AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2013-03-01 to 2014-02-28
- Filed
- 2014-06-12
- IRS object ID
- 201411639349100101
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-12T08:05:26-05:00 | ReturnTs |
| Tax Period End | 2014-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-03-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 55 Walls Dr | AddressLine1 |
| Address Line2 | Suite 3rd Fl | AddressLine2 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce D Haims | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-01-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,720,460 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,343,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,166 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $562,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,117 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $17 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,253 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,328 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $170 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $170 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $42,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $386,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $345,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $529,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,195 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,770,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,940,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,695,265 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,790,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,966,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,720,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,790,684 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,966,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,790,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,790,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,966,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,790,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,966,003 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,003 | 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 | $1,343,403 | GrossSalesPriceAmt |
| Cost Or Other Basis | $919,237 | CostOrOtherBasisAmt |
| Gain Or Loss | $424,166 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,166 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,090,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049812 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $331,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,992,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,689,323 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,140,526 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $419,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,709,909 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062521 | DistributionYr5Rt |
| Total Distribution | 0.278339 | TotalDistributionRt |
| Average Distribution | 0.055668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,452,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $414,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $420,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $345,217 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,597 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,597 | SubtotalAmt |
| Tax Based On Investment Income | $10,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,197 | 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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | VP / Dir | 1.0 | $0 |
| Suzanne Davidson | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | Dir / Sec | 1.0 | $0 |
| Charles Forster | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | Dir | 1.0 | $0 |
| Bruce D Haims | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | Dir / Treas | 1.0 | $0 |
| Jeffrey Steinman | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | Pres / Dir | 1.0 | $0 |
| Carolyn Weber | ||||||
| Foundation Source 55 Walls Dr | Fairfield | CT | 06824 | Dir | 1.0 | $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 | $7,541,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,565,638 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,565,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,452,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,597 | TotalTaxAmt |
