DESTINA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DESTINA FOUNDATION INC (EIN 47-1859649)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202503219349101010
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:21:40-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471859649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DESTINA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEST | BusinessNameControlTxt |
| Phone | 2129418911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 VARICK STREET 1004 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA S JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129418911 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,564,419 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,382 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,382 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $329,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,433 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $329,433 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $730,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,111,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $730,495 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,061,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,061,310 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $330,815 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $254,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,712 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $12,712 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $241,528 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,980 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,199 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,199 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,780 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,559 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,559 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,677 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $148,518 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $148,518 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,472 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,472 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,604 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $83,904 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $83,904 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,901 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $394 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $752,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $173,854 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $579,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,447,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $173,854 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,274,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$386,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $156,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,462 | CashBOYAmt |
| Cash EOY | $61,591 | CashEOYAmt |
| Cash EOYFMV | $61,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $629,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419,426 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,749,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,695,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,757,494 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,365,259 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,325,908 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,325,908 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,889,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,502,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,564,419 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $444 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $444 | 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 | $15,889,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,502,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,889,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,502,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,889,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,502,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,889,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$386,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,502,649 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,502,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $60,358 | $60,358 | $60,358 | |||
| ARTWORK | D | $15,000 | $14,995 | $14,995 | 2012-01-31 | 2024-09-12 | $5 |
| ARTWORK | D | $36,000 | $34,300 | $34,300 | 2012-01-31 | 2024-12-05 | $1,700 |
| ARTWORK | D | $13,500 | $12,125 | $12,125 | 2012-01-31 | 2024-12-05 | $1,375 |
| ARTWORK | D | $16,800 | $15,425 | $15,425 | 2012-01-31 | 2024-12-05 | $1,375 |
| ARTWORK | D | $18,000 | $16,625 | $16,625 | 2012-01-31 | 2024-12-05 | $1,375 |
| ARTWORK | D | $26,400 | $25,400 | $25,400 | 2012-01-31 | 2024-12-05 | $1,000 |
| ARTWORK | D | $135,000 | $107,485 | $107,485 | 2012-01-31 | 2024-12-05 | $27,515 |
| ARTWORK | D | $15,000 | $14,800 | $14,800 | 2012-01-31 | 2024-12-20 | $200 |
| ARTWORK | D | $3,000 | $2,300 | $2,300 | 2012-01-31 | 2025-02-14 | $700 |
| ARTWORK | D | $2,100 | $1,600 | $1,600 | 2012-01-31 | 2025-02-14 | $500 |
| ARTWORK | D | $3,000 | $2,300 | $2,300 | 2012-01-31 | 2025-02-14 | $700 |
| ARTWORK | D | $6,000 | $4,400 | $4,400 | 2012-01-31 | 2025-02-14 | $1,600 |
| ARTWORK | D | $240 | $240 | $240 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $300 | $300 | $300 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $120 | $120 | $120 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $360 | $330 | $330 | 2012-01-31 | 2025-02-17 | $30 |
| ARTWORK | D | $180 | $180 | $180 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $300 | $300 | $300 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $300 | $295 | $295 | 2012-01-31 | 2025-02-17 | $5 |
| ARTWORK | D | $300 | $270 | $270 | 2012-01-31 | 2025-02-17 | $30 |
| ARTWORK | D | $450 | $420 | $420 | 2012-01-31 | 2025-02-17 | $30 |
| ARTWORK | D | $540 | $529 | $529 | 2012-01-31 | 2025-02-17 | $11 |
| ARTWORK | D | $450 | $450 | $450 | 2012-01-31 | 2025-02-17 | |
| ARTWORK | D | $21,600 | $20,400 | $20,400 | 2012-01-31 | 2025-03-13 | $1,200 |
| PUBLICLY TRADED SECURITIES | P | $2,417,522 | $395,445 | $395,445 | $2,022,077 | ||
