-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
DARYL & STEVEN ROTH FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
INTERSTATE PROP 210 ROUTE 4 EAST
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARAMUS
,
NJ
07652
A Employer identification number
22-3339611
B
Telephone number (see instructions)
(201) 587-1000
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,870,970
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,150,000
2
Check
.............
3
Interest on savings and temporary cash investments
12
12
4
Dividends and interest from securities
...
100,476
100,476
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-1,611
b
Gross sales price for all assets on line 6a
601,239
7
Capital gain net income (from Part IV, line 2)
...
0
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
........
2,248,877
100,488
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
0
25
Contributions, gifts, grants paid
.......
2,638,150
2,638,150
26
Total expenses and disbursements.
Add lines 24 and 25
2,638,150
0
0
2,638,150
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-389,273
b
Net investment income
(if negative, enter -0-)
100,488
c
Adjusted net income
(if negative, enter -0-)
...
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
88,332
204,552
204,552
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
2,038,855
List of Attached Documents:
// Content
1,533,362
1,666,418
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,127,187
1,737,914
1,870,970
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
2,127,187
1,737,914
29
Total net assets or fund balances
(see instructions)
.....
2,127,187
1,737,914
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,127,187
1,737,914
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
2,127,187
2
Enter amount from Part I, line 27a
.....................
2
-389,273
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,737,914
5
Decreases not included in line 2 (itemize)
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
1,737,914
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
60,121.443 SHARES MSIF
2020-03-06
2023-12-31
b
CAPITAL GAINS DIVIDENDS
P
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
600,000
602,850
-2,850
b
1,239
1,239
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
-2,850
b
1,239
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-1,611
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
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
1,397
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
1,397
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
1,397
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
54,915
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
54,915
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
53,518
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
53,518
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
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)
NJ
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.
List of Attached Documents:
// Content
...............................
10
Yes
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 address
NONE
14
The books are in care of
STEVEN ROTH
Telephone no.
(201) 587-1000
Located at
210 ROUTE 4 EAST
PARAMUS
NJ
ZIP+4
07652
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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)
No
(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
c
Organizations relying on a current notice regarding disaster assistance check here
........
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
20
,
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.
20
,
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
.........
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
STEVEN ROTH
TRUSTEE
0.00
0
0
0
17 HEDGES LANE
E HAMPTON
,
NY
11937
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
NONE
Total
number of other employees paid over $50,000
...................
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
CONTRIBUTIONS TO RECOGNIZED CHARITIES.
2,638,150
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
.........................
0
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
1,903,454
b
Average of monthly cash balances
.......................
1b
146,442
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
2,049,896
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
2,049,896
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
30,748
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
2,019,148
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
100,957
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
100,957
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
1,397
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,397
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
99,560
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
99,560
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
99,560
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
2,638,150
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
2,638,150
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
99,560
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
1,112,939
b
From 2019
......
2,062,650
c
From 2020
......
8,660,638
d
From 2021
......
866,013
e
From 2022
......
1,031,781
f
Total
of lines 3a through e
........
13,734,021
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
2,638,150
a
Applied to 2022, but not more than line 2a
0
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
.....
99,560
e
Remaining amount distributed out of corpus
2,538,590
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
16,272,611
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
..........
0
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)
...
1,112,939
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
15,159,672
10
Analysis of line 9:
a
Excess from 2019
....
2,062,650
b
Excess from 2020
....
8,660,638
c
Excess from 2021
....
866,013
d
Excess from 2022
....
1,031,781
e
Excess from 2023
....
2,538,590
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
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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)
a
Paid during the year
92ND STREET Y
1395 LEXINGTON AVE
NEW YORK
,
NY
10128
NONE
PUBLIC CHARITIES
TO CREATE, PROVIDE AND DISSEMINATE PROGRAMS OF DISTINCTION THAT FOSTER THE PHYSICAL AND MENTAL HEALTH OF HUMAN BEINGS THROUGHOUT THEIR LIVES, THEIR EDUCATIONAL AND SPIRITUAL GROWTH AND THEIR ENJOYMENT.
1,800
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVE
THE BRONX
,
NY
10461
NONE
PUBLIC CHARITIES
TO ADVANCE BASIC SCIENCE, HEALTH-RELATED AND TRANSLATIONAL RESEARCH IN THE PUBLIC INTEREST, TRAIN ETHICAL COMPASSIONATE PHYSICIANS AND FACILITATE MEDICAL EDUCATION.
