BETA

ELIAS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ELIAS FOUNDATION (EIN 13-4092287)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202523109349100417
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T08:17:09-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134092287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIAS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELIABusinessNameControlTxt
Phone9148069977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 OLD ROAD LANEAddressLine1Txt
CityMOUNT KISCOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE MANNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9148069977PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK MARTENSPreparerPersonNm
PTINP00298107PTIN
Phone2126972299PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,063,315FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$126InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$126InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$101,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,424,500NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,141,524GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,424,500CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,526,552TotalRevAndExpnssAmt
Total Net Invst Incm$1,526,552TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,618LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,618LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,421AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,938AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,483AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$256,937OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,657OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$170,280OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,593TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$37,951TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$37,951TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$65,218OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$65,125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$401,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,595TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$283,457TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,050,041ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,050,041ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,451,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,595TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,333,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,773ExcessRevenueOverExpensesAmt
Net Investment Income$1,442,957NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$132,294CashBOYAmt
Cash EOY$219,379CashEOYAmt
Cash EOYFMV$219,379CashEOYFMVAmt
Sav And Temp Cash Invst BOY$89,493SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,639SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,639SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$94,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$94,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$94,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$94,000OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$99,623USGovernmentObligationsBOYAmt
US Government Obligations EOY$398,148USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$400,494USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,950,304CorporateStockBOYAmt
Corporate Stock EOY$2,551,996CorporateStockEOYAmt
Corporate Stock EOYFMV$11,136,498CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$101,305OtherAssetsEOYAmt
Other Assets EOYFMV$101,305OtherAssetsEOYFMVAmt
Total Assets BOY$3,365,714TotalAssetsBOYAmt
Total Assets EOY$3,476,467TotalAssetsEOYAmt
Total Assets EOYFMV$12,063,315TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,043AccountsPayableBOYAmt
Accounts Payable EOY$6,930AccountsPayableEOYAmt
Total Liabilities BOY$1,043TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,930TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,364,671NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,469,537NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,364,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,469,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,365,714TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,476,467TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,364,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,773ExcessRevenueOverExpensesAmt
