AXE HOUGHTON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AXE HOUGHTON FOUNDATION (EIN 13-6200200)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-05-08
- IRS object ID
- 202611299349100406
- Schema version
- 2025v4.1
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T23:42:31-05:00 | ReturnTs |
| Tax Period End | 2026-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136200200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axe-Houghton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AXE- | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 55 WALLS DR 250 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Steinman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $10,380,526 | 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 | $223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,242,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $474,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $720,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $720,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,549 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,416 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $47,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $517,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $682,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,217 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $441,858 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $441,773 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,986,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,757,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,909,536 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,026,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,228,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,380,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,026,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,228,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,026,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,228,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,026,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,228,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,026,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,378 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,228,926 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,228,926 | 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 | $2,242,201 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,767,973 | CostOrOtherBasisAmt |
| Gain Or Loss | $474,228 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $474,228 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $474,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,490 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,490 | SubtotalAmt |
| Tax Based On Investment Income | $9,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,690 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Lynn F Angelson | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 250 | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Bruce D Haims | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 250 | FAIRFIELD | CT | 06824 | Dir, Treas, Sec | 1.0 | $0 | $0 | $0 |
| Katrina E McCann | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 250 | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Warner Shook | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 250 | FAIRFIELD | CT | 06824 | Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Steinman | ||||||||
| FOUNDATION SOURCE 55 WALLS DR 250 | FAIRFIELD | CT | 06824 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,837,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,881,398 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,881,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,733,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $486,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $486,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,490 | TotalTaxAmt |
| Distributable Before Adj | $477,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $477,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $477,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,923 | 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 | $472,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $220,363 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $472,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $220,363 | AppliedToYear1Amt |
| Applied To Current Year | $252,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $224,609 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN AMERICAN WRITERS WORKSHOP INC | |||||||
| 112 W 27TH ST STE 600 | NEW YORK | NY | 10001 | N/A | PC | AAWW Open Mic Series | $8,500 |
