SOKOLOFF FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOKOLOFF FOUNDATION INC (EIN 13-6155196)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-06
- IRS object ID
- 202610659349100011
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-06T10:11:26-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136155196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOKOLOFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOKO | BusinessNameControlTxt |
| Phone | 2127445337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELENA LOUISE SOKOLOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127445337 | PhoneNum |
| Signature | 2026-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,706,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $296,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $325,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $389,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,370 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $622,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $622,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,308 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $651,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $651,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $672,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $618,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $568,700 | CashBOYAmt |
| Cash EOY | $549,831 | CashEOYAmt |
| Cash EOYFMV | $549,831 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,390,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,321,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,079,524 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,997,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,947,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,706,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,997,947 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,947,953 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,997,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,947,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,997,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,947,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,997,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,947,953 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,947,953 | 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 | $389,124 | GrossSalesPriceAmt |
| Cost Or Other Basis | $63,754 | CostOrOtherBasisAmt |
| Gain Or Loss | $325,370 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $325,370 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,062 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,062 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,540 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELENA LOUISE SOKOLOFF | IndividualWithBooksNm |
| Phone | 2127445337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 78TH STREET APT 16D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100752017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| HELENA LOUISE SOKOLOFF | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, PRESIDENT, TREASURER | 5.00 | $0 | $0 | $0 |
| SUZANNE L DREIFUSS | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARGUERITE GELFMAN | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR, SECRETARY (BEGAN 04/30/2025) | 5.00 | $0 | $0 | $0 |
| PATRICIA GANTZ | ||||||||
| 200 EAST 78TH STREET APT 16D | NEW YORK | NY | 100752017 | DIRECTOR (THRU 04/04/2025) | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,412,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $691,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,103,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,103,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,892,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $694,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $694,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,602 | TotalTaxAmt |
| Distributable Before Adj | $686,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $686,520 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $686,520 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,369 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $686,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $65,926 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $65,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $664,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,151 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,151 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,775 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $43,775 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELENA LOUISE SOKOLOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY 2ND FLOOR | NEW YORK | NY | 100108104 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| AFYA FOUNDATION INC | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 107016607 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 100042427 | N/A | PC | GENERAL OPERATING SUPPORT | $500 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 101280173 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 100023851 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA) | |||||||
