LUBETZKY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUBETZKY FAMILY FOUNDATION (EIN 82-1648087)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104591
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:52:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 821648087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBETZKY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBE | BusinessNameControlTxt |
| Phone | 2126163006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSAMYN WALDMAN RODRIGUEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126163006 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN DEPAOLI | PreparerPersonNm |
| PTIN | P00371138 | PTIN |
| Phone | 6462135100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,677,404 | 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 | $24,203,141 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,244 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,244 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,993 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,993 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,216,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,237 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,237 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $899,217 | 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 | $834,088 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,920,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,920,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $569,813 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $569,813 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $149,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $132,480 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $165,348 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $163,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,535,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,569,630 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $152,681 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $152,681 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $325,170 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $282,013 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,578,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,792 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,595,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,295,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $158,473 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,067,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,748,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,747,714 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,043,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $158,473 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,814,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,926 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $601,464 | CashBOYAmt |
| Cash EOY | $195,675 | CashEOYAmt |
| Cash EOYFMV | $195,675 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,043 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89,407 | AcctRcvblAmt |
| Acct Rcvbl BOY | $105,753 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $89,407 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89,407 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,137 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,142 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,142 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $175,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $175,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $238,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $89,189 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $89,189 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,144 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $400,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $403,926 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $362,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $589,720 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $589,720 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,406,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,622,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,677,404 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $183,303 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $227,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $183,303 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,000 | 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 | $1,222,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,395,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,222,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,395,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,406,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,622,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,222,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,395,709 | SubtotalAmt |
