AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2015-03-01 to 2016-02-29
- Filed
- 2016-06-30
- IRS object ID
- 201641829349100624
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-30T13:50:38-05:00 | ReturnTs |
| Tax Period End | 2016-02-29 | 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 | 2015-03-01 | 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 Suite | 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 | 2016-06-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,020,060 | 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 | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $345,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,222,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $345,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $497,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $32,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,676 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,568 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $42,909 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $42,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $390,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,258 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,967,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,063,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,987,802 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,989,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,096,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,020,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,989,090 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,096,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,989,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,096,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,989,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,096,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,989,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,016 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,096,106 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,096,106 | 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 | $1,222,352 | GrossSalesPriceAmt |
| Cost Or Other Basis | $877,055 | CostOrOtherBasisAmt |
| Gain Or Loss | $345,297 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $345,297 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $345,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $342,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,762,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $345,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,452,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $353,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,090,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049812 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $331,429 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,992,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $314,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,689,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047024 | DistributionYr5Rt |
| Total Distribution | 0.234743 | TotalDistributionRt |
| Average Distribution | 0.046949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,471,215 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,766 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,413 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $347,159 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,295 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,295 | SubtotalAmt |
| Tax Based On Investment Income | $9,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,095 | TaxDueAmt |
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 | FAIRFIELD | CT | 06824 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Suzanne Davidson | ||||||||
| Foundation Source 55 WALLS DR | FAIRFIELD | CT | 06824 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Charles Forster | ||||||||
| Foundation Source 55 WALLS DR | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| Foundation Source 55 WALLS DR | FAIRFIELD | CT | 06824 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| Foundation Source 55 WALLS DR | FAIRFIELD | CT | 06824 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Carolyn Weber | ||||||||
| Foundation Source 55 WALLS DR | 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 | $7,556,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,584,990 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,584,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,471,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,295 | TotalTaxAmt |
| Distributable Before Adj | $364,266 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $364,266 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $364,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,159 | 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 | $347,159 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $347,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $244,891 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $347,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $244,891 | AppliedToYear1Amt |
| Applied To Current Year | $102,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $261,998 | 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 (73 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 Off-Broadway production of George Bernard Shaw's WIDOWERS' HOUSES in partnership with Gingold Theatrical Group | $3,000 |
