Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE STATEN ISLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)260 CHRISTOPHER LANE 3B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STATEN ISLAND, NY10314
A Employer identification number

13-3993115
B Telephone number (see instructions)

(718) 697-2831
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$88,084,763J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 296,068 296,068  
4 Dividends and interest from securities... 1,773,062 1,773,062  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,996,895
b Gross sales price for all assets on line 6a 9,775,774
7 Capital gain net income (from Part IV, line 2)... 1,996,895
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,066,025 4,066,025  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,275 5,198   168,077
14 Other employee salaries and wages...... 150,999 0   150,999
15 Pension plans, employee benefits....... 55,483 1,664   53,819
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,252 23,301   34,951
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
324,609 312,203   12,406
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
48,031 5,031   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 104,550 0   104,550
21 Travel, conferences, and meetings....... 4,227 0   4,227
22 Printing and publications.......... 2,042 0   2,042
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,924 0   58,924
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 980,392 347,397   589,995
25 Contributions, gifts, grants paid....... 3,071,933 3,071,933
26 Total expenses and disbursements. Add lines 24 and 25 4,052,325 347,397   3,661,928
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,700
b Net investment income (if negative, enter -0-) 3,718,628
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,152,659 1,253,528 1,253,528
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 71,796,092 Click to see attachment
List of Attached Documents:
// Content
78,379,992 		78,379,992
c Investments—corporate bonds (attach schedule)....... 8,449,266 Click to see attachment
List of Attached Documents:
// Content
8,341,949 		8,341,949
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,769 Click to see attachment
List of Attached Documents:
// Content
31,803 		31,803
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
77,009 		Click to see attachment
List of Attached Documents:
// Content
77,491 		Click to see attachment
List of Attached Documents:
// Content
77,491
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,513,795 88,084,763 88,084,763
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 81,513,795 88,084,763
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 81,513,795 88,084,763
30 Total liabilities and net assets/fund balances (see instructions). 81,513,795 88,084,763
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
81,513,795
2
Enter amount from Part I, line 27a .....................
2
13,700
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,557,268
4
Add lines 1, 2, and 3 ..........................
4
88,084,763
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
88,084,763
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,775,774   7,778,879 1,996,895
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,996,895
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,996,895
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 51,689
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 51,689
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 51,689
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 43,768
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,768
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,921
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.THESTATENISLANDFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (718) 697-2832

Located atright arrow260 CHRISTOPHER LANE SUITE 3BSTATEN ISLANDNY ZIP+4right arrow10314
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KATHRYN KRAUSE ROONEY CHAIR
3.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
ALFRED C CERULLO III VICE CHAIR
3.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
LENORE F PULEO TREASURER
3.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
JILL O'DONNELL-TORMEY PHD SECRETARY
3.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
SUZANNE STIRN AINSLIE DIRECTOR
1.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
DR PHYLLIS CURETON DIRECTOR
1.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
ALICE B DIAMOND DIRECTOR
1.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
DANIEL L MASTER JR DIRECTOR
1.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
DOLORES N MORRIS DIRECTOR
1.00 		0 0 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
LAURA JEAN WATTERS EXECUTIVE DIRECTOR
40.00 		173,275 16,742 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SHAKERIA MCPHERSON PROGRAM OFFICER
40.00 		80,002 23,235 0
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NEUBERGER BERMAN CUST. & INVEST. MGMT 238,995
PO BOX 145443
CINCINNATI,OH45250
VANGUARD CUST. & INVEST. MGMT 70,407
PO BOX 3009
MONROE,WI53566
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
82,122,537
b
Average of monthly cash balances.......................
1b
1,202,014
c
Fair market value of all other assets (see instructions)................
1c
111,792
d
Total (add lines 1a, b, and c).........................
1d
83,436,343
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
83,436,343
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,251,545
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,184,798
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,109,240
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,109,240
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
51,689
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
51,689
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,057,551
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,057,551
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,057,551
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,661,928
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,661,928
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,057,551
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 329,532
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,661,928
a Applied to 2022, but not more than line 2a 329,532
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,332,396
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		725,155
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAURA JEAN WATTERS EXECUTIVE DIRECT
260 CHRISTOPHER LANE SUITE 3B
STATEN ISLAND,NY10314
(718) 697-2831
WATTERS@THESTATENISLANDFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE ONLY ACCEPTED ELECTRONICALLY VIA THE FOUNDATION'S WEBSITE - WWW.THESTATENISLANDFOUNDATION.ORG THE FOUNDATION SUPPORTS ORGANIZATIONS WITH CURRENT 501(C)3 STATUS THAT SERVE STATEN ISLAND RESIDENTS. FOR PRIOR GRANTEES TO BE ELIGIBLE, ALL REQUIRED REPORTS MUST BE SUBMITTED. THE FOUNDATION SUPPORTS ORGANIZATIONS WITH ESTABLISHED TRACK RECORDS AND DEMONSTRATED FINANCIAL CAPACITY.
cAny submission deadlines:
SUBMISSION DEADLINES ARE GENERALLY DECEMBER 1ST; FEBRUARY 1ST; APRIL 1ST; AND AUGUST 1ST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION LOOKS FOR PROJECTS OF 501(C)3 ORGANIZATIONS WITH THE FOLLOWING CHARACTERISTICS: - PROJECTS THAT CLEARLY AND DIRECTLY BENEFIT THE STATEN ISLAND COMMUNITY WITH MEASURABLE, LONG-TERM RESULTS - PROJECTS THAT DEMONSTRATE THEIR COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION - PROJECTS THAT CAN BE EFFECTIVELY IMPLEMENTED AND ULTIMATELY CONTINUED WITHOUT OUR FUNDING - PROJECTS THAT CONTRIBUTE TO ONE OF THE COLLECTIVE IMPACT INITIATIVES SUPPORTED BY THE FOUNDATION THE FOUNDATION DOES NOT FUND: RENOVATIONS/REPAIRS TO PLACES OF WORSHIP, SCHOLARSHIPS, FUNDRAISING EVENT SPONSORSHIPS, JOURNAL ADS, OR YEARBOOK ADS, PRIVATE FOUNDATIONS OR INDIVIDUALS, POLITICAL CAUSES, CANDIDATES OR LOBBYING EFFORTS, MEDICAL RESEARCH, CEMETERY ASSOCIATIONS, ANIMAL WELFARE GROUPS, FRATERNAL AND VETERANS ORGANIZATIONS, BUSINESS, PROFESSIONAL AND CIVIC ASSOCIATIONS OR CLUBS, MEMORIAL FUNDRAISING, TICKETS TO EVENTS, REQUESTS FROM SOLICITORS ON BEHALF OF AN ORGANIZATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A VERY SPECIAL PLACE