| PUBLICLY TRADED SECURITIES | P | $318,791 | -$897 | -$897 | $319,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $730,495 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$897 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,745 | 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 | $13,745 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Overpayment | $1,343 | OverpaymentAmt |
| Applied To ES Tax | $1,343 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | FOUNDATION | IndividualWithBooksNm |
| Phone | 2129418911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 VARICK STREET -STE 1004 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY E JOHNSON | ||||||||
| 131 VARICK STREET 1004 | NEW YORK | NY | 10013 | SECRETARY/TREASURER/DIRECTOR | 20.00 | $63,560 | $12,712 | $0 |
| PAMELA S JOHNSON | ||||||||
| 131 VARICK STREET 1004 | NEW YORK | NY | 10013 | PRESIDENT/DIRECTOR | 40.00 | $190,680 | $93,513 | $0 |
| ANN M TEMKIN | ||||||||
| 131 VARICK STREET 1004 | NEW YORK | NY | 10013 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 NEW HYDE PARK RD STE 203 | AddressLine1Txt |
| City | NEW HYDE PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEE | ServiceTypeTxt |
| Compensation | $148,518 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSERVING, DISPLAYING & BROADENING AWARENESS OF WORKS OF ART AND ARCHIVAL MATERIALS OWNED BY THE FOUNDATION TO MUSEUMS, ART-RELATED ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, SCHOLARS & GENERAL PUBLIC; DEVELOPING A FUTURE CATALOGUE RAISONNE DOCUMENTING ALL KNOWN ARTWORKS BY DOROTHEA TANNING. | Description1Txt |
| Expenses1 | $579,092 | 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 | $12,118,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,471,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,471,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,284,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,274,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,274,092 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-02-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $156,961 | CurrentYearAmt |
| Year1 | $180,163 | Year1Amt |
| Year2 | $125,615 | Year2Amt |
| Year3 | $53,015 | Year3Amt |
| Total | $515,754 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $133,417 | CurrentYearAmt |
| Year1 | $153,139 | Year1Amt |
| Year2 | $106,773 | Year2Amt |
| Year3 | $45,063 | Year3Amt |
| Total | $438,391 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,274,092 | CurrentYearAmt |
| Year1 | $1,433,858 | Year1Amt |
| Year2 | $1,664,524 | Year2Amt |
| Year3 | $1,592,502 | Year3Amt |
| Total | $5,964,976 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $695,000 | CurrentYearAmt |
| Year1 | $880,000 | Year1Amt |
| Year2 | $970,000 | Year2Amt |
| Year3 | $1,060,000 | Year3Amt |
| Total | $3,605,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $579,092 | CurrentYearAmt |
| Year1 | $553,858 | Year1Amt |
| Year2 | $694,524 | Year2Amt |
| Year3 | $532,502 | Year3Amt |
| Total | $2,359,976 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $409,489 | CurrentYearAmt |
| Year1 | $391,245 | Year1Amt |
| Year2 | $386,286 | Year2Amt |
| Year3 | $441,118 | Year3Amt |
| Total | $1,628,138 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN INSTITUTE | |||||||
| 2300 N ST NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | TOWARD THE ARTIST ENDOWED FOUNDATIONS INITIATIVE'S INTERNSHIP PROGRAM IN 2022-25 | $10,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | N/A | PC | TOWARD THE BOOKS UNBANNED PROGRAM IN 2024-26 | $200,000 |
| DIA CENTER FOR THE ARTS | |||||||
| 535 WEST 22ND STREET | NEW YORK | NY | 10011 | N/A | PC | FOR GENERAL SUPPORT OF EXHIBITION, PUBLIC AND EDUCATIONAL PROGRAMS | $10,000 |
| POETRY SOCIETY OF AMERICA | |||||||
| 119 SMITH STREET | BROOKLYN | NY | 11201 | N/A | PC | TOWARD THE POETRY AND PUBLIC SPACES INITIATIVE IN 2025-27 | $100,000 |
| ROULETTE INTERMEDIUM INC | |||||||
| 30 THIRD AVENUE SUITE 208 | BROOKLYN | NY | 11217 | N/A | PC | TOWARD THE MEDIA AND ARCHIVE PROGRAM IN 2024-26 | $50,000 |
| TATE AMERICAS FOUNDATION | |||||||
| 520 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | TOWARD THE EXHIBITION "LEE MILLER: SURREALIST PHOTOGRAPHER" AT TATE BRITAIN, LONDON | $25,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 632 BROADWAY SUITE 902 | NEW YORK | NY | 10012 | N/A | PC | FOR PARKS AND PLAYGROUNDS IN NEW YORK CITY IN 2025-26 | $200,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | TOWARD THE CLIMATE, COMMUNITIES AND WILDLIFE PROGRAM IN 2025-27 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,382 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $730,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,061,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,061,310 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $18,236 | Amt |
| Net Investment Income | $4,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,559 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,677 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $2,657,882 | $3,567,322 |
| MUTUAL FUNDS | $3,289,843 | $3,041,119 |
| EXCHANGE-TRADED PRODUCTS | $4,747,999 | $5,149,053 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,296 | $4,296 | $4,296 |
| FURNITURE & FIXTURES | $20,000 | $20,000 | $20,000 |
| ARTWORK | $4,340,963 | $4,301,612 | $4,301,612 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARTWORK CONSERVATION | $8,600 | $0 | $0 | $8,600 |
| ARTWORK FRAMING | $11,666 | $0 | $0 | $11,666 |
| ARTWORK SHIPPING | $15,009 | $0 | $0 | $15,009 |
| BANK CHARGES | $327 | $327 | $327 | $0 |
| DUES AND SUBSCRIPTIONS | $945 | $0 | $0 | $945 |
| FILING FEES | $2,132 | $0 | $0 | $2,132 |
| INS. WORKERS COMP & DIS | $1,349 | $67 | $67 | $1,282 |
| INSURANCE | $13,170 | $0 | $0 | $13,170 |
| OFFICE EXPENSES | $4,663 | $0 | $0 | $4,663 |
| PENALTY & INTEREST | $181 | $0 | $0 | $181 |
| POSTAGE & MESSENGER | $15 | $0 | $0 | $15 |
| SOFTWARE & USER FEES | $855 | $0 | $0 | $855 |
| STORAGE | $28,655 | $0 | $0 | $28,655 |
| TELEPHONE | $2,440 | $0 | $0 | $2,440 |
| WEBSITE EXPENSE | $1,085 | $0 | $0 | $1,085 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $148,518 | $148,518 | $148,518 | $0 |
| OTHER CONSULTANTS | $10,000 | $0 | $0 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $1,472 | $1,472 | $1,472 | $0 |
| EXCISE TAX | $16,604 | $0 | $0 | $16,604 |