THE ZANKEL SCALA FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE ZANKEL SCALA FAMILY FOUNDATION (EIN 85-3005046)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202323049349100927
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T13:56:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853005046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Zankel Scala Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ZANK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ZANKEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ZANKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $14,300,583 | 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 | $2,527,123 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $573 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$61,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $535,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,481 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,481 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,762,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,772 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,872 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,872 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $59,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,394 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,100 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $9,482 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,482 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,610 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $696,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $696,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $984,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $915,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,778,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $422,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $362,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $362,733 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,933,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,839,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,225,728 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $640,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,572,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,712,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,997,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,775,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,300,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,997,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,775,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,997,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,997,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,775,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,997,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,778,267 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,775,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,775,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $535,230 | GrossSalesPriceAmt |
| Cost Or Other Basis | $596,264 | CostOrOtherBasisAmt |
| Gain Or Loss | -$61,034 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$61,034 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$61,034 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,239 | SubtotalAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,095 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,395 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,156 | OverpaymentAmt |
| Applied To ES Tax | $1,156 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Pia Scala-Zankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $7,000 | $0 | $0 |
| James D Zankel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Treas | 40.0 | $140,000 | $1,194 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wetherby Asset Management llc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 california st fl 8 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941041029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $59,394 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,873,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $380,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,712,122 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,966,345 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,966,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,741,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $737,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $737,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,239 | TotalTaxAmt |
| Distributable Before Adj | $733,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $733,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $733,854 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $915,718 | 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 | $915,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $733,854 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $93,774 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $915,718 | QualifyingDistributionsAmt |
| Applied To Current Year | $733,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,864 | RemainingDistriFromCorpusAmt |
| Total Corpus | $275,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $275,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $93,774 | ExcessFromYear1Amt |
| Excess From Current Year | $181,864 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST AT CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| ART PRODUCTION FUND INC | |||||||
| 954 LEXINGTON AVE | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $1,000 |
| BRIC ARTS MEDIA BKLYN INC | |||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $1,000 |
| BRIDGE FUND OF NEW YORK INC | |||||||
| 271 MADISON AVE STE 907 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $2,500 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $1,500 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES DBA BROOKL | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $2,500 |
| BROOKLYN WOMENS EXCHANGE INC | |||||||
| 137 MONTAGUE ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $20,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC CHARITIES OF DIOCESE OF ALBANY | |||||||
| 40 N MAIN AVE | ALBANY | NY | 12203 | N/A | PC | Mary's Haven Sr. Charla Commins fund | $1,844 |
| CIRCUSENSE | |||||||
| 423 ATLANTIC AVE APT 1E | BROOKLYN | NY | 11217 | N/A | PC | Expansion of Omnium 2.0, Hybrid Season | $5,000 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 509 W 38TH ST FL 5 | NEW YORK | NY | 10018 | N/A | PC | programs addressing the war in Ukraine | $10,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Ukraine Crisis Fund | $10,000 |
