RELATED AFFORDABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RELATED AFFORDABLE FOUNDATION INC (EIN 47-5195759)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349104538
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:32:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351750664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUBY O'CONNOR & ZALESKI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 CONGRESSIONAL BLVD 300 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 | 475195759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATED AFFORDABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE RELATED COMPANIES LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RELA | BusinessNameControlTxt |
| Phone | 2128011000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 HUDSON YARDS 72ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW FINKLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2128011000 | 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 | HEATHER L PLAKE | PreparerPersonNm |
| PTIN | P01083117 | PTIN |
| Phone | 3178485700 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $822,498 | 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 | $1,085,708 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,657 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,657 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,095,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,657 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $130,714 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $130,714 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $149,220 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $149,220 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,728 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $144,140 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $438,802 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,613,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,613,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,052,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $438,802 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,613,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$957,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,730,836 | CashBOYAmt |
| Cash EOY | $694,992 | CashEOYAmt |
| Cash EOYFMV | $694,992 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $127,506 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $127,506 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $1,730,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $822,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $822,498 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36,552 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,536 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $36,552 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,536 | 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 | $1,694,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $784,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,694,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,730,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $822,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,694,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$957,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,685 | OtherIncreasesAmt |
| Subtotal | $784,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $784,962 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $134 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW FINKLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128011000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 HUDSON YARDS 72ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M ROSS | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | PRESIDENT/CHAIRMAN | 0.00 | $0 | $0 | $0 |
| BRUCE A BEAL JR | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MATTHEW K FINKLE | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | TREASURER | 0.00 | $0 | $0 | $0 |
| DAVID J PEARSON | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JEFFREY I BRODSKY | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LELEAH JAMES | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | MEMBER | 0.00 | $0 | $0 | $0 |
| MANUEL MENENDEZ JR | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | MEMBER | 0.00 | $0 | $0 | $0 |