49 CEDAR GROVE AVENUE
STATEN ISLAND,NY10306 		N/A PC ELIZABETH DUBOVSKY FELLOWSHIP 30,000

AFRICAN REFUGE INC

185 PARKHILL AVE SUIT LB
STATEN ISLAND,NY10304 		N/A PC STAFF AND PROGRAM SUPPORT FOR PROGRAMS 70,000

AIRWAY REVOLUTION FOUNDATION INC

15 ST PAULS AVE
STATEN ISLAND,NY10301 		N/A PC CHILDHOOD DEVELOP HEALTH ISSUE 10,000

ALVIN AILEY DANCE FOUNDATION

405 WEST 55TH STREET
NEW YORK,NY10019 		N/A PC AILEY DANCE KIDS RESIDENCIES 60,000

BEE-U INC

242 TALBOT PL
STATEN ISLAND,NY10301 		N/A PC URBAN YOUTH FELLOWSHIP PROGRAM 10,000

BRIDGE PREPARATORY CHARTER SCHOOL

715 OCEAN TERRACE BUILDING A
STATEN ISLAND,NY10301 		N/A PC TEACHER TRAINING ON DYSLEXIA CHALLENGES 25,000

BROTHERS CARE INC

215 TRANTOR PLACE SUITE 3A GRANITE
AVENUE
STATEN ISLAND,NY10302 		N/A PC EVENT FOOD SUPPLIES CLOTHING 5,000

CANDID (THE FOUNDATION CENTER)

