ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-06-18
- IRS object ID
- 201911699349100106
- Schema version
- 2017v2.3
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-18T09:34:43-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 275 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134027009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY & NIUTA TITUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL STEINBERG | InCareOfNm |
| Business Name Control | ROY& | BusinessNameControlTxt |
| Phone | 2122197699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET SUITE 1C Suite 1 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STEINBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129411800 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNET H GRUTMAN | PreparerPersonNm |
| PTIN | P00598067 | PTIN |
| Phone | 2129532900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.162.206.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13695620191695000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 04B778FD83C014335DC0C93939514FFB144AA540 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D823A0436E3B7B1B38462FBDDB9E3DF560267D7D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,847,432 | 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 |
| Interest On Sav Rev And Expnss | $236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $540,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,622 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $155,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,375 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,064 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,311 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,094 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,187 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $228 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $76 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $152 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,467 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,920 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,914 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,006 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,999 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $660 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,339 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,668 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,257 | CashBOYAmt |
| Cash EOY | $12,875 | CashEOYAmt |
| Cash EOYFMV | $12,876 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,572 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $81,505 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43,544 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $81,505 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $81,505 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,628,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,450,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,631,331 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,233 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,085 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,148 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,148 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,148 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,764,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,847,432 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,227 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,915 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,915 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,753,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,662,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,753,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,662,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,764,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,753,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,503 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,662,334 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,662,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| POWERSHARES QQQ TRUST | 2015-01-22 | 2018-02-07 | $20,441 | $12,993 | $7,448 | $7,448 | |
| OPPENHEIMER SENIOR FLOATING RATE FUND Y | 2017-12-07 | $12,000 | $12,389 | -$389 | -$389 | ||
| THORNBURG INTL GROWTH FUND CLASS I | 2013-11-14 | 2018-02-07 | $20,000 | $17,467 | $2,533 | $2,533 | |
| PRUDENTIAL JENNISON MID-CAP GROWTH INC A | 2011-01-14 | 2018-01-24 | $20,000 | $14,814 | $5,186 | $5,186 | |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND I | 2011-01-14 | 2017-12-20 | $15,000 | $7,352 | $7,648 | $7,648 | |
| AMERICAN CENTURY EQUITY INCOME FUND A | 2017-12-20 | $2,716 | $2,729 | -$13 | -$13 | ||
| AMERICAN CENTURY EQUITY INCOME FUND A | 2017-12-20 | $50,278 | $44,061 | $6,217 | $6,217 | ||
| ISHARES RUSSELL MIDCAP ETF | 2017-08-17 | $19,274 | $8,707 | $10,567 | $10,567 | ||
| ISHARES RUSSELL 2000 ETF | 2018-02-07 | $35,619 | $24,688 | $10,931 | $10,931 | ||
| JANUS HENDERSON GLOBAL EQUITY INCOME FUND CLASS I | 2018-05-30 | $30,000 | $29,458 | $542 | $542 | ||
| ISHARE CORE US AGGREGATE BOND ETF | 2017-09-29 | $987 | $980 | $7 | $7 | ||
| ISHARES CORE US AGGREGATE BOND ETF | 2017-09-29 | $54,836 | $56,175 | -$1,339 | -$1,339 | ||
| SPDR S&P DIVIDEND ETF | 2013-05-07 | 2018-02-07 | $11,715 | $8,682 | $3,033 | $3,033 | |
| LOOMIS SAYLES STRATEGIC INCOME FUND | 2018-02-07 | $69,000 | $76,759 | -$7,759 | -$7,759 | ||
| PRINCIPAL FDS INC GLOBAL DIVERSIFIED INCOME FUND | 2011-10-24 | 2018-01-24 | $25,000 | $22,503 | $2,497 | $2,497 | |
| HENDERSON EUROPEAN FOCUS FUND CL I | 2013-09-12 | 2017-08-14 | $15,000 | $14,101 | $899 | $899 | |
| ISHARES RUSSELL 1000 GROWTH ETF | 2015-10-26 | 2018-02-07 | $13,702 | $10,053 | $3,649 | $3,649 | |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND INC Z | 2018-05-30 | $5,000 | $4,495 | $505 | $505 | ||