| DAY ONE NEW YORK INC | |||||||
| PO BOX 3220 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $5,000 |
| DOMESTIC VIOLENCE & RAPE CRISIS SERVIES OF SARATOG | |||||||
| 2816 US 9 | MALTA | NY | 12020 | N/A | PC | General & Unrestricted | $1,844 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVE 8TH FL | NEW YORK | NY | 10023 | N/A | PC | restricted to WFUV | $1,000 |
| FOUNDATION FOR CITY COLLEGE | |||||||
| 160 CONVENT AVE NUM 154 | NEW YORK | NY | 10031 | N/A | PC | Manager of Mentoring and Alumni Relations in the Colin Powell School fund | $80,000 |
| FRANKLIN COMMUNITY CENTER INC | |||||||
| 95 WASHINGTON ST | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,844 |
| HANDICAP INTERNATIONAL | |||||||
| 8757 GEORGIA AVE STE 420 | SILVER SPRING | MD | 20910 | N/A | PC | emergency aid to Ukrainians displaced by conflict | $5,000 |
| HEAD COUNT INC | |||||||
| 104 WEST 29TH ST 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| LIFEWORKS COMMUNITY ACTION INC | |||||||
| PO BOX 169 | BALLSTON SPA | NY | 12020 | N/A | PC | restricted to: Latino Advocacy Program | $1,845 |
| LIFEWORKS COMMUNITY ACTION INC | |||||||
| PO BOX 169 | BALLSTON SPA | NY | 12020 | N/A | PC | General & Unrestricted | $1,845 |
| MANN CENTER FOR THE PERFORMING ARTS | |||||||
| 123 S BROAD ST STE 815 | PHILADELPHIA | PA | 19109 | N/A | PC | Music Industry Training Program | $12,500 |
| MASTERVOICES INC | |||||||
| 57 W 57TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD HOUSING SERVICES OF NEW YORK CITY INC | |||||||
| 306 WEST 37TH ST STE 1101 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK THERAPY ANIMALS INC | |||||||
| 215 E 68TH ST APT 33B | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $3,000 |
| OPENSECRETS | |||||||
| 1100 13TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| OUTRIGHT ACTION INTERNATIONAL | |||||||
| 216 E 45TH ST 17TH FL | NEW YORK | NY | 10017 | N/A | PC | Restricted to LGBTIQ UKRAINIANS outreach and associated programs | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK HCSR | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $1,000 |
| PUBLIC ART FUND INC | |||||||
| 1 E 53RD ST FL 12 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| RISING TIDE CAPITAL INC | |||||||
| 311 MARTIN LUTHER KING DR | JERSEY CITY | NJ | 07305 | N/A | PC | General & Unrestricted | $2,500 |
| SAINT ANNS SCHOOL | |||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | N/A | PC | 20/20 CAMPAIGN and annual fund | $200,000 |
| SALVATION ARMY - SARATOGA SPRINGS | |||||||
| PO BOX 652 | SARATOGA SPRINGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,844 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | General & Unrestricted | $1,000 |
| SARATOGA CENTER FOR THE FAMILY | |||||||
| 359 BALLSTON AVE | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,844 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Children's Emergency Fund (UKRAINE) | $10,000 |
| SHELTERS OF SARATOGA INC | |||||||
| 14 WALWORTH ST | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,844 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | Skidmore Fund and Capital/Endowment fund | $200,000 |
| SLAPPY AND MONDAYS FOUNDATION FORLAUGHTER | |||||||
| 228 HIGHRIDGE COURT | PEEKSKILL | NY | 10566 | N/A | PC | restricted to supporting programs and initiatives in the Greater Metropolitan NYC area | $15,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $2,500 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $2,500 |
| THE DEBATE SOCIETY LTD | |||||||
| PO BOX 220283 | BROOKLYN | NY | 11222 | N/A | PC | General & Unrestricted | $500 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $2,500 |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | N/A | PC | Restricted to All Out's War In Ukraine efforts | $5,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Children In Ukraine fund | $10,000 |
| USA PATRIOTS VETERAN ATHLETICS | |||||||
| PO BOX 75345 | TAMPA | FL | 33675 | N/A | PC | Kids Camp fund and Spring Training fund | $15,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $1,000 |
| WHYHUNGER INC | |||||||
| 505 8TH AVE RM 1212 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Restricted to #ChefsForUkraine relief effort | $10,000 |
| WORLD INSTITUTE ON DISABILITY | |||||||
| 3075 ADELINE ST STE 155 | BERKELEY | CA | 94703 | N/A | PC | The Global Alliance for Disaster Resource Acceleration's (GADRA) support efforts to disability-led organizations in Ukraine | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $696,754 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,718 | 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 | -$61,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $235,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | Zankel Fund | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SSTERN CITRIN COOPER 529 5TH AVE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,527,123 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | GOLUB CAPITAL PTN INTL 11, L.P GOLUBINTL11, 1 sh. | $700,000 | 2022-01-01 |
| 1 | DK LT DISTRESSED OPP INTL V (AIV-TE), L DKAIVTEV, 1 sh. | $336,558 | 2022-01-01 |
| 1 | DK LT DISTRESSED OPP INTL V, L.P (CAYMA DKINTLV, 1 sh. | $990,565 | 2022-01-01 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG TIMESSQUARE INTERNATIONAL | $375,840 | $267,933 |
| DOUBLELINE TOTAL RETURN BOND | $1,954,729 | $1,619,678 |
| DWS ALTERNATIVE ASSET ALL PLUS | $409,046 | $398,693 |
| FIERA CAPITAL INTERNATIONAL EQ | $348,590 | $313,724 |
| KAYNE ANDERSON RENEWABLE INFRA | $316,290 | $281,113 |
| METROPOLITAN WEST RETURN BOND | $2,678,835 | $2,187,965 |
| VANGUARD DEVELOPED MARKETS IDX | $1,147,885 | $1,000,287 |
| VANGUARD EMERGING MARKETS STOC | $819,466 | $624,917 |
| VANGUARD INDEX TR VANGUARD TOT | $3,373,571 | $3,146,227 |
| VANGUARD ULTRA ST BND ADMR | $1,415,423 | $1,385,191 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DK LT DISTRESSED OPP INTL V (A | $524,112 | $528,507 |
| DK LT DISTRESSED OPP INTL V, L | $952,865 | $943,548 |
| GOLUB CAPITAL PTN INTL 11, L.P | $644,175 | $746,441 |
| OHA STRATEGIC CREDIT FUND II, | $451,715 | $493,626 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $45,501 | $45,501 | |
| Indemnification Insurance | $895 | $895 | |
| Insurance Premiums | $3,110 | $3,110 | |
| K-1 Exp DK LT DISTRESSED OPP I | $4,382 | $4,382 | |
| Postage/Delivery Service | $79 | $79 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss DK LT DISTRESSED OPP INTL V (AIV-TE) | Desc |
| Revenue And Expenses Per Books | $9,481 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,481 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $59,394 | Amt |
| Net Investment Income | $59,394 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $2,600 |
| 990-PF Extension for 2021 | $2,500 |
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