AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-08-14
- IRS object ID
- 202002279349100210
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T10:02:24-05:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136200200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axe-Houghton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 55 WALLS DR 3 FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D HAIMS | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $7,936,250 | 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 | $433 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $433 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,358,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $525,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $525,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $218 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $218 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,706 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,451 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $45,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $327,121 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $327,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $372,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $491,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,821 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,126,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,249,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,895,429 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,175,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,289,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,936,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,175,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,289,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,175,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,289,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,175,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,289,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,175,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $147 | OtherIncreasesAmt |
| Subtotal | $6,289,854 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,289,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,358,886 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,031,014 | CostOrOtherBasisAmt |
| Gain Or Loss | $327,872 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $327,872 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $369,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,884,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $370,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,964,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046506 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $352,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,465,039 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047154 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $347,159 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,471,215 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $342,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,762,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044184 | DistributionYr5Rt |
| Total Distribution | 0.231144 | TotalDistributionRt |
| Average Distribution | 0.046229 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,059,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $372,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,920 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,510 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $372,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,840 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,840 | SubtotalAmt |
| Tax Based On Investment Income | $9,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,540 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||||
| Foundation Source 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| Foundation Source 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir, Treas, Sec | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| Foundation Source 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Carolyn Weber | ||||||||
| Foundation Source 55 WALLS DR 3 FL | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,143,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,182,406 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,182,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,059,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,840 | TotalTaxAmt |
| Distributable Before Adj | $393,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $147 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $393,291 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $393,291 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $372,570 | 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 | $372,570 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $372,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,291 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $312,067 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $372,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $312,067 | AppliedToYear1Amt |
