ROY AND NIUTA TITUS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND NIUTA TITUS FOUNDATION INC (EIN 13-4027009)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201440439349100104
- Schema version
- 2012v2.3
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T14:26:30-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & GRUTMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134027009 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROY & NIUTA TITUS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHAEL STEINBERG | InCareOfName |
| Name Control | ROY& | NameControl |
| Phone | 2122197699 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1 |
| Address Line2 | Suite 1C | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL STEINBERG | Name |
| Title | OFFICER | Title |
| Phone | 2122197699 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BENNET H GRUTMAN | Name |
| Phone | 2129532900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3322850 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 87948 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87948 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 27390 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 458369 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27390 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1862 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 834 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 116172 | TotalRevenueAndExpenses |
| Total Net Investment Income | 115338 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1862 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11760 | CompOfcrDirTrstRevAndExpnss |
| Oth Empl Slrs Wgs Rev And Expnss | 20779 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 6926 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 13853 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 30958 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 10319 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 20639 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3367 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6733 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 251 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 84 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 167 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1092 | InterestRevAndExpnss |
| Interest Net Invst Incm | 364 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 728 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2489 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 830 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1659 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 19200 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 6400 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 12800 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 64 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 21 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 43 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 48 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 16 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 32 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 68927 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 47123 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 21804 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 165668 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 75450 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 78458 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50579 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50579 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 216247 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 75450 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 129037 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -100075 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39888 | NetInvestmentIncome |
| Adjusted Net Income | 1862 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1420286 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 785837 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 785837 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 22124 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 22124 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1238687 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1901504 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1943095 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 1933 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 1933 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 1933 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 1933 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 715970 | InvestmentsOtherBOY |
| Investments Other EOY | 560980 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 569861 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3376876 | TotalAssetsBOY |
| Total Assets EOY | 3272378 | TotalAssetsEOY |
| Total Assets EOYFMV | 3322850 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 4423 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 4423 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3372453 | RetainedEarningsBOY |
| Retained Earnings EOY | 3272378 | RetainedEarningsEOY |
| Total Net Assets BOY | 3372453 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3272378 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3376876 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3272378 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3372453 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -100075 | ExcessOfRevenueOverExpenses |
| Subtotal | 3272378 | Subtotal |
| Total Net Assets Fund Balances EOY | 3272378 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| UBS BROKERAGE - SHORT TERM | 14845 | 12983 | 1862 | 1862 |
| UBS BROEKRAGE - LONG TERM | 443524 | 417996 | 25528 | 25528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27390 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1862 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 117697 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2645985 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044481 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 99344 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1541706 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.064438 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 178219 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1649105 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10807 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 195544 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2439910 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.080144 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 200394 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2692866 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074417 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.37155 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07431 | AverageDistributionRatio |
| Net Noncharitable Assets | 3365363 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 250080 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 399 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 250479 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 129037 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 798 | InvestmentIncomeExciseTax |
| Subtotal | 798 | Subtotal |
| Tax Based On Investment Income | 798 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1731 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1731 | TotalCreditsAndPayments |
| Overpayment | 933 | Overpayment |