| AVENUE CREDIT STRATEGIES FUND CLASS INSTL | 2018-02-07 | $4,390 | $4,402 | -$12 | -$12 | ||
| AVENUE CREDIT STRATEGIES FUND CLASS INSTL | 2018-02-07 | $64,068 | $87,629 | -$23,561 | -$23,561 | ||
| VIRTUS NEWFLEET MULTI-SECTOR SHORT TERM BOND FUND CLASS I | 2011-01-04 | 2017-12-07 | $7,000 | $7,049 | -$49 | -$49 | |
| CAPITAL GAIN DIVIDENDS | $44,082 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,622 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$18 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,875 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,848,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,895,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064308 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,252,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,347,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,037 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,365,363 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038343 | DistributionYr5Rt |
| Total Distribution | 0.250952 | TotalDistributionRt |
| Average Distribution | 0.05019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,832,954 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $143,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,801 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $883 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $883 | SubtotalAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $179 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,179 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $281 | OverpaymentAmt |
| Applied To ES Tax | $281 | 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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL STEINBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129411800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE SLESIN | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | PRESIDENT | 0 | $30,000 | $0 | $0 | |
| MICHAEL STEINBERG | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | 1C |
| AUDREY FEUERSTEIN | |||||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | DIRECTOR | 0 | $0 | $0 | $0 | 1C |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,763,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,876,095 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,876,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,832,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $883 | TotalTaxAmt |
| Distributable Before Adj | $140,765 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,765 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,765 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,801 | 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 | $149,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $883 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,918 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $42,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,907 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $140,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,036 | RemainingDistriFromCorpusAmt |
| Total Corpus | $92,944 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $92,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $42,001 | ExcessFromYear2Amt |
| Excess From Year1 | $41,907 | ExcessFromYear1Amt |
| Excess From Current Year | $9,036 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE SLESIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WHITNEY MUSEUM | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | TO PROMOTE ARTISTIC EXPRESSION & EDUCATION | $2,344 | |
| SMACK MELLON | ||||||
| 92 PLYMOUTH STREET | BROOKLYN | NY | 11201 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $10,000 | |
| NO LONGER EMPTY | ||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $10,000 | |
| NEW MUSEUM OF CONTEMPORARY ART | ||||||
| 235 BOWERY STREET | NEW YORK | NY | 10002 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $900 | |
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $3,100 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,310 | |
| PERFORMA NYC | ||||||
| 100 W 23RD STREET 5 | NEW YORK | NY | 10011 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,560 | |
| SAN FRANCISCO FILM SOCIETY | ||||||
| 39 MESA STREET | SAN FRANCISCO | CA | 94129 | Provide filmmaker services that support and open opportunities for all levels of talented filmmaking, and bring the best of film programming to the bay area. | $760 | SUITE 110 |
| ANIMAL RESCUE FUND | ||||||
| 90 DANIELS HOLE ROAD | WAINSCOTT | NY | 11975 | To actively rescue cats and dogs, provide quality care and offer sanctuary until loving homes can be found | $450 | |
| BRONX MUSEUM | ||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | Promote artistic expression and education | $1,500 | |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD ST | NEW YORK | NY | 10019 | Promote artistic expression and education | $20,000 | |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | Promote artistic expression and education, specifically living with arts in all of its forms. | $14,150 | |
| SF MOMA | ||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | SFMOMA holds an internationally recognized collection of modern and contemporary art, and was the first museum on the West Coast devoted solely to 20th-century art. The museums current collection includes over 33,000 works of painting, sculpture, photography, architecture, design, and media arts | $525 | |
| SPORTS & ARTS IN SCHOOLS FOUNDATION | ||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | Sports and Arts in Schools Foundation (SASF) seeks to bridge the opportunity gap among students in high-need communities by extending the school day and year with wholesome, skill-building activities designed to improve New York City childrens academic performance, health and wellness, attitude towards school, self-confidence, character and values, and opportunity for lifelong employment. SASF is one of the largest providers of school-based after-school programs in New York City and the metropolitan region. We serve more than 20,000 students in over 150 public schools. These students typically live in low-income neighborhoods and attend academically struggling schools in grades K-12. | $522 | |
