ROE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROE FOUNDATION INC (EIN 13-3840700)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349103915
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:42:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE SUITE 342 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 | 133840700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAN AM EQUITIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROEF | BusinessNameControlTxt |
| Phone | 2128374800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT E SOLOMON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2128374800 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SOLOMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 5169313100 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $4,671,980 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,033,775 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $908,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,109,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $908,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,958,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $924,596 | 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 |
| Taxes Rev And Expnss | $38,843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,273,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,273,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,317,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,274,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $924,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,790,106 | CashBOYAmt |
| Cash EOY | $4,169,039 | CashEOYAmt |
| Cash EOYFMV | $4,169,039 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $492,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $502,941 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,790,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,661,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,671,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,790,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,661,822 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,790,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,661,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,790,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,661,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,790,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,430,518 | SubtotalAmt |
| Other Decreases | $768,696 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,661,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 342 SH AMAZON, INC. | PropertyDesc |
| Acquired | 2016-01-15 | AcquiredDt |
| Sold | 2022-03-21 | SoldDt |
| Gross Sales Price | $1,109,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $201,578 | CostOrOtherBasisAmt |
| Gain Or Loss | $908,364 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $908,364 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $908,364 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,865 | 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 | $27,865 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,013 | OverpaymentAmt |
| Applied To ES Tax | $15,013 | 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 | 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 |
| Individual With Books | SCOTT SOLOMON PAN AM EQUITIES | IndividualWithBooksNm |
| Phone | 2128374800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GREG MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/PRES AS REQ'D | 0.00 | $0 | $0 | $0 |
| JOHN MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | VICE PRES. AS REQ'D | 0.00 | $0 | $0 | $0 |
| SCOTT SOLOMON | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | OFFICER AS REQ'D | 0.00 | $0 | $0 | $0 |
| JED MANOCHERIAN | ||||||||
| 18 EAST 50TH STREET | NEW YORK | NY | 10022 | DIR/SEC'Y AS REQ'D | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $38,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,940,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,979,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,979,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,904,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,852 | TotalTaxAmt |
| Distributable Before Adj | $232,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,274,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,274,971 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $441,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $797,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,297,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,035,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $727,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,299,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,274,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $232,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,042,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,341,884 | 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 | $441,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,900,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $797,128 | ExcessFromYear4Amt |
| Excess From Year3 | $1,297,650 | ExcessFromYear3Amt |
| Excess From Year2 | $1,035,063 | ExcessFromYear2Amt |
| Excess From Year1 | $727,798 | ExcessFromYear1Amt |
| Excess From Current Year | $1,042,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JOHN MANOCHERIAN | ContributingManagerNm |
| Contributing Manager | JED MANOCHERIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| YORK PREPARATORY SCHOOL SCHOLARSHIP FUND | ||||||
| 40 W 68TH STREET | NEW YORK | NY | 10023 | GENERAL CONTRIBUTION | $20,000 | |
| THE MARITIME AQUARIUM | ||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | GENERAL CONTRIBUTION | $5,000 | |