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		N/A PC STRENGTHEN UNDER RESOURCED NON PROFITS 5,000

CAUSE EFFECTIVE

505 8TH AVENUE SUITE 1212
NEW YORK,NY10018 		N/A PC INTERIM EXECUTIVE DIRECTOR 50,000

CITIZENS COMMITTEE FOR NEW YORK CITY

77 WATER STREET SUITE 202
NEW YORK,NY10005 		N/A PC SUPPORT MICRO GRANTS AND COLLABORATION TRAINING 25,000

COLLEGE OF STATEN ISLAND FOUNDATION

2800 VICTORY BOULEVARD 1A ROOM 401
STATEN ISLAND,NY10314 		N/A PC GIFT MADE ALFRED CERULLO 2,000

COMMUNITY HEALTH ACTION OF STATEN ISLAND

56 BAY STREET 4TH FLOOR
STATEN ISLAND,NY10301 		N/A PC FUNDING PROJECT CONSULT 40,000

COMMUNITY SERVICE SOCIETY

633 3RD AVENUE 10TH FLOOR
NEW YORK,NY10017 		N/A PC AMERICORPS SENIORS RSVP VOLUNT 50,000

COOKE SCHOOL AND INSTITUTE

1713 MADISON AVENUE
NEW YORK,NY10029 		N/A PC PROFESSIONAL DEVELOPMENT FOR TEACHERS 50,000

CRIMSONRISE INC

394 HENDERSON AVENUE
STATEN ISLAND,NY10310 		N/A PC EMP MATCHING GIFT LENORE PULEO 10,000

DAYTOP SAMARITAN VILLAGE

1915 FOREST AVE
STATEN ISLAND,NY10303 		N/A PC 3 PEER INTERNSHIP SUPPORT SERV 50,000

EDEN II - EFT-ACH

15 BEACH STREET
STATEN ISLAND,NY10304 		N/A PC EMP MATCHING GIFT DANIEL 3,000

EIBS POND EDUCATION PROGRAM

50 DONGAN HILLS AVENUE
STATEN ISLAND,NY10306 		N/A PC STIPENDS FOR YOUTH LEADERS 12,000

FORGOTTEN FOODS CENTER

434 LISK AVENUE
STATEN ISLAND,NY10303 		N/A PC 6 MONTH INTERNSHIP FOOD SECURITY 10,000

FRESHKILLS PARK ALLIANCE

PO BOX 719
NEW YORK,NY10272 		N/A PC SUPPORT FULL TIME DEVELOPMENT POSITION 75,000

FRIENDS OF ALICE AUSTEN HOUSE

2 HYLAN BOULEVARD
STATEN ISLAND,NY10305 		N/A PC PHOTOGRAPHIC STORYTELLING PROG 25,000

FRIENDS OF NEW WORLD PREP

355 MORNINGSTAR RD
STATEN ISLAND,NY10303 		N/A PC TO COMPLETE NEW FACILITY 50,000

FRIENDS OF OLMSTED BEIL HOUSE

PO BOX 120095
STATEN ISLAND,NY10312 		N/A PC HISTORIC PRESERVATION PLAN 50,000

GATEWAY CHURCH DBA GATEWAY CATHEDRAL

200 BOSCOMBE AVENUE
STATEN ISLAND,NY10309 		N/A PC EMPLOYEE MATCHING GIFT 2,000

GEORGE L ELBERT INTERMEDIATE SCHOOL - IS2

333 MIDLAND AVENUE
STATEN ISLAND,NY10306 		N/A PC GIFT CHRISTINA KUHN EMPLOYEE 250

HISTORIC HOUSE TRUST OF NYC

830 FIFTH AVENUE THE ARSENAL ROOM
203
NEW YORK,NY10065 		N/A PC MATCHING GIFT SUZZANNE AINSLIE 736

HUNGER FREE AMERICA

50 BROAD STREET SUITE 1103
NEW YORK,NY10004 		N/A PC PARTIAL SALARY OF WIC SPECIALIST 40,000

ILLUMINART PRODUCTIONS

29 PUTTERS COURT
STATEN ISLAND,NY10301 		N/A PC SUPPORT WRITE PLAY RESI 5 STUD 30,000

INTEGRATION CHARTER SCHOOLS - ICS

1441 SOUTH AVENUE
NEW YORK,NY10301 		N/A PC PROFESSIONAL DEVELOPMENT FOR TEACHERS 40,000

JEWISH COMMUNITY CENTER OF STATEN ISLAND

1466 MANOR ROAD
STATEN ISLAND,NY10304 		N/A PC EMP MATCHING GIFT DANIEL MASTER 1,500

K WOODS FOUNDATION

1950 CLOVE ROAD SUITE 345
STATEN ISLAND,NY10304 		N/A PC SUMMER CAMP PROGRAM 35,000

LAWYERS ALLIANCE FOR NEW YORK

171 MADISON AVENUE
NEW YORK,NY10016 		N/A PC STATEN ISLAND PROJECT PERSONNEL 17,500

LITERACY INC

MS SHARI LEVINE 5030 BROADWAY STE