| AIDS LEGAL REFERRAL PANEL | ||||||
| 1663 MISSION ST | SAN FRANCISCO | CA | 94103 | ALRPs mission is to help people with HIV maintain or improve their health by resolving their legal issues. Founded in 1983, ALRP is now in its 33rd year of service providing justice from the heart. Here are the facts and figures about ALRPs workand why it remains so crucial. Our goals are to provide legal counsel and representation on often-complex legal matters with respect to HIV/AIDS for a community of individuals often least able to afford it, and to leverage the resources of the private bar for the public good. In the process, we increase resources dedicated to the public interest through the private market, and increase the skill and capacity of the legal community to handle the intricacies of HIV/AIDS related law and representation. | $500 | SUITE 500 |
| BROOKLYN MUSEUM OF ART | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | TO PROMOTE ARTISTIC EXPRESS AND EDUCATION | $425 | |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $460 | |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | Committed to discovery and research, high-quality patient care and training future generations of health care leaders, we are leading the country in transforming how we take care of you to keep you well. Our goal is simple: to not only raise our standard of health care but the standard of health care. | $1,000 | |
| MUSEUM AT ELDRIDGE STREET | ||||||
| 12 ELDRIDGE ST | NEW YORK | NY | 10002 | Historic restored synagogue holds orthodox services & hosts tours, community classes & events. | $5,550 | |
| ASSISTANCE TO LITHUANIAN JEWS | ||||||
| 245 EAST 11TH STREET | NEW YORK | NY | 10003 | TO PROVIDE MATERIAL ASSISTANCE TO INDIGENT LIVAKS IN VARIOUS COUNTRIES AND TO JEWISH COMMUNAL ENTITIES IN LITHUANIA | $464 | |
| INTERNATIONAL PRINT CENTER NEW YORK | ||||||
| 508 W 26TH STREET | NEW YORK | NY | 10001 | IN SUPPORT OF THE EXHIBITION: RUSSIAN REVOLUTION, A CONTESTED LEGACY | $2,500 | |
| BARD GRADUATE CENTER GALLERY | ||||||
| 18 W 86TH STREET | NEW YORK | NY | 10024 | Promote artistic expression and education | $250 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||
| 101 MAIN STREET | EAST HAMPTON | NY | 11937 | Promote artistic expression and education | $600 | |
| A FAIR SHAKE FOR YOUTH INC | ||||||
| 210 W 101ST ST 7D | NEW YORK | NY | 10025 | Organization that brings hands-on therapy dog programs to underserved middle school students in New York City. | $325 | |
| LIBRARY FOR ALL | ||||||
| 164 WEST 25TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | TO SUPPORT STUDENTS COMMITMENT TO EDUCATION | $500 | |
| NOBLE NETWORK SUMMER OF A LIFETIME | ||||||
| 1 NORTH STATE STREET 7 LOWER | CHICAGO | IL | 60602 | TO SUPPORT STUDENTS COMMITMENT TO EDUCATION | $3,200 | |
| UNITED STATES HOLOCAUST MEMORIAL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | Provide for the documentation, study, and interpretation of Holocaust history | $1,750 | |
| THE ASSOCIATES COMMITTEE | ||||||
| LA | LOS ANGELES | CA | 90049 | to support organizations at the cutting edge of public interest advocacy, and to encourage philanthropy and civic engagement among young corporate lawyers. | $1,000 | |
| SAN FRANCISCO FOUNDATION | ||||||
| 1 EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | Promote artistic expression and education | $504 | |
| DAVID LYNCH FOUNDATION | ||||||
| 120 3RD STREET NE | WASHINGTON | DC | 20002 | Promote artistic expression and education | $365 | |
| NEW YORKERS FOR PARKS | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | To promote quality open space for all New Yorkers | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | TO CONTRIBUTE TO THE RESEARCH OF ALZHEIMERS | $50 | |
| SOUSA MENDES FOUNDATION | ||||||
| PO BOX 4065 | HUNTINGTON | NY | 11743 | dedicated to honoring the memory of Aristides de Sousa Mendes and to educating the world about his good work | $100 | |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | TO CONTRIBUTE TO THE MONITORING OF ACTIVITIES OF DOMESTIC HATE GROUPS AND OTHER EXTREMISTS | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,764 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,622 | 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 | $155,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,789 | 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/BOOKKEEPING | CategoryTxt |
| Amt | $12,281 | Amt |
| Net Investment Income | $4,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,187 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY INVESTMENTS | StockNm |
| EOY Book Value | $2,450,149 | EOYBookValueAmt |
| EOYFMV | $2,631,331 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & DELIVERY | $1,141 | $377 | $764 |
| NY DISABILITY | $96 | $32 | $64 |
| INSURANCE - GENERAL | $658 | $219 | $439 |
| AUTO | $1,682 | $561 | $1,121 |
| BANK CHARGES | $494 | $165 | $329 |
| NY UNEMPLOYMENT | $223 | $74 | $149 |
| NY RE-EMPLOYMENT | $19 | $6 | $13 |
| MEALS | $2,077 | $692 | $1,385 |
| PAYROLL SERVICE FEES | $2,234 | $745 | $1,489 |
| TELEPHONE | $1,728 | $576 | $1,152 |
| COPIER LEASE | $778 | $260 | $518 |
| INVESTMENT ADVISORY FEES | $40,885 | $40,885 | |
| ADMISSIONS | $9,607 | $3,203 | $6,404 |
| OFFICE EXPENSE | $501 | $167 | $334 |
| INSURANCE - COMMERCIAL | $471 | $157 | $314 |
| INSURANCE - DISABILITY | $28 | $9 | $19 |
| NYS FILING FEES | $250 | $82 | $168 |
| SUBSCRIPTIONS | $200 | $67 | $133 |
| SUPPLIES & STATIONARY | $393 | $131 | $262 |
| BUSINESS GIFTS | $428 | $143 | $285 |
| MISCELLANEOUS | $350 | $117 | $233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7,204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,204 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,701 | $1,234 | $2,467 |
| FEDERAL INCOME TAXES | $781 | $781 |