 | |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | Promote artistic expression and education, specifically living with arts in all of its forms. | $22,650 | |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | TO PROMOTE ARTISTIC EXPRESS AND EDUCATION | $425 | |
| NEW YORKERS FOR PARKS | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | To promote quality open space for all New Yorkers | $5,000 | |
| RESIDENCY UNLIMITED | ||||||
| 360 COURT ST 4 | BROOKLYN | NY | 11231 | SUPPORTS THE CREATION, PRESENTATION AND DISSEMINATION OF CONTEMPORARY ART THROGUH ITS UNIQUE RESIDENCY PROGRAM AND YEAR-ROUND PUBLIC PROGRAMS | $800 | |
| 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 | |
| NEW YORK SCHOOL OF INTERIOR DESIGN | ||||||
| 170 E 70TH ST | NEW YORK | NY | 10021 | A PRIVATE, NONPROFIT COLLEGE FOCUSED EXCLUSIVELY ON INTERIOR DESIGN. THE COLLEGE OFFERS CERTIFICATE, UNDERGRADUATE, AND GRADUATE PROGRAMS FOR STUDENTS AT ALL STAGES OF THEIR CAREERS. | $1,020 | |
| WNYC - NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | TO MAKE THE MIND MORE CURIOUS, THE HEART MORE OPEN, AND THE SPIRIT OF MORE JOYFUL THROUGH EXCELLENT AUDIO PROGRAMMING THAT IS DEEPLY ROOTED IN NEW YORK | $75 | |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 14 PENNSYLVANIA PLAZA 2110 | NEW YORK | NY | 10122 | TO CURE OVARIAN CANCER, ADVOCATE FOR PATIENTS AND SUPPORT SURVIVORS | $470 | |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | TO EXPLORE ART AND JEWISH CULTURE | $460 | |
| MUSEUM AT ELDRIDGE STREET | ||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | TO PROMOTE HISTORIC PRESERVATION, INSPIRE REFLECTION ON CULTURAL CONTINUITY, AND FOSTER COLLABORATION AND EXCHANGE BETWEEN PEOPLE OF ALL FAITHS, HERITAGES AND INTERESTS. | $500 | |
| SAG HARBOR CINEMA | ||||||
| 90 MAIN STREET | SAG HARBOR | NY | 11963 | DEDICATED TO REBUILDING, MAINTAINING AND OPERATING THE HISTORIC SAG HARBOR CINEMA | $250 | |
| CENTER FOR BOOK ARTS | ||||||
| 28 WEST 27TH STREET | NEW YORK | NY | 10001 | TO PROMOTE ACTIVE EXPLORATIONS OF BOTH CONTEMPORARY AND TRADITIONAL ARTISTIC PRACTICES RELATED TO THE BOOK AS AN OBJECT OF ART. | $500 | |
| AFLFC | ||||||
| 181-189 2ND AVENUE | NEW YORK | NY | 10003 | TO PROMOTE CULTURAL EXCHANGE BETWEEN THE U.S AND CUBA | $250 | |
| CHRYSALIS THEATER COMPANY | ||||||
| 1517 SHATTUCK AVENUE | NEW YORK | NY | 10025 | TO PROMOTE THE DEVELOPMENT OF NEW PLAYS THAT SPARK A DIALOGUE AND CREATE TRANSFORMATION | $500 | |
| WORLD MUSIC INSTITUTE | ||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | TO PROMOTE WORLD CULTURES THROUGH MUSIC AND DANCE | $330 | |
| CITY COLLEGE OF NEW YORK | ||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | PUBLIC UNIVERSTIY OFFERING OUTSTANDING TEACHING, LEARNING AND RESEARCH. | $1,800 | |
| NYU SCHOOL OF LAW | ||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | PLEDGE COMMITMENT TO THE CLASS ON 2010 REUNION | $2,000 | |
| ENTERPRISE FOR YOUTH | ||||||
| 200 PINE STREET | SAN FRANCISCO | CA | 94104 | TO PROMOTE JOB EXPERIENCE FOR YOUTH AND THOSE COMING OF AGE | $600 | |
| KIPS BAY BOYS AND GIRLS | ||||||
