TIGER BARON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TIGER BARON FOUNDATION INC (EIN 75-2979875)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-18
- IRS object ID
- 201202929349100300
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-18T10:23:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131938264 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASS & LEMER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 HEMPSTEAD AVENUE | AddressLine1 |
| City | WEST HEMPSTEAD | City |
| State | NY | State |
| ZIP Code | 11552 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752979875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIGER BARON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TIGE | NameControl |
| Phone | 7182379053 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 PRESIDENT STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GRACE VOLCKHAUSEN | Name |
| Title | PRESIDENT | Title |
| Phone | 2122733719 | Phone |
| Date Signed | 2012-10-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00087742 | PTIN |
| Phone | 5164859600 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 36752684 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 842176 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 842176 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 426977 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 31978561 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 426977 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 159942 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 112785 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1449106 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1381949 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 32000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 32000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 44200 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 44200 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 5941 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 5941 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 15776 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 15776 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 44705 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2235 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 42470 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 121386 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 121386 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 108413 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2572 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 80736 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 87491 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 58045 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 58045 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 31680 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 500 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7300 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 549637 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 126693 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 286468 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1363000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1363000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1912637 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 126693 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1649468 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -463531 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1255256 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 204817 | CashBOY |
| Cash EOY | 216758 | CashEOY |
| Cash EOYFMV | 216758 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 477093 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5466452 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5466452 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 5825 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4895 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4895 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 28097042 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 19162260 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 19162260 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 973745 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2843104 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2843104 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5371049 | InvestmentsOtherBOY |
| Investments Other EOY | 5832467 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5832467 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 3737745 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 510997 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3039330 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3226748 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3226748 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 38168901 | TotalAssetsBOY |
| Total Assets EOY | 36752684 | TotalAssetsEOY |
| Total Assets EOYFMV | 36752684 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 38168901 | UnrestrictedBOY |
| Unrestricted EOY | 36752684 | UnrestrictedEOY |
| Total Net Assets BOY | 38168901 | TotalNetAssetsBOY |
| Total Net Assets EOY | 36752684 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 38168901 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 36752684 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 38168901 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -463531 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 37705370 | Subtotal |