| Other Decreases | $40 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,395,669 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,441 | 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 | $11,441 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,275 | OverpaymentAmt |
| Applied To ES Tax | $11,275 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUBETZKYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JESSAMYN WALDMAN RODRIGUEZ | IndividualWithBooksNm |
| Phone | 2126163006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10156 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 LUBETZKY | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE LUBETZKY | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL JOHNSTON | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | PRESIDENT | 40.00 | $307,359 | $28,780 | $0 |
| JULIANNA COHEN | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KAREN MCSHERRY | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | VP, FINANCE | 40.00 | $183,558 | $15,288 | $0 |
| ELLE LANNING | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MERVIS | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM FISHMAN | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | CEO, STARTS WITH US | 40.00 | $408,300 | $37,114 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAYU ZHANG | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | HEAD OF GROWTH, STAR | 40.00 | $260,242 | $11,377 | $0 |
| AMELIA D'ENTRONE | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | HEAD OF CONTENT, STA | 40.00 | $224,335 | $9,620 | $0 |
| GAVIN ALAOEN | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | CREATIVE DIRECTOR, S | 40.00 | $193,684 | $30,032 | $0 |
| ASHLEY PHILLIPS | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | HEAD OF PROGRAMS, ST | 40.00 | $180,983 | $21,407 | $0 |
| DANIELLE RUGOFF | ||||||||
| PO BOX 1767 | NEW YORK | NY | 10156 | HEAD OF MOVEMENT ACT | 40.00 | $176,507 | $17,651 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 13 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| WRAPBOOK | |||||||||
| 228 PARK AVE S 36206 | NEW YORK | NY | 10003 | CONTENT PRODUCTION STAFFING FACILITATOR | $494,613 | ||||
| NASSTUDIOS MARKETING MANAGEMENT LLC | |||||||||
| SOCIAL MEDIA CONTENT CREATION, MANAGEMENT, AND MARKETING | $462,500 | M03 ABU DHABI MEDIA BUILDING | DUBAI | IN | 449322 | ||||
| META PLATFORMS INC | |||||||||
| 1 HACKER WAY | MENLO PARK | CA | 94025 | MARKETING PLATFORM | $262,971 | ||||
| WITCHCRAFT LLC | |||||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | DOCUMENTARY FILM PRODUCTION | $172,232 | ||||
| CONVERGENCE CENTER FOR POLICY RESOLUTION | |||||||||
| 1775 EYE STREET NW | WASHINGTON | DC | 20006 | PROGRAM DESIGN AND FACILITATION | $170,975 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STARTS WITH US - IN 2020, THE FOUNDATION LAUNCHED STARTS WITH US, A MOVEMENT TO COUNTER THE EXTREME SOCIAL AND POLITICAL DIVISIONS SEEN ACROSS AMERICAN SOCIETY BY FOSTERING INDEPENDENT THINKING AND CONSTRUCTIVE COMMUNICATION ACROSS LINES OF DIFFERENCE. STARTS WITH US LEVERAGES MEDIA AND TECHNOLOGY TO SCALE THE DAILY PRACTICE OF ITS CORE VALUES - CURIOSITY, COMPASSION, AND COURAGE - PROVIDING AMERICANS WITH CONTENT, TOOLS, AND EXERCISES TO HELP TACKLE COMMUNITY PROBLEMS AND IMPROVE SOCIETY.THE PROGRAM'S ACTIVITIES EXPANDED DURING THE YEAR TO INCLUDE THE CONVENING OF DISCUSSION GROUPS OF CITIZENS WITH WIDELY DIFFERING VIEWS ON CONTROVERSIAL POLICY MATTERS, FACILITATING THEIR ATTEMPTS TO REACH CONSENSUS ON THOSE ISSUES AND PUBLICIZING THE RESULTS IN ORDER TO DEMONSTRATE TO THE PUBLIC THAT CONSENSUS AND COOPERATION ARE POSSIBLE. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED OPERATING THE PROGRAM. | Description1Txt |
| Expenses1 | $6,190,236 | Expenses1Amt |
| Description2 | FRONTLINE IMPACT PROJECT (FIP), A JOINT INITIATIVE WITH THE KIND FOUNDATION, WAS CREATED IN THE WAKE OF THE COVID19 PANDEMIC TO SUPPORT FRONTLINE WORKERS. FIP PROVIDES A PLATFORM TO MOBILIZE COMPANIES TO SUPPORT FRONTLINE WORKERS WITH UNMET NEEDS, BY MATCHING CORPORATE DONORS WITH THOSE ON THE FRONTLINES OF HEALTHCARE, EDUCATION, NATURAL DISASTERS AND OTHER HUMANITARIAN CRISES AND CHALLENGES.DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED OPERATING THE PROGRAM. THE PROGRAM ALSO RECEIVED A DONATION OF LYSOL DISINFECTING WIPES WHICH IT DISTRIBUTED DURING THE YEAR TO SCHOOLS IN THE USA. | Description2Txt |
