SIEBERT WILLIAMS SHANK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIEBERT WILLIAMS SHANK FOUNDATION (EIN 85-2585793)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349101601
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T08:08:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852585793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEBERT WILLIAMS SHANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIEB | BusinessNameControlTxt |
| Phone | 2123764206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALL STREET 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOBANI WARNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123764206 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SOBANI | PersonFirstNm |
| Person Last | WARNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROZLEEN GIWANI | PreparerPersonNm |
| PTIN | P01402631 | PTIN |
| Phone | 2126616166 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,917,965 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,456 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,456 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $30,456 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,030,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,456 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,456 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,134 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $844 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $270 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $270 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,798 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $828,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $770,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,456 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,675,911 | CashBOYAmt |
| Cash EOY | $3,917,965 | CashEOYAmt |
| Cash EOYFMV | $3,917,965 | CashEOYFMVAmt |
| Grants Receivable BOY | $1,000,000 | GrantsReceivableBOYAmt |
| Total Assets BOY | $3,675,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,917,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,917,965 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,675,911 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,877,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,675,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,877,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,675,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,917,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,675,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,877,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,877,965 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $379 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MELISSA ROWE | IndividualWithBooksNm |
| Phone | 2123734206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALL STREET 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL DIAZ | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | CONTROLLER | 1.00 | $5,000 | $0 | $0 |
| SOBANI WARNER | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| MELISSA C ROWE | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | SECRETARY | 1.00 | $5,000 | $0 | $0 |
| DIANNE CALABRISOTTO | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| WILLIAM THOMPSON JR | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| ATEESH CHANDA | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| JACKSON LAM | ||||||||
| 100 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | VP OF FINANCE | 1.00 | $5,000 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,390,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,390,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,390,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,339,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $379 | TotalTaxAmt |
| Distributable Before Adj | $166,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $770,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $770,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $111,271 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $448,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $367,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $927,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $770,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $603,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,530,628 | 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 | $1,530,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $111,271 | ExcessFromYear3Amt |
| Excess From Year2 | $448,216 | ExcessFromYear2Amt |
| Excess From Year1 | $367,514 | ExcessFromYear1Amt |
| Excess From Current Year | $603,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIEBERT WILLIAMS SHANK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALL STREET 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123764206 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF THE BAY AREA INC | ||||||||
| 1807 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $6,000 | |
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| ACCOUNTING AID SOCIETY | ||||||||
| 3031 W GRAND BOULEVARD SUITE 470 | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| ALDINE EDUCATION FOUNDATION | ||||||||
| 2520 WW THORNE BLVD | HOUSTON | TX | 77073 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,000 | |
| ALDINE INDEPENDENT SCHOOL DISTRICT | ||||||||
| 2520 WW THORNE BLVD | HOUSTON | TX | 77073 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,500 | |
| ALIVE & FREE | ||||||||
| 1621 CENTRAL AVE | CHEYANNE | WY | 82001 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,200 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 10 E 40TH ST 11TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,000 | |
| BACK 2 SCHOOL AMERICA | ||||||||
| 1946 W IRVING PARK RD | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| BASBLUE INC | ||||||||
| 110 E FERRY ST | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| BAY AREA COUNCIL FOUNDATION | ||||||||
| 353 SACRAMENTO ST STE 1000 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| BAY AREA COUNCIL FOUNDATION | ||||||||
| 353 SACRAMENTO ST STE 1000 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| BLACK GIRLS CODE INC | ||||||||
| 111 8TH AVE STE 315 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| BOX UNITED | ||||||||
| 5912 N FOREST GLEN AVE | CHICAGO | IL | 60646 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $500 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| CHICAGO SUMMER BUSINESS | ||||||||