Other Increases$30,093OtherIncreasesAmt
Subtotal$3,469,537SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,469,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$2,067,484$613,283$1,454,201$1,454,201
PUBLICLY TRADED SECURITIES$74,040$103,741-$29,701-$29,701
FieldValueIRS element (for citing)
Capital Gain Net Income$1,424,500CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,057InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,057SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,057TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,276EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,276TotalPaymentsAndCreditsAmt
Es Penalty$35EsPenaltyAmt
Overpayment$11,184OverpaymentAmt
Applied To ES Tax$11,184AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressELIASFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9148069977PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 OLD ROAD LANEAddressLine1Txt
CityMOUNT KISCOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACQUELINE MANN
10 OLD ROAD LANEMOUNT KISCONY10549PRESIDENT/EXECUTIVE DIRECTOR10.00$0$0$0
JAMES E MANN
10 OLD ROAD LANEMOUNT KISCONY10549SECRETARY3.00$0$0$0
ALISON MANN
10 OLD ROAD LANEMOUNT KISCONY10549VICE PRESIDENT1.00$0$0$0
ANASTASIA MANN
10 OLD ROAD LANEMOUNT KISCONY10549TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEY PRIVATE WEALTH MANAGEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 E 52 ST 28 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10055ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$77,698CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1PARAGON, OPERATED BY PARLE INC., IS A MISSION-DRIVEN TECHNOLOGY PLATFORM THAT EQUIPS COMMUNITY ORGANIZATIONS, CREATORS, AND YOUNG LEADERS WITH DIGITAL TOOLS TO COLLABORATE, SHARE RESOURCES, AND STRENGTHEN LOCAL NETWORKS. THE ELIAS FOUNDATION'S INVESTMENT ADVANCES PARAGON'S PURPOSE OF EXPANDING EQUITABLE ACCESS TO TECHNOLOGY THAT FOSTERS CIVIC ENGAGEMENT, YOUTH LEADERSHIP, AND COMMUNITY WELL-BEING.Description1Txt
Expenses1$100,000Expenses1Amt
Total$100,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,490,144AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,305FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,598,552TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,598,552AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,978CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,424,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$571,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$571,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,057TaxBasedOnInvestmentIncomeAmt
Total Tax$20,057TotalTaxAmt
Distributable Before Adj$551,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$30,093RecoveriesQualfiedDistriAmt
Distributable Before Ded$581,265DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$581,265DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,333,498ExpensesAndContributionsAmt
Program Related Invst Total$100,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,433,498QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$581,265DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$331,738ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$557,476ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$757,991ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$382,779ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,144,911ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,174,895TotalExcessDistributionCyovAmt
Qualifying Distributions$1,433,498QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$581,265AppliedToCurrentYearAmt
Remaining Distri From Corpus$852,233RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,027,128TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$331,738ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,695,390ExcessDistriCyovToNextYrAmt
Excess From Year4$557,476ExcessFromYear4Amt
Excess From Year3$757,991ExcessFromYear3Amt
Excess From Year2$382,779ExcessFromYear2Amt
Excess From Year1$1,144,911ExcessFromYear1Amt
Excess From Current Year$852,233ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJACQUELINE MANNContributingManagerNm
Contributing ManagerJAMES E MANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtRecipient RelationshipRecipientRelationshipTxt
914UNITED
PO BOX 867YONKERSNY10701PCGALA - NO TICKETS$858
ADVOCACY INSTITUTE
ATT ACCOUNT RECEIVABLE PO BOXLOS ANGELESCA90088PCGENERAL OPERATING$10,000889385
AFGJNEVER AGAIN