| Expenses2 | $15,930,228 | Expenses2Amt |
| Description3 | COMBATTING EXTREMISM - THE GOAL OF THE PROJECT IS TO COMBAT XENOPHOBIA, HATE AND EXTREMISM AND PROMOTE MUTUAL UNDERSTANDING BETWEEN GROUPS OFTEN SEEN AS AT ODDS. DURING THE YEAR, ACTIVITIES FOCUSED ON COMBATING XENOPHOBIA AND EXTREMISM IN THE MIDDLE EAST THROUGH THE PRODUCTION OF LOCAL LANGUAGE SOCIAL MEDIA PROGRAMMING TO PROMOTE UNDERSTANDING BETWEEN ISRAELIS AND PALESTINIANS. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED IMPLEMENTING AND OPERATING THIS INITIATIVE. | Description3Txt |
| Expenses3 | $529,435 | Expenses3Amt |
| Description4 | DEMOCRACY & DEMOCRATIC INSTITUTIONS - THESE ACTIVITIES RAISE AWARENESS AROUND SIGNIFICANT DEMOCRATIC PRINCIPLES AND INSTITUTIONS AND ENCOURAGES RECOGNITION OF THE IMPORTANCE OF DEMOCRACY TO AMERICAN AND GLOBAL SOCIETY. THE GOAL OF THE PROJECT IS TO COUNTER GLOBAL TRENDS TOWARDS AUTHORITARIANISM, XENOPHOBIA, HATE AND EXTREMISM THROUGH THE ADVANCEMENT OF DEMOCRATIC VALUES, INCLUDING FREE SPEECH, THE RULE OF LAW AND BASIC HUMAN RIGHTS. DURING THE YEAR, ACTIVITIES INCLUDED SAFEGUARDING DEMOCRACY IN UKRAINE BY RAISING AWARENESS OF ITS FIGHT FOR FREEDOM AND GATHERING PEOPLE TOGETHER TO DISCUSS DEMOCRACY ISSUES IN THE US. DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED IMPLEMENTING AND OPERATING THESE INITIATIVES. | Description4Txt |
| Expenses4 | $502,764 | Expenses4Amt |
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 | $457,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,508,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,965,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,965,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,936,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,814,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,814,939 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-05-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $6,261 | Year1Amt |
| Year2 | $85,914 | Year2Amt |
| Year3 | $137,135 | Year3Amt |
| Total | $229,310 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $5,322 | Year1Amt |
| Year2 | $73,027 | Year2Amt |
| Year3 | $116,565 | Year3Amt |
| Total | $194,914 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,814,939 | CurrentYearAmt |
| Year1 | $16,277,647 | Year1Amt |
| Year2 | $3,405,885 | Year2Amt |
| Year3 | $2,562,510 | Year3Amt |
| Total | $46,060,981 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $901,013 | CurrentYearAmt |
| Year1 | $749,490 | Year1Amt |
| Year2 | $970,750 | Year2Amt |
| Year3 | $1,018,368 | Year3Amt |
| Total | $3,639,621 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,913,926 | CurrentYearAmt |
| Year1 | $15,528,157 | Year1Amt |
| Year2 | $2,435,135 | Year2Amt |
| Year3 | $1,544,142 | Year3Amt |
| Total | $42,421,360 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $64,543 | CurrentYearAmt |
| Year1 | $68,833 | Year1Amt |
| Year2 | $201,403 | Year2Amt |
| Year3 | $242,653 | Year3Amt |
| Total | $577,432 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL LUBETZKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| JDRF INTERNATIONAL | ||||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | GENERAL SUPPORT | $1,000 | ||||
| AUSTIN ANDERSON FOOTBALL | ||||||||||
| 8403 MESA DRIVE | AUSTIN | TX | 78759 | PC | GENERAL SUPPORT | $100 | ||||
| BIKES FOR KIDS FOUNDATION | ||||||||||
| 14555 WILDGROVE ROAD | POWAY | CA | 92064 | PC | GENERAL SUPPORT | $1,399 | ||||
| AUGUSTA UNIVERSITY | ||||||||||
| 1120 15TH STREET | AUGUSTA | GA | 30912 | PC | GENERAL SUPPORT | $2,500 | ||||
| PHYSICIANS FOR HUMAN RIGHTS | ||||||||||
| 520 8TH AVE SUITE 2301 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $1,545 | ||||
| GANESHSPACE | ||||||||||
| 636 W 174TH STREET | NEW YORK | NY | 10033 | PC | GENERAL SUPPORT | $520 | ||||
| CHILDRENS NATIONAL HOSPITAL FOUNDATION | ||||||||||
| 1 INVENTA PLACE FL 6 | SILVER SPRING | MD | 20910 | PC | GENERAL SUPPORT | $1,500 | ||||
| THE ASPEN INSTITUTE | ||||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $10,000 | ||||
| HILARITY FOR CHARITY | ||||||||||
| 845 CANAL STREET | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $10,000 | ||||
| TRAVIS COUNTY PARKS FOUNDATION | ||||||||||
| 2407 S CONGRESS AVE STE E540 | AUSTIN | TX | 78704 | PC | GENERAL SUPPORT | $1,010 | ||||
| DARKENU | ||||||||||
| PC | EMERGENCY RELIEF | $260,000 | BEZALEL 4 | RAMAT GAN | IS | 5252104 | ||||
