MICHAEL TUCH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL TUCH FOUNDATION INC (EIN 13-6002848)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-10
- IRS object ID
- 202341919349100009
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-10T09:00:19-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136002848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TUCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5187272010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 SOUTH PINE AVE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA TUCK ROZETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187272010 | PhoneNum |
| Signature | 2023-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-06-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $6,203,590 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $98,842 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $220,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$135,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,441,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $183,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,156 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,467 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $758 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $553,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $553,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$436,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $921 | CashBOYAmt |
| Cash EOY | $1,862 | CashEOYAmt |
| Cash EOYFMV | $1,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $444,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $444,541 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,808,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,924,449 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,757,187 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,809,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,370,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,203,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,809,844 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,370,852 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,809,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,370,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,809,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,370,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,809,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$436,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,373,247 | SubtotalAmt |
| Other Decreases | $2,395 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,370,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (170 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 79. AT&T INC | 2020-06-12 | 2022-07-18 | $1,627 | $1,835 | -$208 | -$208 | |
| 22. ABBOTT LABORATORIES COM | 2022-07-18 | $2,394 | $2,115 | $279 | $279 | ||
| 260. AMAZON COM INC | 2022-06-10 | $28,666 | $23,511 | $5,155 | $5,155 | ||
| 8. AMERICAN WATER WORKS CO INC | 2020-06-12 | 2022-07-18 | $1,179 | $1,024 | $155 | $155 | |
| 35. AMPHENOL CORP | 2021-01-13 | 2022-07-18 | $2,320 | $2,358 | -$38 | -$38 | |
| 130. APPLE INC | 2020-10-01 | 2022-06-10 | $17,929 | $15,147 | $2,782 | $2,782 | |
| 113. BANK OF AMERICA CORP | 2019-01-03 | 2022-07-18 | $3,741 | $2,796 | $945 | $945 | |
| 5. BROADCOM INC | 2021-01-13 | 2022-07-18 | $2,500 | $2,252 | $248 | $248 | |
| 12. CME GROUP INC | 2019-01-03 | 2022-07-18 | $2,430 | $2,231 | $199 | $199 | |
| 5071.09 CALVERT EMG MKTS EQUITY-I #1368 | 2021-01-13 | 2022-04-14 | $90,012 | $118,714 | -$28,702 | -$28,702 | |
| 142. CAMECO CORP | 2021-05-07 | 2022-07-18 | $3,251 | $2,573 | $678 | $678 | |
