RELATED AFFORDABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RELATED AFFORDABLE FOUNDATION INC (EIN 47-5195759)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-16
- IRS object ID
- 202012609349100756
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-16T12:50:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351750664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUBY O'CONNOR & ZALESKI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 CONGRESSIONAL BLVD 300 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475195759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATED AFFORDABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE RELATED COMPANIES LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RELA | BusinessNameControlTxt |
| Phone | 2128011000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 COLUMBUS CIRCLE FLOOR 19 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW FINKLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2128011000 | PhoneNum |
| Signature | 2020-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABBY SHAFER | PreparerPersonNm |
| PTIN | P01627603 | PTIN |
| Phone | 3178485700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.37.49.205 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-30 | IPDt |
| IP Tm | 12:43:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A44290C4333B7D0BAC20300DC4EE42FBEE7F0184 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $551,121 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $466,488 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $466,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,941 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $54,941 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,419 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $53,419 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $8,878 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,612 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $121,850 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $121,850 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$223,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $760,073 | CashBOYAmt |
| Cash EOY | $551,121 | CashEOYAmt |
| Cash EOYFMV | $551,121 | CashEOYFMVAmt |
| Total Assets BOY | $760,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $551,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $551,121 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,798 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $55 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,798 | 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 | $760,018 | RetainedEarningBOYAmt |
| Retained Earning EOY | $536,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $760,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $536,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $760,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $551,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $760,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$223,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $536,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $536,323 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $794,567 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126951 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $233,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178067 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.275652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.580670 | TotalDistributionRt |
| Average Distribution | 0.145168 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $789,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $114,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $568,333 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW FINKLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128011000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 COLUMBUS CIRCLE FLOOR 19 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M ROSS | ||||||||