| Distributable Before Adj | $362,011 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $362,011 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $362,011 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $345,217 | 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 | $345,217 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $345,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $190,415 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $345,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $190,415 | AppliedToYear1Amt |
| Applied To Current Year | $154,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $207,209 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUILA THEATRE COMPANY | |||||||
| 51 BEDFORD RD | KATONAH | NY | 10536 | N/A | PC | Shakespeare Leaders in Harlem | $3,500 |
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 16 W 32ND ST STE 10A | NEW YORK | NY | 10001 | N/A | PC | Mouth to Mouth Open Mic | $3,000 |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE STE 537 | NEW YORK | NY | 10011 | N/A | PC | Atlantic Stage 2 New Play Development and Production | $5,000 |
| BROOKLYN ARTS COUNCIL | |||||||
| 55 WASHINGTON ST STE 218 | BROOKLYN | NY | 11201 | N/A | PC | Alzheimer's Poetry | $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 Romantic Transformations Concert | $2,000 |
| CHERRY LANE ALTERNATIVE INC | |||||||
| 38 COMMERCE ST | NEW YORK | NY | 10014 | N/A | PC | Mentor Project | $6,000 |
| CHILD INC HARLEM INITIATIVE FOR LEARNING & Dvlpmnt | |||||||
| 223 W 132ND ST | NEW YORK | NY | 10027 | N/A | PC | The Oratory Program | $4,000 |
| CITY COLLEGE FUND | |||||||
| 160 CONVENT AVE S166 | NEW YORK | NY | 10031 | N/A | PC | The Poetry Outreach Center | $2,000 |
| CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | LET ME ASCERTAIN YOU: The Civilians' Cabaret and Podcast Series | $4,000 |
| CLASSICAL THEATRE OF HARLEM INC | |||||||
| 566 W 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | CTH Reading Series - Future Classics, Playwrights Playground, and Revisted Classics | $4,000 |
| COLLABORATIVE-ARTS PROJECT 21 Inc | |||||||
| 18 W 18TH ST FL 6 | NEW YORK | NY | 10011 | N/A | PC | CAP21 Curricular Production: INTERP II Project | $2,500 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | Classroom Arts Residencies: Writing and Performing Poetry | $3,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | Classic Stage Company's production of Bertolt Brecht's A Man's a man | $8,500 |
| CULTURE PROJECT INC | |||||||
| 49 BLEECKER ST STE 602 | NEW YORK | NY | 10012 | N/A | PC | Culture Project's 2013-2014 Mainstage Theater Season | $2,000 |
| DALTON SCHOOLS INC | |||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | N/A | PC | The Dalton School Debate Team Fund | $3,500 |
| DE LA SALLE ACADEMY | |||||||
| 202 W 97TH ST | NEW YORK | NY | 10025 | N/A | PC | Public Speaking Program | $2,000 |
| Elaine KAUFMAN CULTURAL Center | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | N/A | PC | Drama for Literacy: A Partnership between Kaufman Music Center and the Manhattan School for Children | $2,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | The English-Speaking Union Middle School Debate League | $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 Shakespeare Remix after-school program | $5,000 |
| FORDHAM UNIVERSITY CONTROLLERS OFFICE | |||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | N/A | PC | Poets Out Loud Project | $2,500 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | General Operating Support for 2013 | $2,000 |
| FOUNDRY THEATRE INC | |||||||
| 140-142 2ND AVE STE 405 | NEW YORK | NY | 10003 | N/A | PC | Premiere of New Work by poet playwright Marcus Gardley | $2,500 |
| GIRL BE HEARD INSTITUTE | |||||||
| 80 E 11TH ST STE 301A | NEW YORK | NY | 10003 | N/A | PC | West Harlem Anti-Violence Assembly Program for At-Risk Youth | $2,000 |
| GROUP I ACTING COMPANY INC | |||||||
| 630 9TH AVE STE 214 | NEW YORK | NY | 10036 | N/A | PC | Literacy and Arts Education programs at The Acting Company | $5,000 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | The Literature Program at The Kitchen | $4,000 |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | |||||||