| AQUILA THEATRE COMPANY | |||||||
| 51 BEDFORD ROAD STE 10 | KATONAH | NY | 10536 | N/A | PC | Shakespeare Leaders Project | $4,000 |
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST 6TH FL | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth: Open Mic Project | $3,000 |
| 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 American Visions Concert Project | $2,500 |
| CHERRY LANE ALTERNATIVE INC | |||||||
| 38 COMMERCE ST | NEW YORK | NY | 10014 | N/A | PC | Mentor Project | $5,000 |
| CITY COLLEGE FUND | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | The Poetry Outreach Center Project | $3,000 |
| CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | Let Me Ascertain You: live cabaret evenings and a podcast of new investigative theater works Project | $4,000 |
| CLASSICAL THEATRE OF HARLEM INC | |||||||
| 566 W 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | CTH - Readings Series | $4,000 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | Summerworks 2016 Project | $3,000 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Classroom Arts Residencies: Writing and Performing Poetry Project | $3,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | Classic Stage Company's production of Henrik Ibsen's PEER GYNT | $8,500 |
| DALTON SCHOOLS INC | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | N/A | PC | The Dalton School Debate Team Fund | $1,750 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | Axe-Houghton/ De La Salle Academy Debate Program | $10,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | ESU Middle School Debate Project | $5,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 549 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | Ensemble Studio Theatre Mainstage Productions | $4,000 |
| EPIC THEATRE CENTER INC | |||||||
| 55 W 39TH ST RM 302 | NEW YORK | NY | 10018 | N/A | PC | Epic Theatre Ensemble's Remix after-school program | $6,000 |
| FORDHAM UNIVERSITY CONTROLLERS OFFICE | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | Poets Out Loud Project | $3,000 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | Building Social Sector Capacity Project | $2,000 |
| FOUNDRY THEATRE INC | |||||||
| 140-142 2ND AVE STE 405 | NEW YORK | NY | 10003 | N/A | PC | Premiere of a new work by Casey Llewellyn; DIG - working title Project | $2,500 |
| GIRL BE HEARD INSTITUTE | |||||||
| 20 JAY ST 210B | BROOKLYN | NY | 11201 | N/A | PC | Girl Be Heard Sunday Workshops Project | $4,500 |
| 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 | $5,000 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | Literature Program at The Kitchen | $3,000 |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | |||||||
| 145 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | Idiot Project | $2,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | The Irish Rep's Production of THE BURIAL AT THEBES by Seamus Heaney | $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 | $5,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works Project | $3,000 |
| KEEN THEATER COMPANY INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | Keen Teens Project | $2,000 |
| 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 2015-16 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 Project | $4,500 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 441 W END AVE | NEW YORK | NY | 10024 | 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 | Imagining the Imaginary Invalid Project | $2,500 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 231 W 29TH ST STE 303 | NEW YORK | NY | 10001 | N/A | PC | MCC Theater 2015-16 Mainstage Season | $7,000 |
| MINT THEATER COMPANY INC | |||||||
| 330 W 42 ST NO 1210 | NEW YORK | NY | 10036 | N/A | PC | Mint Theater Company's production of A DAY BY THE SEA by N.C. Hunter | $5,000 |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | |||||||
| 520 8TH AVE RM 308 | NEW YORK | NY | 10018 | N/A | PC | Sagittarius Ponderosa Project | $4,000 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | The Playwrights' Lab Project | $8,500 |
| 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 | NEW YORK | NY | 10036 | N/A | PC | The Axe-Houghton Debate Tournament Project | $5,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 40 W 116TH ST B 1004 | NEW YORK | NY | 10026 | N/A | PC | 2016 Summer Season of FREE Off-Broadway Theatre throughout New York City | $3,500 |
| 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 | $6,000 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | Dixon Place's 2015-16 Literary Series | $4,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 138 S OXFORD ST STE 4E | BROOKLYN | NY | 11217 | N/A | PC | Page 73's 2015-2016 Season | $3,000 |
| PEARL THEATRE CO INC | |||||||
| 555 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | Modern/Classics Reading Series | $6,000 |
| PERFORMANCE SPACE 122 INC | |||||||
| 67 W ST STE 315 | BROOKLYN | NY | 11222 | N/A | PC | GO FORTH by Kaneza Schaal Project | $2,500 |
| PHOENIX THEATRE ENSEMBLE INC | |||||||
| 200 E 10TH ST 180 | NEW YORK | NY | 10003 | N/A | PC | Glyn Maxwell's The Gambler, based on the Dostoevsky Project | $3,000 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 802 | NEW YORK | NY | 10036 | N/A | PC | PlayCo 2015/16 Season Support | $3,500 |
