LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-12
- IRS object ID
- 202132859349100023
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-12T13:53:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131688027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIUS N LITTAUER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 6462375158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 FIFTH AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462375158 | PhoneNum |
| Signature | 2021-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FROST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA STAMELOS | PreparerPersonNm |
| PTIN | P00397520 | PTIN |
| Phone | 2125038800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $60,142,881 | 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 | $4,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,323,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,323,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,565,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,849,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,565,540 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,158 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,158 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,894,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,894,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $168,747 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $168,747 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,061 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,061 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $94,357 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,589 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $70,768 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,014 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,577 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,468 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $64,470 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,470 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,339 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,339 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $622,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $398,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,976,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,976,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,598,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,374,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$704,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,742,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149 | CashBOYAmt |
| Cash EOY | $148 | CashEOYAmt |
| Cash EOYFMV | $148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,272,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,161,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,161,111 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $412,630 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $145,913 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $412,630 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $412,630 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $45,091,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,450,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,203,863 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,855,702 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,638,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,364,840 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,463 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $378 | LandBOYAmt |
| Land EOY | $143 | LandEOYAmt |
| Land EOYFMV | $143 | LandEOYFMVAmt |
| Other Assets BOY | $146 | OtherAssetsBOYAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,366,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,662,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,142,881 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $675 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $675 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,952,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,952,398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $28,414,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,709,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,366,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,662,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,366,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,662,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,366,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$704,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,662,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,662,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $20,436,802 | $18,066,532 | $2,370,270 | $2,370,270 | ||