| 24. CHEVRON CORP | 2020-06-12 | 2022-07-18 | $3,380 | $2,192 | $1,188 | $1,188 | |
| 18. CISCO SYS INC COM | 2019-01-17 | 2022-07-18 | $777 | $796 | -$19 | -$19 | |
| 37. COMCAST CORP CL A | 2021-02-02 | 2022-07-18 | $1,513 | $1,864 | -$351 | -$351 | |
| 10. CROWN CASTLE INTERNATIONAL CORP | 2020-06-12 | 2022-07-18 | $1,736 | $1,603 | $133 | $133 | |
| 5. CUMMINS INC | 2021-01-13 | 2022-07-18 | $990 | $1,211 | -$221 | -$221 | |
| 55. CUMMINS INC | 2022-08-23 | $12,393 | $12,755 | -$362 | -$362 | ||
| 41. WALT DISNEY CO | 2021-02-02 | 2022-01-26 | $5,596 | $7,106 | -$1,510 | -$1,510 | |
| 296. WALT DISNEY CO | 2022-01-26 | $40,398 | $51,278 | -$10,880 | -$10,880 | ||
| 7. WALT DISNEY CO | 2022-07-18 | $674 | $805 | -$131 | -$131 | ||
| 149. WALT DISNEY CO | 2020-06-12 | 2022-11-18 | $13,854 | $17,091 | -$3,237 | -$3,237 | |
| 73. DISCOVER FINANCIAL SERVICES | 2021-02-02 | 2022-01-03 | $8,678 | $6,135 | $2,543 | $2,543 | |
| 457. DISCOVER FINANCIAL SERVICES | 2022-01-03 | $54,324 | $23,691 | $30,633 | $30,633 | ||
| 6. DOLLAR GENERAL CORP | 2021-01-13 | 2022-07-18 | $1,466 | $1,304 | $162 | $162 | |
| 21. DOMINION RES INC VA NEW | 2020-10-21 | 2022-07-18 | $1,652 | $1,691 | -$39 | -$39 | |
| 349. EMERSON ELECTRIC COM | 2020-06-12 | 2022-01-03 | $31,826 | $21,382 | $10,444 | $10,444 | |
| 3026. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2022-03-10 | 2022-09-27 | $53,759 | $69,535 | -$15,776 | -$15,776 | |
| 10925. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2021-05-07 | 2022-09-27 | $194,091 | $294,917 | -$100,826 | -$100,826 | |
| 6. HOME DEPOT INC | 2021-01-13 | 2022-07-18 | $1,778 | $1,670 | $108 | $108 | |
| 8. HONEYWELL INTERNATIONAL INC | 2021-01-13 | 2022-07-18 | $1,388 | $1,667 | -$279 | -$279 | |
| 7. HUBBELL INC | 2020-06-12 | 2022-07-18 | $1,335 | $869 | $466 | $466 | |
| 158. HUBBELL INC | 2020-06-12 | 2022-11-18 | $39,992 | $19,622 | $20,370 | $20,370 | |
| 399. INTEL CORP | 2019-01-17 | 2022-01-03 | $21,076 | $19,352 | $1,724 | $1,724 | |
| 1000. INVESCO TAXABLE MUNICIPAL BOND $1.20700 | 2018-04-04 | 2022-11-03 | $24,599 | $30,080 | -$5,481 | -$5,481 | |
| 4359. ISHARES EMERGING MARKETS DIVIDEND ETF | 2021-05-07 | 2022-09-27 | $99,743 | $177,179 | -$77,436 | -$77,436 | |
| 215. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND | 2017-10-27 | 2022-07-18 | $20,225 | $16,088 | $4,137 | $4,137 | |
| 2218. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND | 2022-08-09 | $223,061 | $133,146 | $89,915 | $89,915 | ||
| 32. JP MORGAN CHASE & CO | 2019-01-03 | 2022-07-18 | $3,679 | $3,123 | $556 | $556 | |
| 202.59 JOHCM INTERNATIONAL SELECT | 2022-03-10 | $4,925 | $5,977 | -$1,052 | -$1,052 | ||
| 2280.01 JOHCM INTERNATIONAL SELECT | 2022-03-10 | $55,427 | $49,863 | $5,564 | $5,564 | ||
| 14. JOHNSON & JOHNSON | 2020-07-30 | 2022-07-18 | $2,485 | $2,049 | $436 | $436 | |
| 66. KINDER MORGAN INC | 2021-05-07 | 2022-07-18 | $1,120 | $1,084 | $36 | $36 | |
| 35. KRAFT HEINZ CO | 2020-07-28 | 2022-07-18 | $1,334 | $1,223 | $111 | $111 | |
| 4585.75 MFS RESEARCH INTERNATIONAL FUND $0.274 | 2022-04-14 | $103,087 | $100,000 | $3,087 | $3,087 | ||
| 8. MCDONALDS CORP | 2020-10-01 | 2022-07-18 | $2,042 | $1,755 | $287 | $287 | |
| 8.76 METROPOLITAN WEST T/R BOND FD $0.263 | 2021-12-07 | 2022-11-03 | $77 | $96 | -$19 | -$19 | |
| 35184.08 METROPOLITAN WEST T/R BOND FD $0.263 | 2022-11-03 | $307,861 | $388,225 | -$80,364 | -$80,364 | ||
| 6. MICROSOFT CORP | 2008-12-29 | 2022-07-18 | $1,556 | $113 | $1,443 | $1,443 | |
| 17. MONDELEZ INTERNATIONAL INC | 2020-07-30 | 2022-07-18 | $1,029 | $952 | $77 | $77 | |
| 489. MONDELEZ INTERNATIONAL INC | 2022-11-18 | $31,598 | $25,068 | $6,530 | $6,530 | ||