16,000
AMERICAN JEWISH COMMITTEE
PO BOX 7247
PHILADELPHIA
,
PA
19170
NONE
PUBLIC CHARITIES
TO ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE AND ISRAEL, AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES IN THE UNITED STATES AND AROUND.
50,000
ATLANTIC THEATER COMPANY
PO BOX 4302
CLIFTON
,
NJ
07012
NONE
PUBLIC CHARITIES
TO EMPOWER SIMPLE AND HONEST STORYTELLING THAT FOSTERS GREATER UNDERSTANDING OF OUR SHARED WORLD. ACROSS OUR WORK, WE ARE A FAMILY OF ARTISTS DEDICATED TO EXPLORING ESSENTIAL TRUTHS ONSTAGE, BE IT A SHOW AT ATLANTIC THEATER COMPANY OR A CLASS AT ATLANTIC ACTING SCHOOL. AS A PRODUCER, PRESENTER, AND EDUCATOR OF THEATER, WE ARE DRIVEN BY THE BELIEF THAT THEATER CAN CHALLENGE AND TRANSFORM OUR WAYS OF THINKING AND URGE US TO REFLECT ON OUR ROLE IN SOCIETY. WHATS MORE, WE ARE COMMITTED TO UNCOVERING AND CELEBRATING THE STORIES OF OUR VARIED HUMAN EXISTENCE FROM OUR TONY AWARD AND PULITZER PRIZE-WINNING PRODUCTIONS TO OUR COMMUNITY-BASED EDUCATION PROGRAMS.
1,000
BROADWAY BARKS
SHUBERT ALLEY W 44TH AND 45TH
BETWEEN BROADWAY AND 8TH AVE
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO HELP TO PROMOTE THE ADOPTION OF SHELTER ANIMALS.
10,000
BROADWAY CARES
165 W 46TH ST 1300
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO MOBILIZE THE UNIQUE ABILITIES WITHIN THE ENTERTAINMENT INDUSTRY TO MITIGATE THE SUFFERING OF INDIVIDUALS AFFECTED BY HIV/AIDS; (II) TO ENSURE DIRECT SUPPORT SPECIFICALLY THROUGH THE SOCIAL SERVICES AND PROGRAMS OF THE ACTORS FUND TO ALL INDIVIDUALS IN THE ENTERTAINMENT INDUSTRY AFFECTED BY CRITICAL HEALTH ISSUES, INCLUDING BUT NOT LIMITED TO HIV/AIDS; (III) TO SUPPORT ORGANIZATIONS ACROSS THE COUNTRY WHICH PROVIDE TREATMENT OR SERVICES FOR PEOPLE SPECIFICALLY AFFECTED BY HIV/AIDS AND THEIR FAMILIES; (IV) TO PROMOTE AND ENCOURAGE PUBLIC SUPPORT FOR NATIONAL AND INTERNATIONAL PROGRAMS AND SERVICES WHICH BENEFIT PEOPLE WITH HIV/AIDS; (V) TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF HIV/AIDS THROUGH THE CREATION AND DISSEMINATION OF EDUCATIONAL MATERIALS; (VI) TO SUPPORT EFFORTS BY THE ENTERTAINMENT INDUSTRY TO ADDRESS OTHER CRITICAL HEALTH ISSUES OR RESPOND TO AN EMERGENCY, IN EACH CASE AS APPROVED BY THE BOARD OF TRUSTEES; AND (VII) TO SUPPORT EFF
1,100
CHABAD AT DARTMOUTH
19 ALLEN ST
HANOVER
,
NH
03755
NONE
PUBLIC CHARITIES
THE VISION IS TO BRING JUDAISM TO EVERY SINGLE JEW ON EARTH, NO MATTER WHERE THEY DWELL. THE PHILOSOPHY IS TO BE INCLUSIVE OF ALL JEWS, REGARDLESS OF THEIR BACKGROUND.
50,000
CITY CENTER NYC
130 WEST 56TH ST
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
DEDICATED TO MAKING THE ARTS ACCESSIBLE TO THE BROADEST POSSIBLE AUDIENCE, CITY CENTER SEEKS TO CREATE A WELCOMING ENVIRONMENT AND ENGAGE ALL AUDIENCES WITH INSPIRING PROGRAMMING THAT REFLECTS THE ECLECTICISM, ENERGY, AND SPIRIT OF NEW YORK CITY.