| 60 COLUMBUS CIRCLE FLOOR 19 | NEW YORK | NY | 10023 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRUCE A BEAL JR | ||||||||
| 60 COLUMBUS CIRCLE FLOOR 19 | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MATTHEW K FINKLE | ||||||||
| 60 COLUMBUS CIRCLE FLOOR 18 | NEW YORK | NY | 10023 | TREASURER | 0.00 | $0 | $0 | $0 |
| DAVID J PEARSON | ||||||||
| 60 COLUMBUS CIRCLE FLOOR 18 | NEW YORK | NY | 10023 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JEFFREY I BRODSKY | ||||||||
| 60 COLUMBUS CIRCLE FLOOR 19 | NEW YORK | NY | 10023 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LELEAH JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 COLUMBUS CIRCLE FLOOR 19 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,941 | CompensationAmt |
| Employee Benefits | $9,360 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $801,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $801,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $801,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $789,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,470 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $39,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $568,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $6,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $528,863 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $626,912 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $626,912 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,958 | ExcessFromYear3Amt |
| Excess From Year2 | $29,948 | ExcessFromYear2Amt |
| Excess From Year1 | $61,143 | ExcessFromYear1Amt |
| Excess From Current Year | $528,863 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $22,000 |
| YMCA SOUTH FLORIDA | |||||
| 900 SE 3 RD AVENUE | FT LAUDERDALE | FL | 33316 | RISE LEADERSHIP PROGRAM | $10,000 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $16,500 |
| HABITAT FOR HUMANITY NEW YORK | |||||
| 111 JOHN ST 23RD FLOOR | NEW YORK | NY | 10038 | TO ASSIST | $10,000 |
| A BETTER DAY THAN YESTERDAY | |||||
| 1402 JENNIE SCHER RC | RICHMOND | VA | 23231 | SUMMER CAMP FOR A RISK YOUTH | $10,000 |
| COMMUNITY ACTION PARTNERSHIP D | |||||
| 10 ELIZA ST | BEACON | NY | 12508 | SUMMER LUNCH PROGRAM | $16,000 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| BEACON LIGHT CIVIC LEAGUEBERK | |||||
| PO BOX 4683 | NORFOLK | VA | 23523 | BERKLEY CIVIC LEAGUE/BERKLEY REUNION - ACROSS STREET FROM SUMLER TERRACE | $2,500 |
| SOS CHILDREN'S VILLAGES ILLINOIS | |||||
| 216 W JACKSON BLVD SUITE 925 | CHICAGO | IL | 60606 | RELATED MIDWEST ANNUAL GOLF CLASSIC CHARITY EVENT | $3,428 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| SOUTHSIDE BOYS & GIRLS CLUB | |||||
| 701 BERKLEY AVE EXTENSION | NORFOLK | VA | 23523 | SUMLER TERRACE UNIT | $5,000 |
| FOUNDATION FOR AFFORDABLE HOUSING VI INC | |||||
| 384 FOREST AVE SUITE 14 | LAGUNA BEACH | CA | 92651 | SCHOOL SUPPLIES CAMPAIGN - MORH/OAK CENTER | $1,400 |
| PORTSMOUTH POLICE ATHLETIC LEAGUE | |||||
| 2680 HIGH ST | PORTSMOUTH | VA | 23707 | SPRING AND SUMMER CAMP PROGRAMS | $3,020 |
| WALNUT HILLS REDEVELOPMENT FOUNDATION | |||||
| 656 E MCMILLAN ST | CINCINNATI | OH | 45206 | BACKPACKS AND SCHOOL SUPPLY KITS | $510 |
| SOUTHSIDE BOYS & GIRLS CLUB | |||||
| 701 BERKLEY AVE EXTENSION | NORFOLK | VA | 23523 | SUMLER TERRACE UNIT | $2,355 |
| STATELINE COMMUNITY FOUNDATION | |||||
| 690 THIRD ST SUITE 110 | BELOIT | WI | 53511 | SCHOLARSHIP EDOWMENT FUND | $20,000 |
| TIDEWATER TECH TRADES | |||||
| 5301 E PRINCESS ANNE ROAD | NORFOLK | VA | 23502 | TUITION FOR TAKARIUS CLARK | $2,176 |
| JOY MINISTRIES | |||||
| PO BOX 65036 | VIRGINIA BEACH | VA | 23467 | BACKPACKS FILLED WITH SCHOOL SUPPLIES | $5,000 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| AFTER SCHOOL MATTERS | |||||