| THE GOOD FIGHT FOUNDATION INC | ||||||
| 6917 SAN BRUNO DRIVE | BUENA PARK | CA | 90620 | GENERAL CONTRIBUTION | $10,000 | |
| THE FUND FOR THE CITY OF NEW YORKFIBL | ||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | GENERAL CONTRIBUTION | $10,000 | |
| THE CELL THEATRE CO | ||||||
| 338 W 23RD ST | NEW YORK | NY | 10011 | GENERAL CONTRIBUTION | $3,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | GENERAL CONTRIBUTION | $5,000 | |
| SOUTH FORK NATURAL HISTORY MUSEUM | ||||||
| 377 BRIDGEHAMPTON-SAG HARBOR | BRIDGEHAMPTON | NY | 11932 | GENERAL CONTRIBUTION | $150,000 | TURNPIKE |
| ROOSEVELT CONSERVATION FOUNDATION | ||||||
| 7011 MEADOW LANE | CHEVY CHASE | MD | 20815 | GENERAL CONTRIBUTION | $100,000 | |
| PANTHERA | ||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | GENERAL CONTRIBUTION | $53,000 | |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | GENERAL CONTRIBUTION | $2,500 | |
| OZUAH FAMILY FOUNDATION | ||||||
| 8 RONWOOD ROAD | CHESTNUT RIDGE | NY | 10977 | GENERAL CONTRIBUTION | $50,000 | |
| ONE WORLD ONE VISION | ||||||
| 3900 WEST 15TH ST 402 | PLANO | TX | 75075 | GENERAL CONTRIBUTION | $10,000 | |
| NEW VENTURE FUND | ||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | GENERAL CONTRIBUTION | $10,000 | |
| NEIGHBORS LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | GENERAL CONTRIBUTION | $59,274 | |
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||
| 1133 15TH STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | GENERAL CONTRIBUTION | $25,000 | |
| MOTE MARINE LABORATORY INC | ||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | GENERAL CONTRIBUTION | $216,847 | |
| THE MIRYAM INSTITUTE | ||||||
| PO BOX 243 | GREAT NECK | NY | 11022 | GENERAL CONTRIBUTION | $2,500 | |
| MILL RIVER PARK COLLABORATIVE | ||||||
| 1010 WASHINGTON BOULEVARD 1ST FL | STAMFORD | CT | 06901 | GENERAL CONTRIBUTION | $2,500 | |
| LIFE TIME FOUNDATION | ||||||
| 2902 CORPORATE PLACE | CHANHASSEN | ME | 55317 | GENERAL CONTRIBUTION | $10,000 | |
| INTERNATIONAL CAMPAIGN FOR TIBET | ||||||
| 1825 JEFFERSON PLACE NW | WASHINGTON | DC | 20036 | GENERAL CONTRIBUTION | $75,000 | |
| IFAW | ||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | GENERAL CONTRIBUTION | $10,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| 950 6TH AVE N | NAPLES | FL | 34102 | GENERAL CONTRIBUTION | $2,500 | |
| FORDHAM'S CENTER FOR COMMUNITY ENGAGED LEARNING | ||||||
| FORDHAM UNIVERSITY MCGINLEY CENTER | BRONX | NY | 10458 | GENERAL CONTRIBUTION | $10,000 | 205 E 441 EAST FORDHAM ROAD |
| FORDHAM UNIVERSITY | ||||||
| 205 E 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | GENERAL CONTRIBUTION | $50,000 | |
| FLORIDA FOSTER CARE REVIEW | ||||||
| 155 NW 3RD ST SUITE 4338 | MIAMI | FL | 33128 | GENERAL CONTRIBUTION | $10,000 | |
| ELIZABETH SETON CHILDREN'S FOUNDATION | ||||||
| 300 CORPORATE BLVD SOUTH | YONKERS | NY | 10701 | GENERAL CONTRIBUTION | $10,000 | |
| DANIAL FAMILY FOUNDATION INC | ||||||
| 580 PARK AVE | NEW YORK | NY | 10065 | GENERAL CONTRIBUTION | $100,000 | |
| CORNELL ILR SCHOOL | ||||||
| CORNELL UNIVERSITY IVES HALL EAST | ITHACA | NY | 14853 | GENERAL CONTRIBUTION | $10,000 | |
| BOYS & GIRLS CLUB OF STAMFORD | ||||||
| 347 STILLWATER AVE | STAMFORD | CT | 06902 | GENERAL CONTRIBUTION | $10,000 | |
| BETH'S FURRY FRIENDS FOUNDATION | ||||||
| 10 E 53RD ST 32ND FLOOR | NEW YORK | NY | 10022 | GENERAL CONTRIBUTION | $10,000 | |
| ASOPUENTE INTERNATIONAL INC | ||||||
| 201 S BISCAYNE BLVD | MIAMI | FL | 33131 | GENERAL CONTRIBUTION | $10,000 | |
| ANDREW SABIN FAMILY FOUNDATION | ||||||
| 300 PANTIGO PLACE SUITE 102 | EAST HAMPTON | NY | 11937 | GENERAL CONTRIBUTION | $212,000 | |
| AMERICAN FRIENDS OF THE BUGATTI TRUST | ||||||
| 4 STONEWOOD PLACE UNIT 201 | DEDHAM | MA | 02026 | GENERAL CONTRIBUTION | $5,000 | |
| AMERICAN FRIENDS OF SHALVA | ||||||
| 441 LEXINGTON AVE | NEW YORK | NY | 10017 | GENERAL CONTRIBUTION | $1,800 | |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | ||||||
| 636 BROADWAY SUITE 618 | NEW YORK | NY | 10012 | GENERAL CONTRIBUTION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,273,921 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $908,364 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $924,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $924,596 | 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 | 8 | LineNumberTxt |
| Relationship Statement | N/A | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| FRAYDUN MANOCHERIAN | |||||||
| 1 | 18 EAST 50TH STREET | NEW YORK | NY | 10022 | $970,275 | Yes (X) | |
| GREG MANOCHERIAN | |||||||
| 2 | 18 EAST 50TH STREET | NEW YORK | NY | 10022 | $50,000 | Yes (X) | |
| RJL CHARITABLE FOUNDATION | |||||||
| 3 | 4209 235TH STREET | NEW YORK | NY | 11363 | $10,000 | Yes (X) | |
| STEVEN WISE ASSOCIATES | |||||||
| 4 | 46 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | $3,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 342 SH STOCKS OF AMAZON, INC. | NoncashPropertyDesc |
| Fair Market Value | $970,275 | FairMarketValueAmt |
| Received | 2022-03-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHS ROKU INC | $119,520 | $122,100 |
| 650 SHS TESLA INC | $79,014 | $80,067 |
| 25,250 SHS CARVANA CO | $117,030 | $119,685 |
| 2,500 SHS CRISPR THERAPEUTICS AG | $99,019 | $101,625 |
| 16,800 SHS FARFETCH LTD-CLASS A | $78,200 | $79,464 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF DONATED STOCK | Desc |
| Amt | $768,696 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $250 | $0 | $0 | $250 |
| ACCOUNTING & TAX PREP FEES | $4,145 | $0 | $0 | $0 |
| COMMUNITY INVOLVEMENT | $800 | $0 | $0 | $800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $38,843 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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