25,000
DARTMOUTH COLLEGE
207 PARKHURST HALL
HANOVER
,
NH
03755
NONE
PUBLIC CHARITIES
TO SUPPORT UNIVERSITY IN ITS GOAL TO PROVIDE QUALITY HIGHER EDUCATION.
5,000
EN GARDE ARTS
109 BERGEN ST
BROOKLYN
,
NY
11201
NONE
PUBLIC CHARITIES
TO OFFER ACCESSIBLE THEATRE THAT EXPLORES THE SALIENT SOCIAL ISSUES OF OUR TIME.
1,000
FAMILY EQUALITY COUNCIL
475 PARK AVENUE SOUTH SUITE 2100
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITIES
O ENSURE THAT EVERYONE HAS THE FREEDOM TO FIND, FORM, AND SUSTAIN THEIR FAMILIES BY ADVANCING EQUALITY FOR THE LGBTQ+ COMMUNITY.
20,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PL
NEW YORK
,
NY
10029
NONE
PUBLIC CHARITIES
TO ADVANCE EDUCATION AND ISRESPONSIBLE FOR THE CERTIFICATION OF PHYSICIANS AT THE UNDERGRADUATE, GRADUATE ANDPOST-GRADUATE LEVELS AS WELL AS THE CERTIFICATION OF BIOMEDICAL SCIENTISTS AT THEGRADUATE LEVEL. TO CONDUCT RESEARCH IN THE AREAS OFBIOLOGICAL, SOCIAL AND PHYSICAL SCIENCES. TO PROVIDE BASIC & TERTIARY PHYSICIANSSERVICES AND LABORATORY TESTING SERVICES TO PATIENTS ON AN ONGOING BASIS.
25,000
IMPACTISRAEL INC
200 HIGHLAND AVE SUITE 301
NEEDHAM
,
MA
02494
NONE
PUBLIC CHARITIES
TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDEWINGATE YOUTH VILLAGE AND THE VILLAGE WAY EDUCATIONAL INITIATIVES INISRAEL.
25,000
JEWISH CENTER OF THE HAMPTONS
44 WOODS LN
EAST HAMPTON
,
NY
11937
NONE
PUBLIC CHARITIES
TO SUPPORT SYNAGOGUE IN SERVING AS THE JEWISH SPIRITUAL AND CULTURAL OASIS ON THE EAST END OF LONG ISLAND, IN MANHATTAN, AND BEYOND.
50,000
JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F ST NW
WASHINGTON
,
DC
20566
NONE
PUBLIC CHARITIES
TO HELP THE JOHN F. KENNEDY CENTER TO SERVE AS BOTH A PRESIDENTIAL MEMORIAL AND THE NATION'S CENTER FOR THE PERFORMING ARTS
250,000
KEEN THEATER COMPANY INC
520 8TH AVE 328
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO PRODUCE SINCERE PLAYS. THE ORGANIZATION SEEKS TO CREATE A CULTURE OF ARTISTS,TECHNICIANS, ADMINISTRATORS AND AUDIENCES WHO SHARE A DESIRE TO INVIGORATE THE THEATER WITH PRODUCTIONS THAT CONNECT EACH OTHER THROUGH HUMOR, HEART & HOPE.
1,000
LINCOLN CENTER THEATER
150 W 65TH ST
NEW YORK
,
NY
10023
NONE
PUBLIC CHARITIES
TO ENTERTAIN, INFORM AND INSPIRE OUR DIVERSE COMMUNITY THROUGH CINEMA, LIVE PERFORMANCE AND EDUCATIONAL PROGRAMS WHILE PRESERVING THE HISTORIC LINCOLN THEATRE.
50,000
LIVE OUT LOUD
25 BROADWAY 12TH FLOOR
NEW YORK
,
NY
10004
NONE
PUBLIC CHARITIES
TO PROVIDE LGBTQ+ YOUTH WITH ROLE MODELS, RESOURCES, AND OPPORTUNITIES TO HELP THEM DISCOVER THEIR OWN VOICE AND BECOME LEADERS OF CHANGE.
15,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET 8TH FLOOR
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO PRODUCE INNOVATIVE THEATRE OFTHE HIGHEST QUALITY BY AMERICAN AND INTERNATIONAL PLAYWRIGHTS, WITH A FOCUSON PRESENTING NEW YORK, AMERICAN, AND WORLD PREMIERES.
5,000
NEW DRAMATISTS INC
424 W 44TH ST
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO PROVIDE PLAYWRIGHTS WITH TIME, SPACE AND RESOURCES IN THE COMPANY OF GIFTED PEERS TO CREATE WORK, REALIZE THEIR ARTISTIC POTENTIAL, AND MAKE LASTING CONTRIBUTIONS TO THE THEATRE.