| 145 AVE OF AMERICA | NEW YORK | NY | 10013 | N/A | PC | Send for the Million Men Project | $2,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST | NEW YORK | NY | 10011 | N/A | PC | Juno and the Paycock at The Irish Rep | $5,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works | $4,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE RM 504A | NEW YORK | NY | 10023 | N/A | PC | We The People: Oral debate program | $5,000 |
| 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 2013-2014 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 | $4,500 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 441 W END AVE | NEW YORK | NY | 10024 | N/A | PC | LeAp's New York City August Wilson Program | $3,000 |
| LOWER MANHATTAN CULTURAL COUNCIL INC | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | Artist Residency Workspace Program for Writers | $2,500 |
| MABOU MINES DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 1940 | NEW YORK | NY | 10009 | N/A | PC | Imagining the Imaginary Invalid Project | $5,000 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 311 W 43RD ST STE 302 | NEW YORK | NY | 10036 | N/A | PC | MCC Theater 2013-14 Mainstage Season | $7,000 |
| MINT THEATER COMPANY INC | |||||||
| 311 W 43RD ST STE 307 | NEW YORK | NY | 10036 | N/A | PC | Mint Theater Company's production of DONOGOO, OR THE MIRACLES OF SCIENCE by Jules Romains | $5,000 |
| NEW 42ND STREET INC | |||||||
| 229 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | The Presentation of PETER PAN, SLEEPING BEAUTY,BOB MARLEY'S THREE LITTLE BIRDS, and MEASURE FOR MEASURE | $4,000 |
| NEW DRAMATISTS INC | |||||||
| 424 W 44TH ST | NEW YORK | NY | 10036 | N/A | PC | New Dramatists Playwright Residency program and The Playwrights Lab | $8,500 |
| NEW GROUP INC | |||||||
| 410 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | The New Group 2013-2014 Season | $5,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 40 W 116TH ST | NEW YORK | NY | 10026 | N/A | PC | 2014 Summer Season of FREE classical theatre across New York City | $3,500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | Radio Rookies | $7,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | New York Theatre Workshop's 2013/14 Season | $6,000 |
| OPEN CHANNELS NEW YORK INC | |||||||
| 161 CHRYSTIE ST | NEW YORK | NY | 10002 | N/A | PC | Dixon Place's 2013-14 Literary Program | $3,000 |
| OUR TIME THEATRE COMPANY | |||||||
| 330 W 42ND ST FL 12 | NEW YORK | NY | 10036 | N/A | PC | Our Time Project | $4,500 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 138 S OXFORD ST STE 4E | BROOKLYN | NY | 11217 | N/A | PC | The New York premiere of Grounded by George Brant | $3,000 |
| PEARL THEATRE CO INC | |||||||
| 555 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | A Celebration of Language and History | $6,000 |
| PERFORMANCE SPACE 122 INC | |||||||
| 67 W ST | NEW YORK | NY | 10006 | N/A | PC | Performance Space 122 commissioned presentation of HOUSE OF DANCE by playwright Tina Satter | $2,500 |
| PHOENIX THEATRE ENSEMBLE INC | |||||||
| 303 PARK AVE S 1065 | NEW YORK | NY | 10010 | N/A | PC | DOGG'S HAMLET, CAHOOT'S MACBETH by Tom Stoppard | $3,000 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 802 | NEW YORK | NY | 10036 | N/A | PC | The Play Company 2013-14 New Work/New World Production Season | $3,500 |
| PLAYWRIGHTS HORIZONS INC | |||||||
| 416 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | Playwrights Horizons: 2013-2014 Production Season | $6,000 |
| POETRY PROJECT LIMITED | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Friday Late Night Event Series | $2,500 |
| POETS HOUSE INC | |||||||
| 10 RIVER TER | NEW YORK | NY | 10282 | N/A | PC | Editing and Integration of Public Program Recordings to Website | $4,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 307 W 38TH ST RM 1510 | NEW YORK | NY | 10018 | N/A | PC | Primary Stages 2013-2014 Season | $6,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | Rattlestick Playwrights Theater presents: THE CORRespondent by ken urban | $2,500 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE | NEW YORK | NY | 10011 | N/A | PC | REVELATION READINGS: Breathing Life into the Page | $5,000 |
| RIPE TIME INC | |||||||
| 138 S OXFORD ST STE 4D | BROOKLYN | NY | 11217 | N/A | PC | The World is Round Project | $2,500 |
| SECOND STAGE THEATRE | |||||||
| 305 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | LITTLE MISS SUNSHINE, THE HAPPIEST SONG PLAYS LASt and SEX WITH STRANGERS | $8,500 |
| SHAKESPEARE SOCIETY INC | |||||||
