ANTHONY FORD CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FORD CHARITABLE FOUNDATION (EIN 83-1765204)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-06
- IRS object ID
- 202441589349100409
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-06T09:10:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831765204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Ford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anthony V | PersonFirstNm |
| Person Last | Thompson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $12,791,010 | 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 | $7,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,957,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $341,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $323 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $599,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $341,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,791 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,725,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,218,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,454,219 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,813,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,555,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,791,010 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,813,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,555,542 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,813,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,555,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,813,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,555,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,813,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,143 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,555,542 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,555,542 | 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 | $1,957,246 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,830,984 | CostOrOtherBasisAmt |
| Gain Or Loss | $126,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $126,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,742 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,742 | SubtotalAmt |
| Tax Based On Investment Income | $4,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $58 | OverpaymentAmt |
| Applied To ES Tax | $58 | 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 | DE | 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 | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $11,949,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,160,745 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,160,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,978,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,742 | TotalTaxAmt |
| Distributable Before Adj | $594,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $594,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $594,175 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,960 | 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 | $592,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $591,220 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $592,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $591,220 | AppliedToYear1Amt |
| Applied To Current Year | $1,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $592,435 | 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 | Anthony V Thompson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE LOUVRE INC | |||||||
| 12 E 49TH ST 11TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| ASCAP FOUNDATION | |||||||
| 250 WEST 57TH ST | NEW YORK | NY | 10107 | N/A | PC | General & Unrestricted | $2,500 |
| BIG APPLE PERFORMING ARTS INC | |||||||
| 561 7TH AVE STE 701 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| BONE MARROW AND CANCER FOUNDATION INC | |||||||
| 515 MADISON AVE STE 1130 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| BROADWAY CARES-EQUITY FIGHTS AIDS INC | |||||||
| 165 W 46TH ST STE 1300 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $5,000 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,500 |
| CATHEDRAL SCHOOL OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER | |||||||
| 1 W END AVE | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $20,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | General & Unrestricted | $25,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Grant to The Anthony Ford Donor Advised Fund | $75,000 |
| FRENCH INSTITUTE-ALLIANCE FRANCAISE | |||||||
| 22 E 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $89,500 |
| FRIENDS OF THE DOMAINE DE CHANTILLY INC | |||||||
| 1350 AVE OF THE AMERICAS FL 2 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| GAY MENS HEALTH CRISIS INC | |||||||
| 307 W 38TH ST FRNT 7 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $3,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | Charitable Event | $750 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | Rehabilitation Center | $1,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | Charitable Event | $14,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $25,000 |
