LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-18
- IRS object ID
- 202522619349100112
- Schema version
- 2024v5.2
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-18T13:59:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | 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 | 2024-01-01 | 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 | 2128133575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE SUITE 1910 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128133575 | PhoneNum |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2025-09-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,033,113 | 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 | $13,753 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,753 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,375,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,375,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,288,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,703,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,288,269 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,677,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,677,042 | 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 | $244,010 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $244,010 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $61,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $153,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,942 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $361 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $155,363 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $155,363 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,965 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,274 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $876,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $663,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,198,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,198,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,075,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,862,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $601,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,502,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150 | CashBOYAmt |
| Cash EOY | $13,814 | CashEOYAmt |
| Cash EOYFMV | $150 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $451,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,621,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,635,593 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $106,183 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $106,183 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $106,183 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $42,177,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,904,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,289,766 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,415,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,659 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $513 | LandBOYAmt |
| Land EOY | $1,421 | LandEOYAmt |
| Land EOYFMV | $1,421 | LandEOYFMVAmt |
| Other Assets BOY | $176 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,044,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,647,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,033,113 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $761 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $761 | 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 | $26,092,531 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,694,307 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,044,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,646,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,044,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,647,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,044,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $601,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,646,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,646,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $16,478,645 | $15,000,556 | $1,478,089 | $1,478,089 | |||
| MARSHALL WACE FUNDS PLC | $1,868,548 | $1,565,000 | $303,548 | $303,548 | P | 2021-06-01 | 2024-05-01 |
| NORTH ROCK FUND, LTD | $1,808,646 | $1,600,000 | $208,646 | $208,646 | P | 2022-05-01 | 2024-06-30 |
| SEG PARTNERS OFFSHORE INC., LTD | $1,699,317 | $500,000 | $1,199,317 | $1,199,317 | P | 2012-07-01 | 2024-07-01 |
| CAIS APOLLO ALIGNED ALTERNATIVES FUND | $848,669 | $750,000 | $98,669 | $98,669 | P | 2023-03-01 | 2024-07-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,288,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,588 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,732 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,732 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $212 | EsPenaltyAmt |