641
NEW YORK,NY10034 		N/A PC SUPPORT COMMUNITY LITERACY MODEL 50,000

LITERACY PARTNERS INC

75 MAIDEN LANE SUITE 1102
NEW YORK,NY10038 		N/A PC LOW INCOME SPANISH SPEAKING CARE GIVERS LITERACY 40,000

MAKE THE ROAD NEW YORK

301 GROVE STREET
BROOKLYN,NY11237 		N/A PC ENGLISH SPEAKER LANGUAGE ESOL 50,000

MAKER PARK RADIO INC

37 VALENCIA AVENUE
STATEN ISLAND,NY10304 		N/A PC SUPPORT SONIQ LAB WORKSHOP 45,000

MCKEE VOCATIONAL AND TECHNICAL HIGH SCHOOL

290 ST MARKS PLACE
STATEN ISLAND,NY10301 		N/A PC FUNDS PROF DEVLOP AVID STUDENT 9,999

MOORE CATHOLIC HIGH SCHOOL

100 MERRILL AVENUE
STATEN ISLAND,NY10314 		N/A PC EMPLOYEE MATCHING GIFT 2,500

NATIONAL LIGHTHOUSE MUSEUM

30 BAY ST SUITE 501
STATEN ISLAND,NY10301 		N/A PC RETAIN EXIT STAFF AFTER LOSS 25,000

NEW YORK LANDMARKS CONSERVANCY

ONE WHITEHALL STREET 21ST FLOOR
NEW YORK,NY10004 		N/A PC NATIONAL REGISTER FOR HISTORIC PLACES 30,000

NOEL POINTER FOUNDATION

1368 FULTON STREET
BROOKLYN,NY11216 		N/A PC TEACHING ARTISTS FRONTLINE 25,000

NOTRE DAME ACADEMY HIGH SCHOOL

90 HOWARD AVENUE
STATEN ISLAND,NY10301 		N/A PC DIRECTOR /EMPLOYEE MATCHING JILL O DONNEL TORNEY 5,000

NOTRE DAME ACADEMY HIGH SCHOOL

90 HOWARD AVENUE
STATEN ISLAND,NY103014498 		N/A PC DIRECTOR /EMPLOYEE MATCHING JOHN MORRIS 500

NY CENTER FOR INTERPERSONAL DEVELOPMENT

130 STUYVESANT PLACE 5TH FLOOR
STATEN ISLAND,NY10301 		N/A PC THE DELTA ACADEMY STUDENT 75,000

NYC ARTS CYPHER

12 BROAD STREET
STATEN ISLAND,NY10301 		N/A PC SUPPORT YOUTH ARTS PROGRAM 5,000

NYC DEPARTMENT OF EDUCATION

PUBLIC SCHOOL 16 80 MONROE AVENUE
STATEN ISLAND,NY10301 		N/A PC NYC DEPARTMENT OF EDUCATION 9,999

NYC DIGITAL MEDIA CENTER INC

38 FILLMORE STREET
STATEN ISLAND,NY10301 		N/A PC ON HANDS AND ON SITE PROGRAM 40,000

NYCPS ARTS OFFICE

52 CHAMBERS STREET
NEW YORK,NY10007 		N/A PC PURCHASE OF 28 INSTRUMENTS EQUIP 9,999

PARTNERSHIP WITH CHILDREN

299 BROADWAY SUITE 1300
NEW YORK,NY10007 		N/A PC SUPPORT FOR SOCIAL WORK DIRECTOR 50,000

PEAK GRANTMAKING

16666 K STREET NW SUITE 440
WASHINGTON DC,DC20006 		N/A PC MEMBERSHIP SUPPORT 2023 2,000

PER SCHOLAS

804 EAST 138TH STREET 2ND FLOOR
BRONX,NY10454 		N/A PC TUITION-FREE TECH TRAINING 50,000

PERSON CENTERED CARE SERVICES

150 GRANITE AVENUE
STATEN ISLAND,NY10303 		N/A PC ELIZABETH DUBOVSKY FELLOWSHIP 42,000

PERSON CENTERED CARE SERVICES

150 GRANITE AVENUE
STATEN ISLAND,NY10303 		N/A PC PURCHASE OF WHEEL CHAIR ACCESSIBLE VEHICLE 42,500

PHILANTHORPY NEW YORK

320 EAST 43RD STREET
NEW YORK,NY10017 		N/A PC PHILANTHROPY NEW YORK MEMBERSHIP 7,250

PHILHARMONIC-SYMPHONY SOCIETY OF NY INC

10 LINCOLN CENTER PLAZA AVERY
FISHER HALL
NEW YORK,NY10023 		N/A PC 19 WEEK MUSIC PROGRAM PS 26 30,000

POWERMYLEARNING

228 PARK AVENUE SOUTH
NEW YORK,NY10018 		N/A PC PROFESSIONAL DEVELOPMENT PS 21 10,000

PRIDE CENTER OF STATEN ISLAND -EFT-ACH

66 WILLOW AVENUE SUITE 202
STATEN ISLAND,NY10305 		N/A PC DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY ALFRED CERULLO 500

