ISSROFF FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ISSROFF FAMILY FOUNDATION (EIN 76-0849175)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349101866
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T10:45:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475678930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALEAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 GRAND STREET APT JGB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | 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 | 760849175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISSROFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISSR | BusinessNameControlTxt |
| Phone | 6464909130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 2110 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ISSROFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129444433 | PhoneNum |
| Signature | 2025-11-13 | 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 | ANNA H CHU | PreparerPersonNm |
| PTIN | P00536737 | PTIN |
| Phone | 6465888423 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $11,664,854 | 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 | $5,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $201,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $584,430 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $584,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $791,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $791,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $155,656 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,867 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,987 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,121 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,121 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $666,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $496,051 | CashBOYAmt |
| Cash EOY | $585,541 | CashEOYAmt |
| Cash EOYFMV | $585,541 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,970,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,003,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,007,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $577,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $579,594 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $578,490 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,643,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,768,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,664,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,643,974 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,768,850 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,643,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,768,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,643,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,768,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,643,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,768,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,768,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION THRU BANK OF AMERICA PRIVATE BANK | P | $9,037 | $9,037 |
| INVESTMENT -BANK OF AMERICA PRIVATE BANK | P | $9,569 | $9,569 |
| INVESTMENT -BANK OF AMERICA PRIVATE BANK | P | $565,824 | $565,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $584,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,178 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,178 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $238 | EsPenaltyAmt |
| Tax Due | $2,528 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | YANG XU | IndividualWithBooksNm |
| Phone | 6464909130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY STE 2110 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID ISSROFF | ||||||||
| 140 BWAY STE 2110 | NEW YORK | NY | 10005 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| LISA ISSROFF | ||||||||
| 140 BWAY STE 2110 | NEW YORK | NY | 10005 | TRUSTEE | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $10,443,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $582,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $508,934 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,534,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,534,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,361,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $568,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $568,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,468 | TotalTaxAmt |
| Distributable Before Adj | $558,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $558,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $558,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $556,264 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $558,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $247,801 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $556,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $247,801 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $250,145 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ROOTS AFRICA INC | |||||||
| 8242 DIAMONBACK DR | COLLEGE PARK | MD | 20742 | 501(C)(3) | HEALTH AND WELFARE | $5,000 | |
| COMMUNITY WOMAN ENTERPRISE | |||||||
| 8242 DIAMONBACK DR | COLLEGE PARK | MD | 20742 | 501(C)(3) | ENTREPRENEURSHIP | $20,050 | |
| GLOBALGIVING | |||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | 501(C)(3) | RELIEF SERVICES | $20,300 | |
| MYRIAD USA | |||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | 501(C)(3) | PHILANTHROPIC GIVING OVERSEAS | $116,750 | |
| THE NEW AFRICA FUND | |||||||
| 5269 PRINCETON WAY | BOCA RATON | FL | 33496 | 501(C)(3) | ECONOMIC DEVELOPMENT | $110,250 | |
| CHARITIES AID FOUNDATION | |||||||
| 225 REINEKERS LANE SUITE 375 CAF | ALEXANDRIA | VA | 22314 | 501(C)(3) | PHILANTHROPIC CHARITY ASSISTANCE | $25,050 | AMERICA |
| MAMA'S HOPE | |||||||
| 276 5TH AVENUE SUITE 704 722 | NEW YORK | NY | 10001 | 501(C)(3) | EDUCATIONECONOMIC DEVELOPMENT | $25,800 | |
| MODO COLLECTIVE INC | |||||||
| 641 ARMADILLO DRIVE | DELTONA | FL | 32725 | 501(C)(3) | ECONOMIC DEVELOPMENT | $250 | |
| OMPRAKASH FOUNDATION | |||||||
| 7511 GREENWOOD AVE NORTH 4161 | SEATTLE | WA | 98103 | 501(C)(3) | EDUCATION | $25,050 | |
| OUR SISTERS' OPPORTUNITY | |||||||
| 250 PARK AVENUE STE 1100 | NEW YORK | NY | 10177 | 501(C)(3) | SOCIAL EMPOWERMENT | $1,000 | |
| WIKIMEDIA | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501(C)(3) | EDUCATION | $750 | |
| DATAKIND | |||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | 501(C)(3) | SOCIAL IMPACT | $750 | SUITE 502 |
| NEW ISREAL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | 501(C)(3) | SOCIAL DEVELOPMENT | $750 | |
| JOYFUL HEART FOUNDATION | |||||||
| 320 7TH AVENUE 161 | BROOKLYN | NY | 11215 | 501(C)(3) | SOCIAL DEVELOPMENT | $2,500 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | 501(C)(3) | HEALTH AND WELFARE | $2,500 | |
| ECHOING GREEN | |||||||
| 462 7TH AVE 13FL | NEW YORK | NY | 10018 | 501(C)(3) | ENTREPRENEURSHIP | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,750 | 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 | $5,234 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,509 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $584,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $791,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $791,173 | 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 PREPARATION | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND HELD THROUGH U.S. TRUST | BondNm |
| EOY Book Value | $579,594 | EOYBookValueAmt |
| EOYFMV | $578,490 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK HELD THROUGH U.S. TRUST | StockNm |
| EOY Book Value | $6,003,590 | EOYBookValueAmt |
| EOYFMV | $10,007,828 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE AND PUBLIC REITS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $600,125 | BookValueAmt |
| EOYFMV | $492,995 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $96,164 | $96,164 | $0 |
| OUTSIDE CONSULTING FEES | $155,656 | $0 | $155,656 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $2,877 | $2,877 | $0 |
| NET INVESTMENT TAX | $9,990 | $9,990 | $0 |
| ANNUAL FILING FEE | $750 | $0 | $750 |
Comments