EVELYN SHARP FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN SHARP FOUNDATION (EIN 13-6119532)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-18
- IRS object ID
- 202631699349101003
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-18T15:39:30-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201980583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY J CASSAR CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST SUNRISE HWY | AddressLine1Txt |
| City | Freeport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11520 | 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 | 136119532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVELYN SHARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 2127580024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 44TH STREET 1005 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FINKELSTEIN | PersonNm |
| Person Title | Treas/Secr/Trus | PersonTitleTxt |
| Signature | 2026-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony J Cassar | PreparerPersonNm |
| PTIN | P01206994 | PTIN |
| Phone | 5167717900 | 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 | $16,955,269 | 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 | $2,682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,682 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,682 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $236,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $236,430 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $902,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,934,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $902,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,141,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,141,927 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $239,112 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $105,580 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,558 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $95,022 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,832 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,554 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $84,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,386 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $232,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,253,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,253,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,485,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,370,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,026,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $239,112 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,639 | CashBOYAmt |
| Cash EOY | $849,879 | CashEOYAmt |
| Cash EOYFMV | $849,879 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,474,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,492,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,105,390 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,686,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,342,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,955,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,686,110 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,342,309 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,686,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,342,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,686,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,342,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,686,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21 | OtherIncreasesAmt |
| Subtotal | $3,342,373 | SubtotalAmt |
| Other Decreases | $64 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,342,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8700 shs EDWARDS LIFESCIENCES | P | 2017-05-31 | 2025-02-05 | $628,030 | $336,207 | $291,823 | $291,823 |
| 3000 shs Apollo Global Mgmt | P | 2024-01-23 | 2025-04-15 | $384,440 | $286,858 | $97,582 | $97,582 |
| 1200 shs Thermo Fisher SCIENTIFIC | P | 2018-04-20 | 2025-05-12 | $513,042 | $260,437 | $252,605 | $252,605 |
| 2000 shs American Tower Corp | P | 2010-09-14 | 2025-12-05 | $359,344 | $98,539 | $260,805 | $260,805 |
| 50K Vanguard Cash Reserves | P | 2024-12-27 | 2025-11-12 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $902,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,275 | SubtotalAmt |
| Tax Based On Investment Income | $14,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,122 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $3,554 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,676 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22,401 | OverpaymentAmt |