| Other Decreases | 952686 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 36752684 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| THRU WELLINGTON SHIELDS | 17920053 | 18027439 | -107386 | -107386 | |
| THRU WELLINGTON SHIELDS | 10562565 | 10090975 | 471590 | 471590 | |
| THRU JP MORGAN | 110450 | 107548 | 2902 | 2902 | |
| THRU JP MORGAN | 20495 | 20072 | 423 | 423 | |
| THRU JP MORGAN | 131866 | 133787 | -1921 | -1921 | |
| THRU JP MORGAN | 62372 | 64964 | -2592 | -2592 | |
| THRU JP MORGAN | 988438 | 1037297 | -48859 | -48859 | |
| THRU JP MORGAN | 1914246 | 1876167 | 38079 | 38079 | |
| THRU JP MORGAN | 166481 | 166525 | -44 | -44 | |
| THRU JP MORGAN | 19 | 19 | 19 | ||
| THRU JP MORGAN | 27945 | 26810 | 1135 | 1135 | |
| CAPITAL GAINS DIVIDENDS | 73631 | 73631 | 73631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 426977 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1682941 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 33433169 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050337 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1359973 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 27758819 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048992 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1570357 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 33727529 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046560 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2466794 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 38132155 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064691 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1563662 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 37018648 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042240 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252820 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050564 | AverageDistributionRatio |
| Net Noncharitable Assets | 33093434 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1673336 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12553 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1685889 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1649468 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 25105 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 25105 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 25105 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 30000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 25000 | TaxPaidWithExtension |
| Total Credits And Payments | 55000 | TotalCreditsAndPayments |
| Overpayment | 29895 | Overpayment |
| Amount Credited To Next Year | 29895 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE LYU-VOLCKHAUSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7182379053 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 PRESIDENT STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GRACE LYU-VOLCKHAUSEN | ||||||||
| 262 PRESIDENT STREET | BROOKLYN | NY | 11231 | PRESIDENT/TREASURER | 20.00 | 0 | 0 | 0 |
| ALEXANDER LOUIS VOLCKHAUSEN | ||||||||
| 165 WEST 66 STREET | NEW YORK | NY | 10023 | VICE PRESIDENT | 15.00 | 24000 | 0 | 0 |
| SHARON LYU-VOLCKHAUSEN | ||||||||
| 467 HENRY STREET | BROOKLYN | NY | 11231 | SECRETARY | 5.00 | 8000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON SHIELDS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT ADVISORS | TypeOfService |
| Compensation | 66204 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OPERATES AND MAINTAINS A COMMUNITY CENTER WHERE COMMUNITY-BASED CULTURAL, EDUCATIONAL AND HUMAN SERVICE ORGANIZATIONS ARE ABLE TO OFFER PROGRAMS TO THE COMMUNITY. | Description1 |
| Expenses1 | 188922 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 30414834 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3182561 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 33597395 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 33597395 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 503961 | CashDeemedCharitable |
| Net Noncharitable Assets | 33093434 | NetNoncharitableAssets |
| Minimum Investment Return | 1654672 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1654672 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25105 | TaxBasedOnInvestmentIncome |
| Total Tax | 25105 | TotalTax |
| Distributable Amount Before Adj | 1629567 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1629567 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1629567 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1649468 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1649468 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1649468 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1629567 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 283762 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 29633 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 313395 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1649468 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1629567 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 19901 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 333296 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 333296 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 283762 | ExcessFromYear4 |
| Excess From Year1 | 29633 | ExcessFromYear1 |
| Excess From Current Year | 19901 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GRACE LYU-VOLCKHAUSEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 PRESIDENT STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7182379053 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE A COPY OF THE ORGANIZATION'S 501(C)(3) APPROVAL,A PHONE NUMBER WITH A CONTACT NAME, A DESCRIPTION OF EXEMPT PUPOSE, THE ANTICIPATED USE OF FUNDS AND AN OPERATING BUDGET. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (131 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICA SCORES | |||||||
| 520 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| AMERICAN INDIAN RELIEF COUNCIL (AIRC) | |||||||
| PO BOX 6200 | RAPID CITY | SD | 57709 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 100245192 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| ASIAN AMERICAN ARTS ALLIANCE | |||||||
| 74 VARICK STREET 302 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| ASIAN AMERICAN FEDERATION | |||||||
| 120 WALL STREET 3RD FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $27,500 |
| ASIAN AMERICAN WRITERS WORKSHOP | |||||||
| 16 W 32ND STREET SUITE 10A | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| ASIAN AMERICANS FOR EQUALITY | |||||||
| 108 NORFOLK STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| ATLANTIC THEATRE CO | |||||||
| 336 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $30,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| BIG APPLE PERFORMING ART | |||||||
| 505 8TH AVENUE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| BKLYN CHINESE AMERICAN ASSOCIATION | |||||||
| 5002 8TH AVENUE | BROOKLYN | NY | 11220 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| BKLYN KINDERGARDEN SOCIETY | |||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| BKLYN LEGAL SERVICES CORP | |||||||
| 80 JAMAICA AVENUE | BROOKLYN | NY | 11207 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| BOWERY RESIDENT COMMITTEE | |||||||
| 324 LAYFETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| BRIC ARTS | |||||||
| 647 FULTON STREET | BROOKLYN | NY | 11217 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| BRIDGES OUTREACH INC | |||||||
| PO BOX 1444 | SUMMIT | NJ | 07902 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $11,000 |
| BROADWAY CARES | |||||||
| 165 W 46TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| BROOKLYN ACADEMY OF MUSIC (BAM) | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $34,900 |
| BROOKLYN BOTANICAL GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $33,000 |
| BROOKLYN BRIDGE CONSERVANCY | |||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $6,250 |
| BROOKLYN CHILDREN'S MUSEUM | |||||||
| 145 BROOKLYN AVENUE | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $20,000 |
| BROOKLYN HISTORICAL SOCIETY | |||||||
| 128 PIERREPONT STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $32,000 |
| BROOKLYN PHILHARMONIC | |||||||
| 55 WASHINGTON STREET 656 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| BROOKLYN PUBLIC LIBRARY FOUNDATION | |||||||
| GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| BROOKLYN YOUTH CHORUS ACADEMY | |||||||
| 179 PACIFIC STREET | BROOKLYN | NY | 112016213 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| CARE FOR THE HOMELESS | |||||||
| 12 W 21ST STREET 8TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| CARNEGIE HALL | |||||||
| 881 7TH AVENUE AT 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $25,000 |
| CENTER FOR ARTS EDUCATION | |||||||
| 225 WEST 34TH STREET 112 | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| CENTER FOR MUSIC BY PEOPLE WITH DIABILITIES | |||||||
| 415 W CENTERAL AVENUE | MISSOULA | MT | 59801 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| CENTERAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,500 |
| CHAMBER MUSIC OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236582 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $22,500 |
| CITIZENS UNION | |||||||
| 229 BROADWAY SUITE 700 | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $50,000 |
| CITY BAR JUSTICE CENTER | |||||||
| 42 W 44TH STREET | NEW YORK | NY | 100366689 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $16,000 |
| CITY HARVEST | |||||||
| 575 EIGTH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $4,100 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $7,000 |
| CLEARWATER HUDSON RIVER | |||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| COAL TO SALUTE AMERICAS HEROS | |||||||
| 12 GODFREY PLACE | WILTON | CT | 068973030 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| COALITION FOR ASIAN AMERICANS | |||||||
| 50 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $25,000 |
| COMMUNITY HEALTH OF STATEN ISLAND | |||||||
| 56 BAY STREET 2 | STATEN ISLAND | NY | 10301 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| CONNECT INC | |||||||
| PO BOX 20217 GREELEY SQUARE STATION | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| CYPRESS HILLS LOCAL DEVELOPMENT | |||||||
| 625 JAMAICA AVENUE | BROOKLYN | NY | 11208 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| EAST ROCK INSTITUTE | |||||||
| 251 DWIGHT STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| EL PUENTE | |||||||
| 211 S 4TH STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| ENOB INNOVATIVE BRIDGES | |||||||
| 40 WEST 37TH STREET SUITE 400 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| ENVIRNMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | SC | 20009 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| FAMILY HEALTH PROJECT | |||||||
| 42 BROADWAY 20TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| FAPC (STANLEY ISSACSON CENTER) | |||||||
| 415 E 23RD STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $22,000 |
| FOUNTAIN HOUSE INC | |||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| GMHC | |||||||
| 119 W 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| GRAND STREET SETTLEMENTS | |||||||
| 294 DELANCY STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 334 FERMAN STREET 2ND FLOOR | BROOKLYN | NY | 112011002 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,500 |
| HALE HOUSE | |||||||
| 152 W 122ND STRET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| HELP FUNDING INC | |||||||
| 5 HANOVER SQUARE 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| HELP USA | |||||||
| 515 BLAKE AVENUE | BROOKLYN | NY | 11207 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| HOLY APOSTOLES SOUP KITCHEN | |||||||
| 296 NINTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| HUDSON RIVER SOUP CLEARWATER | |||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $20,000 |
| JERSEY BATTERED WOMENS CENTER | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) | |||||||
| 70 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| KALCA | |||||||
| 149 W 24TH STREET 4TH FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $15,000 |
| KCS | |||||||
| 120 WALL STREET 3RD FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| KOREAN AMERICAN COMMUNITY FOUNDATION | |||||||
| 501 5TH AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| KOREAN COMMUNITY SERVICE METRO NY | |||||||
| 120 WALL STREET 3RD FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| LINCOLN CENTER THEATRE | |||||||
| 150 W 65TH STRET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $20,000 |
| LITERACY FOR INCARERATED TEENS | |||||||
| 1461 1ST AVENUE 113 | NEW YORK | NY | 100752201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| LITTLE ORCHESTRA SOCIETY | |||||||
| 330 W 42ND STREET 12TH FLOOR | NEW YORK | NY | 100366902 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $30,000 |
| MERCY CORP | |||||||
| 3015 SW FIRST AVENUE | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| MIN KWON CENTER | |||||||
| 136- 19 41ST AVENUE 3RD FLOOR | FLUSHING | NY | 11355 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $12,500 |
| MOMA | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $15,000 |
| NATIONAL ASIAN AMERICAN THEATRE | |||||||
| 520 8TH AVENUE SUITE 316 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| NATIONAL AUDUBON | |||||||
| 71 W 23RD STREET SUITE 1523 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| NATURAL RESOURCES DEFENCE COUNCIL (NRDC) | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $27,500 |
| NEW YORK ASIAN WOMEN'S CENTER | |||||||
| 39 BOWERY PMB 375 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $12,500 |
| NEW YORK CITY RESCUE MISSION | |||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| NEW YORK IMMIGRATION COALITION | |||||||
| 137-139 W 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $6,500 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET DRIVE | NEW YORK | NY | 10040 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $750 |
| NORTH CAROLINA STAGE COMPANY | |||||||
| 15 STAGE LA | ASHVILLE | NC | 28801 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $7,500 |
| NRDC | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $25,000 |
| NY THEATRE WORKSHOP | |||||||
| 79 E TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| NYC BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $21,500 |
| NYC COLLEGE OF TECH FOUNDATION | |||||||
| 300 JAY STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| NYU LIBRARY (NYU OFFICE OF GIFT ADMIN) | |||||||
| 725 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $20,000 |
| OCEAN CONSERVENCY | |||||||
| 1300 19ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,500 |
| ONE HUNDREAD YEAR ASSOCIATION | |||||||
| 20 W 44TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| OXFAM | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| PARTIAL COMFORT PRODUCTIONS | |||||||
| 520 8TH AVENUE SUITE 331 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| PARTNERSHIP FOR THE HOMELESS | |||||||
| 305 SEVENTH AVENUE 13TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| PECCADILLO THEATRE COMPANY | |||||||
| 155 BANK STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| PLAYWRIGHTS HORIZON | |||||||
| 416 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $30,000 |
| POLICE ATHLETIC LEAGUE | |||||||
| 34 1/2 E 12TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| PRINCETON | |||||||
| NASSAU HALL | PRINCETON | NJ | 08542 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100,000 |
| PROSPECT PARK ALLIANCE | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $126,000 |
| PUBLIC THEATRE OF NY | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $56,500 |
| RIVERKEEPER INC | |||||||
| 828 SOUTH BROADWAY | TARRYTOWN | NY | 10591 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| SAVE THE REDWOODS | |||||||
| 114 SANSOME STREET 1200 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $6,000 |
| SESAME STREET WORKSHOP | |||||||
| 1 LINCOLN PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $15,000 |
| SHANDELEE MUSIC FESTIVAL | |||||||
| 36 E 74TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,500 |
| SIGNATURE THEATRE CO | |||||||
| 636 9TH AVENUE 11TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 |
| SOUTHWEST INDIAN RELIEF COUNCIL | |||||||
| PO BOX 16777 | MESA | AZ | 852119963 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 NORTH MAIN STREET | CHAMBERLAIN | SD | 57325 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| ST PAUL'S CENTER OF NY | |||||||
| PO BOX 589 | RENSSELEAR | NY | 12144 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| STUDENT CONSERVATION ASSOC0 SCA | |||||||
| 689 RIVER RD | CHARLESTOWN | NH | 036030050 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| TEACH FOR AMERICA | |||||||
| 315 W 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| THE 52ND ST PROJECT | |||||||
| 500 W 52ND STGREET 2ND FLOOR | NEW YORK | NY | 10009 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,500 |
| THE DOS FUND | |||||||
| 232 3 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| THE HOPE PROGRAM | |||||||
| ONE SMITH STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| THE HORTICULTURAL SOCIETY OF NY | |||||||