| PLAYWRIGHTS REALM INC | |||||||
| 520 8TH AVE RM 320 | NEW YORK | NY | 10018 | N/A | PC | The Playwrights Realm's INK'D Reading Festival | $2,500 |
| 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 | Integration of Public Programs into Website | $4,000 |
| PREMIERA INC | |||||||
| 210 RIVERSIDE DR | NEW YORK | NY | 10025 | N/A | PC | PREMIERES - INNER VOICES Project | $2,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 307 W 38TH ST RM 1510 | NEW YORK | NY | 10018 | N/A | PC | Primary Stages 2015/2016 Season | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | CAL IN CAMO Project | $2,500 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2015-2016 Revelation Reading Series | $5,000 |
| SECOND STAGE THEATRE | |||||||
| 305 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | 2015-16 Mainstage Season Project | $8,500 |
| SHAKESPEARE SOCIETY INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Shakespeare in Schools Project | $2,500 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY STE 300 | NEW YORK | NY | 10013 | N/A | PC | Soho Rep. 2015/16 Season | $4,500 |
| ST ALOYSIUS SCHOOL | |||||||
| 223 W 132ND ST | NEW YORK | NY | 10027 | N/A | PC | The Oratory Program | $4,000 |
| STORYVILLE CENTER FOR THE SPOKEN WORD INC | |||||||
| 75 BROAD ST FL 26 | NEW YORK | NY | 10004 | N/A | PC | The Moth Mainstage Project | $4,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 330 W 42ND ST FL 12 | NEW YORK | NY | 10036 | N/A | PC | SAY: Confident Voices Project | $5,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space 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 2016 production | $3,500 |
| TARGET MARGIN THEATER INC | |||||||
| 138 S OXFORD ST STE 5A | BROOKLYN | NY | 11217 | N/A | PC | 2015 / 2016 TMT Lab Project | $2,500 |
| TECTONIC THEATER PROJECT INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | iPromise: A Moment to a Movement Project | $4,500 |
| THE FLEA THEATER INC | |||||||
| 41 WHITE ST | NEW YORK | NY | 10013 | N/A | PC | The Flea's 2015-16 Theater Season | $4,500 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | 2015-16 Productions: Trip to Blind Theater Festival in Croatia, Readings, workshops, World Premiere of new Samuel D. Hunter Play | $3,000 |
| THEATER LABRADOR INC | |||||||
| 109 W 27TH ST STE 9A | NEW YORK | NY | 10001 | N/A | PC | Untitled Miami Hurricane Play by Charise Castro Smith | $4,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience's 2015-2016 Season of Productions and Programs | $6,500 |
| URBAN WORD NYC INC | |||||||
| 242 W 27TH ST RM 3A | NEW YORK | NY | 10001 | N/A | PC | Urban Word NYC Spoken Word Poetry & Creative Writing Program | $3,500 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | INDECENT, by Paula Vogel | $4,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVE STE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks! Adult Education Program 2015-2016 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,250 | 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 | $62 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,060 | 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 | $345,297 | 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 | $497,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $497,419 | 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 (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA DIVIDEND INCOME FD CL | $119,561 | $147,179 |
| DFA EMERGING MARKETS PORTFOLIO | $69,396 | $54,285 |
| DFA U.S. SMALL CAP PORTFOLIO | $60,739 | $68,830 |
| DFA US LARGE COMPANY PORTFOLIO | $204,053 | $269,344 |
| DODGE & COX FUNDS INTERNATIONA | $139,089 | $125,541 |
| ETFS GOLD TRUST | $142,253 | $142,659 |
| ETFS PHYSICAL PRECIOUS METAL | $91,927 | $62,079 |
| HARBOR CAPITAL APPRECIATION FU | $120,426 | $175,609 |
| HARBOR FDS INTL FD | $117,294 | $128,750 |
| ISHARES GOLD TRUST | $70,672 | $71,532 |
| PIMCO FUNDS FOREIGN BOND FUND | $75,564 | $71,086 |
| PIMCO LOW DURATION INSTL | $481,351 | $453,072 |
| PIMCO TOTAL RETURN FUND | $248,962 | $230,593 |
| SPDR GOLD SHARES | $71,022 | $71,184 |
| T ROWE PRICE MID CAP VALUE | $106,075 | $109,135 |
| T. ROWE PRICE HIGH YIELD FUND | $93,098 | $86,844 |
| T. ROWE PRICE SMALL-CAP VALUE | $70,821 | $68,490 |
| TWEEDY, BROWNE GLOBAL VALUE FD | $136,208 | $129,180 |
| VANGAURD HIGH-YIELD CORPORATE | $87,818 | $84,393 |
| VANGUARD GNMA FUND ADMIRAL SHS | $143,470 | $139,515 |
| VANGUARD GROWTH INDEX FD ADMIR | $125,422 | $270,001 |
| VANGUARD INDEX TR VANGUARD TOT | $547,985 | $1,080,685 |
| VANGUARD INFLATION-PROTECTED S | $99,443 | $99,352 |
| VANGUARD INTERMEDIATE TERM INV | $127,272 | $126,400 |
| VANGUARD INTL GROWTH FD ADMIRA | $125,823 | $129,866 |
| VANGUARD MID-CAP INDEX FD ADMI | $147,325 | $163,663 |
| VANGUARD SHORT-TERM CORPORATE | $960,173 | $974,486 |
| VANGUARD SHORT-TERM INFLATION- | $285,130 | $280,529 |
| VANGUARD TOTAL BOND MARKET IND | $241,280 | $252,045 |
| VANGUARD TOTAL INT ST IDX-AD | $543,698 | $571,841 |
| VANGUARD VALUE INDEX ADM SHARE | $139,289 | $268,987 |
| VANGUARD WINDSOR II FD ADMIRAL | $71,209 | $80,647 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $42,659 | $42,659 |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $32,676 | Amt |
| Net Investment Income | $32,676 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $5,200 |
| 990-PF Excise Tax for 2015 | $5,368 |