7,500
NEW YORK CITY POLICE FOUNDATION
555 5TH AVE
NEW YORK
,
NY
10017
NONE
PUBLIC CHARITIES
TO PROMOTE EXCELLENCE IN THE NYPD AND IMPROVE SAFETY IN NEW YORK CITY. THE FOUNDATION SUPPORTS PROGRAMS DESIGNED TO HELP THE NYPD KEEP PACE WITH RAPIDLY EVOLVING TECHNOLOGY, STRATEGIES AND TRAINING.
5,000
NEW YORK THEATRE WORKSHOP
79 E 4TH ST
NEW YORK
,
NY
10003
NONE
PUBLIC CHARITIES
TO PROVOKE, PRODUCE AND CULTIVATE THE WORK OF ARTISTS WHOSE VISIONS INSPIRE AND CHALLENGE ALL OF US.
5,000
PRIMARY STAGES COMPANY
520 8TH AVENUE SUITE 312
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO INSPIRE, SUPPORT, AND SHARE THE ART OF PLAYWRITING.
6,000
PULMONARY FIBROSIS FOUNDATION
230 EAST OHIO STREET SUITE 500
CHICAGO
,
IL
60611
NONE
PUBLIC CHARITIES
TO BUILD AN ORGANIZATION DEDICATED TO IDENTIFYING EFFECTIVE TREATMENTS AND PROVIDING SUPPORT FOR THOSE LIVING WITH THE DISEASE. THIS VISION SHAPED THE PFF TO BECOME WHAT IT IS TODAY THE LEADING PATIENT ADVOCACY ORGANIZATION FOR THE PF COMMUNITY. THE PFF CONTINUES TO BE THE FOREMOST RESOURCE FOR OUR COMMUNITY BY RAISING AWARENESS, PROVIDING DISEASE EDUCATION, AND DRIVING RESEARCH TO FIND A CURE.
15,000
RIVERDALE Y
5625 ARLINGTON AVE
BRONX
,
NY
10471
NONE
PUBLIC CHARITIES
TO ENRICH LIVES BY CULTIVATING UNIVERSALLY-SHARED VALUES CENTRAL TO JEWISH LIFE THROUGH EDUCATIONAL, CULTURAL, WELLNESS, AND SERVICE PROGRAMS FOR ALL.
1,000
ROSIE'S THEATER KIDS INC
445 W 45TH ST
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO ENRICH THE LIVES OF CHILDREN THROUGH THE ARTS.
1,000
ROUNDABOUT THEATRE COMPANY
231 W 39TH ST 1200
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
THROUGH THE PRODUCTION OF CLASSIC PLAYS AND MUSICALS DEVELOPMENT AND REPRODUCTION OF NEW WORKS BY ESTABLISHED AND EMERGING WRITERS, EDUCATIONAL INITIATIVESTHAT ENRICH THE LIVES OF CHILDREN AND ADULTS
35,000
SIGNATURE THEATRE COMPANY
480 W 42ND ST
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITIES
TO HELP SIGNATURE THEATRE IN CELEBRATING PLAYWRIGHTS AND GIVE THEM AN ARTISTIC HOME. TO MAKE AN EXTENDED COMMITMENT TO A PLAYWRIGHT'S BODY OF WORK, TO PRODUCE SEVERAL PLAYS BY EACH RESIDENT WRITER AND DELIVER AN INTIMATE AND IMMERSIVE JOURNEY INTO THE PLAYWRIGHT'S SINGULAR VISION.
5,000
TEMPLE ISRAEL OF THE CITY OF NEW YORK
112 E 75TH ST
NEW YORK
,
NY
10021
NONE
PUBLIC CHARITIES
TO SUPPORT REFORM JUDAISM CONGREGATION RELIGIOUS AND EDUCATIONAL ACTIVITIES IN MANHATTAN.
525,000
THE AMERICAN THEATER HALL OF FAME
222 WEST 51ST STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
TO HONOR THOSE WHO HAVE MADE OUTSTANDING CONTRIBUTIONS TO THE AMERICAN THEATER.
