ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-11
- IRS object ID
- 201620429349100302
- Schema version
- 2014v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-11T10:39:11-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 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 | 2129532900 | PhoneNum |
| Signature | 2015-11-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,181,413 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $761,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,919 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,514 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $164,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,915 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,514 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,480 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,662 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,338 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | -$1,011 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | -$337 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | -$674 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,602 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,856 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,746 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $29 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $19 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,924 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,170 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,864 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,948 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,916 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $589 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $196 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $393 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,042 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,994 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,514 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $304,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,207 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,207 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,338,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,890,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,980,273 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,933 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,933 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,933 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,933 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $532,839 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,177,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,091,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,181,413 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,898 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $4,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $10,024 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,177,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,081,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,177,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,177,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,091,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,177,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,324 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,081,429 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| LORD ABBETT SHORT DURATION INCOME FUND | P | $100,000 | $103,000 | -$3,000 | -$3,000 | ||
| SALIENT MLP & ENERGY INFRASTRUCTURE | P | $52,876 | $48,935 | $3,941 | $3,941 | ||
| SALIENT MLP & ENERGY INFRASTRUCTURE | P | $22,362 | $20,814 | $1,548 | $1,548 | 2013-11-14 | 2014-12-08 |
| IVY ASSET STRATEGY FUND | P | $7,939 | $8,152 | -$213 | -$213 | 2014-12-11 | 2015-01-07 |
| IVY ASSET STRATEGY FUND | P | $50,921 | $48,893 | $2,028 | $2,028 | ||
| OPPENHEIMER SENIOR FLOATING RATE | P | $10,000 | $10,121 | -$121 | -$121 | 2011-01-14 | 2014-11-18 |
| THORNBURG INTL GROWTH FUND | P | $21,000 | $19,004 | $1,996 | $1,996 | ||
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND | P | $5,000 | $2,885 | $2,115 | $2,115 | 2011-01-14 | 2014-11-18 |
| ISHARES RUSSELL MIDCAP | P | $8,316 | $4,154 | $4,162 | $4,162 | 2010-02-18 | 2014-11-18 |
| ISHARES RUSSELL 2000 ETF | P | $6,070 | $4,283 | $1,787 | $1,787 | 2012-02-08 | 2014-11-18 |
| NATIXIS ASG MANAGED FUTURES | P | $4,000 | $3,464 | $536 | $536 | 2013-04-29 | 2014-11-18 |
| PRUDENTIAL SHORT DURATION HIGH YIELD | P | $791 | $830 | -$39 | -$39 | 2014-12-09 | |
| PRUDENTIAL SHORT DURATION HIGH YIELD | P | $24,209 | $25,248 | -$1,039 | -$1,039 | 2014-12-09 | |
| MAINSTAY MARKETFIELD FUND | P | $65,532 | $69,994 | -$4,462 | -$4,462 | ||
| OPPENHEIMER STEELPATH MLP | P | $2,910 | $3,003 | -$93 | -$93 | 2014-12-31 | |
| OPPENHEIMER STEELPATH MLP | P | $88,630 | $79,656 | $8,974 | $8,974 | ||