| Overpayment | $11,932 | OverpaymentAmt |
| Applied To ES Tax | $11,932 | 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 | CBIZ ADVISORS LLC | 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 (10 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 | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES BERLIN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER J SOLOMON | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERI HOROWITZ | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT D FROST | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | TREASURER, CHAIR OF AUDIT | 1.00 | $0 | $0 | $0 |
| JENNIFER R COWAN | ||||||||
| 200 MADISON AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $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 | $244,010 | 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 | $132,751 |
| CBIZ | |||||
| 685 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING AND AUDITING | $82,360 |
| 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 | $52,882,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $984,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,866,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,866,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $808,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,058,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,652,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,652,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,588 | TotalTaxAmt |
| Distributable Before Adj | $2,590,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,590,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,590,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,862,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,862,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,590,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $755,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,777,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $335,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $861,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,030,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,759,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,862,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,590,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,272,255 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,032,195 | 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 | $755,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,276,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,777,041 | ExcessFromYear4Amt |
| Excess From Year3 | $335,960 | ExcessFromYear3Amt |
| Excess From Year2 | $861,150 | ExcessFromYear2Amt |
| Excess From Year1 | $1,030,278 | ExcessFromYear1Amt |
| Excess From Current Year | $1,272,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 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 | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $50,000 | |
| ADAMAH | |||||||
| 5425 MT GILEAD ROAD | REISTERSTOWN | MD | 21136 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE HAROLD | BRONX | NY | 10461 | PC | BRONX HEALTH OPPORTUNITIES PARTNERSHIP AT EINSTEIN (BRONX HOPE) 2023 AND 2024 SUMMER PATHWAY PROGRAM FOR UNDERREPRESENTED MINORITIES IN MEDICINE | $25,000 | MURIEL BLOCK BUILDING 7TH FLOOR |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION, THE HEBREW UNIVERSITY OF JERUSALEM. GENERAL SUPPORT OF THE PROGRAM FOR TEACHING JEWISH STUDIES IN THE FSU, CENTRAL AND EASTERN EUROPE | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | ANNUAL MEMBERSHIP DUES FOR THE INTER-AGENCY TASK FORCE ON ISRAELI ARAB ISSUES | $10,000 | |
| AMERICAN PSYCHOLOGICAL FOUNDATION | |||||||
| 750 FIRST STREET NE | WASHINGTON | DC | 20002 | PC | JEWISH COMMUNITY MENTAL HEALTH PROGRAM | $25,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 1441 BROADWAY FLOOR 3SUITE 3025 | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| AVODAH - THE JEWISH SERVICE CORPS | |||||||
| 195 MONTAGUE ST FLOOR 14 | BROOKLYN | NY | 11201 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $50,000 | |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | "INNOVATION AND INFRASTRUCTURE - ENHANCING JEWISH LIFE ON CAMPUS" | $25,000 | |
| BEN-GURION UNIVERSITY OF THE NEGEV | |||||||
| 1 BEN-GURION BLVD | BEER SHEVA | NY | 84105 | PC | GRADUATE SCHOLARSHIP IN URBAN PLANNING FOR NEGEV BEDOUIN STUDENTS | $25,000 | |
| BLUE CARD INC | |||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| CENTER FOR AN URBAN FUTURE | |||||||
| 80 8TH AVE SUITE 708 | NEW YORK | NY | 10011 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS | |||||||