3,500
THE BROADWAY LEAGUE FDN INC
729 SEVENTH AVENUE 5TH FLOOR
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
TO ENLIGHTEN AND INCREASE THE PUBLIC'S KNOWLEDGE, APPRECIATION AND AWARENESS OF THE THEATRICAL ARTS AND TO PROVIDE A FORUM FOR THE DISCUSSION OF ISSUES RELATING TO THE PRESERVATION AND PROMOTION OF LIVE THEATRE AS A VITAL AND CULTURALLY SIGNIFICANT ARTISTIC MEDIUM BY SUCH MEANS AS SHALL BE CHARITABLE IN NATURE.
1,500
THE NEW 42ND STREET INC
229 WEST 42ND STREET
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
A PERFORMING ARTS NONPROFIT WHOSE MISSION IS TO MAKE EXTRAORDINARY PERFORMING ARTS A VITAL PART OF EVERYONE'S LIFE FROM THE EARLIEST YEARS ONWARD.
1,000
THE NEW YORK PUBLIC LIBRARY
445 FIFTH AVE
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITIES
TO HELP KEEP OUR BOOKS, CLASSES, AND RESOURCES FREE FOR ALL NEW YORKERS.
1,000
THE TANK NYC
312 W 36TH STREET
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO REMOVE ECONOMIC BARRIERS FROM THE CREATION OF NEW WORK FOR ARTISTS LAUNCHING THEIR CAREERS OR EXPERIMENTING WITHIN THEIR ART FORM, WHILE BEING INCLUSIVE AND ACCESSIBLE.
12,500
THEATRE COMMUNICATIONS GROUP
520 8TH AVE 24TH FLOOR
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
THEATRE COMMUNICATIONS GROUP (TCG), THE NATIONAL ORGANIZATION FOR THEATRE, LEADS FOR A JUST AND THRIVING THEATRE ECOLOGY.
1,000
THEATRE FOR A NEW AUDIENCE
262 ASHLAND PL
BROOKLYN
,
NY
11217
NONE
PUBLIC CHARITIES
TO DEVELOP AND VITALIZE THE PERFORMANCE AND STUDY OF SHAKESPEARE AND CLASSIC DRAMA. THE THEATRE IS DEDICATED TO THE LANGUAGE AND IDEAS OF WRITERS - TO A DIALOGUE OVER CENTURIES BETWEEN SHAKESPEARE AND A PROVOCATIVE RANGE OF CLASSICAL AND CONTEMPORARY PLAYWRIGHTS. THE THEATRE HAS PRODUCED OVER 75 MASTER WORKS OF THEATRE, INCLUDING 33 OF SHAKEPEARE'S 37 PLAYS ALONGSIDE OTHER CLASSIC WORKS AND DISTINGUISHED CONTEMPORARY PLAYS.
1,000
THEATREWORKSUSA
158 W 29TH STREET 5TH FLOOR
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITIES
TO CREATE EXCEPTIONAL, TRANSFORMATIVE THEATRICAL EXPERIENCES THAT ARE ACCESSIBLE TO YOUNG AND FAMILY AUDIENCES IN DIVERSE COMMUNITIES THROUGHOUT NEW YORK CITY AND NORTH AMERICA.
1,000
TWO RIVER THEATER
21 BRIDGE AVE
RED BANK
,
NJ
07701
NONE
PUBLIC CHARITIES
PROMOTES TWO CENTRAL GOALS: SUPPORTING THE ARTIST WITHIN EACH STUDENT AND BUILDING FUTURE AUDIENCES. WE INSPIRE EMPATHY, RISK-TAKING AND A SENSE OF ADVENTURE; AND WE SUPPORT ACADEMIC ACHIEVEMENT AND LIFE-LONG LEARNING.
1,000
UJA-FEDERATION OF NEW YORK
130 E 59TH ST
NEW YORK
,
NY
10022
NONE
PUBLIC CHARITIES
TO SERVE THE INTEREST AND WELL BEING OF JEWS IN NEW YORK AND WORLDWIDE. THIS IS ACCOMPLISHED BY ENSURING THAT THE VISION OF JEWISH IDENTITY AND CONTINUITY IS REALIZED.
600,000
VINEYARD THEATRE
108 EAST 15TH STREET
NEW YORK
,
NY
10003
NONE
PUBLIC CHARITIES
TO NURTURE THE VOICES OF DARING ARTISTS, AND TO DEVELOPING AND PRODUCING WORK THAT PUSHES THE BOUNDARIES OF WHAT THEATRE CAN BE AND DO.
