JOY OF GIVING SOMETHING INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOY OF GIVING SOMETHING INC (EIN 13-4033237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202503039349101535
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other 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 | 2025-10-30T16:03:15-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & GRUTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134033237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOY OF GIVING SOMETHING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JOYO | BusinessNameControlTxt |
| Phone | 9734024264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5173 SKYLINE DRIVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HOONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3153959883 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN A GRUTMAN | PreparerPersonNm |
| PTIN | P00989767 | PTIN |
| Phone | 2129532900 | PhoneNum |
| Preparation | 2025-11-15 | 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 | $40,124,327 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $745,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $745,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $745,454 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,043,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,505 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $24,956 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $440 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $890,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $889,961 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $770,410 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,612 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $157,612 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,666 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,666 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $65,908 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,182 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $52,726 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,694 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,347 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,623 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,623 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,067 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $17,067 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,440 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $27,400 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $27,400 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $718 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $387,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,030 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $160,030 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226,989 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $702,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $177,097 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $507,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,731,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,731,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,433,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $177,097 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,238,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,543,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $695,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $593,313 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,639 | CashBOYAmt |
| Cash EOY | $53,389 | CashEOYAmt |
| Cash EOYFMV | $53,389 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $659,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $459,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $461,488 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,752,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,946,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,863,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,594,090 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,361,567 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,694,513 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $666,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $826,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $844,618 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,358,185 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,909,166 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,206,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,086,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,556,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,124,327 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $13,663 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,663 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,086,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,543,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,086,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,543,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,086,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,556,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,086,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,543,000 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,543,086 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,543,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED ST BOX A | P | $1,253,464 | $1,228,508 | $24,956 | $24,956 |