| 118-122 BAXTER ST STE 705 | NEW YORK | NY | 10013 | N/A | PC | Shakespeare in Schools | $5,000 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY STE 300 | NEW YORK | NY | 10013 | N/A | PC | Soho Rep. 2013/14 Season | $4,500 |
| STORYVILLE CENTER FOR THE SPOKEN WORD INC | |||||||
| 481 BROADWAY APT 3 | NEW YORK | NY | 10013 | N/A | PC | The Moth Mainstage | $3,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Symphony Space Literature in Performance programs | $5,000 |
| TADA THEATRE AND DANCE ALLIANCE INC | |||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | N/A | PC | TADA! Youth Theater's 2014 production of "Samantha Spade, Ace Detective" | $3,500 |
| TARGET MARGIN THEATER INC | |||||||
| 138 S OXFORD ST STE 5A | BROOKLYN | NY | 11217 | N/A | PC | The TMT Lab | $4,000 |
| TECTONIC THEATER PROJECT INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | Square Peg Round Hole, a theatrical exploration of the autism spectrum | $4,500 |
| THE FLEA THEATER INC | |||||||
| 41 WHITE ST | NEW YORK | NY | 10013 | N/A | PC | 2013-2014 Theater Season | $4,500 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 306 W 18TH ST APT 3A | NEW YORK | NY | 10011 | N/A | PC | Representing the US at the blind festival in Croatia, presenting our 4th June short play festival and buidling infrastructure | $3,000 |
| THEATER LABRADOR INC | |||||||
| 109 W 27TH ST STE 9A | NEW YORK | NY | 10001 | N/A | PC | Impossible Plays from The New Georges Jam | $4,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience Inaugural Season in 2013-2014 | $6,500 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | 2013/2014 Season | $6,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks! Adult Education Program | $2,500 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | 92Y Unterberg Poetry Center 2013/2014 75th Anniversary Year | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,000 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,940 | 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 | $424,166 | 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 | $562,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $562,117 | 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 (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA DIVIDEND INCOME FD CL | $130,944 | $187,159 |
| DFA EMERGING MARKETS PORTFOLIO | $45,869 | $42,334 |
| DFA U.S. SMALL CAP PORTFOLIO | $64,048 | $86,717 |
| DFA US LARGE COMPANY PORTFOLIO | $259,736 | $340,436 |
| DODGE & COX FUNDS INTERNATIONA | $77,266 | $96,489 |
| ETFS GOLD TRUST | $142,253 | $153,388 |
| ETFS PHYSICAL PRECIOUS METAL | $91,927 | $76,323 |
| HARBOR CAPITAL APPRECIATION FD | $122,693 | $223,420 |
| HARBOR FDS INTL FD | $56,401 | $95,935 |
| ISHARES GOLD TRUST | $70,672 | $76,663 |
| PIMCO FUNDS FOREIGN BOND FUND | $153,123 | $152,580 |
| PIMCO LOW DURATION INSTL | $496,326 | $493,881 |
| PIMCO TOTAL RETURN FUND | $252,895 | $251,264 |
| SPDR GOLD SHARES | $71,022 | $76,572 |
| T ROWE PRICE MID CAP VALUE | $101,208 | $137,293 |
| T. ROWE PRICE HIGH YIELD FUND | $37,741 | $46,146 |
| T. ROWE PRICE SMALL-CAP VALUE | $58,383 | $85,738 |
| TWEEDY, BROWNE GLOBAL VALUE FD | $80,802 | $95,826 |
| VANGAURD HIGH-YIELD CORPORATE | $38,623 | $45,907 |
| VANGUARD GNMA FUND ADMIRAL | $159,624 | $152,209 |
| VANGUARD GROWTH INDEX FUND SIG | $161,931 | $341,255 |
| VANGUARD INTERMEDIATE TERM INV | $134,215 | $137,087 |
| VANGUARD INTL GRWTH FD ADMIRAL | $70,529 | $96,139 |
| VANGUARD MID CAP INDEX FUND | $182,834 | $207,008 |
| VANGUARD SHORT-TERM CORPORATE | $1,033,618 | $1,063,644 |
| VANGUARD SHORT-TERM INFLATION | $424,175 | $425,117 |
| VANGUARD TOTAL BOND MARKET IND | $263,067 | $273,997 |
| VANGUARD TOTAL INTERNATIONAL | $281,115 | $426,811 |
| VANGUARD TOTAL STOCK MARKET FD | $643,551 | $1,365,508 |
| VANGUARD VALUE INDEX FUND | $161,372 | $340,155 |
| VANGUARD WINDSOR II FD ADMIRAL | $72,845 | $102,264 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DOCUMENT PREPARATION FEES | CategoryTxt |
| Legal Fees | $17 | LegalFeesAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $41,573 | $41,573 |
| Postage | $15 | $15 |
| State or Local Filing Fees | $250 | $250 |
| GIFT IN RECOGNITION OF SERVICE | $242 | $242 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $32,253 | $32,253 | |
| PHILANTHROPIC CONSULTING SVCS | $950 | $950 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $5,400 |
| 990-PF Excise Tax for 2013 | $3,928 |