| BROOKLYN DEBATE LEAGUE INC | |||||||
| 60-24 WOODBINE ST | RIDGEWOOD | NY | 11385 | N/A | PC | to support debaters at New York State Championship Tournament Event | $6,230 |
| BUSHWICK STARR | |||||||
| 419 ELDERT ST | BROOKLYN | NY | 11237 | N/A | PC | 2025-26 Artistic Development Activities | $7,500 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 566 WEST 159TH ST STE 44 | NEW YORK | NY | 10032 | N/A | PC | Classical Theatre of Harlem Literary Series | $7,500 |
| CLUBBED THUMB INC | |||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | N/A | PC | Summerworks 2026 | $8,500 |
| COLT COEUR THEATER COMPANY INC | |||||||
| 20 JAY ST STE 208 | BROOKLYN | NY | 11201 | N/A | PC | Colt Coeur's Arts Education Programs | $5,500 |
| COMMUNITY-WORD PROJECT INC | |||||||
| 11 BROADWAY STE 833 | NEW YORK | NY | 10004 | N/A | PC | Collaborative Arts Residencies (CAR) | $6,000 |
| CSC REPERTORY LTD | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | The Emporium a play by Thornton Wilder | $10,000 |
| DE LA SALLE ACADEMY | |||||||
| 332 W 43RD ST | NEW YORK | NY | 10036 | N/A | PC | Axe-Houghton Speech and Debate Program | $14,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | N/A | PC | ESU NYDL Summer Institute Program | $7,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| PO BOX 1584 | NEW YORK | NY | 10101 | N/A | PC | EST / Youngblood 2025-2026 | $7,000 |
| EPIC THEATRE CENTER INC | |||||||
| 3101 VERNON BLVD 612 | ASTORIA | NY | 11106 | N/A | PC | Epic's Beyond-School REMIX at 5 Sites | $9,500 |
| FOUNDATION FOR CITY COLLEGE | |||||||
| 160 CONVENT AVE NUM 154 | NEW YORK | NY | 10031 | N/A | PC | The Poetry Outreach Center at The City College of New York | $8,000 |
| GIRL BE HEARD INSTITUTE | |||||||
| 225 4TH AVE PMB 40 | BROOKLYN | NY | 11215 | N/A | PC | Girl Empowerment Weekend Workshops | $9,500 |
| GROUP 1 ACTING COMPANY | |||||||
| 630 NINTH AVE SUITE 214 | NEW YORK | NY | 10036 | N/A | PC | 2026 Learning Through Theater programs | $7,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVE | BRONX | NY | 10474 | N/A | PC | Shakespeare Children's Ensemble | $7,500 |
| IRISH REPERTORY THEATRE COMPANY INC | |||||||
| 132 W 22ND ST STE 2 | NEW YORK | NY | 10011 | N/A | PC | 2026 North American Premiere of ULSTER AMERICAN | $9,500 |
| IRONDALE PRODUCTIONS INC | |||||||
| 85 SOUTH OXFORD ST | BROOKLYN | NY | 11217 | N/A | PC | Collisions Fund | $8,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE ROOM 504A | NEW YORK | NY | 10023 | N/A | PC | Oral Debate - We The People | $13,000 |
| JUSTICE RESOURCE CENTER | |||||||
| 122 AMSTERDAM AVE ROOM 504A | NEW YORK | NY | 10023 | N/A | PC | The Constitution Works | $13,000 |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | |||||||
| 74A EAST 4TH ST | NEW YORK | NY | 10003 | N/A | PC | Poetry Electric | $8,500 |
| LATINX PLAYWRIGHTS CIRCLE INC | |||||||
| 22 RED BARN LN | MIDDLETOWN | NY | 10940 | N/A | PC | Intensive Mentorship Program | $8,000 |
| MANHATTAN CLASS COMPANY INC | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | N/A | PC | MCC Theater's Classroom Partnerships fund | $8,500 |
| MINT THEATER COMPANY INC | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | CROOKED CROSS by Sally Carson | $9,000 |
| MOVEMENT THEATRE COMPANY INC | |||||||
| 279 W 117TH ST | NEW YORK | NY | 10026 | N/A | PC | TAMAGO Staged Design Workshop | $8,500 |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | |||||||
| 520 8TH AVE RM 309 | NEW YORK | NY | 10018 | N/A | PC | New Work Reading Series | $9,500 |
| NATIONAL BLACK THEATRE WORKSHOP INCORPORATED | |||||||
| 213 W 137TH ST | NEW YORK | NY | 10030 | N/A | PC | Soul Series Liberating Artistic Bravery (LAB) Residency Program & Public Presentation of The Festival In Da Back | $9,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | New York City Urban Debate League Tournament #5 | $11,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 11 BROADWAY STE 420 | NEW YORK | NY | 10004 | N/A | PC | 27th Season Free Shakespeare in the Parks: "Julius Caesar" | $8,500 |
| NEW YORK STAGE AND FILM COMPANY INC | |||||||
| 214 W 29TH ST RM 1001 | NEW YORK | NY | 10001 | N/A | PC | NYC DEVELOPMENTAL PROGRAMMING | $5,500 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | New York Theatre Workshop's 2025/26 Education and Community Engagement Initiatives | $9,000 |
| OPENING ACT INC | |||||||
| 321 DEAN ST STE 8 | BROOKLYN | NY | 11217 | N/A | PC | Opening Act Theater Programs | $7,000 |
| PAGE SEVENTY THREE PRODUCTIONS INC | |||||||
| 80 HANSON PL 6TH FLOOR | BROOKLYN | NY | 11217 | N/A | PC | Page 73 Writers Group | $7,000 |
| PLAY PRODUCTION COMPANY INC | |||||||
| 321 W 44TH ST STE 801 | NEW YORK | NY | 10036 | N/A | PC | to support "The Horse of Jenin'Dear Laila' | $8,000 |