| Applied To Current Year | $60,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $332,788 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST STE 600 | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth (M2M) Open Mic Project | $5,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE STE 313 | NEW YORK | NY | 10011 | N/A | PC | Atlantic New Play and Musical Development Program | $5,000 |
| BROOKLYN ARTS COUNCIL | |||||||
| 20 JAY ST STE 616 | BROOKLYN | NY | 11201 | N/A | PC | Alzheimer's Poetry Project | $5,000 |
| BUSHWICK STARR | |||||||
| 207 STARR ST STE 2-2 | BROOKLYN | NY | 11237 | N/A | PC | 2019-20 Artistic Development Activites Project | $4,500 |
| CHERRY LANE ALTERNATIVE INC | |||||||
| 38 COMMERCE ST | NEW YORK | NY | 10014 | N/A | PC | 2020 Mentor Project | $5,000 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 566 W 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | The Classical Theatre of Harlem (CTH) Literary Series project | $5,000 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | Summerworks 2020 Project | $5,000 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Collaborative Arts Residency Program | $4,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | Production Support for ASSASSINS, part of CSC's 2019/20 Season Project | $8,500 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | De La Salle Academy Speech and Debate Program | $10,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | English-Speaking Union Middle School Public Debate program | $5,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 549 W 52ND ST FL 2 | NEW YORK | NY | 10019 | N/A | PC | 2019/2020 Mainstage production of REDWOOD project | $5,000 |
| EPIC THEATRE CENTER INC | |||||||
| 410 W 42ND ST STE 4E1 | NEW YORK | NY | 10036 | N/A | PC | Epic Theatre Ensemble's After-school REMIX Program | $8,000 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Poets Out Loud Project | $3,121 |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | Building Social Sector Capacity 2020 Project | $2,000 |
| GIRL BE HEARD INSTITUTE | |||||||
| 20 JAY ST 210B | BROOKLYN | NY | 11201 | N/A | PC | Girl Be Heard Sunday Workshops Project | $5,500 |
| GROUP I ACTING COMPANY INC | |||||||
| 630 9TH AVE STE 214 | NEW YORK | NY | 10036 | N/A | PC | The Acting Company NYC School Tour and Arts Education Program | $6,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| PO BOX 740190 | BRONX | NY | 10474 | N/A | PC | Hunts Point Children's Shakespeare Ensemble Project | $5,000 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | Dublin Carol Project | $5,000 |
| IRONDALE PRODUCTIONS INC | |||||||
| 85 S OXFORD ST | BROOKLYN | NY | 11217 | N/A | PC | Theater Archeology Project | $3,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works Project | $8,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | We The People: Oral Debate competition Project | $7,000 |
| KEEN THEATER COMPANY INC | |||||||
| 520 8TH AVE RM 328 | NEW YORK | NY | 10018 | N/A | PC | Keen Teens 2020 Project | $3,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | |||||||
| 74A E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | Poetry Electric Project | $5,000 |
| LARK THEATRE COMPANY INC | |||||||
| 311 W 43RD ST STE 406 | NEW YORK | NY | 10036 | N/A | PC | Public Rehearsals at The Lark Project | $6,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | N/A | PC | LEAP's Theater Programs: LEAP OnStage and the August Wilson Monologue Program | $5,000 |
| MABOU MINES DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 777 PETER STUYVESANT STA | NEW YORK | NY | 10009 | N/A | PC | Distances Smaller Than This Are Not Confirmed Project | $3,500 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | MCC Theater's Student Matinee Initiative Project | $7,000 |
| MINT THEATER COMPANY INC | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | Meet Miss Baker, 2020 Project | $6,500 |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | The In Between: A Love Story Project | $6,000 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | The Playwrights' Lab Project | $8,500 |
| NEW GROUP INC | |||||||
| 240 W 35TH ST STE 1200 | NEW YORK | NY | 10001 | N/A | PC | THE SEAGULL/WOODSTOCK, NY Project | $6,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | The Axe-Houghton Debate Invitational Program | $10,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 64 FULTON ST STE 1108 | NEW YORK | NY | 10038 | N/A | PC | Panoramic Theatre production of Shakespeare's "King Lear" Project | $6,000 |
| NEW YORK STAGE AND FILM COMPANY INC | |||||||
| 214 W 29TH ST RM 1001 | NEW YORK | NY | 10001 | N/A | PC | NYC Developmental Programming Project | $4,500 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | NYTW's Education and Community Engagement Initiatives | $7,500 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | Dixon Place Literary Program 2019/20 Project | $5,000 |
| OPENING ACT INC | |||||||
| 81 PROSPECT ST | BROOKLYN | NY | 11201 | N/A | PC | Middle School After School Theater Program - Pilot project | $3,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 80 HANSON PL 6TH FL | BROOKLYN | NY | 11217 | N/A | PC | 2020 World Premiere Production and Page 73 Playwriting Fellows Workshop Project | $5,500 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 802 | NEW YORK | NY | 10036 | N/A | PC | Lunch Bunch Project | $5,000 |