| 255.7166 SHARES MILLENIUM INTERNATIONAL, LTD | P | $412,630 | $217,360 | $195,270 | $195,270 | 2014-09-30 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,565,540 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,675 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,175 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,160 | OverpaymentAmt |
| Applied To ES Tax | $16,160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LITTAUERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARKS PANETH LLP | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID STERN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES BERLIN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| PETER J SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TERI HOROWITZ | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT D FROST | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | TREASURER, CHAIR OF AUDIT | 0.75 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DIVACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 RIVERSIDE DRIVE APT 1H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $168,747 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORY FEES | $107,560 |
| MARKS PANETH LLP | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING AND AUDITING | $94,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,593,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,209,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,802,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,802,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $807,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,995,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,649,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,649,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,015 | TotalTaxAmt |
| Distributable Before Adj | $2,597,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,597,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,597,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,374,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,374,808 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,374,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,597,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,101,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,220,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $942,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $862,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $755,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,882,609 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,374,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,597,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,777,041 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,659,650 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,101,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,558,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,220,654 | ExcessFromYear4Amt |
| Excess From Year3 | $942,509 | ExcessFromYear3Amt |
| Excess From Year2 | $862,709 | ExcessFromYear2Amt |
| Excess From Year1 | $755,511 | ExcessFromYear1Amt |
| Excess From Current Year | $1,777,041 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||
| 24 WEST 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| 70 FACES MEDIA | |||||||
| 24 WEST 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | CREATING A DIGITAL FUTURE FOR THE NEW YORK JEWISH WEEK BRAND | $50,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | PC | GENERAL SUPPORT OF BRONX HOPE | $25,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | INTER-AGENCY TASK FORCE ON ISRAELI ARAB ISSUES | $10,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | EMERGENCY FUNDING FOR 2020 CONFERENCE | $10,000 | |
| AVODAH - THE JEWISH SERVICE CORPS | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PC | SUPPORT FOR AVODAH'S WORK WITH EMERGING JEWISH SOCIAL JUSTICE LEADERS, ANTIPOVERTY NONPROFITS, AND AMERICAN JEWISH COMMUNITIES SEEKING TO STRENGTHEN THEIR INVOLVEMENT WITH ISSUES OF DOMESTIC POVERTY | $50,000 | |
| BRONX RIVER ALLIANCE | |||||||
| 1 BRONX RIVER PARKWAY | BRONX | NY | 10467 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BRONXWORKS | |||||||
| 60 EAST TREMONT AVENUE STREET LEVEL | BRONX | NY | 10453 | PC | EMERGENCY GENERAL SUPPORT GRANT | $50,000 | |
| BROWN RISD HILLEL | |||||||
| 80 BROWN STREET | PROVIDENCE | RI | 02906 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CENTER FOR AN URBAN FUTURE | |||||||
| 120 WALL ST 20TH FL | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COJECO (COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANZIATIONS) | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 560 WEST 168TH ST MAIL CODE 6 | NEW YORK | NY | 10032 | PC | LOAN ASSISTANCE PROGRAM | $50,000 | |
| COMMENTARY MAGAZINE | |||||||
| 561 7TH AVENUE FL 16 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMONPOINT QUEENS | |||||||
| 67-09 108TH STREET | FOREST HILLS | NY | 11375 | PC | COLLEGE ACCESS PROGRAM EMERGENCY FUNDING | $20,000 | |
| COMMONPOINT QUEENS | |||||||