| TEXAS BOOK FESTIVAL | ||||||||||
| 1023 SPRINGDALE ROAD BLDG 14 UNIT B | AUSTIN | TX | 78721 | PC | GENERAL SUPPORT | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,574 | 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 | $4,244 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,237 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VANGUARD CHARITABLE | |||||||
| 1 | PO BOX 55766 | BOSTON | MA | 02205 | $8,750,000 | Yes (X) | |
| RB USA HOLDINGS LLC & SUBS | |||||||
| 2 | 399 INTERPACE PARKWAY | PARSIPPANY | NJ | 07054 | $15,453,141 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 8,530,904 UNITS OF LYSOL DISINFECTING WIPES | NoncashPropertyDesc |
| Fair Market Value | $15,453,141 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $165,348 | Amt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $163,185 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (5 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|---|
| TRADEMARK - THE AMERICAN EXPERIMENT | 2022-02-08 | $47,908 | $2,928 | 180.000000000000 | $3,194 | $0 | $3,194 | $6,122 |
| TRADEMARK - FRONTLINE IMPACT PROJECT | 2022-01-11 | $9,217 | $614 | 180.000000000000 | $614 | $0 | $614 | $1,228 |
| DOMAIN NAME - STARTSWITH.US | 2021-12-02 | $8,760 | $584 | 180.000000000000 | $584 | $0 | $584 | $1,168 |
| TRADEMARK - THE AMERICAN EXPERIMENT | 2023-04-18 | $2,745 | 180.000000000000 | $122 | $0 | $122 | $122 | |
| TRADEMARK - SWU | 2023-08-15 | $46,024 | 180.000000000000 | $1,278 | $0 | $1,278 | $1,278 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| APP - SWU | 2022-11-30 | $138,636 | $3,851 | SL | 3.000000000000 | $46,212 | $0 | $46,212 |
| APP - SWU | 2023-01-15 | $110,976 | SL | 3.000000000000 | $36,992 | $0 | $36,992 | |
| APP - CITIZEN SOLUTION | 2023-10-23 | $134,000 | SL | 3.000000000000 | $7,444 | $0 | $7,444 | |
| WEB DEVELOPMENT - SWU | 2023-01-31 | $42,544 | SL | 3.000000000000 | $13,000 | $0 | $13,000 | |
| CRM | 2023-01-25 | $160,470 | SL | 3.000000000000 | $49,033 | $0 | $49,033 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | BondNm |
| EOY Book Value | $89,189 | EOYBookValueAmt |
| EOYFMV | $78,144 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $135,485 | $199,084 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $40,492 | $39,263 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY MARKET FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $400,516 | BookValueAmt |
| EOYFMV | $403,926 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $149,100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $132,480 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (14 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRADEMARK - STARTSWITHUS | $38,000 | $0 | $0 |
| FSA HEALTH & DEPENDENT CARE BENEFITS | $9,466 | $0 | $0 |
| APP - NON-DEPRECIABLE EXPENSES IN CURRENT YEAR | $32,890 | $54,890 | $54,890 |
| CRM - NON-DEPRECIABLE EXPENSES IN CURRENT YEAR | $85,590 | $0 | $0 |
| APP - SWU | $134,785 | $88,573 | $88,573 |
| TRADEMARK - THE AMERICAN EXPERIMENT | $44,980 | $41,786 | $41,786 |
| TRADEMARK - FRONTLINE IMPACT PROJECT | $8,603 | $7,989 | $7,989 |
| DOMAIN NAME - STARTSWITH.US | $8,176 | $7,592 | $7,592 |
| TRADEMARK - THE AMERICAN EXPERIMENT | $2,623 | $2,623 | |
| APP - SWU | $73,984 | $73,984 | |
| APP - CITIZEN SOLUTION | $126,556 | $126,556 | |
| WEB DEVELOPMENT - SWU | $29,544 | $29,544 | |
| CRM | $111,437 | $111,437 | |
| TRADEMARK - SWU | $44,746 | $44,746 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $40 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $225,068 | $0 | $0 | $202,540 |
| ADVERTISING & MARKETING | $501,055 | $0 | $0 | $534,405 |
| PRODUCTION EXPENSES | $846,539 | $0 | $0 | $858,655 |
| AMORTIZATION | $5,792 | $0 | $5,792 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCOUNTS PAYABLE | $138,104 | $191,919 |
| ACCRUED EXPENSES | $35,567 | $33,579 |
| PAYROLL LIABILITIES | $7,715 | $0 |
| CREDIT CARDS | $1,917 | $1,502 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTANTS | $641,748 | $0 | $0 | $675,383 |
| IT CONSULTANT | $92,820 | $0 | $0 | $92,820 |
| STRATEGIC CONSULTANTS | $24,000 | $0 | $0 | $24,000 |
| RECRUITMENT / SEARCH CONSULTANTS | $54,085 | $0 | $0 | $55,981 |
| PAYROLL SERVICES | $37,688 | $0 | $0 | $37,688 |
| COMMUNICATIONS & MARKETING | $532,572 | $0 | $0 | $522,572 |
| OTHER CONSULTANTS | $56,080 | $0 | $0 | $57,780 |
| OTHER PROFESSIONAL SERVICES | $96,189 | $0 | $0 | $103,406 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $86 | $86 | $0 | $0 |
| NEW YORK TAX PAYMENTS | $250 | $0 | $0 | $250 |
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