PROJECT HOSPITALITY-EFT-ACH

100 PARK AVENUE
STATEN ISLAND,NY10302 		N/A PC SUPPORT NEW STRATEGIC PLAN 75,000

PS 65-THE ACADEMY OF INNOVATIVE LEARNING

98 GRANT STREET
STATEN ISLAND,NY10301 		N/A PC ESTABLISH PS 65 THEATRE COMPANY 9,999

REACH OUT AND READ OF GREATER NEW YORK

105 W 86TH STREET
NEW YORK,NY10024 		N/A PC NEW BOOKS CHILDREN LITERACY 35,000

READ ALLIANCE INC

160 BROADWAY 8TH FLOOR
NEW YORK,NY10038 		N/A PC SUPPORT LITERACY OF K-2 GRADE STUDENTS 50,000

RESEARCH FOUNDATIONCITY UNIVERSITY OF NEW YORK

230 WEST 41ST STREET
NEW YORK,NY10036 		N/A PC SUPPORT ACTIVITIES OF SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES 25,000

RICHMOND MEDICAL CENTER

355 BARD AVENUE
STATEN ISLAND,NY10310 		N/A PC SUPPORT SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES 400,000

RICHMOND MEDICAL CENTER

355 BARD AVENUE
STATEN ISLAND,NY10310 		N/A PC DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY DANIEL MASTER 10,000