| 23. NEXTERA ENERGY INC | 2020-06-12 | 2022-07-18 | $1,802 | $1,428 | $374 | $374 | |
| 140. NVIDIA CORP | 2020-10-21 | 2022-06-10 | $23,880 | $19,002 | $4,878 | $4,878 | |
| 91. OWENS CORNING INC | 2022-01-03 | $8,145 | $7,426 | $719 | $719 | ||
| 273. OWENS CORNING INC | 2020-10-21 | 2022-01-03 | $24,435 | $19,670 | $4,765 | $4,765 | |
| 4. PARKER HANNIFIN CORP COM | 2021-01-13 | 2022-07-18 | $1,007 | $1,149 | -$142 | -$142 | |
| 15859.71 PIMCO MORTAGE OPP & BOND FD INST | 2022-11-03 | $150,667 | $173,670 | -$23,003 | -$23,003 | ||
| 604.89 PRINCIPAL MIDCAP FUND | 2022-01-03 | $25,000 | $19,031 | $5,969 | $5,969 | ||
| 469.15 PRINCIPAL MIDCAP FUND | 2022-03-10 | $16,355 | $18,944 | -$2,589 | -$2,589 | ||
| 5082.52 PRINCIPAL MIDCAP FUND | 2022-03-10 | $177,176 | $153,172 | $24,004 | $24,004 | ||
| 13. PROCTER & GAMBLE CO COM | 2020-07-30 | 2022-07-18 | $1,877 | $1,694 | $183 | $183 | |
| 13. PROLOGIS INC | 2020-06-12 | 2022-07-18 | $1,592 | $1,204 | $388 | $388 | |
| 27. PRUDENTIAL FINANCIAL INC | 2019-01-03 | 2022-07-18 | $2,530 | $2,224 | $306 | $306 | |
| 18. RAYTHEON TECHNOLOGIES CORP | 2020-06-12 | 2022-07-18 | $1,656 | $1,167 | $489 | $489 | |
| 9. REPUBLIC SERVICES INC | 2021-02-02 | 2022-07-18 | $1,162 | $824 | $338 | $338 | |
| 7. SHERWIN WILLIAMS CO COM | 2020-07-28 | 2022-07-18 | $1,727 | $1,517 | $210 | $210 | |
| 153. SHERWIN WILLIAMS CO COM | 2022-11-18 | $36,713 | $25,045 | $11,668 | $11,668 | ||
| 5. THERMO FISHER SCIENTIFIC INC | 2020-07-30 | 2022-07-18 | $2,683 | $2,027 | $656 | $656 | |
| 198. THERMO FISHER SCIENTIFIC INC | 2022-11-18 | $107,169 | $54,964 | $52,205 | $52,205 | ||
| 5. UNITEDHEALTH GROUP INC | 2022-01-03 | 2022-07-18 | $2,650 | $2,485 | $165 | $165 | |
| 191. VANGUARD FTSE DEV MKTS ETF $1.11400 | 2021-11-03 | 2022-03-10 | $8,688 | $10,011 | -$1,323 | -$1,323 | |
| 13. WALMART STORES INC | 2020-07-28 | 2022-07-18 | $1,673 | $1,710 | -$37 | -$37 | |
| .7 WARNER BROS DISCOVERY INC | 2021-01-13 | 2022-04-11 | $14 | $20 | -$6 | -$6 | |
| 502. WARNER BROS DISCOVERY INC | 2022-04-14 | $13,022 | $14,468 | -$1,446 | -$1,446 | ||
| 42. WELLS FARGO & COMPANY | 2022-01-03 | 2022-07-18 | $1,773 | $2,134 | -$361 | -$361 | |
| 52. WELLS FARGO & COMPANY | 2022-01-03 | 2022-08-23 | $2,310 | $2,642 | -$332 | -$332 | |
| 7. WEST PHARMACEUTICAL SERVICES INC | 2022-07-18 | $2,092 | $1,747 | $345 | $345 | ||
| 11001.11 WESTERN ASSET CORE PLUS BOND $0.362 | 2022-09-27 | $100,000 | $132,941 | -$32,941 | -$32,941 | ||
| 15277.73 WESTERN ASSET CORE PLUS BOND $0.362 | 2022-11-03 | $137,194 | $183,845 | -$46,651 | -$46,651 | ||
| 16. WHEATON PRECIOUS METALS CORP | 2020-07-28 | 2022-07-18 | $550 | $885 | -$335 | -$335 | |
| 80. WHEATON PRECIOUS METALS CORP | 2020-07-28 | 2022-08-23 | $2,590 | $4,425 | -$1,835 | -$1,835 | |
| 564. WISDOMTREE U.S. MIDCAP DIVIDEND FUND$0.7 | 2021-03-18 | 2022-01-03 | $24,978 | $23,401 | $1,577 | $1,577 | |
| 178. WISDOMTREE U.S. MIDCAP DIVIDEND FUND$0.7 | 2022-03-10 | 2022-07-18 | $7,043 | $7,595 | -$552 | -$552 | |
| 10. XYLEM INC | 2021-02-02 | 2022-07-18 | $772 | $984 | -$212 | -$212 | |
| 9. LYONDELLBASELL INDUSTRIES N V | 2020-06-12 | 2022-07-18 | $781 | $602 | $179 | $179 | |
| 208. LYONDELLBASELL INDUSTRIES N V | 2020-06-12 | 2022-11-18 | $17,126 | $13,921 | $3,205 | $3,205 | |
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P | |||||
| CAPITAL GAIN DIVIDENDS | $22 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$135,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,807 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,454 | OverpaymentAmt |
| Applied To ES Tax | $2,356 | AppliedToESTaxAmt |