| 67-09 108TH STREET | FOREST HILLS | NY | 11375 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CONCERTS IN MOTION | |||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | PC | CONNECTING UNDERSERVED YOUTH WITH ISOLATED OLDER ADULTS | $15,000 | |
| CORNELL HILLEL | |||||||
| G-34 ANABEL TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DANCING CLASSROOMS | |||||||
| 25 WEST 31ST STREET 4TH FLOOR | NEW YORK | NY | 10001 | PC | CORE PROGRAM | $7,500 | |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ENTERPRISE COMMUNITY PARTNERS | |||||||
| 70 CORPORATE CENTER 11000 BROKEN | COLUMBIA | MD | 21044 | PC | PROJECT PARACHUTE, A HOMELESSNESS PREVENTION COLLABORATIVE | $100,000 | LAND PARKWAY SUITE 700 |
| EUGENIO MARA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FJC - A FOUNDATION OF PHILANTHROPIC FUNDS | |||||||
| THE JEWISH WEEK 1501 BROADWAY SUITE | NEW YORK | NY | 10036 | PC | EXPANSION OF PRINT/ONLINE CONTENT & BROADENING OF FEATURE MATERIALS FOR THE JEWISH WEEK | $10,000 | 505 |
| FOOTSTEPS | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOOTSTEPS | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | COVID-19 CRISIS RESPONSE FUNDING | $25,000 | |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| GLOBAL KIDS INC | |||||||
| 137 EAST 25TH STREET 2ND FLOOR | NEW YORK | NY | 10010 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GLOVERSVILLE LIBRARY FOUNDATION INC | |||||||
| 58 EAST FULTON STREET | GLOVERSVILLE | NY | 120783213 | PC | GLOVERSVILLE PUBLIC LIBRARY RESTORATION AND EXPANSION PROJECT | $175,000 | |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | EMERGENCY SUPPORT FOR THE BRONX OPPORTUNITY NETWORK, WHICH PROVIDES COLLEGE ACCESS AND SUCCESS SERVICES FOR DISENGAGED YOUTH AND YOUNG ADULTS. | $50,000 | |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | EMERGENCY GENERAL OPERATING SUPPORT | $25,000 | |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | OPPORTUNITY AND ACTION: PROVIDE ALL NEW YORKERS WITH FREE HANDS-ON RESOURCES AND EDUCATION THEY CAN USE TO IMPROVE OUR ENVIRONMENT | $25,000 | |
| HAZON | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE ROOM 1905 | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HIAS | |||||||
| 1300 SPRING ST SUITE 500 | SILVER SPRING | MD | 20910 | PC | EMERGENCY RESPONSE TO COVID-19 | $25,000 | |
| HILLEL FOUNDATION OF CAMBRIDGE INC | |||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM ENDOWMENT FUND | $50,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD - SUITE H | WARRINGTON | PA | 18976 | PC | GENERAL OPERATING SUPPORT, TO BE USED PRIMARILY FOR THE EMOTIONAL SUPPORT DOG PROGRAM | $7,500 | |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK | |||||||
| 120 WALL STREET 20TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND | $175,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND | $15,000 | |
| JEWISH COMMUNITY CENTER OF MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NC | JCC EMERGENCY FUND FOR WORK WITH SENIORS | $25,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK | |||||||
| 225 WEST 34 STREET SUITE 1607 | NEW YORK | NY | 10122 | PC | EMERGENCY SUPPLEMENTAL SUPPORT FOR CENSUS 2020 WORK IN BORO PARK | $5,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK | |||||||
| 225 WEST 34 STREET SUITE 1607 | NEW YORK | NY | 10122 | PC | CENSUS 2020: OUTREACH TO HARD TO COUNT JEWISH COMMUNITIES | $10,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | CONTESTED ELECTION READINESS FOR JEWISH COMMUNITIES | $10,000 | |
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH ST SUITE 900 | NEW YORK | NY | 10001 | PC | SOCIAL VENTURE FUND | $50,000 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVE S 4TH FLOOR | NEW YORK CITY | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVE S 4TH FLOOR | NEW YORK CITY | NY | 10016 | PC | EMERGENCY GENERAL SUPPORT | $9,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | PRISON/REENTRY CLINICAL PASTORAL EDUCATION INITIATIVE OF THE CENTER FOR PASTORAL EDUCATION | $25,000 | |
| KNESSETH ISRAEL SYNAGOGUE | |||||||
| 34 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | PC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | EMERGENCY GRANT | $25,000 | |
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | PC | GENERAL OPERATING SUPPORT AND START-UP SUPPORT FOR THE PROFESSIONAL EXPOSURE PROGRAM | $50,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MACHON ORA | |||||||
| 565 BROADWAY | PASSAIC | NJ | 07012 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | CORE EDUCATION PROGRAM | $25,000 | |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | GENERA OPERATING SUPPORT | $25,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | EMERGENCY GRANT | $25,000 | |
| NEW HEIGHTS | |||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | PC | COLLEGE BOUND PROGRAM: ACADEMIC AND ATHLETIC SERVICES FOR INNER-CITY STUDENT-ATHLETES | $5,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | PROFESSIONAL LEARNING FOR TEACHERS PROGRAM | $25,000 | |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY SUITE 308 | NEW YORK | NY | 10023 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | EMERGENCY GRANT | $50,000 | |