| 205 WEST WACKER DR SUITE 1400 | CHICAGO | IL | 60606 | AFTER SCHOOL MATTERS GALA MENTOR SPONSOR | $4,300 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| HARRIS-STOWE STATE UNIVERSITY | |||||
| 3026 LACLEDE AVE | ST LOUIS | MO | 63103 | TO ASSIST | $2,500 |
| NORTHERN ILLINOIS UNIVERSITY | |||||
| SWEN PARSON HALL 245 | DEKALB | IL | 60115 | TUITION AND FEES | $5,000 |
| SARGENT SHRIVER NATIONAL CENTER | |||||
| 67 E MADISON ST SUITE 2000 | CHICAGO | IL | 60603 | TO PROVIDE 2019 GALA SPONSORSHIP | $4,125 |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||
| 3400 N AUSTIN | CHICAGO | IL | 60634 | AFTER SCHOOL PROGRAMS | $73,500 |
| FOCUS FAIRIES MENTORING | |||||
| 1251 N CLYBOURN AVE SUITE 2M | CHICAGO | IL | 60610 | FOCUS FAIRIES MENTORING | $21,000 |
| PROJECTHOOD COMMUNITIES DEVELOPMENT | |||||
| 6330 S KING DR | CHICAGO | IL | 60637 | PROJECT HOOD | $150,000 |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||
| 3400 N AUSTIN | CHICAGO | IL | 60634 | AFTER SCHOOL PROGRAMS | $7,020 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||
| 3400 N AUSTIN | CHICAGO | IL | 60634 | AFTER SCHOOL PROGRAMS | $4,600 |
| THE MIAMI FOUNDATION INC | |||||
| 40 NW 3RD STREET NO 305 | MIAMI | FL | 331281838 | TO GIVE KIDS A CHANCE GOLF TOURNAMENT | $900 |
| OCEANPORT VOLUNTEER FIRST AID | |||||
| 2 PEMBERTON AVE | OCEANPORT | NJ | 07757 | TO PROVIDE FOOD AND FOOD CONTAINERS | $1,415 |
| SOUTHSIDE BOYS & GIRLS CLUB | |||||
| 701 BERKLEY AVE EXTENSION | NORFOLK | VA | 23523 | SUMLER TERRACE UNIT COMMUNITY DAY | $10,600 |
| TIDEWATER TECH TRADES | |||||
| 5301 E PRINCESS ANNE ROAD | NORFOLK | VA | 23502 | TUITION FOR JAMAURIA BRANDFORD | $8,318 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| AFTER SCHOOL MATTERS | |||||
| 66 E RANDOLPH ST | CHICAGO | IL | 606017504 | TO PROVIDE 6 PEACEMAKERS PROGRAMS FOR RESIDENTS | $84,583 |
| THE JERICHO PROJECT INC | |||||
| 245 WEST 29TH ST SUITE 902 | NEW YORK | NY | 10001 | TO PROVIDE TRANSPORTATION AT VETERANS DAY PARADE | $65 |
| JOY MINISTRIES | |||||
| PO BOX 65036 | VIRGINIA BEACH | VA | 23467 | TO PROVIDE FOOD ITEMS AND HOLIDAY EVENTS | $5,890 |
| ACCP | |||||
| 1150 HUNGRYNECK BLVD SUITE C344 | MT PLEASANT | SC | 29464 | ACCP MEMBERSHIP | $6,250 |
| YMCA SOUTH FLORIDA | |||||
| 900 SE 3 RD AVENUE | FT LAUDERDALE | FL | 33316 | RISE LEADERSHIP PROGRAM | $5,960 |
| HOUSING OPPORTUNITIES UNLIMITE | |||||
| 50 REDFIELD ST SUITE 101 | BOSTON | MA | 02122 | TO DONATE FURNITURE | $996 |
| OPERATION WARM INC | |||||
| 6 DICKINSON DR SUITE 314 | CHADDS FORD | PA | 19317 | TO DONATE COATS | $2,508 |
| LE PENSEUR YOUTH & FAMILY SERVICE | |||||
| 8550 SOUTH MANISTEE | CHICAGO | IL | 60617 | TO PROVIDE 7TH WARD ANNUAL HOLIDAY APPRECIATE DINNER | $250 |
| FOUNDATION FOR AFFORDABLE HOUSING VI INC | |||||
| 384 FOREST AVE SUITE 14 | LAGUNA BEACH | CA | 92651 | COAT DRIVE | $164 |
| FUTURE TIES NFP | |||||
| 3935 W 82ND STREET | CHICAGO | IL | 60652 | TO ASSIST IN PROVIDING AN AFTER SCHOOL PROGRAM FOR LOW-INCOME STUDENTS RESIDING IN LOW-INCOME APARTMENTS | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RELATED CARES MATCH PROGRAM | ||||||
| 1 | 60 COLUMBUS CIRCLE FLOOR 18 | NEW YORK | NY | 10023 | $1,488 | Yes (X) |
| KENNETH WONG | ||||||
| 2 | 215 LITTLE NOYAC PATH | WATER MILL | NY | 119762129 | $15,000 | Yes (X) |
| LBJ FAMILY LLC | ||||||
| 3 | 60 COLUMBUS CIRCLE FLOOR 18 | NEW YORK | NY | 10023 | $200,000 | Yes (X) |
| LBJ FAMILY LLC | ||||||
| 4 | 60 COLUMBUS CIRCLE FLOOR 18 | NEW YORK | NY | 10023 | $250,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING AND OTHER FEES | $180 | $0 | $180 | $0 |
| MAIL SERVICE | $159 | $0 | $159 | $0 |
| SUBSCRIPTION AND MEMBERSHIP DUES | $4,200 | $0 | $4,200 | $0 |
| WORKERS COMPENSATION | $73 | $0 | $73 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $4,231 | $0 | $4,231 | $0 |
| SPONSORSHIP FULFILLMENT | $4,647 | $0 | $4,647 | $0 |
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