| Refund | $2,098 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTHA TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | PRESIDENT | 1 | $16,623 |
| JONATHAN S TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | VICE PRESIDENT | 1 | $0 |
| JOSHUA S ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | SECRETARY | 1 | $0 |
| JOHN M ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | TREASURER | 1 | $0 |
| DANIEL H TUCK | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $0 |
| ALEXANDER TUCK ROZETT | ||||||
| 124 SOUTH PINE AVE | ALBANY | NY | 12208 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $6,207,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $424,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,631,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,631,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,532,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $326,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,353 | TotalTaxAmt |
| Distributable Before Adj | $324,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $324,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $324,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,067 | 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 | $569,067 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,008 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,706 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $208,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $675,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $569,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $324,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $920,527 | 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 | $79,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $840,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,008 | ExcessFromYear4Amt |
| Excess From Year3 | $121,641 | ExcessFromYear3Amt |
| Excess From Year2 | $181,706 | ExcessFromYear2Amt |
| Excess From Year1 | $208,654 | ExcessFromYear1Amt |
| Excess From Current Year | $244,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LEAP | |||||||
| 535 8TH AVE SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 |
| MINT THEATER COMPANY | |||||||
| 412 W 42ND ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $10,000 |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 262 ASHLAND PL | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $10,000 |
| SYMPHONY SPACE | |||||||
| UPPER LEVEL 2537 BROADWAY | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING | $10,000 |
| S'COOL SOUNDS | |||||||
| 111 2ND PL | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $5,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 W 39TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $10,000 |
| GINGOLD THEATRICAL GROUP | |||||||
| 520 8TH AVE RM 304 | NEW YORK | NY | 100188641 | NONE | PC | GENERAL OPERATING | $10,000 |
| RED BULL THEATER | |||||||
| 191 7TH AVE 2S | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $12,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 112386052 | NONE | PC | GENERAL OPERATING | $5,000 |
| BROOKLYN YOUTH CHORUS ACADEMY INC | |||||||
| 179 PACIFIC ST | BROOKLYN | NY | 112016213 | NONE | PC | GENERAL OPERATING | $10,000 |
| NEW YORK CITY CENTER | |||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $8,000 |
| LINCOLN CENTER THEATER | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $10,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 100295221 | NONE | PC | GENERAL OPERATING | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 100245152 | NONE | PC | GENERAL OPERATING | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 WEST 52 STREET | NEW YORK | NY | 100196104 | NONE | PC | GENERAL OPERATING | $8,000 |