| 1930 RANDALL AVENUE | BRONX | NY | 10473 | TO ENRICH AND ENHANCE THE QUALITY OF LIFE FOR YOUNG PEOPLE | $250 | |
| NEW YORK EDGE | ||||||
| 58-12 QUEENS BLVD | QUEENS | NY | 11377 | TO HELP BRIDGE THE OPPORTUNITY GAP AMONG UNDERSERVED STUDENTS BY PROVIDING PROGRAMS DESIGNED TO IMPROVE ACADEMIC PERFORMANCE | $350 | STE 1 |
| CARTER BURDEN NETWORK | ||||||
| 415 EAST 73RD STREET | NEW YORK | NY | 10021 | TO PROMOTE THE WELL BEING OF SENIORS 60 OR OLDER | $200 | |
| A FAIR SHAKE FOR YOUTH | ||||||
| 210 WEST 101ST STREET | NEW YORK | NY | 10025 | TO USE THE POWER OF REGISTERED THERAPY DOGS TO HELP MIDDLE SCHOOL CHILDREN DEVELOP A FOUNDATION OF EMPATHY AND SELF ESTEEM | $325 | PH 6 |
| ALRP | ||||||
| 1663 MISSION STREET | SAN FRANCISCO | CA | 94103 | TO HELP PEOPLE WITH HIV MAINTAIN OR IMPROVE THEIR HEALTH BY RESOLVING THEIR LEGAL ISSUES | $500 | STE 500 |
| SUSAN G KOMEN | ||||||
| PO BOX 650309 | DALLAS | TX | 75265 | TO SAVE LIVES BY MEETING THE MOEST CRITICAL NEEDS OF THOSE IN OUR COMMUNITY BY INVESTING IN BREAKTHROUGH RESEARCH TO PREVENT AND CURE BREAST CANCER | $50 | |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | A CONDUIT FOR CHARITABLE GIFTS THAT SUPPORT NORTHWELL HEALTH | $5,000 | |
| 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 | $100 | |
| EDIBLE SCHOOLYARD PROJECT | ||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | TO PROMOTE THE HEALTH OF CHILDREN BY DESIGNING HANDS ON EDUCATIONAL EXPERIENCES | $700 | |
| OCEANA | ||||||
| 1025 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | TO PROMOTE OCEAN CONSERVATION | $100 | STE 200 |
| FILM SOCIETY OF LINCOLN CENTER | ||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $3,935 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,872 | 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 | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,563 | 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 | $1,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,413 | 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 | $129,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,314 | 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 | $6,963 | Amt |
| Net Investment Income | $2,321 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,642 | 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 | $2,114,345 | EOYBookValueAmt |
| EOYFMV | $2,192,649 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - W/C | $334 | $111 | $223 |
| AUTO | $2,216 | $739 | $1,477 |
| BANK CHARGES | $106 | $36 | $70 |
| MEALS | $3,020 | $1,007 | $2,013 |
| PAYROLL SERVICE FEES | $1,641 | $547 | $1,094 |
| COPIER LEASE | $1,453 | $484 | $969 |
| INVESTMENT ADVISORY FEES | $34,902 | $34,902 | |
| ADMISSIONS | $8,470 | $2,823 | $5,647 |
| OFFICE EXPENSE | $1,786 | $595 | $1,191 |
| INSURANCE - COMMERCIAL | $125 | $42 | $83 |
| INSURANCE - DISABILITY | $3 | $1 | $2 |
| UNEMPLOYMENT INSURANCE | $27 | $9 | $18 |
| FILING FEES | $500 | $167 | $333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,273 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,273 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,793 | $1,252 | $2,541 |
| FEDERAL INCOME TAXES | $1,393 | $1,393 |