RICHMOND MEDICAL CENTER

355 BARD AVENUE
STATEN ISLAND,NY10310 		N/A PC DIRECTOR/EMPLOYEE MATCHING GIFT MADE BY ALICE DIAMOND 2,000

RICHMOND UNIVERSITY MEDICAL CENTER FOUNDATION - EFT-ACH

355 BARD AVENUE
STATEN ISLAND,NY10310 		N/A PC EMP GIFT BY JILL O'DONNELL 3,030

ROC - A - NATURAL CULTURAL FOUNDATION

18 WAVERLY PLACE
STATEN ISLAND,NY10304 		N/A PC SUPPORT 2023 JUNETEENTH EDUCATION EVENTS 5,000

SAFE HORIZON

2 LAFAYETTE STREET
NEW YORK,NY10001 		N/A PC SAFE WAY FORWARD DOMESTIC 50,000

SEAMEN'S SOCIETY FOR CHILDREN & FAMILIES

50 BAY STREET
STATEN ISLAND,NY10301 		N/A PC GIFT SUZANNE AINSLIE 2,500

STATEN ISLAND COMMUNITY JOB CENTER LA COIMENA

774 PORT RICHMOND AVE
STATEN ISLAND,NY10302 		N/A PC SUPPORT A FULL TIME FINANCE ASSOCIATE 50,000

STATEN ISLAND WOMEN INC

1441 SOUTH AVENUE
STATEN ISLAND,NY10314 		N/A PC GIFT KATHRYN ROONEY 20,000

SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH

1000 RICHMOND TERRACE
STATEN ISLAND,NY10310 		N/A PC EMP MATCHING GIFT LAURA JEAN 250

SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH

1000 RICHMOND TERRACE
STATEN ISLAND,NY10310 		N/A PC GIFT ALFRED CERULLO 6,477

SNUG HARBOR CULTURAL CENTER & BOTANICAL GARDEN - EFT-ACH

1000 RICHMOND TERRACE
STATEN ISLAND,NY10310 		N/A PC CONSULTING FEES OF BRAND REFRESH 100,000

ST GEORGE THEATRE RESTORATION INC

35 HYATT STREET
STATEN ISLAND,NY10301 		N/A PC MATCHING GIFT MADE ALFRED 2,630

STATEN ISLAND ACADEMY

715 TODT HILL ROAD
STATEN ISLAND,NY10304 		N/A PC EMP MATCH GIFT DANIEL MASTER 1,000

STATEN ISLAND ACADEMY

715 TODT HILL ROAD
STATEN ISLAND,NY10304 		N/A PC GIFT SUZZANE AINSILE 2,500

STATEN ISLAND CHILDREN'S MUSEUM

1000 RICHMOND TERRACE
STATEN ISLAND,NY103011181 		N/A PC TO TRAIN FRONTLINE STAFFS 50,000

STATEN ISLAND COMMUNITY ALLIANCE CORP

46 FRANKLIN AVENUE
STATEN ISLAND,NY10301 		N/A PC PLANNING JUNETEENTH FESTIVAL 5,000

STATEN ISLAND ECONOMIC DEVELOPMENT CORP

900 SOUTH AVE STE 402
STATEN ISLAND,NY10314 		N/A PC SUPPORT CONSULT ADMIN ESTABLISH 50,000

STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES

1000 RICHMOND TERRACE BLDG A
STATEN ISLAND,NY10301 		N/A PC TO STRENGTHEN STAFF STRUCTURE 80,000

STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES

1000 RICHMOND TERRACE BLDG A
STATEN ISLAND,NY10301 		N/A PC EMP MATCH GIFT DOLORES MORRIS 1,250

STATEN ISLAND INSTITUTE OF ARTS AND SCIENCES

1000 RICHMOND TERRACE BLDG A
STATEN ISLAND,NY10301 		N/A PC DIRECTOR EMP GIFT DANIEL MASTER 1,500

STATEN ISLAND MENTAL HEALTH SOCIETY

669 CASTLETON AVENUE
STATEN ISLAND,NY10301 		N/A PC MENTAL HEALTH SYMPOSIUM 5,000

STATEN ISLAND SHAKESPEAREAN THEATRE COMPANY INC

126 GALLOWAY AVENUE
STATEN ISLAND,NY10302 		N/A PC SUPPORT RENT COST 15,000

SUNDOG THEATRE

PO BOX 183
NEW YORK,NY10301 		N/A PC SUPPORT PROFESSIONAL DEVELOPMENT FEES SPRING 2024 22,500

TADA YOUTH THEATRE

15 WEST 28TH STREET
NEW YORK,NY10001 		N/A PC MUSICAL THEATER PROGRAMMING FOR STUDENTS 45,315

TALKING EYES MEDIA

110 MONTCLAIR AVENUE
MONTCLAIR,NJ07042 		N/A PC SUPPORT DOCUMENTARY "STATEN ISLAND GRAVEYARD" 5,000

THE FUND FOR PUBLIC SCHOOLS INC

52 CHAMBERS STREET SUITE 305
NEW YORK,NY10007 		N/A PC TEACHING STAFF ORTON GILLINGHAM 39,500

THE MAKEUP ON WHEELS FOUNDATION

1444 CLOVE ROAD
STATEN ISLAND,NY10301 		N/A PC PROMOTE AWARENESS OUTREACH 5,000

THE NEW YORK FOUNDLING

590 AVENUE OF THE AMERICAS
NEW YORK,NY10011 		N/A PC EARLY CHILDHOOD DEVELOPMENT 50,000

THE NOBLE MARITIME COLLECTION

1000 RICHMOND TERRACE BUILDING D
STATEN ISLAND,NY10301 		N/A PC PORTION STAFF TIME SOFTWARE 50,000

THE STATEN ISLAND PARTNERSHIP FOR COMMUNITY WELLNESS INC

C/O MS KATHY KENNEDY 444 ST MARKS
PLACE 3RD FLOOR
STATEN ISLAND,NY10301 		N/A PC SUPPORT COMMUNICATION STRATEGY 75,000

THE SYLVIA CENTER

2417 3RD AVENUE
NEW YORK,NY10451 		N/A PC SUPPORT STATEN ISLAND FOOD 30,000

UNITY GAMES INC

2052 RICHMOND ROAD
STATEN ISLAND,NY10306 		N/A PC 2024 UNITY GAMES PURCHASE UNIFORM 10,000

URBAN HOPE NYC

77 ALASKA STREET
STATEN ISLAND,NY10310 		N/A PC FUND LITERACY PROGRAM PERSONNEL 50,000

WAGNER COLLEGE

ONE CAMPUS ROAD
STATEN ISLAND,NY10301 		N/A PC DIRECTOR EMP GIFT DANIEL MASTER 250

WAGNER COLLEGE

ONE CAMPUS ROAD
STATEN ISLAND,NY10301 		N/A PC STIPENDS AND OFFICE ACTIVITY MATERIALS 30,000

WAVERLY ACADEMY OF EMPOWERED LEARNERS

45 WAVERLY PLACE
STATEN ISLAND,NY10304 		N/A PC SUNDOG THEATRE WILL WORK 90 9,999

YOUTH JUSTICE NETWORK

63 W 125TH STREETA9A105
NEW YORK,NY10027 		N/A PC SUPPORT "SHIFTING GEARS" PERSONNEL AND SUPPLIES 50,000
Total .................................right arrow 3a 3,071,933
bApproved for future payment

NYU SILVER SCHOOL OF SOCIAL WORK
1 WASHINGTON SQUARE NORTH
NEW YORK,NY10003 		N/A PC ADAPTIVE LEADERSHIP LAB TO STRENGTHEN THE CAPACITY OF STATEN ISLAND'S SOCIAL WORK COMMUNITY TO TACKLE CHALLENGES IN THEIR WORK 50,000

NY EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT INSTITUTE
16 COURT STREET 31ST FLOOR
BROOKLYN,NY11241 		N/A PC SUPPORT FOR THE BACKBONE ACTIVITIES OF THE SI ALLIANCE FOR NORTH SHORE CHILDREN AND FAMILIES, A COLLECTIVE IMPACT EFFORT TO IMPROVE OUTCOMES FOR CHILDREN 0 TO 8 YEARS OF AGE 175,000

