SOKOLOFF FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOFF FOUNDATION INC (EIN 13-6155196)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-24
- IRS object ID
- 202120839349100502
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-24T08:55:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136155196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 2127445337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET NO 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SOKOLOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127445337 | PhoneNum |
| Signature | 2021-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | SOKOLOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2021-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $9,945,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $395,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,740 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,759 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,889 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,889 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,676 | CashBOYAmt |
| Cash EOY | $134,400 | CashEOYAmt |
| Cash EOYFMV | $134,400 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,837 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,351,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,188,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,808,486 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,386,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,325,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,945,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,386,303 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,325,349 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,386,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,325,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,386,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,325,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,386,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,325,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,325,349 | 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 | $395,721 | GrossSalesPriceAmt |
| Cost Or Other Basis | $326,717 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,004 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,260 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,260 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,933 | OverpaymentAmt |
| Applied To ES Tax | $12,933 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN SOKOLOFF | IndividualWithBooksNm |
| Phone | 2127445337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET APT 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, PRESIDENT, TREASURER | 10.00 | $0 | $0 | $0 |
| HELENA LOUISE SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, VICE PRESIDENT, SECRETARY | 5.00 | $0 | $0 | $0 |
| PATRICIA GANTZ | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,556,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,793,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,793,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,661,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $433,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $433,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,327 | TotalTaxAmt |
| Distributable Before Adj | $428,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $75,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $218,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $71,497 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $71,497 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,394 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,689 | ExcessFromYear2Amt |
| Excess From Year1 | $143,705 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN SOKOLOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 101281612 | N/A | PC | GENERAL OPERATING SUPPORT | $6,500 |
| AARP FOUNDATION | |||||||
| 601 E STREET NW 4TH FLOOR | WASHINGTON | DC | 200490001 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FLOOR | NEW YORK | NY | 100108104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 100042427 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| ARTSWESTCHESTER INC | |||||||
| 31 MAMARONECK AVENUE 3RD FLOOR | WHITE PLAINS | NY | 106013328 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 100221006 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| COLUMBIA UNIVERSITY DEPARTMENT OF OPHTHALMOLOGY | |||||||
| 635 WEST 165TH STREET | NEW YORK | NY | 100323724 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 105801981 | N/A | PC | GENERAL OPERATING SUPPORT | $4,010 |
