AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2016-03-01 to 2017-02-28
- Filed
- 2017-06-23
- IRS object ID
- 201731749349101003
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-23T12:31:15-05:00 | ReturnTs |
| Tax Period End | 2017-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136200200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axe-Houghton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 55 Walls Dr 3 Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY STEINMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171745000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,653,313 | 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 | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,910,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,114 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $330,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,928 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $32,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,174 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,395 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $41,908 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $41,908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,063,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,008,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,632,357 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,096,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,029,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,653,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,096,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,029,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,096,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,029,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,096,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,029,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,096,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,649 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,029,457 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,029,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,910,545 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,740,431 | CostOrOtherBasisAmt |
| Gain Or Loss | $170,114 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $170,114 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $347,159 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,471,215 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $342,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,762,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $345,217 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,452,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,090,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049812 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,429 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,992,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047399 | DistributionYr5Rt |
| Total Distribution | 0.234185 | TotalDistributionRt |
| Average Distribution | 0.046837 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,465,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $349,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $352,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,008 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,975 | SubtotalAmt |
| Tax Based On Investment Income | $5,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,325 | OverpaymentAmt |
| Applied To ES Tax | $3,325 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Suzanne Davidson | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Charles Forster | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Carolyn Weber | ||||||||
| Foundation Source 55 Walls Dr 3 Fl | Fairfield | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,553,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,578,720 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,578,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,465,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,975 | TotalTaxAmt |
| Distributable Before Adj | $367,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $367,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $367,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,008 | 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 | $352,008 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $352,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $261,998 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $352,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $261,998 | AppliedToYear1Amt |
| Applied To Current Year | $90,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $277,267 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS COMPANY THEATRE INC | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | TACT's Mainstage World Premiere Production of THE GRAVEDIGGER'S LULLABY by Jeff Talbott Off-Broadway | $2,500 |
| AQUILA THEATRE COMPANY | |||||||
| 51 BEDFORD RD STE 10 | KATONAH | NY | 10536 | N/A | PC | Shakespeare Leaders Project | $2,000 |
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST STE 600 | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth: Open Mic Project | $4,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE STE 537 | NEW YORK | NY | 10011 | N/A | PC | Atlantic New Play Development Program | $5,000 |
| BROOKLYN ARTS COUNCIL | |||||||