| 858 EAST 29TH STREET | BROOKLYN | NY | 112102927 | N/A | PC | GENERAL OPERATING SUPPORT | $42,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 100228591 | N/A | PC | GENERAL OPERATING SUPPORT | $430,000 |
| MANHATTAN THEATER CLUB | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 100366413 | N/A | PC | GENERAL OPERATING SUPPORT | $6,000 |
| MIT INTERNATIONAL INC | |||||||
| 77 MASSACHUSETTS AVENUE NE49-3142 | CAMBRIDGE | MA | 021394301 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 100191800 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195401 | N/A | PC | GENERAL OPERATING SUPPORT | $180 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 100245194 | N/A | PC | GENERAL OPERATING SUPPORT | $150 |
| QUAKER RIDGE EMPLOYEE CHARITY FUND INC | |||||||
| 146 GRIFFIN AVENUE | SCARSDALE | NY | 105837906 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SCHOOL OF AMERICAN BALLET INC | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236592 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $651,230 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,370 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $622,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $622,536 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $12,308 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,308 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A (GOOGL) 1,000.000 SHARES | $62,306 | $313,000 |
| AMERICAN EXPRESS CO (AXP) 2,800.000 SHARES | $194,899 | $1,035,860 |
| AMGEN INC (AMGN) 600.000 SHARES | $96,755 | $196,386 |
| AT&T INC (T) 2,500.000 SHARES | $62,551 | $62,100 |
| BALL CORPORATION (BLL) 400.000 SHARES | $27,886 | $21,188 |
| BRISTOL MYERS SQUIBB CO (BMY) 2,300.000 SHARES | $124,131 | $124,062 |
| CHEVRON CORP (CVX) 2,972.000 SHARES | $134,700 | $452,963 |
| COMPASS MINERALS INTER INC (CMP) 3,600.000 SHARES | $267,965 | $70,704 |
| CONOCOPHILLIPS (COP) 2,510.000 SHARES | $91,524 | $234,961 |
| CONSOLIDATED EDISON INC. (ED) 1,500.000 SHARES | $60,290 | $148,980 |
| CORNING INC (GLW) 7,500.000 SHARES | $160,880 | $656,700 |
| CORTEVA INC (CTVA) 2,500.000 SHARES | $41,026 | $167,575 |
| COTERRA ENERGY INC (CTRA) 4,700.000 SHARES | $125,640 | $123,704 |
| DEVON ENERGY CORP (DVN) 2,117.000 SHARES | $73,819 | $77,546 |
| DOMINION ENERGY INC (D) 1,800.000 SHARES | $128,940 | $105,462 |
| DOW INC (DOW) 2,500.000 SHARES | $80,116 | $58,450 |
| DUKE ENERGY CORPORATION (DUK) 2,400.000 SHARES | $117,701 | $281,304 |
| DUPONT DE NEMOURS INC (DD) 2,500.000 SHARES | $48,329 | $100,500 |
| ELI LILLY & CO (LLY) 750.000 SHARES | $25,588 | $806,010 |
| ENBRIDGE INC (ENB) 4,428.000 SHARES | $104,308 | $211,791 |
| EQT CORPORATION COM (EQT) 756.000 SHARES | $57,538 | $40,522 |
| FREEPORT-MCMORAN CL-B (FCX) 6,900.000 SHARES | $220,258 | $350,451 |
| GENERAL MILLS INC (GIS) 4,500.000 SHARES | $103,130 | $209,250 |
| GRANITE CONSTR INC (GVA) 6,000.000 SHARES | $60,286 | $692,100 |
| HEXCEL CORP (HXL) 4,000.000 SHARES | $94,954 | $295,600 |
| HF SINCLAIR CORPORATION (DINO) 3,600.000 SHARES | $157,878 | $165,888 |
| JOHNSON & JOHNSON (JNJ) 2,420.000 SHARES | $98,057 | $500,819 |
| KINDER MORGAN INCORP (KMI) 2,800.000 SHARES | $94,301 | $76,972 |
| KROGER CO (KR) 2,900.000 SHARES | $84,906 | $181,192 |
| LABCORP HOLDINGS INC (LH) 1,000.000 SHARES | $111,570 | $250,880 |
| LOWES COMPANIES INC (LOW) 2,200.000 SHARES | $54,996 | $530,552 |
| LYONDELLBASELL NV CL-A (LYB) 3,800.000 SHARES | $182,005 | $164,540 |
| MARATHON PETROLEUM CORP (MPC) 5,500.000 SHARES | $156,893 | $894,465 |
| MERCK & CO INC (MRK) 500.000 SHARES | $28,242 | $52,630 |
| MONDELEZ INTL INC (MDLZ) 2,100.000 SHARES | $86,859 | $113,043 |
| MUELLER WATER PROD INC SER A (MWA) 19,000.000 SHARES | $176,730 | $452,580 |
| NRG ENERGY INC (NRG) 2,300.000 SHARES | $27,864 | $366,252 |
| NUTRIEN LTD (NTR) 4,200.000 SHARES | $195,209 | $259,224 |
| PALO ALTO NETWORKS INC (PANW) 880.000 SHARES | $27,857 | $162,096 |
| PFIZER INC (PFE) 2,500.000 SHARES | $59,968 | $62,250 |
| PHILLIPS 66 (PSX) 500.000 SHARES | $45,969 | $64,520 |
| QNITY ELECTRONICS INC (Q) 1,250.000 SHARES | $69,243 | $102,062 |
| SLB LIMITED (SLB) 3,800.000 SHARES | $144,902 | $145,844 |
| STERIS PLC (STE) 1,800.000 SHARES | $132,092 | $456,336 |
| TEXAS INSTRUMENTS (TXN) 2,340.000 SHARES | $91,661 | $405,967 |
| UNITED RENTALS INC (URI) 700.000 SHARES | $50,769 | $566,524 |
| UNITEDHEALTH GP INC (UNH) 200.000 SHARES | $46,326 | $66,022 |
| VERIZON COMMUNICATIONS (VZ) 4,500.000 SHARES | $223,281 | $183,285 |
| VIATRIS INC (VTRS) 3,310.000 SHARES | $50,271 | $41,209 |
| VULCAN MATERIALS CO (VMC) 2,300.000 SHARES | $113,603 | $656,006 |
| WEYERHAEUSER CO (WY) 6,200.000 SHARES | $181,934 | $146,878 |
| WILLIAMS CO INC (WMB) 2,900.000 SHARES | $62,428 | $174,319 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $4 | $0 | $4 |
| FILING FEES | $750 | $0 | $750 |
| OFFICE SUPPLIES AND EXPENSES | $77 | $0 | $77 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESCINDED GRANTS | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $5,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $3,161 | $3,161 | $0 |