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 3RD AVENUE | NEW YORK | NY | 10022 | PC | NYC COVID-19 RESPONSE & IMPACT FUND | $250,000 | |
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||
| 168 CANAL STREET FLOOR 6 | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT AND EMERGENCY FUNDING | $25,000 | |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET SUITE 202C | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM IN NON-PROFIT MANAGEMENT | $50,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 23RD FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NLI USA INC | |||||||
| C/O PERRY DAVIS ASSOCIATES 25 WEST | NEW YORK | NY | 10036 | PC | STRATEGIC EXPANSION OF HISTORIC JEWISH PRESS DIGITIZATION AT THE NATIONAL LIBRARY OF ISRAEL | $250,000 | 45TH STREET SUITE 1405 |
| OPPORTUNITY AMERICA EDUCATIONAL FUND | |||||||
| 737 EIGHTH STREET SE SUITE 201 | WASHINGTON | DC | 20003 | PC | BLUEPRINT FOR CHANGE AT THE CITY UNIVERSITY OF NEW YORK A REFORM AGENDA FOR COMMUNITY COLLEGES TO PREPARING STUDENTS FOR JOBS THAT REQUIRE MORE THAN A HIGH SCHOOL DIPLOMA BUT LESS THAN A FOUR-YEAR COLLEGE DEGREE. | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | BIG PICTURE LEARNING PROGRAM IN ISRAEL - EQUITY IN EDUCATION PROGRAM BY THE DEMOCRATIC INSTITUTE ( # XXX-XX-XXXX) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | SUPPORT FOR SHEATUFIM FOR THE OPPORTUNITY FUND FOR CIVIC SERVICE | $150,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR THE ISRAEL CENTER FOR EDUCATIONAL INNOVATION (58-0504686 ) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR ARAB CENTER FOR ALTERNATIVE PLANNING (ACAP -- 58-0356897) | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR SIKKUY (58-0183580) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR TECH-CAREER (58-0401081) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | SUPPORT FOR LESHEM MIFALIM HINUCHIIM (58-0657336), WHICH PROVIDES TECHINICAL, PEDAGOGICAL AND FINANCIAL SUPPORT FOR HAREDI YESHIVOT THAT THAT PROVIDE GENERAL EDUCATION AS WELL AS RELIGIOUS STUDIES | $75,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT (MEMBERSHIP DUES) | $7,250 | |
| PROJECT EZRA | |||||||
| 387 GRAND STREET GROUND FLOOR | NEW YORK | NY | 10002 | NC | GENERAL OPERATING SUPPORT | $10,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 W38TH ST5TH FLOOR | NY | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 W38TH ST5TH FLOOR | NY | NY | 10018 | PC | EMERGENCY FUNDING FOR RESTORATIVE JUSTICE PROGRAMS | $25,000 | |
| REPAIR THE WORLD | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | PC | SERVE THE MOMENT, A SERVICE RESPONSE BY THE JEWISH COMMUNITY TO THE COVID PANDEMIC IN NEW YORK | $25,000 | |
| REPAIR THE WORLD | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | PC | HARLEM PROGRAM EXPANSION | $10,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CARA - CUNY GRADUATE CENTER - RM | NEW YORK CITY | NY | 10016 | PC | COLLEGE COMPLETION INNOVATION FUND (CCIF) | $100,000 | 620304 365 FIFTH AVENUE |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CARA - CUNY GRADUATE CENTER - RM | NEW YORK CITY | NY | 10016 | PC | GENERAL OPERATING SUPPORT FOR CARA (COLLEGE ACCESS -- RESEARCH AND ACTION) | $50,000 | 620304 365 FIFTH AVENUE |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CARA - CUNY GRADUATE CENTER - RM | NEW YORK CITY | NY | 10016 | PC | EMERGENCY FUNDING TO SUPPORT PEER LEADERS WORKING ON CARA'S COLLEGE ACCESS PROGRAMS | $50,000 | 620304 365 FIFTH AVENUE |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE (CBI) | $25,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | EMERGENCY FUNDING FOR COLLEGE BOUND INITIATIVE | $25,000 | |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 W 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | COVID-19 ECONOMIC RECOVERY & RESILIENCY PROGRAM | $50,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 W 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SEFARIA PROJECT | |||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT | $25,000 | SUITE 1203 |
| TIDES CENTER | |||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT FOR PARENT ENGAGEMENT PROGRAMS OF THE NYC COALITION FOR EDUCATIONAL JUSTICE | $10,000 | |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CORONAVIRUS EMERGENCY FUNDING | $250,000 | |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | 2020 ANNUAL CAMPAIGN | $125,000 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 110 N MAIN STREETP O BOX 911 | GLOVERSVILLE | NY | 12078 | PC | 2019-2020 COMMUNITY CAMPAIGN | $5,000 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 110 N MAIN STREET P O BOX 911 | GLOVERSVILLE | NY | 12078 | PC | UNITED WAY COVID-19 RELIEF & RECOVERY FUND TO SUPPORT FULTON COUNTY COMMUNITY | $5,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FL | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT AND EMERGENCY FUNDING FOR THE STREET VENDOR PROJECT | $25,000 | |