| 20 JAY ST STE 616 | BROOKLYN | NY | 11201 | N/A | PC | Alzheimer's Poetry Project | $5,000 |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC | |||||||
| 70 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Chamber Music Society of Lincoln Center Love Sonnets Concert | $3,000 |
| CHERRY LANE ALTERNATIVE INC | |||||||
| 38 COMMERCE ST | NEW YORK | NY | 10014 | N/A | PC | Mentor Project 2017 | $3,500 |
| CITY COLLEGE FUND | |||||||
| 160 GONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | Poetry Outreach Center (POC) Project | $3,000 |
| CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | LET ME ASCERTAIN YOU: live cabarets and a podcast of investigative theater Project | $5,000 |
| CLASSICAL THEATRE OF HARLEM INC | |||||||
| 566 W 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | CTH - Reading Series Project | $4,500 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | Summerworks 2017 Project | $3,000 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Collaborative Arts Residency Program | $3,500 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | Classic Stage Company's production of Stephen Sondheim's PACIFIC OVERTURES | $8,500 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | Axe-Houghton/ De La Salle Academy Foundation Debate Program | $10,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | English-Speaking Union Middle School Debate Program | $4,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 549 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | Ensemble Studio Theatre Mainstage Productions | $4,500 |
| EPIC THEATRE CENTER INC | |||||||
| 55 W 39TH ST RM 302 | NEW YORK | NY | 10018 | N/A | PC | Shakespeare Remix Project | $6,500 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Poets Out Loud Project | $3,000 |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | N/A | PC | Building Social Sector Capacity Project | $2,000 |
| GIRL BE HEARD INSTITUTE | |||||||
| 20 JAY ST 210B | BROOKLYN | NY | 11201 | N/A | PC | Girl Be Heard Sunday Workshops | $5,000 |
| GROUP I ACTING COMPANY INC | |||||||
| 630 9TH AVE STE 214 | NEW YORK | NY | 10036 | N/A | PC | Theater and Arts Education Programs at The Acting Company | $6,000 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | The FY2017 Season of Literature Programs at The Kitchen | $3,000 |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | |||||||
| 145 AVE OF AMERICAS | NEW YORK | NY | 10013 | N/A | PC | Casablancabox Project | $2,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | The Irish Repertory Theatre's Production of Desire Under the Elms | $5,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | Justice Resource Center: We The PEOPLE oral debate Project | $6,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works Project | $6,000 |
| KEEN THEATER COMPANY INC | |||||||
| 520 8TH AVE RM 328 | NEW YORK | NY | 10018 | N/A | PC | Keen Teens Project | $2,500 |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | |||||||
| 74A E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | La MaMa Literature Programs | $4,000 |
| LABYRINTH INC | |||||||
| 155 BANK ST | NEW YORK | NY | 10014 | N/A | PC | Labyrinth Theater Company's 2016-17 Season | $5,000 |
| LARK THEATRE COMPANY INC | |||||||
| 311 W 43RD ST STE 406 | NEW YORK | NY | 10036 | N/A | PC | Public Rehearsals at The Lark | $5,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE STE 1100 | NEW YORK | NY | 10018 | N/A | PC | August Wilson Program | $3,500 |
| MABOU MINES DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 777 PETER STUYVESANT STA | NEW YORK | NY | 10009 | N/A | PC | Glass Guignol: The Brother and Sister Play Project | $2,500 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 231 W 29TH ST STE 303 | NEW YORK | NY | 10001 | N/A | PC | MCC Theater's 30th Anniversary Season | $8,000 |
| MINT THEATER COMPANY INC | |||||||
| 330 W 42 ST NO 1210 | NEW YORK | NY | 10036 | N/A | PC | Mint Theater Company's production of THE LUCKY ONE by A.A. Milne | $5,000 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | New Dramatists' Playwright Residency and the Playwrights' Lab Project | $10,000 |
| NEW GROUP INC | |||||||
| 410 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | THE NEW GROUP Project | $5,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE INC | |||||||
| 560 W 43RD ST APT 24B | NEW YORK | NY | 10036 | N/A | PC | NYC Debate Program Director | $6,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 40 W 116TH ST B 1004 | NEW YORK | NY | 10026 | N/A | PC | 2017 Season of FREE Off-Broadway Theatre throughout New York City | $4,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | Radio Rookies Project | $5,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | New York Theatre Workshop | $6,500 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | Dixon Place Literary Program 2016-17 | $4,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 80 HANSON PL 6TH FL | BROOKLYN | NY | 11217 | N/A | PC | Page 73's 2016-2017 Season | $3,500 |
| PEARL THEATRE CO INC | |||||||
| 555 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | Mainstage Season and Auxiliary Programming | $6,000 |
| PERFORMANCE SPACE 122 INC | |||||||
| 67 W ST STE 315 | BROOKLYN | NY | 11222 | N/A | PC | REAL MAGIC by Forced Entertainment Project | $2,500 |
| PHOENIX THEATRE ENSEMBLE INC | |||||||
| 200 E 10TH ST 180 | NEW YORK | NY | 10003 | N/A | PC | Significant English Translations and Significant Classical Works Project | $3,000 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 802 | NEW YORK | NY | 10036 | N/A | PC | 2016/17 New Work/New World Production Series and Idea Lab Project | $4,000 |