169 MADISON AVE STE 11340NEW YORKNY10016PCGENERAL OPERATING - BOARD DISCRETIONARY$10,000
ALISHA KOHN
18 WATSON ROADPOUGHKEEPSIENY12603IINDIVIDUAL GRANT (FELLOWSHIP)$35,000NONE
ANTONIA PEREZ
159-34 RIVERSIDE DRIVE APT 2A-90NEW YORKNY10032IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
BRENNAN CENTER
PO BOX 443HILLSBOROUGHNC27278PCGENERAL OPERATING - BOARD DISCRETIONARY$300
CAMPUS BOUND SCHOLARS
C/O LAURA JAFFE 17 HOLLY HILL LANEKATONAHNY10536PCGENERAL OPERATING - BOARD DISCRETIONARY$4,200
CHANGING THE NARRATIVE
2025 CENTRAL PARK AVE SUITE 201NEW YORKNY10710PCGENERAL OPERATING - BOARD DISCRETIONARY$950
CHARLES CURTIS
36 BEEKMAN AVEMOUNT VERNONNY10553IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
CHILDREN'S VILLAGE
ONE ECHO HILLSDOBBS FERRYNY10522PCGENERAL OPERATING - BOARD DISCRETIONARY$58,085
COMMUNITY MOVEMENT BUILDERS
790 WELCH ST SWATLANTAGA30310PCGENERAL OPERATING - BOARD DISCRETIONARY$25,000
COMMUNITY VOICES HEARD
115 E 106TH ST 3NEW YORKNY10029PCGALA - NO TICKETS$10,000
DEWADE SANON
99 PINE ST APT 203ALBANYNY12207IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
DIANA SANCHEZ
82 DELANO AVE 1BYONKERSNY10704IINDIVIDUAL GRANT (FELLOWSHIP)$10,000NONE
DONNAY EDMUND
43 COUNTY RT 26A APT 2STUYVESANTNY12173IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
ELIZABETH RYAN
110 UNION STREET APT 1HUDSONNY12534IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
ENVIRONMENT NY
120 BROADWAYNEW YORKNY10271PCGENERAL OPERATING - BOARD DISCRETIONARY$300
GEMMA CALINDA
214 W CHESTNUT STKINGSTONNY12401IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
GONZALO CRUZ
131 PONINGO ST B5PORT CHESTERNY10573IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
HORACE GREELEY SCHOLARSHIP FUND
PO BOX 242CHAPPAQUANY10514PCGENERAL OPERATING - BOARD DISCRETIONARY$4,073
HOUR CHILDREN
36-11 12TH STREETLONG ISLAND CITYNY11106PCGENERAL OPERATING - BOARD DISCRETIONARY$195
JALAL SABUR
4872 ROUTE 9GGERMANTOWNNY12526IINDIVIDUAL GRANT (FELLOWSHIP)$10,000NONE
JANET HERNANDEZ
17 SACO STREETMILLFORDNY06460IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
JONATHAN ALVAREZ
54 MCGEORY AVE BSMT - LLBRONXVILLENY10708IINDIVIDUAL GRANT (FELLOWSHIP)$10,000NONE
JUANITA LEWIS
63 GROVE ST 3RD FLNEWBURGHNY12550IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
JUST LEADERSHIP USA
PO BOX 1730NEW YORKNY10037PCGENERAL OPERATING - BOARD DISCRETIONARY$43,660
KATHLEEN CANCIO
27 BUENA VISTA AVESPRING VALLEYNY10977IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
KENSINGTON CORRIDOR TRUST
3400 J ST UNIT G12PHILADELPHIAPA19134PCGENERAL OPERATING - BOARD DISCRETIONARY$10,000
LAURA GARCIA BALBUENA
182 MONTGOMERY STNEWBURGHNY12550IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
MAKE THE ROAD NEW JERSEY
42 BROAD STREETELIZABETHNJ07201PCGENERAL OPERATING - BOARD DISCRETIONARY$7,500
MANDANA VESSEGHI BOUSHEE
49 GRANDVIEW ACRES RDPHOENICIANY12464IINDIVIDUAL GRANT (FELLOWSHIP)$10,000NONE
MANNA FOOD BANK
99 BROADPOINTE DRIVEMILLS RIVERNC28759PCGENERAL OPERATING - BOARD DISCRETIONARY$2,000
MARIA MARASIGAN
9 ZABELLA DRIVENEW CITYNY10956IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
MARIYA ZABARA MASHA
75 BROADWAYTIVOLINY12583IINDIVIDUAL GRANT (FELLOWSHIP)$1,000NONE
MICHAEL CAPERS
16 NEW STREETCATSKILLSNY12414IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
MOVEMENT STRATEGY LLC
1625 CLAY STREET 6TH FLOOROAKLANDCA94612PCGENERAL OPERATING$1,000
MS 839 - ATTN PTA
713 CATON AVENUE RM420BROOKLYNNY11218PCGENERAL OPERATING - BOARD DISCRETIONARY$500
NEIGHBORS LINK
27 COLUMBUS AVEMOUNT KISCONY10549PCGENERAL OPERATING$34,000
NGAN TP QUAN
130 W ECKERSON RD APT 17BSPRING VALLEYNY10977IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
NORTHSTAR FUND
C/O IVAN ROSALES NSF 365 BONDBROOKLYNNY11231PCGENERAL OPERATING$20,000STREET APT A401
NUBIA MARTIN
15 LIVINGSTON AVENUEYONKERSNY10705IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
PARENTS FOR PUBLIC SCHOOLS INC
4915 I-55 N SUITE 203-BJACKSONMS39206PCGENERAL OPERATING - BOARD DISCRETIONARY$15,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001PCGENERAL OPERATING - BOARD DISCRETIONARY$300
RACHAEL LEINER
3 WATSON ROADPOUGHKEEPSIENY12603IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
RAMAPOUGH MOUNTAIN INDIANCS INC
189 STAG HILL ROADMAHWAHNJ07430PCGENERAL OPERATING$1,000
RUBY OLISEMEKA
526 EAST FIFTH STREETMOUNT VERNONNY10553IINDIVIDUAL GRANT (FELLOWSHIP)$10,000NONE
RUTGERS UNIVERSITY FOUNDATION
94 ROCKEFELLER ROADPISCATAWAYNJ08854PCGENERAL OPERATING - BOARD DISCRETIONARY$50,000
SEED COMMONS (COOP HUDSON VALLEY)