THE NEW YORK FOUNDLING
590 AVENUE OF THE AMERICAS
NEW YORK,NY10011 		N/A PC GRANT FUNDING WILL HELP RETAIN AND TRAIN QUALIFIED STAFF WHILE CONTRIBUTING TO THE SUSTAINABILITY OF OUR SERVICES 50,000

FIRST UNITED CHRISTIAN CHURCH
109 VICTORY BOULEVARD
STATEN ISLAND,NY10301 		N/A PC STIPENDS FOR PANTRY VOLUNTEERS 5,000

OUT OF THE STORM SENIOR SERVICES
1110 SOUTH AVENUE STE 404
STATEN ISLAND,NY10314 		N/A PC FUNDING WILL BE USED FOR CASE MANAGERS FOR 8-10 RESIDENTS 15,000

DREYFUS INTERMEDIATE SCHOOL 49
101 WARREN STREET
STATEN ISLAND,NY10304 		N/A PC TO PURCHASE WASHER, DRYER AND RELATED SUPPLIES 4,000

SI NFP ASSOCIATION DBA NONPROFIT STATEN ISLAND
PO BOX 141292
STATEN ISLAND,NY10314 		N/A PC TO STRENGTHEN STAFF CAPACITY, OPERATIONS, AND SUSTAINABILITY STRATEGIES THAT ENABLE SUPPORT TO THE STATEN ISLAND NONPROFIT SECTOR 50,000

PARTNERSHIP WITH CHILDREN
299 BROADWAY SUITE 1300
NEW YORK,NY10007 		N/A PC SUPPORT SOCIAL WORK DIRECTOR AT IS 49 50,000

RICHMOND MEDICAL CENTER
355 BARD AVENUE
STATEN ISLAND,NY10310 		N/A PC DIRECTOR/EMPLOYEE MATCHING GIFT 2,000,000

FRIENDS OF NEW WORLD PREP
24 CENTRAL PARK SOUTH
NEW YORK,NY10019 		N/A PC NEW FACILITY 150,000
Total ................................. right arrow 3b 2,549,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 296,068  
4 Dividends and interest from securities ....     14 1,773,062  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,996,895  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,066,025 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,066,025
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT AND TAX SERVICES 27,700 11,080   16,620
BTQ FINANCIAL - ACCOUNTING SERVICES 30,552 12,221   18,331

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Name of Bond End of Year Book Value End of Year Fair Market Value
EQUINIX INC 212,523 212,523
ABBVIE INC NOTE CALL MAKE WHOLE 3.60000% 329,580 329,580
EQUINIX INC 13,553 13,553
EQUIFAX INC NOTE CALL MAKE WHOLE 111,407 111,407
WEC ENERGY GROUP INC NOTE CALL MAKE 316,816 316,816
SERVICENOW INC NOTE CALL MAKE WHOLE 194,849 194,849
ALTRIA GROUP INC 213,913 213,913
EQUINIX INC NOTE CALL MAKE WHOLE 328,571 328,571
PAYPAL HLDGS INC 283,932 283,932
UNITEDHEALTH GROUP INC NOTE 2.95000% 282,033 282,033
MCDONALDS CORP MTN CALL MAKE WHOLE 287,496 287,496
BOEING CO NOTE CALL MAKE WHOLE 4.87500% 296,814 296,814
HCA INC. NOTE CALL MAKE WHOLE 5.37500% 298,986 298,986
EXPEDIA GROUP INC SER B NOTE 5.00000% 297,714 297,714
T MOBILE USA INC NOTE CALL MAKE WHOLE 323,360 323,360
CDW LLC / CDW FIN CORP NOTE 4.12500% 319,615 319,615
AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 334,264 334,264
ORACLE CORP NOTE CALL MAKE WHOLE 342,958 342,958
JPMORGAN CHASE &CO 340,991 340,991
CENTENE CORP DEL SER B NOTE 4.62500% 354,686 354,686
NEXTERA ENERGY CAP HLDGS INC BOND 306,745 306,745
AMGEN INC NOTE CALL MAKE WHOLE 5.25000% 319,354 319,354
ZIMMER BIOMET HOLDINGS INC NOTE 3.55000% 314,669 314,669
ADOBE INC NOTE CALL MAKE WHOLE 233,170 233,170
AUTODESK INC NOTE CALL MAKE WHOLE 325,560 325,560
INTUIT NOTE CALL MAKE WHOLE 333,046 333,046
KEURIG DR PEPPER INC NOTE CALL MAKE 349,479 349,479
WORKDAY INC NOTE CALL MAKE WHOLE 328,325 328,325
L3HARRIS TECHNOLOGIES INC 347,540 347,540