| PLAYWRIGHTS REALM INC | |||||||
| 520 8TH AVE RM 320 | NEW YORK | NY | 10018 | N/A | PC | The Playwrights Realm's INK'D Reading Festival | $3,000 |
| POETRY PROJECT LIMITED | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Friday Night Reading Series | $2,500 |
| POETS HOUSE INC | |||||||
| 10 RIVER TER | NEW YORK | NY | 10282 | N/A | PC | Layering multimedia programs to and maintaining back-end infrastructure of Poets House's website Project | $3,000 |
| PREMIERA INC | |||||||
| 210 RIVERSIDE DR APT 8E | NEW YORK | NY | 10025 | N/A | PC | PREMIERES' INNER VOICES Project | $2,500 |
| PRIMARY STAGES COMPANY INC | |||||||
| 307 W 38TH ST RM 1510 | NEW YORK | NY | 10018 | N/A | PC | Primary Stages 2016/2017 Season | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | Seven Spots on the Sun Project | $3,500 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2016-2017 Revelation Reading Series | $5,000 |
| SECOND STAGE THEATRE | |||||||
| 1501 BROADWAY STE 518 | NEW YORK | NY | 10036 | N/A | PC | 2016-17 Mainstage Season | $8,500 |
| SHAKESPEARE SOCIETY INC | |||||||
| 191 7TH AVE STE 25 | NEW YORK | NY | 10011 | N/A | PC | Shakespeare in Schools Project | $6,000 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| 57 DAVID AVE | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $100 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY STE 300 | NEW YORK | NY | 10013 | N/A | PC | Soho Rep. 2016/17 Season | $5,000 |
| STORYVILLE CENTER FOR THE SPOKEN WORD INC | |||||||
| 75 BROAD ST STE 2601 | NEW YORK | NY | 10004 | N/A | PC | New York City Mainstage Project | $5,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 55 W 39TH ST STE 1001 | NEW YORK | NY | 10018 | N/A | PC | SAY: Confident Voices Project | $6,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space Presents Literature in Performance Project | $5,000 |
| TADA THEATRE AND DANCE ALLIANCE INC | |||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | N/A | PC | TADA! Theater's 2017 production of "New York, New Year" | $2,500 |
| TARGET MARGIN THEATER INC | |||||||
| 138 S OXFORD ST 5TH FL | BROOKLYN | NY | 11217 | N/A | PC | 2016 / 2017 TMT Lab Project | $2,500 |
| THE FLEA THEATER INC | |||||||
| 41 WHITE ST | NEW YORK | NY | 10013 | N/A | PC | The Flea Theater 2016-17 Season | $5,000 |
| THE FOUNDRY THEATRE INC | |||||||
| 140-142 2ND AVE STE 405 | NEW YORK | NY | 10003 | N/A | PC | Soulbutter & Hogwash Project | $2,500 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | 2016-17 Productions: TBTB's 5th Short Play Festival, Production of THE ARTIFICIAL JUNGLE by Charles Ludlam, readings,workshops | $4,000 |
| THEATER LABRADOR INC | |||||||
| 109 W 27TH ST STE 9A | NEW YORK | NY | 10001 | N/A | PC | WATER Project | $4,500 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience's 2016-2017 Season of Productions and Programs | $6,500 |
| URBAN WORD NYC INC | |||||||
| 5 W 19TH ST 3RD FL | NEW YORK | NY | 10011 | N/A | PC | Urban Word NYC Spoken Word Poetry and Creative Writing Program | $4,000 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | CAN YOU FORGIVE HER? | $4,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVE STE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks! Adult Education Program 2016-2017 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,100 | 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 | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $330,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,928 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND CLAS | $467,822 | $456,924 |
| COLUMBIA DIVIDEND INCOME FD CL | $119,943 | $169,366 |
| DFA EMERGING MARKETS PORTFOLIO | $63,490 | $63,538 |
| DFA U.S. SMALL CAP PORTFOLIO | $54,301 | $76,679 |
| DFA US LARGE COMPANY PORTFOLIO | $196,062 | $309,635 |
| DODGE & COX FUNDS INTERNATIONA | $126,614 | $142,355 |
| DOUBLELINE CORE FIXED INCOME I | $365,940 | $361,306 |
| ETFS GOLD TRUST | $142,253 | $143,366 |
| ETFS PHYSICAL PRECIOUS METAL | $91,927 | $67,968 |
| FEDERATED INSTI HIGH YIELD BD | $179,359 | $190,042 |
| HARBOR CAPITAL APPRECIATION FU | $125,423 | $199,752 |
| HARBOR FDS INTL FD | $118,366 | $141,369 |
| ISHARES GOLD TRUST | $70,672 | $71,831 |
| PIMCO FUNDS FOREIGN BOND FUND | $74,938 | $73,755 |
| PIMCO INVESTMENT GRADE CORP BD | $368,071 | $367,328 |
| SPDR GOLD SHARES | $71,022 | $71,538 |
| T ROWE PRICE MID CAP VALUE | $99,898 | $123,611 |
| T. ROWE PRICE SMALL-CAP VALUE | $60,371 | $74,794 |
| TWEEDY, BROWNE GLOBAL VALUE FD | $135,373 | $143,194 |
| VANGUARD GROWTH INDEX FD ADMIR | $120,592 | $307,863 |
| VANGUARD INDEX TR VANGUARD TOT | $524,182 | $1,244,429 |
| VANGUARD INFLATION-PROTECTED S | $145,334 | $144,114 |
| VANGUARD INTL GROWTH FD ADMIRA | $115,995 | $142,667 |
| VANGUARD MID-CAP INDEX FD ADMI | $135,505 | $185,960 |
| VANGUARD SHORT-TERM CORPORATE | $719,284 | $735,962 |
| VANGUARD SHORT-TERM INFLATION- | $231,251 | $231,406 |
| VANGUARD TOTAL BOND MARKET IND | $348,797 | $354,152 |
| VANGUARD TOTAL INT ST IDX-AD | $526,900 | $631,952 |
| VANGUARD VALUE INDEX ADM SHARE | $136,526 | $311,902 |
| VANGUARD WINDSOR II FD ADMIRAL | $72,290 | $93,599 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $41,549 | $41,549 |
| State or Local Filing Fees | $250 | $250 |
| BOARD MEETING EXPENSES | $109 | $109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $32,174 | Amt |
| Net Investment Income | $32,174 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $9,300 |
| 990-PF Excise Tax for 2016 | $4,095 |