SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-14
- IRS object ID
- 202512879349100721
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T11:28:52-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2025-10-10 | 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 | JAMES G MCGRORY | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $5,389,761 | 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 | $458,409 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $335,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $335,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,304,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,399,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,106,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,098,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,442,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,915 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,861 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,861 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $356,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,742,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,378,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,380 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,380 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,167,184 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,600,067 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,629,388 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,987,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,811,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,471,993 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $150,081 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,381,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,700,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,389,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,381,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,700,306 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,381,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,700,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,381,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,700,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,381,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,742,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,124,365 | SubtotalAmt |
| Other Decreases | $424,059 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,700,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-12-01 | AcquiredDt |
| Sold | 2024-11-30 | SoldDt |
| Gross Sales Price | $6,399,866 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,293,600 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,106,266 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,106,266 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,106,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,409 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,250 | OverpaymentAmt |
| Applied To ES Tax | $4,250 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,660,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,954,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,954,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,880,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,159 | TotalTaxAmt |
| Distributable Before Adj | $224,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $224,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $292,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $38,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $129,351 | 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 | $12,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,930 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,847 | ExcessFromYear4Amt |
| Excess From Year1 | $38,722 | ExcessFromYear1Amt |
| Excess From Current Year | $67,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| POB 2090 | TEANECK | NJ | 07666 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BIDEAWEE | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BRIDGEHAMPTON MUSIC CHAMBER ASSOCIATES | |||||||
| 135 E 57TH ST 14TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| CHABAD OF NORTH MIAMI | |||||||
| 12550 BISCAYNE BLVD SUITE 310 | NORTH MIAMI | FL | 33181 | N/A | PC | GENERAL OPERATING SUPPORT | $360 |
| DEMENTIA SOCIETY OF AMERICA | |||||||
| 188 N MAIN ST | DOYLESTOWN | PA | 18901 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 7YH AVE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| FIFTH AVENUE PRESBYTERIAN | |||||||
| 7 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FOUNDATION TO COMBAT ANTI-SEMITISM | |||||||
| 1 PATRIOT PF | FOXBORO | MA | 02035 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FRIENDS OF CAROLINE HOSPICE OF BEAUFORT SC | |||||||
| 329 FRIENDS LANE | RIDGELAND | NY | 29936 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $1,800 |
| GREATER PHILADELPHIA YMCA | |||||||
| 400 FAYETTE ST SUITE 250 | CONSHOHOCKEN | PA | 19428 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HOLY APOSTLES SOUP KITCHEN | |||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| JEWISH FAMILY SERVICE OF LEHIGH VALLEY | |||||||
| 2004 ALLEN ST | ALLENTOWN | PA | 18104 | N/A | PC | GENERAL OPERATING SUPPORT | $720 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY RESEARCH FOUNDATION | |||||||
| 1201 15TH ST NW STE 410 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| LUISA DIAZ FOUNDATION | |||||||
| 108 E 81ST ST | NEW YORK | NY | 10028 | N/A | PC | GENERAL OPERATING SUPPORT | $1,250 |
| MERLYN EDUCATION AND CLIMATE PROTECTION PROGRAM | |||||||
| 11 SOUTH ANGELL ST UNIT 301 | PROVIDENCE | RI | 02906 | N/A | PC | GENERAL OPERATING SUPPORT | $1,200 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | N/A | PC | GENERAL OPERATING SUPPORT | $360 |
| NEW YORK ACADEMY OF ART | |||||||
| 11 FRANKLIN STREET | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $600 |
| PEDALS FOR PROGRESS | |||||||
| 86 EAST MAIN STREET | HIGH BRIDGE | NJ | 08829 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 3RD AVE FL 15 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 |
| PEOPLES SECURITY CHARITABLE | |||||||
| 150 NORTH WASHINGTON AVE | SCRANTON | PA | 18503 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PERLMAN MUSIC PROGRAM | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $5,800 |
| PURE EARTH FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 860 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| ROOFTOP DROPS | |||||||
| 174 W 4TH ST 298 | NEW YORK | NY | 10014 | N/A | NC | GENERAL OPERATING SUPPORT | $1,943 |
| SILVER ART PROJECTS | |||||||
| 7 WTC 250 GREENWICH | NEW YORK | NY | 10007 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SOLOMON R GUGGENLEIM FOUNDATION | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING SUPPORT | $115,417 |
| STUDENTS SUPPORTING ISRAEL | |||||||
| PO BOX 46282 | MINNEAPOLIS | MN | 55447 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE ARC OF LEHIGH AND NORTHAMPTON COUNTIES | |||||||
| 2289 AVE A | BETHLEHEM | PA | 18017 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE BRIDGEHAMPTON LIBRARY | |||||||
| 2478 MAIN STREET | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| THE DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL OPERATING SUPPORT | $40,199 |
| VALOR CLINIC FOUNDATION | |||||||
| 1130 SCENIC DR | KUNKLETOWN | PA | 18058 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| WOMEN'S ENTREPRENEURSHIP DAY ORGANIZATION | |||||||
| 415 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,049 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,304,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,640,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,640,520 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STUART A SHIKIAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $458,409 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES OF APPLE INC. | $195,885 | 2024-06-05 |
| 1 | 500 SHARES OF APPLE INC. | $97,668 | 2024-06-06 |
| 1 | 500 SHARES OF APPLE INC. | $106,775 | 2024-06-12 |
| 1 | 250 SHARES OF APPLE INC. | $57,831 | 2024-09-30 |
| 1 | CASH | $250 | 2024-10-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $4,915 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,915 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $169,117 | $136,945 |
| ALPHABET INC | $250,463 | $255,735 |
| OKLO INC | $32,575 | $35,310 |
| AMAZON INC | $32,319 | $306,505 |
| APPLE | $7,580 | $118,665 |
| CORE SCIENTIFIC INC | $110,953 | $174,425 |
| COTY INC | $101,320 | $147,800 |
| HERMES INTL SCA ADR | $166,049 | $163,650 |
| INCYTE CORP COM | $29,220 | $149,180 |
| TAIWAN SEMICONDUCTOR MFG | $130,417 | $127,176 |
| UBER TECHNOLOGIES INC | $108,750 | $107,640 |
| UNIT CORP COM NEW | $247,268 | $183,628 |
| FTAI AVIATION LTD | $128,025 | $136,400 |
| COMPASS DIVERSIFIED | $145,222 | $141,780 |
| SLM CORP PFD SER B | $241,444 | $300,680 |
| SYNCHRONY FINL DEP | $165,207 | $172,250 |
| NOVO NORDISK | $19,041 | $22,200 |
| PEBBLEBROOK HOTEL | $118,717 | $134,460 |
| VORNADO RLTY TR | $89,565 | $135,375 |
| WHEELS UP EXPERIENCE INC | $28,966 | $134 |
| BLACKSTONE SECURED LENDING | $147,361 | $195,480 |
| GOLDMAN SACHS BDC INC | $152,851 | $130,700 |
| GOLUB CAP BDC INC | $189,429 | $195,875 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,600,067 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,629,388 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF CONTRIBUTED SECURITIES IN EXCESS OF DONOR'S BASIS | Desc |
| Amt | $424,059 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $30,000 | $0 | $30,000 |
| NEW YORK ANNUAL REGISTRATION | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $48,861 | Amt |
| Net Investment Income | $48,861 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |