DOROTHY LOUDON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY LOUDON FOUNDATION (EIN 13-7450757)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-06
- IRS object ID
- 201422799349100262
- Schema version
- 2013v3.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-06T12:03:34-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALESSIO TOCCI & PELL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 West 36th Street 10th floor | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100189785 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lionel Larner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-10-06 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $965,579 | 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 | $2,161 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,121 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,121 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$66,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,029,522 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $18,828 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$29,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,121 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,121 | 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 |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,876 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,232 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,046 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,186 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,532 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $506 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,026 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,499 | CashBOYAmt |
| Cash EOY | $14,346 | CashEOYAmt |
| Cash EOYFMV | $14,346 | CashEOYFMVAmt |
| Other Investments BOY | $1,260,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $996,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $951,233 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,271,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,010,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $965,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,271,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,010,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,271,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,271,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,010,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,271,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,265 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,018,367 | SubtotalAmt |
| Other Decreases | $7,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,639 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$66,639 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,252,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,264,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09086 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,587,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08294 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $143,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,492,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $132,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,738,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07595 | DistributionYr5Rt |
| Total Distribution | 0.43786 | TotalDistributionRt |
| Average Distribution | 0.08757 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $995,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,185 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,429 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,010,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,010,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,010,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $995,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,780 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $49,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,429 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,429 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $195,429 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,780 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $112,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $333,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,429 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $478,807 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $478,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,246 | ExcessFromYear4Amt |
| Excess From Year3 | $53,092 | ExcessFromYear3Amt |
| Excess From Year2 | $114,925 | ExcessFromYear2Amt |
| Excess From Year1 | $52,895 | ExcessFromYear1Amt |
| Excess From Current Year | $145,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $300 |
| 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 |
| American Lyric Theatre | |||||||
| 458 West 52nd Street 1D | New York | NY | 10019 | NA | 501c3 | to advance charitable mission | $1,000 |
| 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 | $1,500 |
| 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 |
| 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 |
| MUSICAL TONIGHT INC | |||||||
| 150 WEST 79TH STREET 9A | NEW YORK | NY | 10024 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $2,000 |
| NORTH SHORE LIJ LENOX HILL HOSPITAL | |||||||
| 100 EAST 77TH STREET | NEW YORK | NY | 10075 | 501c3 | TO ADVANCE CHARITABLE MISSION. | $500 | |
| PIANOFEST IN THE HAMPTONS | |||||||
| PO BOX 639 | HUDSON | OH | 44236 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,500 |
| RONALD MCDONALD HOUSE NY | |||||||
| 31 WEST 39TH STREET SUITE 2000 | NEW YORK | NY | 10018 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $50 |
| TACT THE ACTORS COMPANY THEATRE | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| THE BARROW GROUP THEATRE COMPANY | |||||||
| 312 WEST 36TH STREET6B | NEW YORK | NY | 10018 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,500 |
| THE DIRECTORS COMPANY | |||||||
| 311 WEST 43RD STREET SUITE 409 | NEW YORK | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $3,000 |
| THE NEW GROUP THEATRE | |||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $1,000 |
| THE FIELD | |||||||
| 161 SIXTH AVENUE 14TH FLOOR | NEW YORK | NY | 10013 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $5,000 |
| THE PLAYWRIGHTS REALM | |||||||
| 48 WEST 25TH STREET 10TH FLOOR | NEW YORK | NY | 10010 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $500 |
| THEATRE WORLD AWARDS | |||||||
| PO BOX 246 RADIO CITY STATION | NEW YORK | NY | 10103 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $15,000 |
| TRANSPORT GROUP THEATRE | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NA | 501c3 | TO ADVANCE CHARITABLE MISSION. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,200 | 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 | $16,121 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$66,639 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,949 | ExclusionAmt |
| Related Or Exempt Function Incm | -$66,639 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$31,690 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHASE INVESTMENTS | AT COST | $996,410 | $951,233 |
| FINANCIAL WEST GROUP | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $7,611 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative Assistance | $22,490 | $4,498 | $17,992 |
| ARCHIVES | $22 | $4 | $18 |
| BANK FEES | $30 | $6 | $24 |
| Computer Expenses | $98 | $20 | $78 |
| Dues and Subscriptions | $1,135 | $227 | $908 |
| FILLING FEES | $500 | $100 | $400 |
| Gifts | $775 | $155 | $620 |
| INSURANCE | $3,792 | $758 | $3,034 |
| Meals | $1,721 | $344 | $1,377 |
| Office Supplies | $4,245 | $849 | $3,396 |
| Placques and Awards | $1,200 | $240 | $960 |
| Postage | $399 | $80 | $319 |
| RESEARCH | $249 | $50 | $199 |
| Telephone | $6,343 | $1,269 | $5,074 |
| WEB SITE | $129 | $26 | $103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $18,828 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $125 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll tax | $5,330 | $1,066 | $4,264 |
| State Unemployment Tax | $765 | $153 | $612 |
Comments