| MATT VULANICH | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | MEMBER | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JANELL GEORGE | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 40.00 | $68,654 | $597 | $0 |
| LELEAH JAMES | ||||||||
| 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 40.00 | $50,000 | $2,895 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $954,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $954,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $954,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $939,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $46,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,613,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,613,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,143 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $528,863 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,200,049 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,026,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,663,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,480,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,613,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,566,714 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,047,408 | 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 | $61,143 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,986,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $528,863 | ExcessFromYear4Amt |
| Excess From Year3 | $1,200,049 | ExcessFromYear3Amt |
| Excess From Year2 | $1,026,676 | ExcessFromYear2Amt |
| Excess From Year1 | $1,663,963 | ExcessFromYear1Amt |
| Excess From Current Year | $1,566,714 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| KABOOM | |||||
| 7200 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | 25% OF 2023 PLAYSPACE PROJECT | $74,665 |
| BRIDGES | |||||
| 2290 PALISADES CENTER DRIVE | WEST NYACK | NY | 10994 | 2023 FOOD SECURITY GRANT | $1,746 |
| MEALS ON WHEELS | |||||
| 121 WEST NYACK RD | NANUET | NY | 10954 | HOME DELIVERED MEALS FOR RESIDENTS OF WALNUT HILL, WEST HAVERSTRAW, NY | $75,480 |
| CITY HARVEST | |||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | 2023 MEAL DISTRIBUTION TO OCEAN PARK APARTMENTS | $22,836 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | PARK CLUB GRANT REQUEST | $37,343 |
| YMCA OF GREATER HOUSTON | |||||
| 1331 AUGUSTA DRIVE 3RD FLOOR | HOUSTON | TX | 77057 | 2023 GRANT - APARTMENT PROGRAMMING - 333 HOLLY, THE PINES, PINEVIEW AT GROGANS MILL, AND RIDGEWOOD AT PANTHER CREEK | $206,180 |
| OUR FRONT PORCH | |||||
| 6740 EAST COLFAX AVENUE | DENVER | CO | 80220 | GRANT FUNDS TO SUPPORT MAPLE APARTMENTS RESIDENTS | $13,850 |
| SOUTHSIDE BOYS AND GIRLS CLUB | |||||
| 701 BERKLEY AVE EXTENSION | NORFOLK | VA | 23523 | BOYS AND GIRLS CLUB MEMBERSHIP AND EVENTS | $49,075 |
| KABOOM | |||||
| 7200 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | 70% OF THE 2023 PLAYSPACE PROJECT | $159,062 |
| ST MARY DEVELOPMENT CORPORATION | |||||
| 2160 E 5TH STREET | DAYTON | OH | 45403 | 2023 CONGREGATE MEAL PROGRAM | $5,000 |
| CITIZENS FOR A LORING PARK COMMUNITY | |||||
| 1645 HENNEPIN AVE 204 | MINNEAPOLIS | MN | 55403 | DONATION FOR LORING PARK FAMILY FUN NIGHT | $1,000 |
| KABOOM | |||||
| 7200 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | 5% OF 2023 PLAYSPACE PROJECT | $14,933 |
| CENTER FOR EQUITY & SUCCESS IND (DBA SUCCESS CENTERS) | |||||
| 1449 WEBSTER STREET | SAN FRANSISCO | CA | 94115 | FUNDING SUPPORT FOR WORKFORCE DEVELOPMENT IN ALL HALLOWS, BAYVIEW, LA SALLE, AND SHOREVIEW IN 2023 | $115,700 |
| YMCA OF SOUTH FLORIDA | |||||
| 900 SE 3 AVENUE | FORT LAUDERDALE | FL | 33316 | MARCH-DECEMBER 2023 YMCA OATH TO HEALTH PROGRAM GRANT | $272,475 |
| ST MARY DEVELOPMENT CORPORATION | |||||
| 2160 E 5TH STREET | DAYTON | OH | 45403 | 2023 THE BUSINESS OF AGING GOLD LEVEL SPONSORSHIP | $5,000 |
| RISING TIDE EFFECT | |||||
| 165 COURT STREET 117 | BK | NY | 11201 | OCEAN PARK PROGRAM | $105,437 |
| BOYS AND GIRLS CLUBS OF METRO RICHMOND | |||||
| 100 EVERETT ST 1 | RICHMOND | VA | 23224 | EDUCATION GRANT - TOWNES AT RIVER SOUTH | $53,550 |
| CITY HARVEST | |||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | RELATED AFFORDABLE FOUNDATION DAY OF SERVICE REPACK, JUNE 2023 | $10,000 |