| 353 LEXINGTON AVE RM 1002 | NEW YORK | NY | 10016 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| COMMENTARY MAGAZINE | |||||||
| 200 W 86TH ST FRNT 1M | NEW YORK | NY | 10024 | PC | COMMENTARY IS APPLYING FOR GENERAL OPERATING SUPPORT FOR THE YEAR 2025. | $10,000 | |
| COMMONPOINT QUEENS | |||||||
| 5820 LITTLE NECK PARKWAY | LITTLE NECK | NY | 11362 | PC | COLLEGE ACCESS AND PERSISTENCE PROGRAM | $25,000 | |
| CONCERTS IN MOTION | |||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | PC | INTERGENERATIONAL MUSIC PROGRAM | $25,000 | |
| DAYENU A JEWISH CALL TO CLIMATE ACTION | |||||||
| 475 RIVERSIDE DRIVE SUITE 860 | NEW YORK | NY | 10115 | PC | DAYENU GENERAL OPERATING SUPPORT | $25,000 | |
| DOROT INC | |||||||
| 171 WEST 85 STREET | NEW YORK | NY | 10024 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $15,000 | |
| EUGENIO MARA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | PC | THE TRANSFER PEER MENTOR PROGRAM | $50,000 | |
| FOOTSTEPS | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $40,000 | |
| FORDHAM UNIVERSITY JEWISH STUDIES CENTER | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | PC | BRONX JEWISH HISTORY PROJECT | $10,000 | |
| GLOBAL KIDS INC | |||||||
| 102 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | PC | GLOBAL KIDS 2025 GENERAL OPERATING SUPPORT | $15,000 | |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| HARVARD UNIVERSITY LIBRARY JUDAICA DIVISION | |||||||
| WIDENER LIBRARY M | CAMBRIDGE | MA | 02138 | PC | THE CHARLES BERLIN LEGACY JUDAICA FUND (FUND 560023) | $50,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVE 19TH FL | NEW YORK | NY | 10017 | PC | HFLS ARCHIVAL PROJECT | $25,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVE 19TH FL | NEW YORK | NY | 10017 | PC | CORE SUPPORT | $50,000 | |
| HILLEL AT CORNELL INC | |||||||
| PO BOX 4150 | ITHACA | NY | 14852 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $20,000 | |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | PC | THE CUNY COLLECTIVE: PROVIDING SUPPORT FOR CUNY HILLELS | $150,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND (1411) | $260,000 | |
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | CLOSING TREATMENT AND EDUCATION GAPS FOR LOW-INCOME CHILDREN WITH LEARNING DISABILITIES | $20,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT FOR THE SOCIAL VENTURE FUND FOR JEWISH-ARAB EQUALITY AND SHARED SOCIETY IN ISRAEL | $60,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | 2023 MEMBERSHIP DUES | $3,600 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVE S 4TH FLOOR | NEW YORK CITY | NY | 10016 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $15,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | MULTIFAITH CLINICAL PASTORAL EDUCATION INSTRUCTION AND INTERNSHIPS IN SERVICE TO UNDER-RESOURCED PEOPLE IN NEW YORK CITY | $25,000 | |
| JOIN FOR JUSTICE INC | |||||||
| PO BOX 690376 | QUINCY | MA | 02169 | PC | JEWS OF COLOR ORGANIZING FELLOWSHIP IN NEW YORK | $10,000 | |
| KESHET | |||||||
| 1860 WASHINGTON STREET | NEWTON | MA | 02466 | PC | GENERAL OPERATING SUPPORT FOR LGBTQ+ INCLUSION AND BELONGING | $25,000 | |
| KINGS BAY YM-YWHA INC | |||||||
| 3495 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | PC | PROGRAM FOR DEAF AND HEARING-IMPAIRED OLDER ADULTS | $10,000 | |
| KNESSETH ISRAEL SYNAGOGUE | |||||||
| 34 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | NC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | IMMIGRATION LAW UNIT | $25,000 | |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | QUEENS | NY | 11106 | PC | COLLEGE BOUND PROGRAM AND SUMMER LAW INSTITUTE | $25,000 | |
| LIMMUD NA | |||||||
| 4849 GREENVILLE AVENUE STE 100-109 | DALLAS | TX | 75206 | PC | NEW YORK LIMMUD FESTIVAL | $10,000 | |
| LITERACY INC | |||||||
| 5030 BROADWAY STE 641 | NEW YORK | NY | 10034 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| MACHON ORA | |||||||
| 217 BROOK AVENUE SUITE E210 | PASSAIC | NJ | 07055 | PC | STEM PROGRAM | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | PC | 2023-24 LIGHTS UP! PROGRAM | $25,000 | |
| MARLENE MEYERSON JCC MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| MEMORIAL HALL CULTURAL & ARTS CENTER INC | |||||||
| PO BOX 333 | GLOVERSVILLE | NY | 12078 | PC | ENRICH SCHINE MEMORIAL HALL ARTS INITIATIVE | $25,000 | |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | MOVING TRADITIONS GENERAL OPERATING SUPPORT | $15,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| NEW HEIGHTS | |||||||
| 1561 BEDFORD AVENUE | BROOKLYN | NY | 11225 | PC | COLLEGE BOUND PROGRAM | $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 411 | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $50,000 | |
| NEW YORK JEWISH AGENDA INC | |||||||