| SEE ATTACHED LT BOX D | P | $2,789,739 | $2,693,461 | $118,969 | $96,278 |
| CAPITAL GAIN DIVIDENDS | P | $580 | |||
| CAPITAL GAIN DIVIDENDS | P | $580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,505 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,956 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,665 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,665 | SubtotalAmt |
| Tax Based On Investment Income | $9,665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,531 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,531 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $3,848 | OverpaymentAmt |
| Applied To ES Tax | $3,848 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JGSINC.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3153959883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5173 SKYLINE DRIVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13215 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY HOONE | |||||||||
| 5173 SKYLINE DRIVE | SYRACUSE | NY | 13215 | PRESIDENT | 0 | $0 | $0 | $0 | |
| GORDON G DAVIS ESQ | |||||||||
| 1270 AVENUE OF AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 0 | $0 | $0 | $0 | |
| NINA E STONE ESQ | |||||||||
| 405 LEXINGTON AVENUE | NEW YORK | NY | 10174 | SECRETARY/DIRECTOR | 0 | $0 | $0 | $0 | 26TH FLOOR |
| MARGARET BEAL | |||||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | DIRECTOR | 0 | $0 | $0 | $0 | |
| LEANDRO VILLARO | |||||||||
| 36 EAST 30TH STREET | NEW YORK | NH | 10016 | DIRECTOR | 0 | $0 | $0 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE M MAUGANS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 1ST AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EDUCATION DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $145,612 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAINTAINS AN EXTENSIVE COLLECTION OF PHOTOGRAPHS, WHICH WERE AVAILABLE FOR VIEWING BY THE GENERAL PUBLIC IN A VIRTUAL MUSEUM AND ALSO MADE AVAILABLE FOR | Description1Txt |
| Expenses1 | $507,521 | Expenses1Amt |
| Description2 | LOANS TO MUSEUMS. THE FOUNDATION ADVANCES THE ART OF PHOTOGRAPHY THROUGH SUPPORT FOR RESIDENCIES, MUSEUMS, SCHOOLS, AND COMMUNITY- | Description2Txt |
| Expenses2 | $1,287,404 | Expenses2Amt |
| Description3 | BASED ORGANIZATIONS AND IS COMMITTED TO SUSTAINING PHOTOGRAPHY BASED VISUAL ARTS EDUCATION AT EVERY STAGE OF LEARNING. | Description3Txt |
| Description4 | THE FOUNDATION MAKES GIFTS OF PHOTOGRAPHS AND PHOTOGRAPHY BOOKS FROM ITS COLLECTION TO OTHER 501(C)3 ORGANIZATIONS. | Description4Txt |
| Expenses4 | $1,443,850 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,724,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,264,587 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,264,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $378,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,885,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,244,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,238,775 | 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 | $3,238,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Qualifying Distributions | $3,238,775 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $3,238,775 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,238,775 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,238,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,238,775 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $593,313 | CurrentYearAmt |
| Year1 | $637,770 | Year1Amt |
| Year2 | $451,049 | Year2Amt |
| Year3 | $988,963 | Year3Amt |
| Total | $2,671,095 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $504,316 | CurrentYearAmt |
| Year1 | $542,105 | Year1Amt |
| Year2 | $383,392 | Year2Amt |
| Year3 | $840,619 | Year3Amt |
| Total | $2,270,432 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,238,775 | CurrentYearAmt |
| Year1 | $4,718,444 | Year1Amt |
| Year2 | $2,516,230 | Year2Amt |
| Year3 | $1,813,402 | Year3Amt |
| Total | $12,286,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,238,775 | CurrentYearAmt |
| Year1 | $4,718,444 | Year1Amt |
| Year2 | $2,516,230 | Year2Amt |
| Year3 | $1,813,402 | Year3Amt |
| Total | $12,286,851 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,124,327 | CurrentYearAmt |
| Year1 | $40,973,150 | Year1Amt |
| Year2 | $43,231,226 | Year2Amt |
| Year3 | $49,260,866 | Year3Amt |
| Total | $173,589,569 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,909,166 | CurrentYearAmt |
| Year1 | $16,358,185 | Year1Amt |
| Year2 | $19,338,155 | Year2Amt |
| Year3 | $19,846,112 | Year3Amt |
| Total | $70,451,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Two Thirds Minimum Invst Ret | TwoThirdsMinimumInvstRetGrp |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Anna Mirabai Lytton Foundation | ||||||
| 61 Soridge Road | East Hampton | NY | 11937 | To support youth education in photography and wellness. | $25,000 | |