| FULL BELLY FOODS INC DBA CENTRAL MA FOOD RESCUE | |||||
| 4 WHISPERING PINE DRIVE | WESTBOROUGH | MA | 01581 | APPROX 27,000 LBS OF MIXED FRESH PRODUCE | $30,000 |
| GREATER AUSTIN YMCA | |||||
| 55 NORTH IH 35 | AUSTIN | TX | 78702 | RIVERSIDE TOWNHOMES RESIDENTS TO ATTEND GREATER AUSTIN YMCA CAMPS | $45,000 |
| BEACON LIGHT CIVIC LEAGUE | |||||
| PO BOX 4683 | NORFOLK | VA | 23523 | RAF SPONSORSHIP | $4,000 |
| CHIGIVESBACK INC | |||||
| 670 W WAYMAN STREET UNIT 1104 | CHICAGO | IL | 60661 | NORTHPOINT AND PARKWAY APARTMENTS BACK-TO-SCHOOL EVENT | $15,445 |
| BRIGHTER BITES | |||||
| PO BOX 25456 | HOUSTON | TX | 772655456 | FOUNDATION CONTRIBUTION FOR AUSTIN, TX | $44,896 |
| ISLAND HARVEST | |||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | RIVERHEAD MOBILE MARKETS AND SERVICES PROVIDED AT RIVER POINTE APARTMENTS | $25,000 |
| NORTHERN ILLINOIS UNIVERSITY | |||||
| SWEN PARSON 245 | DEKALB | IL | 60115 | EDUCATIONAL EXPENSES | $5,000 |
| FRIENDS OF MOUNT VERNON | |||||
| 1 ROOSEVELT SQUARE ROOM 11 | MOUNT VERNON | NY | 10550 | WELLNESS 5K SPONSORSHIP AND PROUD TO SERVE COMMUNITY GALA SPNSORSHIP | $8,000 |
| SUNY ERIE COMMUNITY COLLEGE | |||||
| 121 ELLICOTT STREET | BUFFALO | NY | 14203 | SCHOLARSHIP | $5,000 |
| VOCATIONAL EDUCATION AND EXTENSION BOARD | |||||
| 30 E CHERRY STREEY | HICKSVILLE | NY | 11801 | SCHOLARSHIP | $5,000 |
| MEALS ON WHEELS | |||||
| 121 WEST NYACK RD | NANUET | NY | 10954 | ENTREE AND SUPPLEMENT MEAL DELIVERY | $18,743 |
| MCNEESE STATE UNIVERSITY | |||||
| BOX 92575 | LAKE CHARLES | LA | 70609 | SCHOLARSHIP | $5,000 |
| CHIGIVESBACK INC | |||||
| 670 W WAYMAN STREET UNIT 1104 | CHICAGO | IL | 60661 | RELATED SOUTH SHORE TOY EVENT | $12,435 |
| KABOOM | |||||
| 7200 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | 25% OF 2024 PLAYSPACE PROJECT | $75,000 |
| OLD DOMINION UNIVERSITY | |||||
| ALFRED B ROLLINS JR HALL | NORFOLK | VA | 23529 | SCHOLARSHIP | $5,000 |
| URBAN ALLIANCE | |||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | 2023-2024 SPONSORED STUDENT SALARY | $33,000 |
| LONE STAR COLLEGE | |||||
| 5000 RESEARCH FORREST DRIVE | THE WOODLANDS | TX | 77381 | SCHOLARSHIP | $5,000 |
| UNIVERSITY AT ALBANY | |||||
| 1400 WASHINGTON AVENUE | ALBANY | NY | 12222 | SCHOLARSHIP | $5,000 |
| MEALS ON WHEELS | |||||
| 121 WEST NYACK RD | NANUET | NY | 10954 | ENTREE AND SUPPLEMENT MEAL DELIVERY | $5,219 |
| ART ON SEDGWICK | |||||
| 337 W EVERGREEN AVE | CHICAGO | IL | 60610 | INTERSECTIONS PLACEMAKING PROJECT | $25,000 |
| UNIVERSITY OF TEXAS ARLINGOTN | |||||
| 701 S NEDDERMAN DR PO BOX 19649 | ARLINGTON | TX | 76019 | SCHOLARSHIP | $5,000 |
| MIRACLE CITY CHURCH | |||||
| 1407 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | MIRACLE CITY WINTER COAT GIVEAWAY | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,613,570 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $9,657 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,657 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,657 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST ON OPERATING CASH ACCOUNT | RelationshipStatementTxt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KENNETH WONG | ||||||
| 1 | 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | $15,000 | Yes (X) |
| YOURCAUSE | ||||||
| 2 | 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | $20,708 | Yes (X) |
| RELATED AFFORDABLE LLC | ||||||
| 3 | 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | $1,000,000 | Yes (X) |
| CAROLINE APARTMENTS | ||||||
| 4 | 30 HUDSON YARDS 72ND FLOOR | NEW YORK | NY | 10001 | $50,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING AND OTHER FEES | $55 | $0 | $55 | $0 |
| MAIL SERVICE | $51 | $0 | $51 | $0 |
| WEBSITE MANAGEMENT | $22,900 | $0 | $22,900 | $0 |
| LEGAL | $2,335 | $0 | $2,335 | $0 |
| SUBSCRIPTIONS AND MEMBERSHIP DUES | $82,814 | $0 | $82,814 | $0 |
| CAR SERVICE | $6,936 | $0 | $6,936 | $0 |
| CONFERENCES & SEMINARS | $1,716 | $0 | $1,716 | $0 |
| MEALS & ENTERTAINMENT | $909 | $0 | $909 | $0 |
| AUTO & TRAVEL | $8,364 | $0 | $8,364 | $0 |
| TRAINING | $30 | $0 | $30 | $0 |
| GIFT | $30 | $0 | $30 | $0 |
| CONSULTING | $18,000 | $0 | $18,000 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $47,685 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $14,453 | $0 | $14,453 | $0 |
| OTHER TAXES | $275 | $0 | $275 | $0 |
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