| VOLUNTEERS OF LEGAL SERVICE | |||||||
| 40 WORTH STREET SUITE 820 | NEW YORK | NY | 10002 | PC | IMMIGRATION PROJECT | $10,000 | |
| YAFFED (YOUNG ADVOCATES FOR FAIR EDUCATION) | |||||||
| 25 WEST 45TH STREET STE 1400 | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 1948 | NEW YORK | NY | 10115 | PC | HAZAMIR: THE INTERNATIONAL JEWISH TEEN CHOIR | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,976,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,323,565 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,565,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,894,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,894,709 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKS PANETH LLP -ACCOUNTING FEES | CategoryTxt |
| Amt | $94,357 | Amt |
| Net Investment Income | $23,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,768 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2013-08-01 | $3,030 | $3,030 | 200DB | 5.000000000000 | $0 | $0 |
| DEFERRED SOFTWARE | 2014-04-01 | $6,100 | $6,100 | SL | 3.000000000000 | $0 | $0 |
| WEBSITE | 2014-03-01 | $24,750 | $24,750 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE & FIXTURE | 2014-10-30 | $3,500 | $1,464 | 200DB | 7.000000000000 | $153 | $0 |
| COMPUTER | 2014-01-22 | $2,872 | $1,436 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2016-03-03 | $1,490 | $653 | 200DB | 5.000000000000 | $82 | $0 |
| COMPUTER | 2019-12-12 | $2,631 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2020-01-28 | $2,233 | 200DB | 5.000000000000 | $2,233 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORS INNER CIRCLE EDGWD GRW INST | $2,072,274 | $2,617,202 |
| ARTISAN INT'L VALUE FUND | $1,062,612 | $1,431,313 |
| DODGE & COX INCOME FUND | $2,155,776 | $2,300,702 |
| DOUBLELINE FDS TR TOTAL RETURN | $1,677,306 | $1,632,190 |
| FIDELITY CONCORD STR 500 IDX INS PREM | $4,832,123 | $6,490,876 |
| FIDELITY CONCORD STR INTL IDX INS PRM | $2,815,117 | $3,047,235 |
| HEALTH CARE SELECT SECTOR | $2,066,803 | $2,446,901 |
| INVESCO QQQ TR UNIT SER 1 | $1,060,853 | $1,994,759 |
| ISHARES CORE MSCI EMERGING | $2,514,915 | $2,986,854 |
| ISHARES INC MSCI BRAZIL ETF | $720,566 | $815,206 |
| ISHARES INC MSCI JPN ETF NEW | $1,174,592 | $1,395,519 |
| ISHARES MSCI ALL COUNTRY ASI | $1,180,460 | $1,631,081 |
| ISHARES RUSSELL 1000 VALUE ETF | $1,623,439 | $1,769,833 |
| ISHARES TR MSCI INDIA IDX | $437,919 | $633,907 |
| MARKET VECTORS ETF TRGOLD MINERS ETF FD | $616,875 | $935,692 |
| NEUBERGER BERMAN EQUITY FDS GCHINA EQ INST | $524,221 | $482,896 |
| OAKMARK INTERNATIONAL INST | $2,146,406 | $2,484,432 |
| PARNASSUS EQTY INCOME FD | $2,984,910 | $4,193,277 |
| PIMCO INVESTMENT GRADE CORPORATE | $1,554,991 | $1,639,074 |
| PIMCO TOTAL RETURN FUND INSTL CL | $1,045,519 | $1,091,665 |
| SCHWAB STRATEGIC TR US TIPS ETF | $1,236,646 | $1,394,565 |
| T ROWE PRICE INTL FDS JAPAN FD CL I | $518,123 | $731,169 |
| T ROWE PRICE INTL FDS NEW ASIA FD I | $650,000 | $845,504 |
| VANGUARD MID-CAP VIPERS | $1,278,410 | $2,222,778 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM | $4,703,583 | $5,012,303 |
| VANGUARD WORLD FDS FINANCIALS ETF | $1,795,960 | $1,976,930 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KLS DIVERSIFIED FUND LTD. | AT COST | $1,500,000 | $1,744,467 |
| MILLENNIUM INTERNATIONAL, LTD. | AT COST | $638,342 | $1,211,807 |
| SEG PARTNERS OFFSHORE INC., LTD. | AT COST | $500,000 | $1,408,566 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $3,030 | $3,030 | $0 |
| DEFERRED SOFTWARE | $6,100 | $6,100 | $0 |
| WEBSITE | $24,750 | $24,750 | $0 |
| FURNITURE & FIXTURE | $3,500 | $3,367 | $133 |
| COMPUTER | $2,872 | $2,872 | $0 |
| COMPUTER | $1,490 | $1,480 | $10 |
| COMPUTER | $2,631 | $2,631 | $0 |
| COMPUTER | $2,233 | $2,233 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DUVAL & STACHENFELD LLP- LEGAL FEES | CategoryTxt |
| Legal Fees | $2,061 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,061 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| BOY Book Value | $146 | BOYBookValueAmt |
| EOY Book Value | $146 | EOYBookValueAmt |
| EOYFMV | $146 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $259 | $0 | $259 |
| DUES & MEMBERSHIPS | $4,350 | $0 | $4,350 |
| INSURANCE | $10,025 | $0 | $10,025 |
| OFFICE SUPPLIES & EXPENSE | $456 | $0 | $455 |
| OFFICE MAINTENANCE | $44,841 | $0 | $44,841 |
| MISCELLANEOUS | $11 | $0 | $11 |
| COMPUTER MAINTENANCE AND EXPENSE | $12,155 | $0 | $12,155 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,158 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,158 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $675 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT ADVISORY FEES- JP MORGAN | $107,560 | $107,560 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- FIELDPOINT | $21,454 | $21,454 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $69,000 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $11,077 | $0 | $11,077 |