| CUNY- Queens College | ||||||
| 65-30 Kissena Boulevard | Queens | NY | 11367 | Scholarships for students pursuing a BFA in Photography and Imaging. | $15,000 | |
| Free Arts NYC | ||||||
| 1431 Broadway 8th Floor | New York | NY | 10018 | Professional workplace internships for high school and college students at creative businesses. | $20,000 | |
| The Fund for Public Schools | ||||||
| 52 Chambers Street RM 305 | New York | NY | 10007 | An annual program of JGS provides grants to six NYC DOE Schools to purchase photographic equipment. Equipment grant for public schools | $59,400 | |
| Harlem School of the Arts | ||||||
| 645 St Nicholas Avenue | New York | NY | 10030 | Scholarships for students to attend the HSA Media and Design Prep Program. | $20,000 | |
| International Center of Photography | ||||||
| 79 Essex Street | New York | NY | 10002 | Scholarships And Afterschool Photography.Working in partnership with JGS and DWL, ICP developed a curriculum designed specifically for the afterschool environment. ICP delivers a professional development workshop to JGS grantees each year, along with providing the curriculum, technical support for equipment purchases and workflow systems. | $75,000 | |
| Josephine Herrick Project | ||||||
| 64 Fluton Street Suite 905 | New York | NY | 10038 | Classroom training and support for students with disabilities at P396K Sid Miller Academy | $25,000 | |
| Kingsborough Community College | ||||||
| 2001 Oriental Boulevard | Brooklyn | NY | 11235 | Scholarships for undergraduate students enrolled in Photography II, Photojournalism and/or a declared concentration in Photography. | $10,000 | |
| Penumbra Foundation | ||||||
| 36 E 30 Street | New York | NY | 10016 | To support purchase of 3-D scanners and printers to support youth programming and workshops.Penumbra Foundation is a non-profit organization that brings together the Art and Science of Photography through education, research, outreach, public and residency programs.Its goal is to be a comprehensive resource for photographers at any level, artists, students, professionals, historians, researchers, conservators, and curators. | $45,000 | |
| The Studio Museum in Harlem | ||||||
| 310 Lenox Avenue 3rd FL | New York | NY | 10027 | The Studio Museum in Harlem is the nexus for artists of African descent locally, nationally, and internationally and for work that has been inspired and influenced by Black culture. It is a site for the dynamic exchange of ideas about art and society. | $65,000 | |
| Blue Sky Gallery | ||||||
| 122 NW 8th Avenue | Portland | OR | 97209 | Support artists working in photography and related media. Founded as The Oregon Center for the Photographic Arts by a goup of five young photographers in 1975, Blue Sky quickly established itself as an important venue for local photography. In a short period of time, the organization expanded its offerings to include national and international artists, many of whom exhibited at Blue Sky early in their careers. Blue Sky's special endeavor continues to be the exhibition of emerging and established artists that exemplify the finest in photographic vision and innovation. As such, Blue Sky has earned the accolade as having "the best record of discovering new photographers of any artists' space in the country." | $35,000 | |
| The Center for Photography at Woodstock Inc | ||||||
| 474 Broadway | Kingston | NY | 12401 | Support artists working in photography and related media.CPW is a vital hub for dialogue and discovery in photography and related media, bringing together a diverse array of artists and a vibrant community with a strong artistic tradition. Through its programs, CPW fosters opportunities to create and explore photography, and celebrate its role in contemporary culture. | $35,000 | |
| En Foco Inc | ||||||
| 15 Canal Place | Bronx | NY | 10451 | Support artists working in photography.En Foco, Inc. is a non-profit that supports U.S.-based photographers of African, Asian, Latino, Native American, and Pacific Islander heritage. Founded in 1974, En Foco makes their work visible to the art world, yet remains accessible to under-served communities. Through exhibitions, workshops, events, and publications, it provides professional recognition, honoraria, and assistance to photographers as they grow into different stages of their careers. | $35,000 | |
| The Fabric Workshop and Museum | ||||||
| 1214 Arch Street | Philadelphia | PA | 19107 | Support artists in residence program and/or exhibits and publications that feature artists working in photography.The Fabric Workshop and Museum (FWM) is an internationally acclaimed contemporary art museum devoted both to the creation and presentation of innovative works of art. Its Artist-in-Residence Program provides artists at all stages of their careers with the opportunity to collaborate with FWM as they experiment with new materials and new media, taking their work in fresh and often unexpected directions. Founded in 1977 by Marion "Kippy" Boulton Stroud (1939-2015), FWM presents ambitious exhibitions which convey a story of contemporary art that unites process with finished works. | $35,000 | |
| Houston Center for Photography | ||||||