| PRIMARY STAGES COMPANY INC | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 100186507 | NONE | PC | GENERAL OPERATING | $6,000 |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE ST | NEW YORK | NY | 100026204 | NONE | PC | GENERAL OPERATING | $10,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 100023102 | NONE | PC | GENERAL OPERATING | $8,000 |
| THE YORK THEATRE COMPANY INC | |||||||
| 533 | NEW YORK | NY | 100340000 | NONE | PC | GENERAL OPERATING | $5,000 |
| CLASSICAL THEATRE OF HARLEM | |||||||
| 8 W 126TH ST | NEW YORK | NY | 100273811 | NONE | PC | GENERAL OPERATING | $5,000 |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL | |||||||
| 235 E 11TH ST | NEW YORK | NY | 100037305 | NONE | PC | GENERAL OPERATING | $15,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 101280118 | NONE | PC | GENERAL OPERATING | $5,000 |
| DOROT | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $5,000 |
| CLASSIC STAGE COMPANY | |||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $7,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $5,000 |
| BRONX ARTS ENSEMBLE | |||||||
| 80 VAN CORTLANDT PARK S D2 | BRONX | NY | 10463 | NONE | PC | GENERAL OPERATING | $10,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| PO BOX 4302 | CLIFTON | NJ | 07012 | NONE | PC | GENERAL OPERATING | $7,000 |
| CITY ARTS | |||||||
| 77 BLEECKER ST SUITE C2-18 | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING | $10,000 |
| DEVELOPING ARTISTS THEATER COMPANY INC | |||||||
| 22 E 30TH ST | NEW YORK | NY | 100167002 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| SECOND STAGE | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $12,000 |
| CENTER FOR BROOKLYN HISTORY | |||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $5,000 |
| PUBLICOLOR | |||||||
| 20 W 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $20,000 |
| EPIC THEATRE ENSEMBLE | |||||||
| 410 W 42ND ST 4 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $15,000 |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 110 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $10,000 |
| FIASCO THEATER | |||||||
| PO BOX 291 | NEW YORK | NY | 102760291 | NONE | PC | GENERAL OPERATING | $7,500 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD ST 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $12,000 |
| IRISH REPERTORY THEATRE | |||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $10,000 |
| INTREPID SEA AIR AND SPACE MUSEUM | |||||||
| PIER 86 W 46TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $7,000 |
| FUTURES AND OPTIONS | |||||||
| 120 BROADWAY 1019 | NEW YORK | NY | 10271 | NONE | PC | GENERAL OPERATING | $5,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST 1501 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING | $15,000 |
| WORKING THEATER | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $5,000 |
| WATERFRONT MUSEUM | |||||||
| 290 CONOVER ST | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING | $10,000 |
| URBAN STAGES | |||||||
| 259 W 30TH ST | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING | $10,000 |
| SEARCH AND CARE | |||||||
| 1844 2ND AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING | $10,000 |
| ST GEORGE THEATRE | |||||||
| 35 HYATT ST | STATEN ISLANED | NY | 10301 | NONE | PC | GENERAL OPERATING | $5,000 |
| GARDEN | |||||||
| PO BOX 441 | WATFORD | ND | 588540441 | NONE | PC | GENERAL OPERATING | $17,000 |
| JAZZ PASSENGERS MUSIC PROJECTS | |||||||
| 410 W 24TH ST APT 14L | NEW YORK | NY | 100111308 | NONE | PC | GENERAL OPERATING | $5,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | NONE | PC | GENERAL OPERATING | $10,000 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $7,500 |