| POETS HOUSE INC | |||||||
| 10 RIVER TER | NEW YORK | NY | 10282 | N/A | PC | Poets House Youth Center and youth programs | $8,500 |
| PREGONES PUERTO RICAN TRAVELING THEATER INC | |||||||
| 571 WALTON AVE 575 | BRONX | NY | 10451 | N/A | PC | To support the remounting of THE WEDDING MARCH | $9,000 |
| RATTLESTICK PRODUCTIONS INC | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | N/A | PC | Indian Princesses by Eliana Theologides Rodriguez | $8,500 |
| RED BULL THEATER INC | |||||||
| 191 7TH AVE APT 2S | NEW YORK | NY | 10011 | N/A | PC | Red Bull Theater's 2025/26 Revelation Reading Series and Short New Play Festival | $10,000 |
| SOHO REPERTORY THEATRE INC | |||||||
| 401 BROADWAY STE 300 | NEW YORK | NY | 10013 | N/A | PC | Production Support and Audience Outreach Efforts for WATCH ME WALK by Anne Gridley | $8,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG INC | |||||||
| 333 W 39TH ST STE 604 | NEW YORK | NY | 10018 | N/A | PC | Confident Voices | $12,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | Selected Shorts | $10,000 |
| THE CIVILIANS INC | |||||||
| 138 SOUTH OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | The Civilians' 2025-26 R&D Groups | $7,500 |
| THE TANK LTD | |||||||
| 312 W 36TH ST FL 1 | NEW YORK | NY | 10018 | N/A | PC | What a World! What a World! | $6,000 |
| THEATER BREAKING THROUGH BARRIERS CORP | |||||||
| 400 W 43RD ST APT 43R | NEW YORK | NY | 10036 | N/A | PC | Transcendency Rising: Six Short Plays about Defying Limitations | $8,000 |
| THEATRE FOR A NEW AUDIENCE INC | |||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | Theatre for a New Audience's 2025-2026 Arts in Education Programs | $8,500 |
| THEATRE OF THE EMERGING AMERICAN MOMENT | |||||||
| 138 S OXFORD ST STE 4C | BROOKLYN | NY | 11217 | N/A | PC | Petri Projects FY26 | $7,000 |
| URBAN WORD NYC INC | |||||||
| PO BOX 1813 | NEW YORK | NY | 10113 | N/A | PC | Poetry and Spoken Word Workshops and Fellowships | $9,000 |
| VINEYARD THEATRE AND WORKSHOP CENTER INC | |||||||
| 108 E 15TH ST | NEW YORK | NY | 10003 | N/A | PC | Girls :||: Chance :||: Music :|| by Eisa Davis | $7,500 |
| WATERWELL PRODUCTIONS INC | |||||||
| 321 W 44TH ST STE 801 | NEW YORK | NY | 10036 | N/A | PC | The Liability production fund | $8,000 |
| WORKING THEATRE CO INC | |||||||
| 520 8TH AVENUE SUITE 303 | NEW YORK | NY | 10018 | N/A | PC | TheaterWorks! Adult Education Program | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,230 | 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 | $223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,815 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,228 | 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 | $720,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $720,266 | 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 (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STD PHYSICAL PRECIOUS | $55,347 | $164,173 |
| ABERDEEN STD PHYSICAL SWISS GL | $66,478 | $269,348 |
| AVANTIS US SMALL CAP VALUE ETF | $88,916 | $108,862 |
| BAIRD AGGREGATE BOND FUND CLAS | $569,586 | $526,761 |
| COLUMBIA DIVIDEND INCOME FD CL | $301,318 | $449,976 |
| COLUMBIA FUNDS GLOBAL DIV OPP | $182,150 | $252,509 |
| DIMENSIONAL ETF TRUST EMGR | $65,487 | $98,685 |
| DODGE & COX FUNDS INTERNATIONA | $168,181 | $289,414 |
| DOUBLELINE CORE FIXED INCOME I | $610,964 | $559,426 |
| DOUBLELINE LOW DURATION BOND F | $204,127 | $199,459 |
| HARBOR ETF TRUST LONG TERM GRO | $370,174 | $460,790 |
| ISHARES GOLD TR | $34,729 | $141,670 |
| JANUS HENDERSON MORTGAGEBACKED | $424,804 | $436,727 |
| MARKET VECTORS ETF TR FALLEN A | $68,089 | $68,791 |
| MFS INTERNATIONAL DIVERSIFICAT | $201,967 | $295,896 |
| PUTNAM FOCUSED LARGE CAP | $192,970 | $219,624 |
| SCH ST US TRSR ETF | $195,733 | $199,247 |
| SPDR GOLD SHARES | $28,340 | $112,714 |
| T ROWE PRICE MIDCAP VALUE -INS | $299,590 | $317,894 |
| T. ROWE PRICE US EQUITY RESEAR | $382,282 | $489,687 |
| TIAA-CREF INFLATION LINKED BON | $287,469 | $299,772 |
| VANGUARD GOVT BOND ETF INTERME | $503,474 | $522,207 |
| VANGUARD INTL GROWTH FD ADMIRA | $173,005 | $220,955 |
| VANGUARD LT GOV BOND ETF | $138,299 | $139,398 |
| VANGUARD SHORT TERM CORPORATE | $341,195 | $357,025 |
| VANGUARD TOTAL INTERNATIONAL S | $497,180 | $739,717 |
| VANGUARD TOTAL STOCK MARKET ET | $1,305,997 | $1,968,809 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $441,858 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $441,773 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $47,443 | $47,443 |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $37,549 | Amt |
| Net Investment Income | $37,549 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2026 | $5,800 |
| 990-PF Excise Tax for 2025 | $1,616 |