| 1441 West Alabama Street | Houston | TX | 77006 | Support artists working in photography. Houston Center for Photography is an organization dedicated to the art of photography. Starting in 1981 as a small visual artists' organization, HCP has grown to become an exemplary fine art organization. Our gallery-free to the public-features some of the finest works of contemporary photography. HCP also offers over 300 photography classes and workshops year-round. | $35,000 | |
| Light Work Visual Studies Inc | ||||||
| 316 Waverly Avenue | Syracuse | NY | 13244 | Urban Video Project (UVP), a program of Light Work in partnership with the Everson Museum of Art and Onondaga County, is an outdoor architectural projection venue dedicated to the public presentation of film, video and moving image arts. UVP is one of few projects in the United States dedicated to ongoing public projections and adds a new chapter to Central New York's legacy as one of the birthplaces of video art using cutting-edge technology to bring art of the highest caliber to Syracuse, NY | $100,000 | |
| NewYork Foundation for the Arts | ||||||
| 20 Jay Street Suite 740 | Brooklyn | NY | 11201 | To support fellowships for Photographers working in New York State.Through A Donor Advised Fund at the New York Foundation for the Arts (NYFA) JGS was able to support Dear Dave, a tri-annual publication of photography and writing, celebrating a community of visual thinking with affection and mirth, publishing idiosyncratic and original work that is deserving of further recognition. Dear Dave, is interested in the most unpredictable work of all genres and sensibilities, and from the familiar to the unknown. | $80,000 | |
| TILT Institute for the Contemporary Image | ||||||
| 1400 N American Street 103 | Philadelphia | PA | 19122 | to Support Artist Residence Photography. TILT is centered on the importance of contemporary image-making as an ever-evolving art form. In doing so, TILT seeks to build and support a just and equitable community of dedicated visual creatives and audiences. TILT works to create a space built upon trust and respect to best celebrate our community and its creativity as we provide educational programming, residencies, events, exhibitions, and public programs that celebrate our collaborators and community to accomplish our mission. | $35,000 | |
| Photographic Resource Center Inc | ||||||
| 519 Summerville Ave | Somerville | MA | 02413 | for general purpose.The Photographic Resource Center is a dynamic organization exploring, interpreting, and celebrating the photographic arts. We host exhibits, presentations and gatherings that support the creation and understanding of light-based media. We inspire our members, educational institutions, and the photography community with new work, ideas, and methods. | $15,000 | |
| San Francisco Camerawork | ||||||
| 2 Marina Blvd Building A | San Francisco | CA | 94123 | SF Camerawork provokes discovery, experimentation, and exchange through exhibitions and experiences for all who value new ideas in photography. SF Camerawork is a long-standing leader in the San Francisco arts milieu. The organization was founded in 1974 by a collective of artists who welcomed experimental photography, unconventional techniques, and sociopolitical themes and who fostered a range of alternative styles and approaches. | $35,000 | |
| Silver Eye Center for Photography | ||||||
| 4808 Penn Avenue | Pittsburgh | PA | 15224 | Support artists working in photography and related media. Silver Eye promotes the power of contemporary photography as a fine art medium by creating original exhibitions, unique educational programing, and a space for artists to learn, create, and connect through our digital lab. Our programs are dedicated to supporting the work of emerging, mid-career, and under-recognized artists and sharing that work with our diverse audience in engaging and meaningful ways. | $35,000 | |
| Visual Studies Workshop | ||||||
| 31 Prince Street | Rochester | NY | 14607 | Support artists working in Photography.Visual Studies Workshop's mission is to support makers and interpreters of images through education, publications, residencies, exhibitions, and collections. Fueled by his own expansive ideas about photography-as a tool of social commentary and contemporary experimentation-VSW and the MFA program were founded in 1969 by Nathan Lyons. Just a few years after the founding of the school, Nathan's partner Joan Lyons founded VSW Press to give artists a place to print their own artists' books and produce the work they wanted to make-not what was dictated to them by the commercial pressures of publishers, galleries, and museums. That ethos lives today in VSW, which five decades later continues to thrive as a laboratory for leadership and independent thinking. | $35,000 | |
| Partnership With Children Inc | ||||||
| 299 Broadway STE 1300 | NEW YORK | NY | 10007 | Internships and scholarships for photography students. | $30,000 | |
| Regents of the University of California | ||||||
| 207 3rd Street Suite 120 | Davis | CA | 95616 | Support for JGS Fellows Program | $37,000 | |
| The Dreamyard Project Inc | ||||||
| 1085 Washington Ave | Bronx | NY | 10456 | Two-year grant to develop culturally responsive curriculum to Bronx public schools. | $25,000 | |