| COOPER HEWITT SMITHSONIAN DESIGN MUSEUM | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 101280669 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| DOCTORS WITHOUT BORDER USA | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280173 | N/A | PC | GENERAL OPERATING SUPPORT | $140 |
| HAYGROUND SCHOOL | |||||||
| PO BOX 1827 | BRIDGEHAMPTON | NY | 119321827 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| INTERNATIONAL CENTER OF PHOTOGRAPH MUSEUM | |||||||
| 250 BOWERY | NEW YORK | NY | 100123010 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE ROAD | PLEASANTVILLE | NY | 105702117 | N/A | PC | GENERAL OPERATING SUPPORT | $240 |
| JEWISH CHILD CARE ASSOCIATION (JCCA) | |||||||
| 120 WALL STREET 20TH FLOOR | NEW YORK | NY | 100054029 | N/A | PC | GENERAL OPERATING SUPPORT | $42,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222511 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 101280118 | N/A | PC | GENERAL OPERATING SUPPORT | $160 |
| KATONAH MUSEUM OF ART | |||||||
| 134 JAY STREET | KATONAH | NY | 105363736 | N/A | PC | GENERAL OPERATING SUPPORT | $975 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH STREET | MIAMI BEACH | FL | 331412207 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| MANHATTAN THEATRE CLUB | |||||||
| 261 WEST 47TH STREET | NEW YORK | NY | 100361412 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | N/A | PC | GENERAL OPERATING SUPPORT | $600 |
| MUSEUM OF ART AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 100191800 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 100195497 | N/A | PC | GENERAL OPERATING SUPPORT | $110 |
| NEIGHBORHOOD COALITION FOR SHELTER | |||||||
| 50 BROADWAY SUITE 1301 | NEW YORK | NY | 100043828 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEUBERGER MUSEUM OF ART | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 105771402 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 100245194 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET 7TH FLOOR | NEW YORK | NY | 100131270 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 100750290 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| NEW YORK UNIVERSITY LANGONE CHILD STUDY CENTER | |||||||
| 1 PARK AVENUE 7TH FLOOR | NEW YORK | NY | 100165818 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| OSBORNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 104551704 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| PARSONS DANCE FOUNDATION INC | |||||||
| 229 WEST 42ND STREET SUITE 800 | NEW YORK | NY | 100367205 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 100383844 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| SCARSDALE POLICE BENEVOLENT ASSOCIATION | |||||||
| 25 RAMSEY ROAD | SCARSDALE | NY | 105836907 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS | |||||||
| 5 WEAVER STREET | SCARSDALE | NY | 105837022 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| STONE BARNS CENTER FOR FOOD AND AGRICULTURE | |||||||
| 630 BEDFORD ROAD | TARRYTOWN | NY | 105911202 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| THIRTEEN | |||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 100197435 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| TREES 78 FOUNDATION | |||||||
| 169 EAST 78TH STREET | NEW YORK | NY | 100750571 | N/A | PC | GENERAL OPERATING SUPPORT | $50 |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| UNIFORM FIREFIGHTERS ASSOCIATION OF THE VILLAGE OF SCARSDALE | |||||||
| PO BOX 61 | SCARSDALE | NY | 105830061 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | N/A | PC | GENERAL OPERATING SUPPORT | $100 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL (CAROLINA FUND) | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | N/A | PC | GENERAL OPERATING SUPPORT | $300 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 100141404 | N/A | PC | GENERAL OPERATING SUPPORT | $1,200 |
| YESHIVA TORAH VODAATH | |||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 112185209 | N/A | PC | GENERAL OPERATING SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,835 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,210 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,740 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 50.000 SHARES | $62,306 | $87,632 |
| AMERICAN CAMPUS CMMTYS INC (ACC) 1,000.000 SHARES | $44,659 | $42,770 |
| AMERICAN EXPRESS CO (AXP) 2,700.000 SHARES | $168,366 | $326,457 |
| AMGEN INC (AMGN) 600.000 SHARES | $96,755 | $137,952 |
| AT&T INC (T) 2,500.000 SHARES | $81,745 | $71,900 |
| AVANOS MEDICAL INC (AVNS) 1,400.000 SHARES | $54,385 | $64,232 |
| BALL CORPORATION (BLL) 400.000 SHARES | $27,886 | $37,272 |
| BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES | $124,131 | $142,669 |
| CABOT OIL & GAS CORP A (COG) 4,700.000 SHARES | $125,640 | $76,516 |