| VIRTUS MULTI-SECTOR SHORT TERM BOND | P | $90,000 | $91,649 | -$1,649 | -$1,649 | ||
| BLACKROCK GLOBAL LONG/SHORT CREDIT FUND | P | $4,904 | $4,941 | -$37 | -$37 | 2015-01-07 | |
| BLACKROCK GLOBAL LONG/SHORT CREDIT FUND | P | $97,145 | $100,281 | -$3,136 | -$3,136 | 2015-01-07 | |
| EATON VANCE BOND FUND | P | $1,689 | $1,734 | -$45 | -$45 | 2015-06-11 | |
| EATON VANCE BOND FUND | P | $48,374 | $50,151 | -$1,777 | -$1,777 | 2015-06-11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,919 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,514 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,347,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039379 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,365,363 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038343 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,697 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,645,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,344 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,541,706 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064438 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,649,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10807 | DistributionYr5Rt |
| Total Distribution | 0.294711 | TotalDistributionRt |
| Average Distribution | 0.058942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,128,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $776 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,458 | 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 | $776 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $776 | SubtotalAmt |
| Tax Based On Investment Income | $776 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $207 | OverpaymentAmt |
| Applied To ES Tax | $207 | 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 |
|---|---|---|---|---|---|---|
| SUZANNE SLESIN | ||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | PRESIDENT | 20.0 | $28,480 |
| MICHAEL STEINBERG | ||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 8.0 | $0 |
| AUDREY FEUERSTEIN | ||||||
| 136 BAXTER STREET SUITE 1C | NEW YORK | NY | 10013 | DIRECTOR | 2.0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCIE STEINBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 W 11TH ST APT 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANT MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,000 | CompensationAmt |
| Expense Account | $14,926 | ExpenseAccountAmt |
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 | $1,073,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,690 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $776 | TotalTaxAmt |
| Distributable Before Adj | $55,649 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,649 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,458 | 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 | $145,458 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $776 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,682 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,764 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,059 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $118,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $55,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,809 | RemainingDistriFromCorpusAmt |
| Total Corpus | $208,632 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,764 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,059 | ExcessFromYear4Amt |
| Excess From Current Year | $89,809 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| FILM SOCIETY OF LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $3,975 | |
| WHITNEY MUSEUM | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | TO PROMOTE ARTISTIC EXPRESSION & EDUCATION | $2,346 | |
| 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 | $11,850 | |
| NEW MUSEUM OF CONTEMPORARY ART | ||||||
| 235 BOWERY STREET | NEW YORK | NY | 10002 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $975 | |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 1 PENNSYLVANIA PLAZA | NEW YORK | NY | 10019 | TO AID IN THE FIGHT AGAINST OVARIAN CANCER | $750 | SUITE 1610 |
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $4,975 | |
| HENTERICK MARTIN INSTITUTE | ||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | TO AID IN THE EMPOWERMENT, EDUCATION & ADVOCACY FOR LGBTQ YOUTH | $700 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $466 | |
| NEW YORKERS FOR PARKS | ||||||
| THE ARTHUR ROSS CENTER FOR PARKS | NEW YORK | NY | 10004 | TO AID IN THE RESEARCH AND DEVELOPMENT OF POLICY RECOMMENDATIONS RELATED TO PARK DEVELOPMENT, MANAGEMENT & SUSTAINABILITY. | $5,000 | 55 BROAD STREET 23RD FLOOR |
| JEWISH MUSEUM OF NEW YORK | ||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $162 | |
| INDEPENDENT CURATORS INTERNATIONAL | ||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,000 | SUITE 1620 |