228 PARK AVENUE SOUTH 65768NEW YORKNY10003PCGENERAL OPERATING$30,000
SOUTHERN MAINE WORKERS' CENTER
C/O DREW 56 NORTH ST SUITE 100PORTLANDME04101PCGENERAL OPERATING - BOARD DISCRETIONARY$30,000
ST PAUL & ST ANDREW UNITED M
263 W 86TH STNEW YORKNY10024PCGENERAL OPERATING - BOARD DISCRETIONARY$5,000
SUSANA RAMIREZ JIMENEZ
43 FALLKILL RDHYDE PARKNY12538IINDIVIDUAL GRANT (FELLOWSHIP)$25,000NONE
THE WATERSHED CTR
44 KAYE ROADMILLERTONNY12546PCGENERAL OPERATING$8,000
VIVIANA VARGAS
PO BOX 721155JACKSON HEIGHTSNY11372IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
WESPAC FOUNDATION
77 TARRYTOWN ROAD SUITE 2WWHITE PLAINSNY10607PCGENERAL OPERATING$105,000
WESTCHESTER CHILDREN'S ASSOCIATION
470 MAMARONECK AVEWHITE PLAINSNY10605PCGENERAL OPERATING$80,000
WNYC-WQXR
160 VARICK STREETNEW YORKNY10013PCGENERAL OPERATING - BOARD DISCRETIONARY$120
WORKERS JUSTICE CENTER NY
9 MAIN STREETKINGSTONNY12401PCGENERAL OPERATING$6,000
YJFC - DAUGHTERS BEYOND INCARCERATION
2129 ORETHA CASTLE HALEY BLVDNEW ORLEANSLA70113PCGENERAL OPERATING - BOARD DISCRETIONARY$13,000BUILDING C
YJFC - FRIENDS AND FAMILIES OF INCARCERATED WIRE
POBOX 56877NEW ORLEANSLA70156PCGENERAL OPERATING - BOARD DISCRETIONARY$18,000
YOUTH REPRESENT
11 PARK PLACE SUITE 1512NEW YORKNY10007PCGENERAL OPERATING - BOARD DISCRETIONARY$5,000
ZELTZYN SANCHEZ
145 CROTONA AVE APT 1HARRISONNY10528IINDIVIDUAL GRANT (FELLOWSHIP)$5,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,050,041TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$126ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,926ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,424,500ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,526,552ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,526,552TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING AND TAX PREPARATION$3,876$1,938$1,938
BOOKKEEPING$3,545$0$3,545

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDELAWARE DOES NOT REQUIRE THE FILING OF FORM 990PF SINCE THE FOUNDATION DOES NOT CONDUCT ANY ACTIVITY IN THE STATE.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS - 2500 SHS$98,557$271,464
ABBVIE INC SHS - 2000 SHS$81,480$355,400
ADVNCD MICRO D INC - 5000 SHS$165,300$603,950
ALPHABET INC SHS CLA - 3600 SHS$64,651$624,690
AMAZON COM INC COM - 4900 SHS$60,705$965,316
AMERICAN TOWER REIT INC - 1400 SHS$77,777$183,410
APPLE INC - 4100 SHS$71,410$951,596
BLACKSTONE INC - 3000 SHS$30,254$517,260
COCA COLA COM - 4400 SHS$174,185$273,944
COLGATE PALMOLIVE - 2400 SHS$135,036$218,184
ECOLAB INC - 1500 SHS$115,119$351,480
ELI LILLY & CO - 1200 SHS$50,222$772,000
GENL DYNAMICS CORP COM - 1000 SHS$135,982$263,490
GILEAD SCIENCES INC COM - 2000 SHS$64,652$184,740
HONEYWELL INTL INC - 1200 SHS$122,047$271,068
NETFLIX COM INC - 800 SHS$89,923$592,728
NVIDIA - 2000 SHS$41,867$1,410,045
PEPSICO INC - 1500 SHS$100,661$182,472
PROCTER & GAMBLE CO - 1200 SHS$99,247$201,180
REGENERON PHARMACTCLS - 500 SHS$141,795$213,699
SERVICENOW INC - 600 SHS$156,928$636,072
UBER TECHNOLOGIES INC - 4400 SHS$163,706$265,408
VISA INC CL A SHRS - 2000 SHS$130,537$568,872
WORKDAY INC CL A - 1000 SHS$179,955$258,030

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$398,148USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$400,494USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$4,618LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,618DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PARAGON - PROGRAM RELATED INVESTMENT$0$100,000$100,000
ADVANCES$1,305$1,305

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$1,589$0$1,589
COMPUTER AND INTERNET$1,508$0$1,508
BANK FEES AND CHARGES$129$0$129
ADVISORY COMMITTEE STIPENDS$58,001$0$57,908
MISC. EXPENSES$3,991$0$3,991

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$30,093Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CGDC INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$120,000LoanOriginalAmt
Balance Due$94,000BalanceDueAmt
Note2019-10NoteDt
Loan Maturity2023-11LoanMaturityDt
Repayment TermsPER LOAN DOCUMENTRepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeTO HELP BUILD EQUITYLoanPurposeTxt
Consideration FMV$0ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE CONSULTANT$59,968$0$54,968
INVESTMENT FEES$81,657$81,657$0
FACILITATOR$53,750$0$53,750
OTHER CONSULTANT AND CONTRACTOR$61,562$0$61,562

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXESCategoryTxt
Amt$29,593Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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