TY 2023 InvestmentsCorpStockSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Name of Stock End of Year Book Value End of Year Fair Market Value
(MUTUAL FUND) VANGUARD INTER-TERM INVEST-GR ADM 2,321,355 2,321,355
(MUTUAL FUND) VANGUARD LONG -TERM INVEST-GR ADM 1,588,892 1,588,892
(MUTUAL FUND) VANGUARD REAL ESTATE INDEX ADMIRAL 2,751,772 2,751,772
(MUTUAL FUND) VANGUARD SHORT-TERM INVEST-GR ADM 3,576,580 3,576,580
(MUTUAL FUND) VANGUARD TOTAL BOND MKT INDEX INST 7,443,952 7,443,952
(MUTUAL FUND) VANGUARD TOTAL INTL STOCK IX INST 15,063,474 15,063,474
(MUTUAL FUND) VANGUARD TOTAL STOCK MKT IDX INST 25,308,412 25,308,412
DOLLAR TREE INC 364,940 364,940
CME GROUP INC 311,611 311,611
CENTERPOINT ENERGY INC COM 402,740 402,740
CDW CORP 207,052 207,052
BROOKFIELD INFRASTRUCTURE PARTN L.P 308,014 308,014
ABBVIE INC COM 403,072 403,072
ALPHABET INC 664,848 664,848
AMAZON.COM INC 979,778 979,778
AMPHENOL CORP 565,908 565,908
ANALOG DEVICES INC COM 285,325 285,325
APPLE INC 996,233 996,233
BOSTON SCIENTIFIC CORP 500,565 500,565
EQUIFAX INC COM USD 1.25 406,121 406,121
JACOBS SOLUTIONS INC COM 380,710 380,710
WASTE MANAGEMENT INC 469,348 469,348
WALMART INC 538,295 538,295
VISA INC 419,952 419,952
UNITEDHEALTH GROUP 369,214 369,214
UNION PAC CORP COM 486,459 486,459
TJX COMPANIES INC 520,223 520,223
THERMO FISHER SCIENTIFIC INC 373,275 373,275
TE CONNECTIVITY LTD 300,860 300,860
SERVICENOW INC 341,415 341,415
SALESFORCE.COM INC 546,338 546,338
NVENT ELECTRIC PLC COM 413,694 413,694
NEXTERA ENERGY INC 474,427 474,427
MICROSOFT CORP 1,877,190 1,877,190
MCDONALDS CORP 484,196 484,196
KEURIG DR PEPPER INC COM 474,280 474,280
JPMORGAN CHASE & CO 460,142 460,142
JOHNSON & JOHNSON 274,927 274,927
S&P GLOBAL INC COM 579,800 579,800
BROOKFIELD ASSET MGMT 509,870 509,870
MATCH GROUP INC NEW COM 385,826 385,826
NIKE INC CLASS B COM NPV 290,175 290,175
CHEVRON CORP NEW COM 516,186 516,186
AVERY DENNISON CORP COM USD1 240,515 240,515
META PLATFORMS INC CLASS A COMMON STOCK 958,018 958,018
SYNOPSYS INC 303,481 303,481
WAYSTAR HLDG CORP COM 223,600 223,600
WORKDAY INC COM USD0.001 CL A 340,929 340,929
FIRSTENERGY CORP COM USD0.10 376,003 376,003

TY 2023 InvestmentsOtherSchedule2
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A AT COST 31,803 31,803

TY 2023 OtherAssetsSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 77,009 77,491 77,491


TY 2023 OtherExpensesSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 1,565 0   1,565
FILING FEES 2,332 0   2,332
INSURANCE 11,572 0   11,572
OTHER OFFICE EXPENSES 27,774 0   27,774
PAYROLL PROCESSING FEE 2,053 0   2,053
SOFTWARE EXPENSE 11,722 0   11,722
BUSINESS MEALS 1,906 0   1,906


TY 2023 OtherIncreasesSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Description Amount
CHANGE IN FAIR VALUE OF INVESTMENTS 6,557,268


TY 2023 OtherProfessionalFeesSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEUBERGER BERMAN - INVESTMENT MANAGEMENT FEES 238,995 238,995   0
VANGUARD - INVESTMENT MANAGEMENT FEES 70,407 70,407   0
IT FEES 5,368 0   5,368
JP MORGAN - INVESTMENT MANAGEMENT FEES 2,801 2,801   0
OTHER CONSULTING FEES 7,038 0   7,038


TY 2023 TaxesSchedule
Name:
THE STATEN ISLAND FOUNDATION
EIN:
13-3993115
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 43,000 0   0
FOREIGN TAXES 5,031 5,031   0