| Amount Credited To Next Year | 933 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NOT APPLICABLE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL STEINBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2129411800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 BAXTER STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUZANNE SLESIN | ||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | PRESIDENT | 20.0 | 11760 | 20958 | 0 |
| MICHAEL STEINBERG | ||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | SECRETARY/TREASURER | 8.0 | 0 | 0 | |
| AUDREY FEUERSTEIN | ||||||||
| 136 BAXTER STREET | NEW YORK | NY | 10013 | DIRECTOR | 2.0 | 0 | 0 | |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| SIMONE NESBITT | 136 BAXTER STREET | NEW YORK | NY | 10013 | ACCOUNTANT | 20.0 | 3000 | 3333 | 0 |
| CARESSA WELLINGTON | 136 BAXTER STREET | NEW YORK | NY | 10013 | ACCOUNTANT | 20.0 | 6779 | 3334 | 0 |
| NYASHA GUTSHA | 136 BAXTER STREET | NEW YORK | NY | 10013 | ACCOUNTANT | 20.0 | 11000 | 3333 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2259362 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1134068 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 23182 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3416612 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3416612 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51249 | CashDeemedCharitable |
| Net Noncharitable Assets | 3365363 | NetNoncharitableAssets |
| Minimum Investment Return | 168268 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 168268 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 798 | TaxBasedOnInvestmentIncome |
| Total Tax | 798 | TotalTax |
| Distributable Amount Before Adj | 167470 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 167470 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 167470 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 129037 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 129037 | QualifyingDistributions |
| Adj Qualifying Distributions | 129037 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 167470 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 68735 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 73548 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 95764 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 23059 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 261106 | TotalExcessDistriCarryover |
| Qualifying Distributions | 129037 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 129037 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 38433 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 38433 | ExcessDistriCyovAppliedCY |
| Total Corpus | 222673 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 30302 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 192371 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 73548 | ExcessFromYear4 |
| Excess From Year3 | 95764 | ExcessFromYear3 |
| Excess From Year2 | 23059 | ExcessFromYear2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE SLESIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| FILM SOCIETY OF LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $4,489 | |
| WHITNEY MUSEUM | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | TO PROMOTE ARTISTIC EXPRESSION & EDUCATION | $1,000 | |
| SMACK MELLON | ||||||
| 92 PLYMOUTH STREET | BROOKLYN | NY | 11201 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $15,000 | |
| THE PUBLIC THEATER | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $500 | |
| THE BRONX MUSEUM | ||||||
| 1040 GRAND CONCOURSE at 165 STREET | BRONX | NY | 10456 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $3,600 | |
| AZUERO EARTH PROJECT | ||||||
| 962 SPRINGS FIREPLACE ROAD | EAST HAMPTON | NY | 11937 | TO HELP PRESERVE THE EARTH'S ECOSYSTEMS, PROTECT BIODIVERSITY, AND PROMOTE HEALTHY COMMUNITIES | $750 | |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 1 PENNSYLVANIA PLAZA | NEW YORK | NY | 10019 | TO AID IN THE FIGHT AGAINST OVARIAN CANCER | $1,000 | SUITE 1610 |
| PARK EAST SYNAGOGUE | ||||||
| 164 EAST 68 STREET | NEW YORK | NY | 10021 | TO PROMOTE THE MORALS, TRADITIONS & VALUES OF JUDAISM | $2,850 | |
| LINCOLN CENTER | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,540 | |
| HENTERICK MARTIN INSTITUTE | ||||||
| 2 ASTOR PLACE | NEW YORK | NY | 10003 | TO AID IN THE EMPOWERMENT, EDUCATION & ADVOCACY FOR LGBTQ YOUTH | $750 | |
| METROPOLITAN MUSEUM | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $550 | |
| MF PRODUCTIONS | ||||||
| 425 W 13TH STREET | NEW YORK | NY | 10014 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,500 | 403 |
| PROSPECT NEW ORLEANS | ||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $3,000 | SUITE 2313 |
| 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 | $250 | |
| INDEPENDENT CURATORS INTERNATIONAL | ||||||
| 401 BROADWAY | NEW YORK | NY | 10013 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,000 | SUITE 1620 |
| PARK AVENUE ARMORY | ||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | TO AID IN THE RESTORATION OF THE PARK AVENUE ARMORY. | $500 | |
| PERFORMA NYC | ||||||
| 100 W 23RD STREET 5 | NEW YORK | NY | 10011 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,000 | |
| NYcharitiesorg | ||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | TO PROVIDE FUNDS TO NEW YORK STATE FOR USE IN ACCELERATING VITAL COMMUNICATIONS BETWEEN NONPROFITS, THEIR DONORS AND STAKEHOLDERS. | $500 | SUITE 803A |
| ART IN GENERAL | ||||||
| 79 WALKER STREET | NEW YORK | NY | 10013 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $300 | |
| INDIEGOGO | ||||||
| 301 8TH STREET SUITE 225 | SAN FRANCISCO | CA | 94103 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $1,000 | |
| TENEMENT MUSEUM | ||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | TO PROMOTE ARTISTIC EXPRESSION AND EDUCATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50579 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $87,948 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27,390 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 834 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,338 | ExclusionAmount |
| Related Or Exempt Function Income | 834 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 116172 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $10,100 | Amount |
| Net Investment Income | 3367 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6733 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 1901504 | EOYBookValue |
| EOYFMV | 1943095 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 560980 | BookValue |
| EOYFMV | 569861 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (15 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE - GENERAL | 1919 | 640 | 1279 |
| INSURANCE - COMMERCIAL | 976 | 326 | 650 |
| INSURANCE - DISABILITY | |||
| INSURANCE - WORKERS COMP | 1610 | 537 | 1073 |
| AUTO | 15556 | 5185 | 10371 |
| COMPUTER REPAIRS | |||
| BANK CHARGES | 289 | 96 | 193 |
| NY UNEMPLOYMENT | 27 | 9 | 18 |
| POSTAGE & DELIVERY | 1075 | 358 | 717 |
| MEALS | 244 | 81 | 163 |
| PAYROLL SERVICE FEES | 2188 | 729 | 1459 |
| TELEPHONE | 1948 | 649 | 1299 |
| OFFICE EXPENSE | 1334 | 445 | 889 |
| COPIER LEASE | 5539 | 1846 | 3693 |
| INVESTMENT ADVISORY FEES | 36222 | 36222 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 834 | RevenueAndExpensesPerBooks |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL ONE CREDIT CARD | Description |
| BOY Book Value | 4423 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $251 | Amount |
| Net Investment Income | 84 | NetInvestmentIncome |
| Disbursements Charitable Prps | 167 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HELENA RUBENSTEIN | PersonName |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $2,489 | Amount |
| Net Investment Income | 830 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1659 | DisbursementsCharitablePrps |