| LESLIE LOHMAN MUSEUM OF GAY AND LESBIAN ART | |||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $15,000 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | General & Unrestricted | $10,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909 N WASHINGTON ST STE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $2,500 |
| MEDIA EMPATHY FOUNDATION | |||||||
| 131 RIVERSIDE DR APT 4A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL ARTS CLUB | |||||||
| 15 GRAMERCY PARK S | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL ARTS CLUB | |||||||
| 15 GRAMERCY PARK S | NEW YORK | NY | 10003 | N/A | PC | Holiday Fund | $500 |
| NEW GROUP INC | |||||||
| 240 W 35TH ST STE 1200 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK CITY AIDS MEMORIAL INC | |||||||
| PO BOX 23 | NEW YORK | NY | 10159 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK CITY CENTER INC | |||||||
| 130 WEST 56TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJEC | |||||||
| 116 NASSAU ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK POPS INC | |||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $58,000 |
| NEW YORK POPS INC | |||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | Pops Ed East Harlem School, school year beginning 2023 | $26,000 |
| ORPHEUS CHAMBER ORCHESTRA INC | |||||||
| 490 RIVERSIDE DRIVE 11TH FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $25,000 |
| SEA EDUCATION ASSOCIATION INC | |||||||
| 171 WOODS HOLE RD | FALMOUTH | MA | 02540 | N/A | PC | General & Unrestricted | $10,000 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA | |||||||
| 305 7TH AVE 12TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| THE PINES FOUNDATION INC | |||||||
| PO BOX 705 | SAYVILLE | NY | 11782 | N/A | PC | General & Unrestricted | $12,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | N/A | PC | Trans Justice Funding Project | $10,000 |
| WORLD MONUMENTS FUND INC | |||||||
| ROCKEFELLER CTR 600 5TH AVE 25TH FL | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $55,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CITY OF | |||||||
| 50 BROADWAY FL 22 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,750 | 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 | $7,107 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,086 | 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 | $126,262 | 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 | $341,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $341,455 | 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 (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SUSTAINABLE THEMATIC CREDIT | $2,676,332 | $2,258,523 |
| ABBOTT LABS | $51,754 | $47,110 |
| ACCENTURE PLC | $58,921 | $65,971 |
| ADOBE SYSTEMS, INC | $67,265 | $78,751 |
| ALLIANCEBERN INTL GROWTH ADV | $1,731,185 | $2,111,833 |
| ALLIANCEBERNSTEIN GLOBAL CORE | $2,129,709 | $2,642,507 |
| ALLIANT CORP | $58,078 | $51,044 |
| ALPHABET INC CL C | $107,534 | $212,382 |
| AMAZON COM | $134,325 | $131,428 |
| AMERICAN WATER WORKS COMPANY I | $49,474 | $43,161 |
| APPLE INC | $194,392 | $276,281 |
| ARES MANAGEMENT CORPORATION | $18,983 | $27,946 |
| ASML HOLDING NV NY REG SHS | $30,556 | $38,603 |
| BRISTOL-MYERS SQUIBB CO | $42,604 | $35,045 |
| BROADCOM INC | $68,904 | $165,205 |
| BUILDERS FIRST SOURCE INC | $34,353 | $45,909 |
| CBRE GROUP | $46,963 | $53,434 |
| CENTENE CORP | $50,217 | $42,968 |
| CHARLES SCHWAB CORP | $56,078 | $53,458 |
| COMCAST CORP | $72,892 | $60,645 |
| COSTCO WHOLESALE CORPORATION | $44,310 | $79,210 |
| CUBESMART | $45,859 | $49,409 |
| DYCOM INDS INC | $24,827 | $30,729 |
| EATON CORP PLC | $51,122 | $75,858 |
| ELEVANCE HEALTH INC | $38,351 | $49,042 |
| GEN DIGITAL ORD SHS | $48,198 | $40,665 |
| GOLDMAN SACHS GROUP | $57,201 | $55,937 |
| GRAINGER W W INC | $31,610 | $55,522 |
| HCA INC | $35,960 | $40,602 |
| IDEXX CORP | $16,907 | $27,197 |
| IQVIA HOLDINGS INC | $62,755 | $60,622 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $473,320 | $460,326 |
| ISHARESLEHMAN 7-10YR | $1,010,909 | $939,031 |
| JP MORGAN CHASE | $82,787 | $108,864 |
| LABORATORY CORP AMER HLDGS | $24,371 | $25,911 |
| LAM RESEARCH CORP | $23,374 | $36,813 |
| LOWES COMPANIES INC | $51,304 | $72,329 |
| MASTERCARD INC | $126,917 | $145,866 |
| MERCK & CO INC | $62,026 | $86,235 |
| MICROSOFT CORP | $200,483 | $386,193 |
| MORGAN STANLEY | $66,555 | $60,333 |
| MOTOROLA SOLUTIONS INC | $46,401 | $67,001 |
| NESTLE S.A | $56,862 | $56,890 |
| NIKE INC-CL B | $30,882 | $33,440 |
| NORFOLK SOUTHERN CORP | $45,021 | $40,657 |
| NVIDIA CORP | $35,450 | $82,702 |
| OTIS WORLDWIDE CORP | $59,267 | $74,260 |
| PROGRESSIVE CORP OHIO | $56,441 | $80,436 |
| QUALCOMM INC | $38,689 | $44,980 |
| ROBERT HALF INTL INC | $23,058 | $27,255 |
| SBA COMMUNICATIONS CORP | $46,112 | $37,800 |
| SENSATA TECHNOLOGIES HOLDINGS | $43,085 | $31,784 |
| T-MOBILE US INC | $35,772 | $40,884 |
| TAPESTRY INC | $30,372 | $32,356 |
| THERMO FISHER SCIENTIFIC INC | $82,806 | $81,742 |
| TJX COMPANIES INC | $18,124 | $18,668 |
| UNITEDHEALTH GROUP INC | $64,549 | $82,656 |
| VERTEX PHARMCTLS INC | $29,020 | $57,778 |
| WAL-MART STORES INC | $93,485 | $103,891 |
| WASTE MANAGEMENT INC | $62,079 | $68,058 |
| WILLIS TOWERS WATSON | $37,925 | $44,863 |
| ZEBRA TECHNOLOGIES CORP | $23,686 | $17,220 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $37,185 | $37,185 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $4,100 | |
| 990-PF Excise Tax for 2022 | $2,215 | |
| Foreign Tax Paid | $323 | $323 |