| GUGGENHEIM MUSEUM | ||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $250 | |
| PERFORMA NYC | ||||||
| 100 W 23RD STREET 5 | NEW YORK | NY | 10011 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,505 | |
| LIBRARY FOR ALL | ||||||
| 500 7TH AVENUE | NEW YORK | NY | 10018 | TO PROVIDE TOOLS FOR INDIVIDUALS TO LEARN, DREAM & ASPIRE TO LIFT THEMSELVES OUT OF POVERTY | $250 | 7A |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | TO PROMOTE HIGHER EDUCATION | $1,000 | |
| BAY AREA URBAN DEBATE LEAGUE | ||||||
| 287 17TH STREET | OAKLAND | CA | 94612 | TO PROMOTE DEBATE IN AN ATTEMPT TO INCREASE STUDENT ACADEMIC PERFORMANCE | $2,190 | 201 |
| FRIENDS OF E 1027 | ||||||
| 20 JAY STREET SUITE 750 | BROOKLYN | NY | 11201 | The restoration and preservation of e.1027, the modernist villa designed and built by Eileen Gray in conjunction with Jean Badovici on the southern shore of France in Roquebrune-Cap Martin | $3,500 | |
| MUSEUM OF ARTS AND DESIGN | ||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | To help fund the "Pathmakers" art exhibition, i.e. promote artistic expression and education | $2,500 | |
| QUEENS MUSEUM | ||||||
| 526 WEST 26TH ST | NEW YORK | NY | 10001 | Promote artistic expression and education | $542 | LOFT 5D |
| 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. | $3,720 | SUITE 110 |
| THE PUBLIC THEATER | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | Make great theater accessible to the broadest possible audience and to cultivate a new generation of promising artists through their various programs. | $500 | |
| COMMON GROUND | ||||||
| 505 8TH AVENUE | NEW YORK | NY | 10018 | to serve individuals who suffer greatly from chronic homelessness, and geared towards preventing homelessness for economically vulnerable populations | $500 | 5TH FLOOR |
| NEW YORK JUNIOR TENNIS LEAGUE | ||||||
| 5812 QUEENS BLVD | WOODSIDE | NY | 11377 | To help fund the construction of the flagship home for tennis and education in Crotona Park, in the South Bronx; the complex will provide tennis and academic enrichment to tens of thousands of NYC's children | $2,500 | SUITE 1 |
| 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 | $200 | |
| THE BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | supports research endeavors on diagnostic tools & novel therapies with the aim to bring about the cure and prevention of breast cancer | $800 | 8TH FLOOR |
| SUSAN G KOMEN | ||||||
| PO BOX 96216 | WASHINGTON | DC | 20090 | To save lives and end breast cancer forever by empowering others, ensuring quality care for all and investing in science to find the cures | $100 | |
| ASSISTANCE TO LITHUANIAN JEWS | ||||||
| 245 EAST 11TH STREET | NEW YORK | NY | 10003 | To provide material assistance to indigent Litvaks in various countries and to Jewish communal entities in Lithuania | $500 | |
| PERFECTAZUERO EARTH PROJECT | ||||||
| 962 SPRINGS FIREPLACE ROAD | EAST HAMPTON | NY | 11937 | to preserve the earth's ecosystems, protect biodiversity, and promote healthy communities by helping people make informed decisions, take sustainable actions, and share knowledge | $1,800 | |
| FRIENDS OF HUDSON RIVER PARK | ||||||
| 305 SEVENTH AVENEU | NEW YORK | NY | 10001 | Dedicated to the completion, care, and enhancement of the Hudson River Park, guaranteeing its future | $1,000 | 12TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,556 | 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 | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,948 | 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 | $59,919 | 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 | $164,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,915 | 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 | $32,602 | Amt |
| Net Investment Income | $10,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,746 | 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 | $2,890,313 | EOYBookValueAmt |
| EOYFMV | $2,980,273 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - COMMERCIAL | $1,174 | $390 | $784 |
| INSURANCE - DISABILITY | -$36 | -$12 | -$24 |
| INSURANCE - WORKERS COMP | -$5,711 | -$1,902 | -$3,809 |
| AUTO | $15,267 | $5,084 | $10,183 |
| DEPARTMENT OF LABOR FEE | $250 | $83 | $167 |
| BANK CHARGES | $429 | $143 | $286 |
| NY UNEMPLOYMENT | $586 | $195 | $391 |
| NY RE-EMPLOYMENT | $22 | $7 | $15 |
| MEALS | $2,652 | $883 | $1,769 |
| PAYROLL SERVICE FEES | $2,037 | $678 | $1,359 |
| TELEPHONE | $2,134 | $711 | $1,423 |
| STORAGE | $1,440 | $480 | $960 |
| COPIER LEASE | $9,767 | $3,252 | $6,515 |
| INVESTMENT ADVISORY FEES | $47,067 | $47,067 | |
| PARKING | $8,074 | $2,689 | $5,385 |
| ADMISSIONS | $8,940 | $2,977 | $5,963 |
| CONTRACT LABOR | $900 | $300 | $600 |
| POSTAGE & DELIVERY | $44 | $17 | $27 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ONE CREDIT CARD | Desc |
| EOY Book Value | $4,126 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,253 | $1,083 | $2,170 |
| FEDERAL INCOME TAXES | $841 | $841 |