| Youth Design Center Inc | ||||||
| 96 New Lots Ave STE 112 | Brooklyn | NY | 11212 | Equipment Grant.Professional workplace internships for high school and college students at creative businesses where photography, digital media, and image-making are utilized. | $20,000 | |
| Aperture Foundation | ||||||
| 548 West 28th Street 4th Floor | New York | NY | 10001 | To support theAperture JGS Book Award.The goal of the Award is to support deserving artists whose work holds the potential to shape the fieldof photography. | $50,000 | |
| The Bronx Documentary Center Inc | ||||||
| 614 Courtlandt Avenue | Bronx | NY | 10451 | To support Bronx Junior Photo League. | $15,000 | |
| Concrete Safaris Inc | ||||||
| 158 E 115 Street Ste144 | NEW YORK | NY | 10029 | To support participants in Concrete Safari's PhotoVoice program. | $10,000 | |
| Friends of Alice Austen House Inc | ||||||
| 2 Hylan Boulevard | Staten Island | NY | 10305 | To provide vital materials for mobile photographic darkroom. | $10,000 | |
| Lower Manhattan Community School | ||||||
| 26 Broadway | NEW YORK | NY | 10004 | Equipment and printing for LMS reimbursed to teaching artist Mustafa Onder or paid directly to vendor. | $20,355 | |
| Museum of Chinese in America | ||||||
| 215 Centre Street | NEW YORK | NY | 10013 | To support purchase of equipment for digitization of collection for enhanced accessibility. | $5,000 | |
| Roads to Success Inc | ||||||
| 174 E 104 Street 3rd FL | NEW YORK | NY | 10029 | To support RTS' "Topics in Creative Tech" program. | $5,000 | |
| Samuel Field YM&YWCA Inc | ||||||
| 58-20 Little Neck Pkwy | Little Neck | NY | 11362 | Afterschool Program | $36,000 | |
| P396K The Sid Miller Academy | ||||||
| 900 St Marks Avenue | BROOKLYN | NY | 11213 | In-kind donation of photographic equipment to support photography learning for students with disabilities. | $10,044 | |
| Aurora Photo Center | ||||||
| 1125 Brookside Avenue Suite C9 | INDIANAPOLIS | IN | 46202 | Aurora PhotoCenter's mission is to support visual artists working in photography through exhibitions, residencies, workshops, visiting artist talks, and access to creative tools. As the only nonprofit in Indiana devoted exclusively to photography, Aurora is an essential hub for the medium in our arts community. Aurora also serves as a bridge between local artists and the greater photographic community, with a regional, national, and international scope. Aurora is passionate about photography's emotional and social power as an art medium in its own right. | $15,000 | |
| Catskill Art Space | ||||||
| 48 Main St | Livingston Manor | NY | 12758 | Catskill Art Space (CAS) explores contemporary art practices of emerging and established artists. Through exhibitions, performances, classes, lectures and screenings, CAS fosters creative community in the Catskills. With exhibition space spanning two floors and four galleries, CAS aspires to be a regional arts destination, delivering programming that is diverse, dynamic, and life-enriching. CAS promotes the visual and performing arts of, by, and for our communities, including world-class artists, local artists, and arts education. | $25,000 | |
| Baxter Street Camera Club of NY | ||||||
| 154 Ludlow St | NEW YORK | NY | 10002 | Baxter St at the Camera Club of New York, founded originally as The Camera Club of New York in 1884, is one of New York's oldest arts organizations, providing lens-based artists with both working facilities and platforms for discussions as they develop their practice. In 2014, the organization moved to 126 Baxter St and adopted the new name, Baxter St at the Camera Club of New York. Also known as Baxter St, the organization reinvigorated a new wave of influence and impact through which the organization's profile aligns with the mission to support, foster, and innovate contemporary dialogues around the medium and practice of photography and other lens-based arts. Baxter St continues to provide a workspace for both darkroom and digital lab access, as well as a range of programming from exhibitions to conversations series to a residency program. | $25,000 | |
| W Eugene Smith Memorial Fund | ||||||
| PO Box 110 | NEW YORK | NY | 10014 | Named in honor of the extraordinary journalist and humanistic photographer, W. Eugene Smith, the Fund was established in 1979 to seek out and encourage strong independent voices. Between 1980 and 2009, thirty-two recipients from fourteen different countries were recognized. The W. Eugene Smith Grant is designed to encourage and support visual storytellers whose photographic work renews the tradition of W. Eugene Smith's dedicated compassion as evidenced during his 45-year career as a photographic essayist. Special consideration will be given to work that promotes social change, that embraces new technologies and image distribution, and that seeks to integrate the tradition of photography and social change with contemporary practice. | $25,000 | |
| CEPA Gallery | ||||||
| 617 Main St 201 | BUFFALO | NY | 14203 | CEPA Gallery is a contemporary photography and visual arts center with impact in both local and national communities. With three galleries of changing exhibits and events, multimedia public art installations, arts education programs, and an open-access darkroom and digital photo lab, CEPA creates a vibrant presence in the heart of downtown Buffalo. | $35,000 | |