| 455 N CITYFRONT PLAZA DR | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| CHILDREN'S AID AND FAMILY SERVICES | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,500 | |
| CITIZENS EDUCATIONAL FUND | ||||||||
| 930 E 50TH ST | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $15,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| COX EMPLOYEE RELIEF FUND INC | ||||||||
| 6205 PEACHTREE DUNWOODY RD | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| CRISTO REY BROOKLYN HIGH SCHOOL | ||||||||
| 710 E 37TH ST | BROOKLYN | NY | 11203 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| DELTA MU BOULE EDUCATION FOUNDATION | ||||||||
| 1309 MEMORY LANE STE 5024 | ARLINGTON | TX | 76011 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| EAST BAY YOUTH DEVELOPMENT FOUNDATION INC | ||||||||
| 1235 PINE SHADOW LANE | CONCORD | CA | 94521 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $3,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| GLENWOOD ACADEMY | ||||||||
| 3060 ROXBURY MILLS RD STE 112 | GLENWOOD | MD | 21738 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| GLOBAL CITIZEN | ||||||||
| 740 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $100,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 285 PEACHTREET CENTER AVE NE STE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | 2700 |
| INSTITUTE FOR NONVIOLENCE CHICAGO | ||||||||
| 1856 N LECLAIRE AVE FLOOR 3 | CHICAGO | IL | 60639 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $20,000 | |
| INTERNATIONAL WOMEN'S FORUM INC | ||||||||
| 1155 15TH ST NW STE 1000 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| JEWISH COMMUNITY RELATIONS | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| KIDS IN NEED FOUNDATION | ||||||||
| 2719 PATTON RD | ROSEVILLE | MN | 55113 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| LAANE | ||||||||
| 464 LUCAS AVE STE 202 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $15,000 | |
| MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION | ||||||||
| 250 BRADHURST AVE STE 1 | NEW YORK | NY | 10039 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $15,000 | |
| MICHIGAN WOMEN'S FOUNDATION | ||||||||
| 1155 BREWERY PARK BLVD STE 260 | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| MINERVA EDUCATION & DEVELOPMENT | ||||||||
| PO BOX 21655 | DETROIT | MI | 48221 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| NAN NEWARK TECH WORLD | ||||||||
| 400 HAWTHORNE AVE | NEWARK | NJ | 07112 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $75,000 | |
| NATIONAL FORUM FOR BLACK PUBLIC ADMINISTRATORS INC | ||||||||
| 200 MASSACHUSETTS AVE NW STE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,000 | |
| NATIONAL FORUM FOR BLACK PUBLIC ADMINISTRATORS INC | ||||||||
| 200 MASSACHUSETTS AVE NW STE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $4,000 | |
| NATIONAL OVARIAN CANCER COALIT | ||||||||
| 12221 MERIT DR STE 1950 | DALLAS | TX | 75251 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $500 | |
| NF FORWARD | ||||||||
| 1050 WOODWARD | DETROIT | MI | 48226 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| NYC PARTNERSHIP FOUNDATION | ||||||||
| 1 BATTERY PARK PL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| 520 3RD ST STE 109 | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $3,500 | |
| OAKLAND ROTARY FOUNDATIION | ||||||||
| 1736 FRANKLIN ST STE 200 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,500 | |
| ONE HUNDRED BLACK MEN INC | ||||||||
| 2601 FREDERICK DOUGLASS BLVD | NEW YORK | NY | 10030 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| PERALTA COLLEGES FOUNDATION | ||||||||
| 333 E 8TH ST | OAKLAND | CA | 94606 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $3,000 | |
| PLAN OF ACTION FOR CHALLENGING | ||||||||
| VALLEJO | VALLEJO | CA | 94590 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,500 | |
| RESIDENTIAL ENERGY ASSISTANCE PARTNERSHIP INC (REAP) | ||||||||
| PO BOX 1771 | SAN ANTONIO | TX | 78296 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $3,000 | |
| RITTER CENTER INC | ||||||||
| 16 RITTER ST | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| SIFMA FOUNDATION FOR INVESTOR EDUCATION INC | ||||||||
| 140 BROADWAY 35TH FL | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $15,000 | |
| TARRANT COUNTY BLACK HISTORICAL | ||||||||
| 1020 E HUMBOLT ST | FORT WORTH | TX | 76104 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $2,500 | |
| THE DETROIT PUBLIC SCHOOLS FOUNDATION | ||||||||
| 3011 W GRAND BLVD | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $30,000 | |
| THE TREVOR PROJECT INC | ||||||||
| 6555 BARTON AVE STE 2 PMB 6 | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| TOP LADIES OF DISTINCTION INC | ||||||||
| 2607 PROSPECT ST | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $1,000 | |
| UNITED WAY FOR SOUTHEASTERN MICHCIGAN | ||||||||
| 3011 W GRAND BLVD STE 500 | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $25,000 | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND ST NE STE 300 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $15,000 | |
| UNIVERSITY HEALTH FOUNDATION | ||||||||
| 4502 MEDICAL DRIVE | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| WAYNE STATE UNIVERSITY | ||||||||
| 656 W KIRBY ST | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $20,000 | |
| WHARTON GRADUATE ASSOCIATION -AAMBAA | ||||||||
| 3730 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| WOMEN IN NEED INC | ||||||||
| ONE STATE STREET PLAZA 18TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $10,000 | |
| NAACP LEGAL DEFENSE & EDUCATIONAL FUND | ||||||||
| 99 HUDSON ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL USE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,200 | 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 | $30,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,456 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEBERT WILLIAMS SHANK & CO LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALL STREET 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,268 | Amt |
| Net Investment Income | $3,134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,134 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROMOTIONS | $1,798 | $0 | $0 | $1,798 |
| BANK FEES | $22 | $22 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $40,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES & REGISTRATION | CategoryTxt |
| Amt | $844 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $844 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIEBERT WILLIAMS SHANK CO LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WALL STREET 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Comments