DOROTHY LOUDON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY LOUDON FOUNDATION (EIN 13-7450757)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-23
- IRS object ID
- 201542969349100504
- Schema version
- 2014v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-23T08:32:24-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALESSIO TOCCI & PELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 West 36th Street 10th floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100189785 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137450757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Loudon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2122463105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 West 57th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lionel Larner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph S Tocci CPA | PreparerPersonNm |
| PTIN | P00064534 | PTIN |
| Phone | 2122446166 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,081,879 | 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 | $454 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,757 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,757 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,503 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,306 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,138 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $42,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,260 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,063 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,674 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,935 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,739 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,950 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $875 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,498 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,752 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,150 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,602 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,720 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $744 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,976 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,015 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,063 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,346 | CashBOYAmt |
| Cash EOY | $7,281 | CashEOYAmt |
| Cash EOYFMV | $7,281 | CashEOYFMVAmt |
| Other Investments BOY | $996,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $827,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,074,598 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,010,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,081,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,010,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $835,149 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,010,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $835,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,010,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $835,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,010,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,607 | ExcessRevenueOverExpensesAmt |
| Subtotal | $835,149 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $835,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,503 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,306 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,429 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $995,595 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.19629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,523 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,252,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,264,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09086 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,587,913 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,492,277 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09587 | DistributionYr5Rt |
| Total Distribution | 0.55820 | TotalDistributionRt |
| Average Distribution | 0.11164 | AverageDistributionRt |
| Net Investment Income Pct | $123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,503 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $123 | SubtotalAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $123 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lionel Larner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122463105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 west 57th Street Suite 1212 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Lionel Larner | ||||||
| 119 West 57th Street Ste 1212 | New York | NY | 10019 | Trustee | 40.00 | $69,674 |
| LLOYD IBERT | ||||||
| 165 WEST 66TH STREET 19F | NEW YORK | NY | 10023 | Director | 0.00 | $0 |
| OLIVIA HARRIS | ||||||
| 31 CELINE DRIVE | SANTA BARBARA | CA | 93105 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123 | TotalTaxAmt |
| Distributable Before Adj | $123 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $123 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $114,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $478,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,503 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $190,503 | RemainingDistriFromCorpusAmt |
| Total Corpus | $669,310 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $557,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,092 | ExcessFromYear4Amt |
| Excess From Year3 | $114,925 | ExcessFromYear3Amt |
| Excess From Year2 | $52,895 | ExcessFromYear2Amt |
| Excess From Year1 | $145,649 | ExcessFromYear1Amt |