50,000
WP THEATER
55 WEST END AVE 2
NEW YORK
,
NY
10023
NONE
PUBLIC CHARITIES
TO HELP IN DEVELOPING, PRODUCING, AND PROMOTING THE WORK OF WOMEN AT EVERY STAGE OF THEIR CAREERS.
10,000
VIVIAN BEAUMONT THEATER
150 W 65TH ST
NEW YORK
,
NY
10023
NONE
PUBLIC CHARITIES
TO ENTERTAIN, INFORM AND INSPIRE OUR DIVERSE COMMUNITY THROUGH CINEMA, LIVE PERFORMANCE AND EDUCATIONAL PROGRAMS WHILE PRESERVING THE HISTORIC THEATRE.
250,000
EMUNAH WOMEN OF AMERICA
500 SEVENTH AVENUE 8TH FLOOR
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO PROVID CRUCIAL SUPPORT TO THOUSANDS OF ISRAELIS. EMUNAH IS DEDICATED TO CARING FOR THE MOST VULNERABLE CHILDREN AND FAMILIES IN ISRAEL THROUGH THE OPERATION OF NUMEROUS PROGRAMS ACROSS THE COUNTRY
5,000
TARGET ALS
244 MADISON AVENUE 1025
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITIES
COMMITTED TO THE SEARCH FOR EFFECTIVE TREATMENTS FOR AMYOTROPHIC LATERAL SCLEROSIS (ALS), ALSO KNOWN AS LOU GEHRIG'S DISEASE.
250,000
PHIPPS NEIGHBORHOODS
3125 3RD AVENUE
BRONX
,
NY
10451
NONE
PUBLIC CHARITIES
TO CREATE SAFE, INCLUSIVE SPACES WHERE COMMUNITY MEMBERS ACCESS EDUCATION, CAREER, AND ECONOMIC OPPORTUNITIES TO SUCCEED AT SCHOOL AND WORK, RAISE HEALTHY FAMILIES AND BUILD THRIVING COMMUNITIES.
50,000
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BLVD
ROCHESTER
,
NY
14627
NONE
PUBLIC CHARITIES
ENHANCE ALUMNI INTEREST AND INVOLVEMENT IN UNIVERSITY OF ROCHESTER.
25,000
GUILD HALL OF EAST HAMPTON
158 MAIN STREET
EAST HAMPTON
,
NY
11937
NONE
PUBLIC CHARITIES
TO ENTERTAIN, INFORM AND INSPIRE OUR DIVERSE COMMUNITY THROUGH PROFORMING ARTS, MUSEUM AND EDUCATION.
13,000
THE OSCAR HAMMERSTEIN MUSEUM AND THEATRE EDUCATION CENTER
PO BOX 2078
DOYLESTOWN
,
PA
18901
NONE
PUBLIC CHARITIES
TO PRESERVE A HISTORIC HOME AND CREATE AN EDUCATION CENTER FOR ASPIRING ARTISTS
1,000
ELEANOR NOW INC
2250 CHAPEL AVE
CHERRY HILL
,
NJ
08002
NONE
PUBLIC CHARITIES
TO HELP PEOPLE WITH ADDICTION LIVE AN AMAZING LIFE BY TRANSFORMING THE QUALITY, DELIVERY, AND ACCESSIBILITY OF ADDICTION TREATMENT.
1,000
WATERWELL
321 W 44TH STREET
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
TO CREATE PRODUCTIONS THAT ARE CREATIVELY DARING AND EMOTIONALLY POTENT TO CULTIVATE CONNECTIONS ACROSS REAL AND PERCEIVED DIVIDES.
1,000
ART NEW YORK
520 8TH AVENUE SUITE 319
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO ASSISTS OVER 400 MEMBER THEATRES IN MANAGING THEIR THEATRE COMPANIES EFFECTIVELY SO THEY MAY REALIZE THEIR RICH ARTISTIC VISIONS AND SERVE THEIR DIVERSE AUDIENCES WELL.
1,000
THE PECCADILLO THEATER COMPANY
423 WEST 46TH STREET
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITIES
IS A NOT-FOR-PROFIT ARTS ORGANIZATION DEDICATED TO THE REDISCOVERY OF CLASSIC AMERICAN THEATER, PARTICULARLY THOSE WORKS WHICH, DESPITE THEIR OBVIOUS LITERARY AND THEATRICAL VALUE, ARE NOT REGULARLY REVIVED.
1,000
THE NEW YORK STEM CELL FOUNDATION
619 WEST 54TH STREET
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
TO ACCELERATE CURES FOR THE MAJOR DISEASES OF OUR TIME THROUGH STEM CELL RESEARCH.