| THE HOPE PROGRAM | |||||||
| 1 SMITH ST 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $10,000 |
| BALLET TECH | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $5,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $20,000 |
| PROSPECT THEATER COMPANY INC | |||||||
| 520 EIGHTH AVE 3RD FLOOR SUITE 307 | NEW YORK | NY | 100188643 | NONE | PC | GENERAL OPERATING | $10,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING | $7,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING | $5,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125TH ST | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING | $10,000 |
| GREEN GUERILLAS | |||||||
| 30 THIRD AVE ROOM 848 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $5,000 |
| NEW YORK CLASSICAL THEATRE INC | |||||||
| 64 FULTON ST RM 1108 | NEW YORK | NY | 100382748 | NONE | PC | GENERAL OPERATING | $10,000 |
| ENSEMBLE | |||||||
| 101 CAMBRIDGE RD | ENTERPRISE | AL | 363307011 | NONE | PC | GENERAL OPERATING | $5,000 |
| WORKSHOP | |||||||
| 214 TULANE ST | GARLAND | TX | 750432239 | NONE | PC | GENERAL OPERATING | $5,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $7,000 |
| NEW YORK CITY CHILDRENS THEATER | |||||||
| 340 EAST 46TH ST | NEW YORK CITY | NY | 10017 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $553,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,353 | 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 | -$135,660 | 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 | $84,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,693 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCH UW MICHAEL TUCH PARAGRAPH SEVENTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK N A TRUSTEE | AddressLine1Txt |
| Address Line2 | 4900 TIEDEMAN RD | AddressLine2Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,842 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (84 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00206R102 AT&T INC | AT COST | $44,646 | $36,802 |
| 023135106 AMAZON COM INC | |||
| 030420103 AMERICAN WATER WORKS | AT COST | $27,270 | $32,465 |
| 032095101 AMPHENOL CORP | AT COST | $37,392 | $49,186 |
| 053015103 AUTOMATIC DATA PROCE | AT COST | $12,960 | $126,357 |
| 060505104 BANK OF AMERICA CORP | AT COST | $81,798 | $110,290 |
| 11135F101 BROADCOM INC | AT COST | $46,124 | $66,536 |
| 12572Q105 CME GROUP INC | AT COST | $61,663 | $58,183 |
| 17275R102 CISCO SYS INC | AT COST | $34,727 | $37,397 |
| 20030N101 COMCAST CORP | AT COST | $46,906 | $38,152 |
| 22822V101 CROWN CASTLE INTERNA | AT COST | $35,481 | $39,064 |
| 231021106 CUMMINS INC | AT COST | $20,058 | $21,806 |
| 254687106 WALT DISNEY CO | |||
| 254709108 DISCOVER FINANCIAL S | |||
| 256677105 DOLLAR GENERAL CORP | AT COST | $36,767 | $50,728 |
| 437076102 HOME DEPOT INC | AT COST | $45,919 | $54,644 |
| 438516106 HONEYWELL INTERNATIO | AT COST | $39,337 | $52,075 |
| 443510607 HUBBELL INC | AT COST | $8,287 | $15,724 |
| 458140100 INTEL CORP | |||
| 464287804 ISHARES CORE S&P SMA | |||
| 464288687 ISHARES S&P US PREFE | AT COST | $230,140 | $187,760 |
| 478160104 JOHNSON & JOHNSON | AT COST | $31,515 | $75,783 |
| 580135101 MCDONALDS CORP | AT COST | $49,193 | $61,402 |
| 609207105 MONDELEZ INTERNATION | |||
| 67066G104 NVIDIA CORP | |||
| 701094104 PARKER HANNIFIN CORP | AT COST | $26,027 | $31,719 |
| 713448108 PEPSICO INC | AT COST | $26,795 | $130,075 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $42,493 | $63,201 |
| 74340W103 PROLOGIS INC | AT COST | $32,228 | $39,230 |
| 760759100 REPUBLIC SERVICES IN | AT COST | $21,107 | $33,924 |