| CARNIVAL PLC (CUK) 500.000 SHARES | $22,181 | $9,370 |
| CERENCE INC (CRNC) 1,000.000 SHARES | $18,887 | $100,480 |
| CHESAPEAKE ENERGY CORP (CHK) 70.000 SHARES | $137,319 | $106 |
| COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES | $268,505 | $222,192 |
| CONOCOPHILLIPS (COP) 2,000.000 SHARES | $40,812 | $79,980 |
| CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES | $60,290 | $108,405 |
| CORNING INC (GLW) 8,000.000 SHARES | $173,367 | $288,000 |
| CORTEVA INC (CTVA) 2,500.000 SHARES | $41,026 | $96,800 |
| CVS HEALTH CORP COM (CVS) 2,300.000 SHARES | $182,322 | $157,090 |
| DOMINION ENERGY INC (D) 1,800.000 SHARES | $128,940 | $135,360 |
| DOW INC (DOW) 2,500.000 SHARES | $80,116 | $138,750 |
| DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES | $117,701 | $219,744 |
| DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES | $117,572 | $177,775 |
| ELI LILLY & CO (LLY) 800.000 SHARES | $27,260 | $135,072 |
| ENBRIDGE INC (ENB) 4,428.000 SHARES | $104,308 | $141,652 |
| EQT CORPORATION COM NEW (EQT) 2,700.000 SHARES | $63,958 | $34,317 |
| EQUITRANS MIDSTREAM CORPORATION (ETRN) 2,160.000 SHARES | $57,590 | $17,367 |
| FORESTAR GRP INC (FOR) 5,900.000 SHARES | $118,612 | $119,062 |
| FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES | $220,258 | $179,538 |
| GENERAL MILLS INC (GIS) 4,500.000 SHARES | $103,130 | $264,600 |
| GLAXOSMITHKLINE PLC ADR (GSK) 2,000.000 SHARES | $86,024 | $73,600 |
| GRANITE CONSTR INC (GVA) 7,600.000 SHARES | $71,132 | $202,996 |
| HESS CORPORATION (HES) 2,900.000 SHARES | $134,722 | $153,091 |
| HEXCEL CORP NEW (HXL) 4,500.000 SHARES | $101,732 | $218,205 |
| HOLLYFRONTIER CORP COM (HFC) 3,600.000 SHARES | $157,878 | $93,060 |
| INTL BUSINESS MACHINES CORP (IBM) 1,000.000 SHARES | $142,362 | $125,880 |
| IRHYTHM TECHNOLOGIES INC (IRTC) 100.000 SHARES | $8,457 | $23,721 |
| JOHNSON & JOHNSON (JNJ) 2,600.000 SHARES | $101,439 | $409,188 |
| KINDER MORGAN INCORP (KMI) 2,800.000 SHARES | $103,473 | $38,276 |
| KROGER CO (KR) 2,900.000 SHARES | $84,906 | $92,104 |
| LABORATORY CP AMER HLDGS NEW (LH) 1,000.000 SHARES | $131,244 | $203,550 |
| LOWES COMPANIES INC (LOW) 2,200.000 SHARES | $54,996 | $353,122 |
| LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES | $167,166 | $348,308 |
| MARATHON OIL CO (MRO) 2,000.000 SHARES | $50,711 | $13,340 |
| MARATHON PETROLEUM CORP (MPC) 6,000.000 SHARES | $164,743 | $248,160 |
| MERCK & CO INC NEW COM (MRK) 500.000 SHARES | $29,656 | $40,900 |
| MONDELEZ INTL INC COM (MDLZ) 2,100.000 SHARES | $86,859 | $122,787 |
| MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES | $176,380 | $235,220 |
| NEWELL BRANDS INC (NWL) 3,300.000 SHARES | $116,289 | $70,059 |
| NRG ENERGY INC (NRG) 2,300.000 SHARES | $27,864 | $86,365 |
| NUANCE COMMUNICATIONS INC (NUAN) 3,800.000 SHARES | $68,327 | $167,542 |
| NUTRIEN LTD (NTR) 4,200.000 SHARES | $195,209 | $202,272 |
| OCCIDENTAL PETE CORP WTS (OXY) 55.000 SHARES | $0 | $375 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) 440.000 SHARES | $20,376 | $7,616 |
| PALO ALTO NETWORKS INC (PANW) 200.000 SHARES | $38,787 | $71,078 |
| PFIZER INC (PFE) 2,500.000 SHARES | $59,954 | $92,025 |
| PHILLIPS 66 COM (PSX) 500.000 SHARES | $45,969 | $34,970 |
| QEP RESOURCES INC (QEP) 7,500.000 SHARES | $82,995 | $17,925 |
| RAYONIER INCORPORATED (RYN) 500.000 SHARES | $14,569 | $14,690 |
| SCHLUMBERGER LTD (SLB) 3,800.000 SHARES | $144,902 | $82,954 |
| SPROUTS FARMERS MARKET INC (SFM) 2,100.000 SHARES | $43,994 | $42,210 |
| STERIS PLC (STE) 1,800.000 SHARES | $135,981 | $341,172 |
| SUBSEA 7 S.A. SPONSORED ADR (SUBCY) 3,500.000 SHARES | $77,053 | $34,825 |
| TEVA PHARMACEUTICALS ADR (TEVA) 6,500.000 SHARES | $194,307 | $62,725 |
| TEXAS INSTRUMENTS (TXN) 2,700.000 SHARES | $107,044 | $443,151 |
| THE MOSAIC CO (HLDG CO) NEW (MOS) 3,500.000 SHARES | $177,332 | $80,535 |
| TRI POINTE GROUP INC (TPH) 6,000.000 SHARES | $85,433 | $103,500 |
| UNITED RENTALS INC (URI) 700.000 SHARES | $50,769 | $162,337 |
| UNITEDHEALTH GP INC (UNH) 200.000 SHARES | $46,326 | $70,136 |
| VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES | $223,281 | $264,375 |
| VIATRIS INC (VTRS) 3,310.000 SHARES | $50,569 | $62,029 |
| VULCAN MATERIALS CO (VMC) 2,600.000 SHARES | $127,096 | $385,606 |
| WEYERHAEUSER CO (WY) 6,200.000 SHARES | $184,744 | $207,886 |
| WILLIAMS CO INC (WMB) 2,900.000 SHARES | $71,195 | $58,145 |
| WPX ENERGY INC (WPX) 4,100.000 SHARES | $73,840 | $33,415 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $90 | $0 | $90 |
| FILING FEES | $250 | $0 | $250 |
| OFFICE AND OTHER EXPENSES | $360 | $0 | $360 |
| OTHER INVESTMENT EXPENSES | $130 | $130 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $15,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $2,759 | $2,759 | $0 |