| Excess From Current Year | $190,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HB Playwright Foundation | |||||||
| 120 Bank Street | new york | NY | 10014 | NA | TO ADVANCE CHARITABL | to advance charitable mission | $500 |
| The Mint Theatre Company | |||||||
| 311 West 43rd Street 307 | New York | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $3,500 |
| Page 73 Productions | |||||||
| 138 South Oxford Street SC | Brooklyn | NY | 11217 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $2,000 |
| Manhattan Theatre Club | |||||||
| 311 West 43rd Street 8th Floor | New York | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,500 |
| Atlantic Theater Company | |||||||
| 336 West 20th Street | New York | NY | 10011 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $3,000 |
| Animal Rescue Fund | |||||||
| PO Box 901 | Wainscott | NY | 11975 | NA | 501c3 | to advance charitable mission | $1,000 |
| Second Stage Theatre | |||||||
| 305 West 43rd Street | New York | NY | 10036 | NA | 501c3 | to advance charitable mission | $3,500 |
| TADA Youth Theatre | |||||||
| 15 West 28th Street 3rd Floor | New York | NY | 10001 | NA | 501c3 | to advance charitable mission | $1,000 |
| Playwrights Horizons | |||||||
| 416 West 42nd Street | New York | NY | 10036 | NA | 501c3 | to advance charitable mission | $2,500 |
| Primary Stages | |||||||
| 307 West 38th Street Suite 1510 | New York | NY | 10018 | NA | 501c3 | to advance charitable mission | $2,500 |
| Classic Stage Company | |||||||
| 136 East 13th Street | New York | NY | 10003 | NA | 501c3 | to advance charitable mission | $1,750 |
| St Luke's in the Fields | |||||||
| 487 Hudson Street | New York | NY | 10014 | NA | 501c3 | to advance charitable mission | $1,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| NEW YORK CITY CENTER | |||||||
| 131 WEST 55TH STREET | NEW YORK | NY | 10019 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $4,000 |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10 | NEW YORK | NY | 10001 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,500 |
| EAST HAMPTON LIBRARY | |||||||
| 159 MAIN STREET | EAST HAMPTON | NY | 11937 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $100 |
| URBAN STAGES THEATER | |||||||
| 259 WEST 30TH STREET | NEW YORK | NY | 10001 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $7,500 |
| THE ACTORS COMPANY THEATRE | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 WEST 39TH STREET 1200 | NEW YORK | NY | 10018 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $5,000 |
| VINEYARD THEATRE | |||||||
| 108 EAST 15TH STREET | NEW YORK | NY | 10003 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $2,500 |
| IRISH REPERTORY THEATRE | |||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,250 |
| NORTH SHORE LIJ LENOX HILL HOSPITAL | |||||||
| 100 EAST 77TH STREET | NEW YORK | NY | 10075 | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 | |
| RONALD MCDONALD HOUSE NY | |||||||
| 31 WEST 39TH STREET SUITE 2000 | NEW YORK | NY | 10018 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $100 |
| THE DIRECTORS COMPANY | |||||||
| 311 WEST 43RD STREET SUITE 409 | NEW YORK | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $2,500 |
| THE NEW GROUP THEATRE | |||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,250 |
| THEATRE WORLD AWARDS | |||||||
| PO BOX 246 RADIO CITY STATION | NEW YORK | NY | 10103 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $16,000 |
| LENNOX HILL HOSPITAL | |||||||
| 100 EAST 77TH STREET | NEW YORK | NY | 10065 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| BARRINGTON STAGE COMPANY | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| SIGNATURE THEATRE | |||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $1,500 |
| THE FLEA THEATHER | |||||||
| 41 WHITE STREET | NEW YORK | NY | 10013 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $2,000 |
| THE PAULIST FATHERS | |||||||
| 415 WEST 59TH STREET | NEW YORK | NY | 10019 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $500 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPIT | |||||||
| 14 PENNSYLVANIA PLAZA 1615 | NEW YORK | NY | 10122 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $25 |
| ASTON MAGNA MUSIC FESTIVAL | |||||||
| 323 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $100 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $100 |
| THE MORGAN LIBRARY | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NA | 501C3 | TO ADVANCE CHARITABLE MISSION. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $21,757 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,503 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,503 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,398 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHASE INVESTMENTS | AT COST | ||
| FINANCIAL WEST GROUP | AT COST | $827,868 | $1,074,598 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative Assistance | $18,807 | $3,761 | $15,046 |
| BANK FEES | $111 | $22 | $89 |
| Computer Expenses | $803 | $161 | $642 |
| Dues and Subscriptions | $836 | $167 | $669 |
| Gifts | $450 | $90 | $360 |
| INSURANCE | $3,662 | $732 | $2,930 |
| Meals | $1,709 | $342 | $1,367 |
| MISC. | $152 | $30 | $122 |
| Office Supplies | $920 | $184 | $736 |
| Postage | $235 | $47 | $188 |
| Telephone | $6,483 | $1,297 | $5,186 |
| WEB SITE | $909 | $182 | $727 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,138 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $10,612 | $2,122 | $0 | $8,490 |
| PROF. FEES | $575 | $115 | $0 | $460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $213 | $43 | $170 |
| Payroll tax | $3,276 | $655 | $2,621 |
| State Unemployment Tax | $884 | $177 | $707 |
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