| PLAYING ON AIR INC | |||||||
| 210 W 101ST ST PH 9 | NEW YORK | NY | 10025 | N/A | PC | Wordsmith Duo Commissions Project | $4,000 |
| POETS HOUSE INC | |||||||
| 10 RIVER TER | NEW YORK | NY | 10282 | N/A | PC | Poets House Web Exhibit - "Ten Years at Ten River Terrace: Highlights from The Axe-Houghton Multimedia Collection" Project | $4,000 |
| PREMIERA INC | |||||||
| PAULETTE HAUPT 210 RIVERSIDE DR | NEW YORK | NY | 10025 | N/A | PC | INNER VOICES 2020 Project | $3,500 |
| PRIMARY STAGES COMPANY INC | |||||||
| 307 W 38TH ST RM 1510 | NEW YORK | NY | 10018 | N/A | PC | Primary Plus Reading Series Project | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | THE SIBLINGS PLAY Project | $4,000 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2019-20 Revelation Reading Series and Short New Play Festival Project | $6,000 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | N/A | PC | Soho Rep.'s Mainstage Season and Audience Engagement Project | $5,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 247 W 37TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | SAY: Confident Voices Project | $6,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space Literature in Performance Project | $7,500 |
| TECTONIC THEATER PROJECT INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | New Play Development Lab Project | $5,000 |
| THE CITY COLLEGE 21ST CENTURY FOUNDATION INC | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | The Poetry Outreach Center at The City College of New York Project | $4,500 |
| THE CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | The Civilians: Investigative Cabaret Series Project | $5,000 |
| THE FLEA THEATER INC | |||||||
| 20 THOMAS ST | NEW YORK | NY | 10007 | N/A | PC | 2019/20 SERIALS Writers Room Project | $5,000 |
| THE POETRY PROJECT LIMITED | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | TRANSMIT Project | $3,000 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | 2020 Revival production of BRECHT ON BRECHT Project | $5,500 |
| THEATER LABRADOR INC | |||||||
| 25 BROADWAY 9TH FL | NEW YORK | NY | 10004 | N/A | PC | THE HARRIET HOLLAND SOCIAL CLUB project | $5,500 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience's 2019-2020 Season of Production and Programs | $7,500 |
| THEATRE OF THE EMERGING AMERICAN MOMENT | |||||||
| 138 S OXFORD ST STE 4C | BROOKLYN | NY | 11217 | N/A | PC | Petri Projects | $4,000 |
| URBAN WORD NYC INC | |||||||
| 5 W 19TH ST BUZZER Q 3RD FL | NEW YORK | NY | 10011 | N/A | PC | Poetry, Spoken Word and Creative Writing Workshops Project | $5,500 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | TUVALU OR, THE SADDEST SONG Project | $4,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVE STE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks Classes & Best of TheaterWorks Production Project | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $327,121 | 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 | $433 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $327,872 | 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 | $525,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $525,698 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STD PHYSICAL PRECIOUS | $91,927 | $85,040 |
| ABERDEEN STD PHYSICAL SWISS GL | $142,253 | $178,972 |
| BAIRD AGGREGATE BOND FUND CLAS | $473,057 | $497,933 |
| COLUMBIA DIVIDEND INCOME FD CL | $126,285 | $172,723 |
| DFA EMERGING MARKETS PORTFOLIO | $69,045 | $72,090 |
| DFA U.S. SMALL CAP PORTFOLIO | $70,739 | $80,468 |
| DFA US LARGE COMPANY PORTFOLIO | $185,276 | $315,405 |
| DODGE & COX FUNDS INTERNATIONA | $205,016 | $203,368 |
| DOUBLELINE CORE FIXED INCOME I | $282,206 | $291,252 |
| DOUBLELINE LOW DURATION BOND F | $725,256 | $729,476 |
| FEDERATED INSTI HIGH YIELD BD | $84,048 | $84,322 |
| HARBOR CAPITAL APPRECIATION FU | $188,136 | $240,395 |
| ISHARES GOLD TRUST | $70,672 | $89,908 |
| MFS INTERNATIONAL DIVERSIFICAT | $223,332 | $214,199 |
| PIMCO FUNDS FOREIGN BOND FUND | $72,995 | $74,320 |
| PIMCO INVESTMENT GRADE CORP BD | $201,073 | $216,932 |
| SPDR GOLD SHARES | $71,022 | $89,028 |
| T ROWE PRICE MID CAP VALUE | $131,893 | $131,943 |
| T. ROWE PRICE SMALL-CAP VALUE | $74,771 | $80,224 |
| TWEEDY, BROWNE GLOBAL VALUE FD | $163,702 | $168,305 |
| VANGUARD GROWTH INDEX FD ADMIR | $135,418 | $351,760 |
| VANGUARD INDEX TR VANGUARD TOT | $516,082 | $1,261,614 |
| VANGUARD INFLATION-PROTECTED S | $88,201 | $90,270 |
| VANGUARD INTL GROWTH FD ADMIRA | $121,936 | $175,146 |
| VANGUARD MID-CAP INDEX FD ADMI | $158,607 | $219,353 |
| VANGUARD SHORT-TERM CORPORATE | $704,858 | $719,229 |
| VANGUARD SHORT-TERM INFLATION- | $196,678 | $198,476 |
| VANGUARD TOTAL INT ST IDX-AD | $514,092 | $552,172 |
| VANGUARD VALUE INDEX ADM SHARE | $160,457 | $311,106 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $218 | LegalFeesAmt |
| Disbursements Charitable Prps | $218 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $44,431 | $44,431 |
| Foundation Dues & Memberships | $550 | $550 |
| State or Local Filing Fees | $250 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $147 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $33,706 | Amt |
| Net Investment Income | $33,706 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $4,300 |
| 990-PF Excise Tax for 2019 | $1,151 |