| 500754106 KRAFT HEINZ CO | AT COST | $34,420 | $41,931 |
| 89352HAB5 TRANSCANADA PIPELINE | AT COST | $198,003 | $196,500 |
| 921943858 VANGUARD FTSE DEV MK | |||
| 931142103 WALMART INC | AT COST | $40,045 | $55,156 |
| 166764100 CHEVRON CORP | AT COST | $58,223 | $115,053 |
| 74256W584 PRINCIPAL MIDCAP FUN | |||
| 46625HHF0 JPMORGAN CHASE & COD | AT COST | $238,640 | $264,649 |
| 65339F101 NEXTERA ENERGY INC | AT COST | $31,123 | $51,748 |
| 690742101 OWENS CORNING INC | |||
| 824348106 SHERWIN WILLIAMS CO | |||
| 957663503 WESTERN ASSET CORE P | |||
| 131649774 CALVERT EMG MKTS EQU | |||
| 291011104 EMERSON ELEC CO | |||
| 46625H100 JP MORGAN CHASE & CO | AT COST | $92,461 | $127,931 |
| 552983470 MFS RESEARCH INTERNA | |||
| 75513E101 RAYTHEON TECHNOLOGIE | AT COST | $34,356 | $55,506 |
| 744320102 PRUDENTIAL FINANCIAL | AT COST | $54,948 | $78,772 |
| 02079K305 ALPHABET INC | AT COST | $14,860 | $17,646 |
| 25746U109 DOMINION ENERGY INC | AT COST | $26,572 | $20,236 |
| 592905509 METROPOLITAN WEST T/ | |||
| 594918104 MICROSOFT CORP | AT COST | $27,041 | $345,101 |
| 72201U638 PIMCO MORTAGE OPP & | |||
| 883556102 THERMO FISHER SCIENT | |||
| 983024AL4 WYETH L L CDTD 11/14 | AT COST | $169,153 | $181,642 |
| 98419M100 XYLEM INC | AT COST | $20,033 | $34,608 |
| 998143905 KEYBANK DEPOSIT SWEE | |||
| 002824100 ABBOTT LABS | AT COST | $51,184 | $83,770 |
| 13321L108 CAMECO CORP | AT COST | $45,318 | $56,698 |
| 46138G805 INVESCO TAXABLE MUNI | |||
| 49456B101 KINDER MORGAN INC | AT COST | $20,025 | $21,334 |
| 962879102 WHEATON PRECIOUS MET | AT COST | $14,602 | $10,317 |
| 97717W505 WISDOMTREE U.S. MIDC | AT COST | $223,853 | $216,849 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 955306105 WEST PHARMACEUTICAL | AT COST | $42,947 | $48,717 |
| 59156RAJ7 METLIFE INCDTD 6/3/2 | AT COST | $208,393 | $222,048 |
| N53745100 LYONDELLBASELL INDUS | |||
| 037833100 APPLE INC | |||
| 33939L837 FLEXSHARES INT QUALI | AT COST | $390,349 | $303,901 |
| 464286319 ISHARES EMERGING MAR | AT COST | $100,236 | $59,842 |
| 808524797 SCHWAB US DIVIDEND E | AT COST | $214,965 | $210,908 |
| 912796YM5 UNITED STATES TREAS | AT COST | $98,069 | $98,976 |
| 91324P102 UNITEDHEALTH GROUP I | AT COST | $49,196 | $52,488 |
| 186854204 CLIFFWATER CORP LEND | AT COST | $100,000 | $97,842 |
| 60871R209 MOLSON COORS BREWING | AT COST | $19,203 | $18,444 |
| 912828T26 UNITED STATES TREAS | AT COST | $97,137 | $97,563 |
| 78016FZU1 ROYAL BANK OF CANADA | AT COST | $300,435 | $312,732 |
| 929160109 VULCAN MATERIALS CO | AT COST | $29,355 | $28,893 |
| 33939L860 FLEXSHARES QUALITY D | AT COST | $159,795 | $151,961 |
| 756109BE3 REALTY INCOME CORP | AT COST | $291,807 | $296,583 |
| 949746101 WELLS FARGO CO | AT COST | $36,525 | $29,688 |
| 42809H107 HESS CORP | AT COST | $18,511 | $18,437 |
| 83369NUV0 SOCIETE GENERALE | AT COST | $100,000 | $98,390 |
| 92556H206 VIACOMCBS INC | AT COST | $15,330 | $13,757 |
| 97717W604 WISDOMTREE U.S. SMAL | AT COST | $218,503 | $208,067 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PURCHASE OF ACCRUED INTEREST CARRYOVER | $831 |
| PY ROC ADJUSTMENT | $1,340 |
| COST BASIS ADJUSTMENT | $224 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $25 | $0 | $25 |
| STATE FILING/TAXES PAID | $250 | $0 | $250 |
| PAYROLL WITHHOLDING | $3,033 | $758 | $2,275 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $38,723 | Amt |
| Net Investment Income | $38,723 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,336 | $2,336 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,917 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,175 | $2,175 | $0 |
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