| 148 W 37TH STREET 13TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| THE PAPER BAG PLAYERS | |||||||
| 185 EAST BROADWAY | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| THE SEEING EYE | |||||||
| 10 WASHINGTON VALLEY ROAD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| THE SMILE TRAIN | |||||||
| 245 5TH AVENUE SUITE 2201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $5,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 116 NEW MONTGOMERY STREET 4TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $10,000 |
| TRANSPORTATION ALTHERNATIVES | |||||||
| 127 W 26TH STREET SUITE 1002 | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| TYOUTH BRIDGE | |||||||
| 255 W 34TH STREET | NEW YORK | NY | 10123 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $7,000 |
| WILDLIFE CONSERVATION PROGRAM | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| WILLIAMSTOWN THEATRE FESTIVAL | |||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 02167 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $40,000 |
| WNETTHIREEN | |||||||
| 453 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $30,000 |
| WNYC | |||||||
| 160 VARRICK STREET | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $37,500 |
| WOMEN IN NEED CENTER | |||||||
| PO BOX 540929 | FLUSHING | NY | 11354 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,500 |
| WOMEN MAKE MOVIES INC | |||||||
| 426 BROADWAY 5TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| WOMEN'S CITY CLUB OF NY | |||||||
| 33 W 60TH STREET 5TH FLOOR | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| YMCA OF QUEENS | |||||||
| 4207 PARSONS BLVD | FLUSHING | NY | 11355 | NONE | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $31,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1363000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME-SEE STATEMENT 15/16 | Description |
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 20238 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $842,176 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $139,704 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $426,977 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,408,868 | ExclusionAmount |
| Related Or Exempt Function Income | 20238 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1429106 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | RENTAL INCOME FROM CHARITABLE ORGANIZATIONS UTILIZING THE SPACE IN THE COMMUNITY CENTER OPERATED BY THE FOUNDATION. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GRACE LYU-VOLCKHAUSEN- POA ACCOUNT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 PRESIDENT STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BASS & LEMER LLP | Category |
| Amount | $44,705 | Amount |
| Net Investment Income | 2235 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 42470 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2002-07-01 | 949053 | 201542 | SL | 40.000000000000 | 23726 | 0 | 0 |
| LAND | 2002-07-01 | 100600 | L | 0 | 0 | 0 | ||
| BUILDING IMPROVEMENTS | 2007-07-01 | 2189449 | 218945 | SL | 40.000000000000 | 54736 | 0 | 0 |
| BUILDING IMPROVEMENTS | 2009-07-01 | 8853 | 332 | SL | 40.000000000000 | 221 | 0 | 0 |
| BUILDING IMPROVEMENTS | 2010-07-01 | 214880 | 2686 | SL | 40.000000000000 | 5372 | 0 | 0 |
| BUILDING | 2011-07-01 | 274910 | SL | 40.000000000000 | 3436 | 0 | 0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | EXPLANATION TO LINE 11 PART I - OTHER INCOME: | ReturnReference |
| Explanation | CHARITABLE/SECTION 501(C)(3) ORGANIZATIONS PAY A NOMINAL RENT TO THE FOUNDATION AND THEY ARE USERS OF THE FOUNDATION'S COMMUNITY CENTER. THE ACTIVITIES OF THOSE ORGANIZATIONS FURTHER THE FOUNDATION'S CHARITABLE PURPOSE. AS A RESULT, ALL OF THE RENTAL INCOME IS CONSIDERED EXEMPT FUNCTION INCOME. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS HELD AT JPMORGAN | 2158866 | 2158866 |
| CORPORATE BONDS HELD AT WELLINGTON SHIELDS | 684238 | 684238 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS HELD AT JPMORGAN | 487890 | 487890 |
| CORPORATE STOCKS HELD AT WELLINGTON SHIELDS | 14134107 | 14134107 |
| CORPORATE STOCKS HELD AT JPMORGAN | 4540263 | 4540263 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT IN ROYALTY CONTRACT | AT COST | 725000 | 725000 |
| MUTUAL FUNDS HELD AT JPMORGAN | FMV | 4473232 | 4473232 |
| STRUCTURED INVESTMENTS HELD AT JPMORGAN | FMV | 96658 | 96658 |
| MUTUAL FUNDS HELD AT WELLINGTON SHIELDS | FMV | 537577 | 537577 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| BUILDINGS | 3637145 | 510996 | 3126149 |
| LAND | 100600 | 0 | 100600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PORZIO BROMBERG AND NEWMAN | $11,910 | 0 | 0 | 11910 |
| LINDABURG MCCORMICK ESTABROOK | $3,866 | 0 | 0 | 3866 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $952,686 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INSURANCE | 23880 | 0 | 0 | 0 |
| OFFICE & ADMINISTRATIVE EXPENSES | 7168 | 500 | 0 | 6668 |
| FILING FEES | 632 | 0 | 0 | 632 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| LISTERINE ROYALTY REVENUE | 112785 | 112785 | |
| JPMORGAN NON-DIVIDEND DISTRIBUTIONS | 11 | 0 | |
| WELLINGTON SHIELDS NON-DIVIDEND DISTRIBUTIONS | 26268 | 0 | |
| JPMORGAN NON-DIVIDEND DISTRIBUTIONS | 640 | 0 | |
| RENTAL INCOME-SEE STATEMENT 15/16 | 20238 | 20238 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| WELLINGTON SHIELDS-INVESTMENT ADVISORY FEES | $66,204 | 66204 | 0 | 0 |
| JP MORGAN-INVESTMENT ADVISORY FEES | $40,280 | 40280 | 0 | 0 |
| BECK MACK AND OLIVER LLC | $14,902 | 14902 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| REAL ESTATE TAXES | $80,736 | 0 | 0 | 80736 |
| FEDERAL EXCISE TAX | $25,105 | 0 | 0 | 0 |
| FOREIGN TAXES ON INVESTMENTS | $2,572 | 2572 | 0 | 0 |
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