1,000
THE SITUATION PROJECT INC
469 7TH AVENUE SUITE 1300
NEW YORK
,
NY
10018
NONE
PUBLIC CHARITIES
TO SUPPORT STUDENTS IN UNDERSERVED COMMUNITIES BY PROVIDING EQUITABLE AND IMPACTFUL EXPERIENTIAL OPPORTUNITIES TO IMPROVE STUDENT OUTCOMES.
1,000
EMPOWERING OURSELVES INC
524 MONROE STREET
BROOKLYN
,
NY
11221
NONE
PUBLIC CHARITIES
TO EMPOWER YOUTH, REDUCE VIOLENCE IN BROOKLYN, AND GET YOUNG PEOPLE TO THINK ABOUT THE IMPORTANCE OF RESPECT FOR SELF AND COMMUNITY.
1,000
CATTARAUGUS REGION COMMUNITY FOUNDATION
301 NORTH UNION STREET SUITE 203
OLEAN
,
NY
14760
NONE
PUBLIC CHARITIES
TO SUPPORT AREA STUDENTS PURSUING HIGHER EDUCATION. AWARDS ARE AVAILABLE TO STUDENTS PURSUING DIFFERENT MAJORS AND CAREER GOALS, STUDENTS ATTENDING SPECIFIC HIGH SCHOOLS AND MORE. REGARDLESS OF A STUDENT'S INTERESTS OR GOALS
250
AMERICAN FRIENDS OF JAMAICA
1697 BROADWAY SUITE 501
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
ORGANIZATION DEDICATED TO SUPPORTING JAMAICAN CHARITABLE ORGANIZATIONS AND SOCIAL INITIATIVES WORKING TO IMPROVE THE LIVES OF JAMAICANS THROUGH SYSTEMIC DEVELOPMENT IN THE AREAS OF EDUCATION, HEALTH CARE AND ECONOMIC DEVELOPMENT.
5,000
WOMEN IN NEED
ONE STATE STREET PLAZA 18TH FLOOR
NEW YORK
,
NY
10004
NONE
PUBLIC CHARITIES
IS A PROVIDER OF FAMILY SHELTER AND SUPPORTIVE HOUSING IN NEW YORK CITY.
1,000
BABIES HEART FUND
630 WEST 168TH STREET
NEW YORK
,
NY
10032
NONE
PUBLIC CHARITIES
TO ADVANCE PEDIATRIC CARDIOLOGY AND PEDIATRIC CARDIAC SURGERY RESEARCH.
1,000
THE WNET GROUP
825 EIGHTH AVENUE
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
CREATES AND PRESENTS LIFE-CHANGING MEDIA MADE FOR, AND POSSIBLE BY, AN ENGAGED PUBLIC. WE USE THE POWER OF MEDIA TO EDUCATE, INFORM, ENTERTAIN AND INSPIRE AUDIENCES EVERYWHERE.
5,000
THE LEAGUE OF PROFESSIONAL THEATRE WOMEN
22 EAST 30TH STREET SUITE 307
NEW YORK
,
NY
10016
NONE
PUBLIC CHARITIES
TO PROMOTE NETWORKING, COLLABORATION, TRAINING, AND INCREASED EQUITY AND ACCESS FOR ALL THEATRE WOMEN.
2,500
THE PARKINSON'S FOUNDATION
200 SE 1ST STREET STE 800
MIAMI
,
FL
33131
NONE
PUBLIC CHARITIES
TO MAKE LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE (PD) BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE.
1,000
SYRACUSE UNIVERSITY
900 S CROUSE AVE
SYRACUSE
,
NY
13244
NONE
PUBLIC CHARITIES
ENHANCE ALUMNI INTEREST AND INVOLVEMENT IN SYRACUSE UNIVERSITY.
2,500
ENTERTAINMENT COMMUNITY FUND
729 SEVENTH AVENUE 10TH FLOOR
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
SUPPORTS PERFORMERS AND BEHIND-THE-SCENES WORKERS IN PERFORMING ARTS AND ENTERTAINMENT, HELPING MORE THAN 17,000 PEOPLE DIRECTLY EACH YEAR.
1,000
THE CHICAGO COMMUNITY FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
NONE
PUBLIC CHARITIES
MAKE GRANTS, LEAD, CONVENE, AND COLLABORATE TO ADDRESS THE GREATEST AND MOST CRITICAL NEEDS FACING THE CHICAGO REGION.