| Applied To ES Tax | $22,401 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FINKELSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124741304 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Manhattan West 375 9th Ave 3268-D | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL CRONSON | ||||||
| 50 EAST 77TH STREET | NEW YORK | NY | 10075 | President | 1.00 | $0 |
| DAVID FINKELSTEIN | ||||||
| 375 9TH AVENUE Room 3268-D | NEW YORK | NY | 10001 | Treas/Secr | 1.00 | $0 |
| CAROLINE CRONSON | ||||||
| 50 EAST 77TH STREET | NEW YORK | NY | 10075 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cravath Swaine & Moore LLP | |||||
| 2 Manhattan West 375 9th Ave | New York | NY | 10001 | Legal | $105,580 |
| Wellington Shields | |||||
| 60 Broad Street | New York | NY | 10004 | Investment Advisory | $80,740 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,050,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $428,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,478,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,478,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,231,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $811,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $811,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,275 | TotalTaxAmt |
| Distributable Before Adj | $797,303 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $797,303 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $797,303 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,370,740 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,370,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $797,303 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $154,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $364,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $893,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,370,740 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $797,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $573,437 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,467,253 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,467,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $154,448 | ExcessFromYear3Amt |
| Excess From Year2 | $364,956 | ExcessFromYear2Amt |
| Excess From Year1 | $374,412 | ExcessFromYear1Amt |
| Excess From Current Year | $573,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Paul Cronson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 EAST 77TH STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176676672 | RecipientPhoneNum |
| Form And Info And Materials | The foundation generally makes contributions to preselected charititable organizations. However, the foundation will consider unsolicited requests for funds. No special form required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Miami City Ballet | |||||||
| 2200 Liberty ave | Miami Beach | FL | 33139 | NONE | PC | Furtherance of the Arts | $20,000 |
| The WOW Foundation | |||||||
| 225 REINCKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | Education | $25,000 |
| The Rand Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90401 | NONE | PC | Furtherance of research for the public interest | $60,000 |
| Moliere in the Park | |||||||
| 295 St Johns Plaza 3A | Brooklyn | NY | 11238 | NONE | PC | Furtherance of the Arts | $15,000 |
| Tom Gold Dance | |||||||
| 51 West 81st St 2CD | New York | NY | 10024 | NONE | PC | Furtherance of the arts | $20,000 |
| Spectrum Dance Theatre | |||||||
| 800 Lake Washington Blvd | Seattle | WA | 98122 | NONE | PC | Furtherance of the Arts | $10,000 |
| Park Avenue Armory | |||||||
| 643 Park Avenue | New York | NY | 10065 | NONE | PC | Furtherance of the Arts | $25,000 |
| The Buckley School | |||||||
| 113 East 73rd Street | New York | NY | 10021 | NONE | PC | Education | $5,000 |
| California Institute of the Arts | |||||||
| 24700 McBean Parkway | Valencia | CA | 91355 | NONE | PC | Furtherance of the arts | $150,000 |
| Metropolitan Opera | |||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | NONE | PC | Furtherance of the arts | $25,000 |
| Mark Morris Dance Group | |||||||
| 3 Lafayette Avenue | Brooklyn | NY | 11217 | NONE | PC | Furtherance of the Arts | $5,000 |
| George Balanchine Foundation | |||||||
| 20 Lincoln Center Plaza | New York | NY | 10023 | NONE | PC | Furtherance of the Arts | $10,000 |
| Turquoise Mountain Foundation | |||||||
| 1634 Eye Street NW | Washington | DC | 20006 | NONE | PC | Education | $10,000 |
| Martha's Vineyard Boys Girls Club | |||||||
| 44 Robinson Road | Edgartown | MA | 02539 | NONE | PC | Provide assistance to the needy | $25,000 |
| California Institute of the Arts | |||||||
| 24700 McBean parkway | Valencia | CA | 91355 | NONE | PC | Furtherance of the arts | $132,000 |
| Paul Taylor Dance Co | |||||||
| 551 Grand St | New York | NY | 10002 | NONE | PC | Furtherance of the arts | $5,000 |