| PO BOX 380 | NEW YORK | NY | 10101 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT (LEADERSHIP PIPELINE AND PROGRAMMING FOR UNDOCUMENTED YOUTH) | $25,000 | |
| NEW YORK UNIVERSITY | |||||||
| 53 WASHINGTON SQUARE SOUTH ROOM 101 | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM | $60,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 111 JOHN ST SUITE 1160 | NEW YORK | NY | 10038 | PC | TOWARD EQUITABLE AND INNOVATIVE NEW YORK CITY PARKS - A STRATEGIC ADVOCACY APPROACH | $10,000 | |
| NLI USA INC | |||||||
| 25 WEST 45TH STREET SUITE 504 | NEW YORK | NY | 10036 | PC | STRATEGIC EXPANSION OF HISTORICAL JEWISH PRESS DIGITIZATION AT THE NATIONAL LIBRARY OF ISRAEL | $250,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR TECH-CAREER TECHNOLOGY TRAINING (58-0401081) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT FOR THE ISRAEL CENTER FOR EDUCATIONAL INNOVATION (58-0504686) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT TO ENABLE HAMANIOT ("SUNFLOWERS" 58-0670669) TO PROVIDE EMERGENCY SERVICES TO ORPHANS IN UNDERSERVED COMMUNITIES IN THE NEGEV | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT FOR THE RASHI FOUNDATION (58-0180941) FOR STARTECH IN THE NEGEV, A PROJECT OF ITS CYBER EDUCATION CENTER. | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | "SPRINGBOARD": A CROSS-SECTOR PARTNERSHIP TO INVEST IN THE WORKFORCE OF THE FUTURE, A PROJECT OF 121 ENGINE FOR SOCIAL CHANGE (58-0649986) | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR THE PUBLIC FORUM- YOUTH VILLAGES, BOARDING SCHOOLS & FOSTER CARE IN ISRAEL LTD (51-5097269) -TO IMPROVE THE STATUS OF THE CHILDREN, YOUTH AND GRADUATES OF OUT-OF-HOME PLACEMENTS. | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GRANT TO NACHSHONIM YOUTH CLUBS AS INTERMEDIARY FOR TAND'IF (THE CLEANING COOPERATIVE) TO OPEN A NEW BRANCH IN THE NEGEV | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR SIKKUY-AUFOQ, (XXX-XX-XXXX) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR ACAPS ACTIVITIES (58-0356897) | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | SHAMSUNA (58-0761096) - GENERAL OPERATING SUPPORT | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT FOR LESHEM MIFALIM HINUCHIIM (58-0657336), WHICH PROVIDES PEDAGOGICAL, FINANCIAL, AND STRATEGIC SUPPORT TO HAREDI YESHIVA HIGH SCHOOLS, ALONG WITH SUPPORT FOR DESIGNATED YESHIVOT. | $85,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | SUPPORT FOR TZEDEK CENTERS' WORK IN FRONTLINE CITIES IN THE SOUTH (AMUTAH #XXX-XX-XXXX) | $25,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | MEMBERSHIP DUES 2024 | $7,250 | |
| PROJECT EZRA | |||||||
| 387 GRAND STREET | NEW YORK | NY | 10002 | PC | ELDERLY ENRICHMENT EMPOWERMENT INITIATIVE | $10,000 | |
| PROJECT KESHER | |||||||
| 2660 BROADWAY 16 | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT FOR PROJECT KESHER ISRAEL | $25,000 | |
| RAMAPO FOR CHILDREN | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | PC | RAMAPO FOR CHILDREN RESTORATIVE JUSTICE WORK IN NEW YORK CITY SCHOOLS | $25,000 | |
| REPAIR THE WORLD | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | PC | REPAIR THE WORLD NEW YORK | $25,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | PC | 2024-2025 COLLEGE COMPLETION INNOVATION FUND AWARD CYCLE | $100,000 | |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT FOR CARA: COLLEGE ACCESS RESEARCH & ACTION | $50,000 | |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| SAMI SEPHARDIC AMERICAN MIZRAHI INITIATIVE | |||||||
| 151 HASBROUCH A ROAD | HURLEYVILLE | NY | 12747 | PC | SAMI SEPHARDIC AND MIZRAHI JEWISH LIFE ON CAMPUS | $25,000 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| SHEFA SCHOOL | |||||||
| 17 WEST 60TH ST | NEW YORK | NY | 10023 | PC | CAPITAL CAMPAIGN | $200,000 | |
| SHTETL | |||||||
| PO BOX 2166 | TEANECK | NJ | 07666 | PC | SUPPORT FOR NEW MEDIA OUTLET SERVING AS A FREE PRESS FOR THE HAREDI COMMUNITY OF NEW YORK AND BEYOND | $10,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE IN NEW YORK CITY AND ROCHESTER | $25,000 | |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE 8TH FL | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $10,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 W 33RD ST SUITE 610 | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $50,000 | |
| THE SEFARIA PROJECT | |||||||
| 228 PARK AVE SOUTH SUITE 79262 | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT FOR SEFARIA: POWERING PATHWAYS TO TORAH IN THE DIGITAL AGE | $25,000 | |
| UCONN HILLEL | |||||||
| 54 N EAGLEVILLE ROAD | STORRS MANSFIELD | CT | 06268 | PC | UCONN HILLEL ISRAEL FELLOW | $10,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | UJA'S 2024 ANNUAL CAMPAIGN (GENERAL, UNRESTRICTED SUPPORT) | $125,000 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | OU IMPACT ACCELERATOR GENERAL OPERATING SUPPORT | $10,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT FOR THE STREET VENDOR PROJECT | $25,000 | |
