SCHULKE INN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHULKE INN FAMILY FOUNDATION (EIN 81-0836484)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106280
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:01:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060769038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASOTTI & MASOTTI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810836484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULKE INN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2033231191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SELECT FAMILY OFFICE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN SCHULKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033231191 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN MERRITT | PreparerPersonNm |
| PTIN | P00842966 | PTIN |
| Phone | 2033231191 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $1,474,265 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $401,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $763,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $401,473 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $159 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $424,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,068 | 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 |
| Other Prof Fees Rev And Expnss | $10,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $422 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $307,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,920 | CashBOYAmt |
| Cash EOY | $15,400 | CashEOYAmt |
| Cash EOYFMV | $15,400 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,282,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,439,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,439,955 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $198,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,504,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,474,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,474,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,504,273 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,474,265 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,504,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,504,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,474,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,504,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $307,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,812,248 | SubtotalAmt |
| Other Decreases | $337,983 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #2821 | P | $15,657 | $14,602 | $1,055 | $1,055 |
| MORGAN STANLEY #2821 | P | $747,002 | $347,360 | $399,642 | $399,642 |
| CAPITAL GAINS DIVIDENDS | P | $776 | $776 | $776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $401,473 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $323 | EsPenaltyAmt |
| Overpayment | $2,430 | OverpaymentAmt |
| Applied To ES Tax | $2,430 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SELECT FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 5186102401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 3RD AVE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RYAN SCHULKE | ||||||||
| 30 WEST STREET APT 26F | NEW YORK | NY | 10004 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SANDY INN SCHULKE | ||||||||
| 30 WEST STREET APT 26F | NEW YORK | NY | 10004 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,371,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $600,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,983,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,983,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,953,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,747 | TotalTaxAmt |
| Distributable Before Adj | $91,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $230,622 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,801 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $544,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,782 | 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 | $55,416 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $502,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $230,622 | ExcessFromYear4Amt |
| Excess From Year3 | $174,350 | ExcessFromYear3Amt |
| Excess From Year2 | $83,801 | ExcessFromYear2Amt |
| Excess From Current Year | $13,593 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| APEX FOR YOUTH | |||||||
| 195 CHRYSTIE STREET 200 | NEW YORK | NY | 10002 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $524 | |
| CARING BRIDGE | |||||||
| 30 WEST STREET | NEW YORK | NY | 10004 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $100 | |
| CHURCH STREET SCHOOL FOR MUSIC AND ART | |||||||
| 41 WHITE STREET | NEW YORK | NY | 10013 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $5,000 | |
| DELIVERING GOOD INC | |||||||
| 266 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $1,000 | |
| DOWNTOWN UNITED SOCCER CLUB INC | |||||||
| 28 GREENE STREET | NEW YORK | NY | 10013 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $1,000 | |
| GOD'S LOVE WE DELIVER | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $1,035 | |
| GOTHAM FOOD PANTRY | |||||||
| 1617 3RD AVENUE | NEW YORK | NY | 10128 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $2,500 | |
| LITTLE FLOWER CHILDREN AND FAMILY SERVICES OF NEW YORK | |||||||
| 630 FLUSHING AVENUE 3RD FLOOR | BROOKLYN | NY | 11206 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $50,000 | MAILBOX 58 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $510 | |
| PS 276 PTA | |||||||
| 55 BATTERY PLACE | NEW YORK | NY | 10280 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $10,000 | |
| PHILADELPHIA WHITEMARSH | |||||||
| 2024 SPRUCE STREET APT 2 | PHILADELPHIA | PA | 19103 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $1,500 | |
| PS 150 | |||||||
| 129 PEACHTREE LANE | ROSLYN HEIGHTS | NY | 11577 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $824 | |
| RIVERHEAD PBA INC | |||||||
| 210 HOWELL AVENUE | RIVERHEAD | NY | 11901 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $517 | |
| SCHOLASTIC EDUCATION | |||||||
| 925 GRAND BLVD | DEER PARK | NY | 11729 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $1,000 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 55 E 84TH STREET | NEW YORK | NY | 10028 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $100 | |
| MANHATTAN YOUTH RECREATION AND RESOURCES | |||||||
| 120 WARREN STREET | NEW YORK | NY | 10007 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $5,000 | |
| MADISON PARK CONSERVANCY | |||||||
| PO BOX 1814 | NEW YORK | NY | 10159 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $24,150 | |
| THE CHURCH OF THE TRANSFIGURATION | |||||||
| 1 E 29TH ST | NEW YORK | NY | 10016 | PC | TO PROMOTE THE CAUSE OF THE CHARITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,260 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,426 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $401,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $424,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $424,068 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #1213 SECURITIES | $584,528 | $584,528 |
| MORGAN STANLEY #3213 SECURITIES | $255,427 | $255,427 |
| FLUENT CONVERTIBLE NOTE | $600,000 | $600,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETF'S & CEF'S | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,910 | BookValueAmt |
| EOYFMV | $18,910 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED | Desc |
| Amt | $337,983 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY #2821-213 | Desc |
| Revenue And Expenses Per Books | $159 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $159 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,161 | Amt |
| Net Investment Income | $10,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $141 | $141 | $0 | $0 |
| FEDERAL EXCISE TAX | $281 | $281 | $0 | $0 |
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