| Solomon R Guggenheim Foundation | |||||||
| 1071 5th Avenue | New york | NY | 10128 | NONE | PC | Furtherance of the arts | $67,000 |
| The Yard | |||||||
| PO Box 405 | Chillmark | MA | 02535 | NONE | PC | Education | $15,000 |
| Park Avenue Armory | |||||||
| 643 Park Avenue | New York | NY | 10065 | NONE | PC | Furtherance of the arts | $75,000 |
| Solomon R Guggenheim Foundation | |||||||
| 1071 5th Avenue | New York | NY | 10128 | NONE | PC | Furtherance of the arts | $50,000 |
| Americans for Oxford Inc | |||||||
| 500 Fifth Avenue | New York | NY | 10110 | NONE | PC | Education | $10,000 |
| Works and Process | |||||||
| 155 East 44th St Ste 1105 | New York | NY | 10017 | NONE | PC | Furtherance of the arts | $50,000 |
| American Friends of Paris Opera Bal | |||||||
| 972 Fifth Ave | New York | NY | 10075 | PC | Furtherance of the Arts | $15,000 | |
| Middle East Children's Institute | |||||||
| 173463 Forest Ave Ste 5B | Locust Valley | NY | 11560 | None | PC | Education | $5,000 |
| Hips Road Inc | |||||||
| 206 East 77th St | New York | NY | 10009 | None | PC | Furtherance of the Arts | $20,000 |
| American Friends of Les Arts Floris | |||||||
| 1170 Fifth Ave | New York | NY | 10029 | None | PC | Furtherance of the Arts | $10,000 |
| New York Youth Symphony | |||||||
| 110 West 40th St Ste 505 | New York | NY | 10018 | None | PC | Furtherance of the Arts | $10,000 |
| Amanda James | |||||||
| 94 Mercer Street | New York | NY | 10012 | None | PC | Furtherance of the Arts | $2,500 |
| Dance Heginbotham | |||||||
| 524 West 122th St 250027 | New York | NY | 10025 | None | PC | Furtherance of the Arts | $5,000 |
| From the Heart Productions | |||||||
| 1013 Harbor Blvd 53 | Oxnard | CA | 93035 | None | PC | Furtherance of the Arts | $10,000 |
| The Yard | |||||||
| PO Box 405 | Chilmark | MA | 02535 | PC | Furtherance of the Arts | $10,000 | |
| Paul Taylor Dance Company | |||||||
| 551 Grand St | New York | NY | 10002 | None | PC | Furtherance of the Arts | $25,000 |
| Moliere in the Park | |||||||
| 295 St Johns Plaza 3A | Brooklyn | NY | 11238 | None | PC | Furtherance of the Arts | $10,000 |
| Edgartown Yacht Club | |||||||
| 1 Dock St 1309 | Edgartown | MA | 02539 | None | PC | Education | $1,000 |
| The Army War College | |||||||
| 651 Wright Ave | Carlisle | PA | 17013 | None | PC | Education | $5,000 |
| The Rand Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90401 | None | PC | Furtherance of research for the public interest | $60,000 |
| Jazz Empowers | |||||||
| PO Box 60961 | Nashville | TN | 37206 | None | PC | Furtherance of the Arts | $1,000 |
| American Cancer Society | |||||||
| PO Box 6704 | Hagerstown | MD | 21741 | None | PC | Scientific research | $5,000 |
| Solomon R Guggenheim Foundation | |||||||
| 1071 5th Avenue | New York | NY | 10128 | None | PC | Furtherance of the arts | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,253,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,682 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $902,815 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $902,815 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,141,927 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $20,925 | Amt |
| Net Investment Income | $2,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,832 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1900 Shs Amazon.com Inc. | $294,183 | $438,558 |
| 6000 shs American Express | $68,883 | $2,219,700 |
| 4000 shs American Tower Corp | ||
| 6000 shs Apple Inc | $103,442 | $1,631,160 |
| 16000 shs Coca-Cola Co | $190,081 | $1,118,560 |
| 8700 shs Edwards Lifesciences Corp | ||
| 7500 shs Exxon Mobil Corp. | $89,127 | $902,550 |
| 3000 shs Apollo Global Mgmt | ||
| 1250 shs General Electric | $2,499 | $385,037 |
| 3300 shs JP Morgan Chase & Co | $301,579 | $1,063,326 |
| 3500 McKesson Corporation | $223,636 | $2,871,015 |
| 3500 shs Microsoft Corp | $500,699 | $1,692,670 |
| 7500 shs Shell PLC ADR | $145,847 | $551,100 |
| 1200 shs Thermo Fisher Scientific Inc | ||
| 9000 Shs Verizon Communications | $292,293 | $366,570 |
| 5000 shs Visa Inc | $109,747 | $1,753,550 |
| 6000 shs Yum Brands | $169,780 | $907,680 |
| 312 shs GE Vernova | $634 | $203,914 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $105,580 | LegalFeesAmt |
| Net Investment Income | $10,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $95,022 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends | Desc |
| Amt | $64 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $750 | $750 | |
| Insurance | $2,466 | $2,466 | |
| INVESTMENT ADVISORY FEES | $80,740 | $80,740 | |
| Law Journal ad | $170 | $170 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $18,000 | $18,000 |
| FWT | $3,554 | $3,554 |
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