| Connect the Dots LLC | ||||||
| 38 W 32nd St Ste 604 | NEW YORK | NY | 10001 | Development Without Limits works at the intersection of professional learning, positive youth development and strategy. DWL training is designed to maximize the leadership potential of each participant while providing the concrete skills essential to success in the classroom. For the JGS Afterschool Initiative, DWL delivered three professional development workshops to University Settlement Society afterschool instructors. They will continue delivering on site coaching, a virtual professional development learning community, and a final convening in Spring 2024. | $19,605 | |
| Vassar College for the Frances Lehman Loeb Art Cen | ||||||
| 124 Raymond Ave | Poughkeepsie | NY | 12604 | ARTWORK / PHOTOGRAPHY | $20,900 | |
| Trustees of Indiana University Eskinazi Museum ART | ||||||
| 1301 E 7th Street | Bloomington | IN | 47405 | ARTWORK / PHOTOGRAPHY | $162,500 | |
| Museum of City of New York | ||||||
| 1220 5th Ave | NEW YORK | NY | 10029 | ARTWORK / PHOTOGRAPHY | $104,100 | |
| Carnegie Museum of Art | ||||||
| 4400 Forbes Ave | Pittsburgh | PA | 15213 | ARTWORK / PHOTOGRAPHY | $177,500 | |
| The Getty | ||||||
| 1200 Getty Center Dr | Los Angeles | CA | 90049 | ARTWORK / PHOTOGRAPHY | $66,000 | |
| Museum of Photographic Arts SDMA | ||||||
| 1649 El Prado | San Diego | CA | 92101 | ARTWORK / PHOTOGRAPHY | $401,750 | |
| Los Angeles County Museum of Art | ||||||
| 5905 Wilshire Blvd | LOS ANGELES | CA | 90036 | ARTWORK / PHOTOGRAPHY | $199,400 | |
| The Nelson-Atkins Museum of Art | ||||||
| 4525 Oak St | Kansas City | MO | 64111 | ARTWORK / PHOTOGRAPHY | $91,800 | |
| University of Florida Foundation Inc | ||||||
| 3259 Hull Road | Gainesville | FL | 32608 | ARTWORK / PHOTOGRAPHY | $219,900 | Harn Museum of Art |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,731,254 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS - AVAILABLE UPON REQUEST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS - AVAILABLE UPON REQUEST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS CHARITABLE ORGANIZATIONS | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,110,000 | TotalGrantOrContriApprvFutAmt |
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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $745,454 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,505 | 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 | $890,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $890,401 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,694 | Amt |
| Net Investment Income | $4,347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,347 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON G DAVIS ESQ | PersonNm |
| Short Explanation | resigned during 2024 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND | PropertyDesc |
| Cost Or Other Basis | $192,899 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $192,899 | PriorYearDepreciationAmt |
| Computation Method | L | ComputationMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST BONDS | BondNm |
| EOY Book Value | $9,361,567 | EOYBookValueAmt |
| EOYFMV | $8,694,513 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES - NORTHERN TRUST | StockNm |
| EOY Book Value | $13,946,209 | EOYBookValueAmt |
| EOYFMV | $17,863,885 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST REAL ESTATE FUN | AT COST | $689,090 | $674,033 |
| NORTHERN TRUST PRIVATE EQUITY | AT COST | $137,500 | $170,585 |
| NORTHERN TRUST UNSETTLED ACTIV | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $65,908 | LegalFeesAmt |
| Net Investment Income | $13,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,726 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $16,308,062 | $14,864,212 | $12,161,480 |
| BOOK COLLECTION | $50,123 | $44,954 | $44,954 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| ART STORAGE | $138,832 | $138,832 | ||
| BANK CHARGES | $2,567 | $2,567 | ||
| CONSULTANT | $33,600 | $33,600 | ||
| COMPUTER REPAIRS AND MAINT | $517 | $517 | ||
| FILING FEES | $1,500 | $1,500 | ||
| INSURANCE - COLLECTION | $15,853 | $15,853 | ||
| INVESTMANT ADVISORY | $43,074 | $43,074 | $43,074 | |
| MANAGEMENTS FEES | $116,956 | $116,956 | $116,956 | |
| DUES AND SUBSCRIPTIONS | $615 | $615 | ||
| PAYROLL SERVICES FEES | $8,102 | $8,102 | ||
| SHIPPING | $1,213 | $1,213 | ||
| SOFTWARE SUPPORT | $2,193 | $2,193 | ||
| STORAGE | $7,003 | $7,003 | ||
| TRAINING | $425 | $425 | ||
| UTILITIES | $1,102 | $1,102 | ||
| WEBSITE & INTERNET | $296 | $296 | ||
| MISCELLANEOUS | $12,663 | $12,663 | ||
| OFFICE SUPPLIES | $508 | $508 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $440 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST UNSETTLED ACTIVITY | Desc |
| EOY Book Value | $13,663 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ART ADVISORY | CategoryTxt |
| Amt | $19,623 | Amt |
| Disbursements Charitable Prps | $19,623 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $12,317 | $12,317 | $12,317 | |
| PAYROLL TAX | $13,440 | $13,440 | ||
| FEDERAL EXCISE TAX | $4,750 | $4,750 | $4,750 |