JVZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JVZ FOUNDATION (EIN 20-8042292)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349101828
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T15:27:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 208042292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JVZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JVZF | BusinessNameControlTxt |
| Phone | 9732283500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ZELTER 990 5TH AVE 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ZELTER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9732283500 | PhoneNum |
| Signature | 2025-11-05 | 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 | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2025-11-05 | 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 | $30,354,021 | 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 | $19,959,139 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,109,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,873 | 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 |
| Accounting Fees Rev And Expnss | $4,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,005 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | 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 | $5,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,228,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,228,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,233,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,230,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,875,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,330 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,489,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,127,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,320,691 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,538,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,161,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,354,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,538,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,161,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,538,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,161,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,538,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,161,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,538,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,875,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,747,597 | OtherIncreasesAmt |
| Subtotal | $25,161,286 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,161,286 | 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 | $255,357 | GrossSalesPriceAmt |
| Cost Or Other Basis | $255,357 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,055 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,055 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,055 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,046 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,546 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,491 | OverpaymentAmt |
| Applied To ES Tax | $8,491 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES ZELTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732283500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ZELTER 990 5TH AVE 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES C ZELTER | ||||||||
| C/O ZELTER 990 FIFTH AVE 10 | NEW YORK | NY | 10075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VIVIAN ZELTER | ||||||||
| C/O ZELTER 990 FIFTH AVE 10 | NEW YORK | NY | 10075 | 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 | $10,972,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,000,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,000,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,835,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,055 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,055 | TotalTaxAmt |
| Distributable Before Adj | $539,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $539,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $539,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,230,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,230,397 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $539,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $906,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $391,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $408,642 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,262,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,183,322 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,152,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,230,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $539,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,690,683 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,843,293 | 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 | $906,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,937,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $391,968 | ExcessFromYear4Amt |
| Excess From Year3 | $408,642 | ExcessFromYear3Amt |
| Excess From Year2 | $1,262,413 | ExcessFromYear2Amt |
| Excess From Year1 | $2,183,322 | ExcessFromYear1Amt |
| Excess From Current Year | $2,690,683 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES C ZELTER | ContributingManagerNm |
| Contributing Manager | VIVIAN ZELTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92ND ST Y - POETRY CENTER | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 E 56TH ST | NEW YORK | NY | 100222709 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| DUKE UNIVERSITY | ||||||
| ALLEN BUILDING ROOM 220 BOX 90005 | DURHAM | NC | 27708 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $1,070,478 |
| FILM AT LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $53,513 |
| FLEISHMAN HOUSE CHABAD AT DUKE UNDERGRADS | ||||||
| 204 N BUCHNANAN BLVD | DURHAM | NC | 27701 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $18,094 |
| FRIENDS OF THE HIGH LINE | ||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $60,100 |
| HIT THE BOOKS INC | ||||||
| 340 ST NICHOLAS AVENUE | NEW YORK | NY | 10027 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| JEWISH BOARD OF FAMILY AND CHILDRENS SERVICES | ||||||
| 463 7TH AVE 18TH FLOOR | NEW YORK | NY | 10018 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $21,146 |
| MELANOMA RESEARCH ALLIANCE | ||||||
| 730 15TH ST NW | WASHINGTON | DC | 20005 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $25,035 |
| MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $5,074 |
| NATIONAL AUDUBON SOCIETY INC | ||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $5,000 |
| NEW ROOTS FOUNDATION | ||||||
| 217 NE 4TH AVENUE | DELRAY BEACH | FL | 33483 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $2,500 |
| NEW YORK CITY PARTNERSHIP FOUNDATION INC | ||||||
| 1 BATTERY PARK PLZ STE 5TH | NEW YORK | NY | 100041405 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $50,000 |
| NICKLAUS CHILDRENS HEALTH CARE FOUNDATION | ||||||
| 105 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $20,111 |
| POLLYANNA INC | ||||||
| 19 EAST 80TH STREET | NEW YORK | NY | 10075 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $5,116 |
| ROBERT A TOIGO FOUNDATION | ||||||
| 555 12TH ST | OAKLAND | CA | 94607 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $25,133 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BRAODWAY | NEW YORK | NY | 10003 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $10,025 |
| SELFHELP COMMUNITY SERVICES FOUNDATION INC | ||||||
| 520 EIGHTH AVENUE 25TH FLOOR | NEW YORK | NY | 10018 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | ||||||
| 11 NEIL COURT | OCEANSIDE | NY | 11572 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $10,000 |
| THE CHARLOTTE HORNETS FOUNDATION INC | ||||||
| 333 EAST TRADE ST | CHARLOTTE | NC | 28202 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $40,135 |
| THE GREATEST GENERATIONS FOUNDATION | ||||||
| 501 S CHERRY ST | DENVER | CO | 80246 | PC | TO MEED THE TAX EXEMPT PURPOSE OF THE ORGANIZATION | $64,042 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $25,000 |
| THE METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $622,630 |
| THE STUDENT LEADERSHIP NETWORK INC | ||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $10,055 |
| THE SYLVIA CENTER | ||||||
| 2417 3RD AVE | BRONX | NY | 10451 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $5,038 |
| THE TEAK FELLOWSHIP INC | ||||||
| 16 W 22ND ST | NEW YORK | NY | 10010 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $47,286 |
| UJA | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $460,089 |
| WEILL CORNELL MEDICAL COLLEGE | ||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | PC | TO MEET THE TAX EXEMPT PURPOSES OF THE ORGANIZATION | $500,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,228,142 | 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 | $717 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,873 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES C ZELTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 5TH AVE 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,959,139 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STCK | NoncashPropertyDesc |
| Fair Market Value | $19,959,139 | FairMarketValueAmt |
| Received | 2024-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $4,010 | Amt |
| Net Investment Income | $2,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,005 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK | StockNm |
| EOY Book Value | $25,127,956 | EOYBookValueAmt |
| EOYFMV | $30,320,691 | EOYFMVAmt |
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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $1,747,597 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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