| VOLUNTEERS OF LEGAL SERVICE | |||||||
| 40 WORTH ST SUITE 829 | NEW YORK | NY | 10013 | PC | VOLUNTEERS OF LEGAL SERVICE IMMIGRATION PROJECT (IP) | $25,000 | |
| YOUNG ADVOCATES FOR FAIR EDUCATION | |||||||
| PO BOX 160398 | BROOKLYN | NY | 11216 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE. | $25,000 | |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE 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 | $3,198,850 | 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 | $13,753 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,375,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,288,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,677,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,677,042 | 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 | CBIZ INC | CategoryTxt |
| Amt | $82,360 | Amt |
| Net Investment Income | $20,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,770 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 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 | SL | 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 | $1,750 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2014-01-22 | $2,872 | $1,436 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2016-03-03 | $1,490 | $745 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-12-12 | $2,631 | SL | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2020-01-28 | $2,233 | SL | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2023-05-01 | $3,205 | $128 | SL | 5.000000000000 | $128 | $0 |
| COMPUTER | 2024-01-29 | $1,269 | SL | 5.000000000000 | $233 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK FDS II HI YLD | $1,276,569 | $1,257,067 |
| DODGE & COX INCOME FUND | $2,767,616 | $2,701,350 |
| ISHARES TRUST LEHMAN 7-10 YR TREAS INDEX F | $2,526,985 | $2,372,637 |
| PIMCO TOTAL RETURN FUND INSTL CL | $1,994,414 | $1,878,468 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM | $5,538,054 | $5,440,948 |
| ARTISAN INT'L VALUE FUND | $941,219 | $989,141 |
| CONSUMER DISCRETIONARY SELT | $128,393 | $133,713 |
| FIDELITY CONCORD STR 500 IDX INS PREM | $10,124,067 | $16,882,216 |
| FIDELITY CONCORD STR INTL IDX INS PRM | $1,679,143 | $1,969,511 |
| FINANCIAL SELECT SECTOR SPDR | $663,525 | $739,739 |
| HEALTH CARE SELECT SECTOR | $237,500 | $370,201 |
| INVESCO QQQ TR UNIT SER 1 | $1,049,564 | $2,719,744 |
| INVESCO S&P 500 EQUAL WEIGHT | $611,299 | $731,936 |
| ISHARES CORE MSCI EMERGING | $3,168,522 | $3,214,089 |
| ISHARES INC MSCI JPN ETF NEW | $1,100,974 | $1,344,080 |
| ISHARES MSCI EUROPE FINANCIALS ETF | $369,640 | $392,419 |
| ISHARES MSCI UNITED KINGDOM ETF | $372,095 | $367,917 |
| ISHARES S&P MIDCAP 400 INDEX FD | $791,639 | $943,872 |
| JP MORGAN EXCHANGE TRA BETABLDRS CDA | $426,670 | $483,824 |
| MARKET VECTORS ETF TRGOLD MINERS ETF FD | $437,170 | $467,415 |
| SELECT SECTOR SPDR TR INDL | $127,127 | $120,560 |
| SPDR EURO STOXX 50 ETF | $995,012 | $1,017,072 |
| VANECK ETF TRUST OIL SERVICES | $297,776 | $383,790 |
| VANECK SEMICONDUCTOR ETF | $502,109 | $527,204 |
| VANGUARD MSCI EUROPE ETF | $1,007,315 | $1,067,058 |
| WISDOMTREE JAP HDGD EQTY | $769,722 | $773,795 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 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 | $3,500 | $0 |
| COMPUTER | $2,872 | $2,872 | $0 |
| COMPUTER | $1,490 | $1,490 | $0 |
| COMPUTER | $2,631 | $2,631 | $0 |
| COMPUTER | $2,233 | $2,233 | $0 |
| COMPUTER | $3,205 | $2,820 | $385 |
| COMPUTER | $1,269 | $233 | $1,036 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERLMAN & PERLMAN | $2,808 | $0 | $2,808 |
| HERRICK | $12,625 | $0 | $12,625 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| BOY Book Value | $176 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $170 | $0 | $170 |
| DUES & MEMBERSHIPS | $1,783 | $0 | $1,783 |
| INSURANCE | $11,297 | $0 | $11,297 |
| OFFICE SUPPLIES & EXPENSE | $2,070 | $0 | $2,070 |
| OFFICE MAINTENANCE | $80,641 | $0 | $80,641 |
| POSTAGE AND DELIVERY | $62 | $0 | $62 |
| COMPUTER MAINTENANCE AND EXPENSE | $17,424 | $0 | $17,424 |
| LETTER OF CREDIT FEES | $3,518 | $0 | $3,518 |
| OTHER PROFESSIONAL FEES | $2,309 | $0 | $2,309 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $761 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT ADVISORY FEES- JP MORGAN | $132,751 | $132,751 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- FIELDPOINT | $14,876 | $14,876 | $0 |
| INVESTMENT MANAGEMENT ADVISORY FEES- PERSHING | $6,093 | $6,093 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $37,000 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $14,442 | $0 | $14,442 |
| TAX PENALTY | $988 | $0 | $0 |