2,500
OUT OF THE BOX THEATRICS INC
154 CHRISTOPHER ST 1E
NEW YORK
,
NY
10014
NONE
PUBLIC CHARITIES
TO PRODUCE INTIMATE EXPERIENCES FOR ARTISTS AND AUDIENCES BY SHIFTING THE PERSPECTIVE OF EXISTING WORKS AND PROVIDING A PLATFORM FOR NEW MATERIAL.
2,500
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE
247 W 30TH ST 8F
NEW YORK
,
NY
10001
NONE
PUBLIC CHARITIES
PROMOTES AND SUPPORTS THE WORK OF THE NATIONAL THEATRE IN BOTH THE UK AND THE UNITED STATES.
10,000
INTERIOR DESIGN MEDIA GROUP LLC
3731 FAU BLVD
BOCA RATON
,
FL
33431
NONE
PUBLIC CHARITIES
TO PREPARE MEMBER TO EXCEL IN A DYNAMIC AND EVOLVING PROFESSION
1,000
ENCORE COMMUNITY SERVICES
220 W 49TH ST
NEW YORK
,
NY
10019
NONE
PUBLIC CHARITIES
TO PROVIDE CARE AND SERVICE TO THE ELDERLY OF THE CLINTON/TIMES SQUARE/MIDTOWN COMMUNITIES, AND TO ANY ELDERLY PERSON WHO COMES TO US; TO ASSIST THOSE WHO ARE VULNERABLE AND FRAIL, POOR AND HOMELESS, HOMEBOUND AND LONELY, FREQUENTLY DESPERATE, MOST OFTEN IGNORED; TO HELP THEM WITH THEIR DAILY NEEDS THAT THEY MIGHT LIVE AS INDEPENDENTLY AS POSSIBLE, WITH DIGNITY AND DECENCY, IN A NON-INSTITUTIONAL MANNER, IN A SAFE AND CARING ENVIRONMENT.
2,500
IDF
PO BOX 4224
NEW YORK
,
NY
10163
NONE
PUBLIC CHARITIES
TO CHAMPION THE COURAGEOUS MEN AND WOMEN OF THE IDF AND CARE FOR THEIR NEEDS THROUGH TRANSFORMATIONAL OPPORTUNITIES AND SUPPORT AS THEY PROTECT THE STATE OF ISRAEL AND HER PEOPLE.
100,000
STAND UP NY
236 W 78TH ST
NEW YORK
,
NY
10024
NONE
PUBLIC CHARITIES
TO RAISE AWARENESS AND FUNDS FOR ORGANIZATIONS BY BEING A SPACE TO CELEBRATE THEIR MISSION AND HAVE A MEMORABLE NIGHT ENJOYING NYC'S BEST COMEDIANS.
1,000
CREATIVE SPIRIT AWARD
183 MCLAIN STREET
MT KISCO
,
NY
10549
NONE
PUBLIC CHARITIES
TO PROVIDE INDIVIDUALS WITH IDDS FAIR-WAGE, INTEGRATED POSITIONS AT THE BEST COMPANIES IN THE WORLD.
7,500
Total
.................................
3a
2,638,150
b
Approved for future payment
Total
.................................
3b
0
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
12
4
Dividends and interest from securities
....
14
100,476
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
-1,611
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
98,877
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
98,877
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
23
Name of the organization
DARYL & STEVEN ROTH FOUNDATION
Employer identification number
22-3339611
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
2
Name of organization
DARYL & STEVEN ROTH FOUNDATION
Employer identification number
22-3339611
Part I
Contributors
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
STEVEN ROTH
107 APAQUOGUE ROAD
E HAMPTON
,
NY
11937
$
1,708,150
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
3
Name of organization
DARYL & STEVEN ROTH FOUNDATION
Employer identification number
22-3339611
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
4
Name of organization
DARYL & STEVEN ROTH FOUNDATION
Employer identification number
22-3339611
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990) (2023)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2023 InvestmentsCorpStockSchedule
Name:
DARYL & STEVEN ROTH FOUNDATION
EIN:
22-3339611
Name of Stock
End of Year Book Value
End of Year Fair Market Value
CORPORATE STOCK
1,533,362
1,666,418
-
TIN:
TY 2023 SubstantialContributorsSch
Name:
DARYL & STEVEN ROTH FOUNDATION
EIN:
22-3339611
Name
Address
DARYL AND STEVEN ROTH
PO BOX 669
EAST HAMPTON
,
NY
11937