2024-10-01T13:47:31-05:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2023-01-01 464671557 2164 INC 2164 2129310129 445 PARK AVENUE 16A NEW YORK NY 10022 DANIELLE ORISTIAN YORK PRESIDENT 2129310129 2024-09-30 1 0 MICHAEL SCHALL P02024184 2126618640 2024-09-30 2023 2024-10-15 13:58:12Z DANIELLE ORISTIAN YORK 445 PARK AVENUE 16A NEW YORK NY 10022 2312964 0 X WWW.2164.NET X 2014 DE 21/64 INC IS A NONPROFIT PRACTICE SPECIALIZING IN NEXT GENERATION AND MULTIGENERATIONAL ENGAGEMENT IN PHILANTHROPY AND FAMILY CHARITABLE ENTERPRISE. 11 9 10 9 148866 0 318005 505739 1602321 1509943 97465 22716 5701 73308 2023492 2111706 0 0 0 0 1549431 1736463 0 0 29730 504689 540009 2054120 2276472 -30628 -164766 1628124 1685474 235598 372193 1392526 1313281 X 21/64 INC IS A NONPROFIT PRACTICE SPECIALIZING IN NEXT GENERATION AND MULTIGENERATIONAL ENGAGEMENT IN PHILANTHROPY AND FAMILY CHARITABLE ENTERPRISE. 0 0 1923223 1574071 21/64 IS A NONPROFIT PRACTICE SPECIALIZING IN NEXT GENERATION AND MULTIGENERATIONAL ENGAGEMENT IN PHILANTHROPY AND AS SUCH HAS CONDUCTED A NUMBER OF ACTIVITIES IN ALIGNMENT WITH OUR MISSION IN 2022.FACILITATION21/64 PROVIDED EDUCATION AND FACILITATION SERVICES TO MORE THAN 30 FAMILIES WHO ARE MAKING COLLECTIVE DECISIONS TOGETHER ON TOPICS LIKE MONEY AND PHILANTHROPY AS WELL AS OVER 20 PRIVATE NON-PROFIT FOUNDATIONS, COMMUNITY FOUNDATIONS, FEDERATIONS, AND A HANDFUL OF FAMILY OFFICE AND FINANCIAL INSTITUTIONS WHICH ARE TRYING TO EDUCATE THEIR DONORS AND CLIENTS ABOUT THE SIGNIFICANCE OF PHILANTHROPIC GIVING, IDENTITY, VALUES AND IN HOW TO WORK ACROSS THE MULTIPLE GENERATIONS TO RESPOND TO URGENT NEEDS AND SYSTEMIC LONG-TERM ISSUES. IN THESE FACILITATIONS, WE OFFERED FRAMEWORKS EXERCISES TO HELP ORGANIZATIONS, THEIR BOARDS AND STAFF TO IDENTIFY THE VALUES INHERENT IN EACH GENERATION THAT INFORM THEIR EXPERIENCE OF GIVING, THE VISION FOR WHAT THEY COULD FUND INDIVIDUALLY AND COLLECTIVELY, AS WELL AS STRATEGIES FOR COMMUNICATING EFFECTIVELY WITH PEOPLE OF DIFFERENT GENERATIONS WHO APPROACH GIVING DIFFERENTLY AND SEE THE WORLD AND ITS CHALLENGES FROM DIFFERENT VANTAGE POINTS.TOOLSIN 2022, 21/64 ADDRESSED OUR LEARNINGS FROM THE RECENT RACIAL RECKONING TO REVISE OUR PICTURE YOUR LEGACY IN HAND TOOL TO BE MORE EQUITABLE. WE CONTINUED TO SHIP IN HAND TOOLS TO OUR CLIENTS AS FOLKS BEGAN TO MEET MORE AND MORE IN PERSON IN 2022. BAA FOR PAPERWORK REDUCTION ACT NOTICE, SEE THE INSTRUCTIONS FOR FORM 990 OR 990-EZ. TEEA4901L 08/10/21 (FORM 990) 2021 IN ADDITION, WE HAD CONTINUED DEMAND FOR OUR TOOLS IN VIRTUAL PLACES AND SPACES. WE ALSO RELEASED AN ONLINE VERSION OF THE 21/64 PICTURE YOUR LEGACY TOOL.CONVENINGIN 2022, WE LED THE GEN IMPACT ACCELERATOR (GIA) IN PARTNERSHIP WITH THE PHILANTHROPIC WORKSHOP (TPW) IN JANUARY/FEBRUARY AND SEPTEMBER, A DONOR EDUCATION PROGRAM FOR DONORS OF ALL AGES WHO ARE, OR WILL BE, STEPPING INTO ROLES IN THEIR FAMILY PHILANTHROPY, OR WHO ARE EARNERS THEMSELVES SEEKING TO CLARIFY THEIR PHILANTHROPIC IDENTITY AND DIRECTION. THE GIA IS A FUSION OF EXPERIENTIAL LEARNING AND PURPOSEFUL SKILL BUILDING, ALL KEENLY DESIGNED FOR DONORS TO BECOME STRATEGIC AND EFFECTIVE IN THEIR PHILANTHROPIC DECISION-MAKING, EXPAND AND STRENGTHEN THEIR NEXT GEN DONORS NETWORK AND INSPIRE THEM TO TAKE NEXT STEPS IN THEIR OWN GIVING. WE ARE CLOSE TO THE 20TH ANNIVERSARY OF GRAND STREET, A GROUP OF JEWISH DONORS INVOLVED AS LEADERS IN THEIR FAMILY PHILANTHROPY, AND WE PLAN TO CELEBRATE IN 2023. TRAININGIN 2022, WE ALSO OFFERED 13 TRAININGS TO PEOPLE ACROSS THE COUNTRY TO PROVIDE FOR A CADRE OF ADVISORS CAPABLE OF PROVIDING EXPERTISE IN THIS VALUES-BASED AND MULTIGENERATIONAL APPROACH TO PHILANTHROPY AND HELPING FAMILIES MAKE DECISIONS AROUND RESOURCES WITHIN THEIR ORGANIZATIONS. ONE OF THESE TRAININGS IS SPECIFICALLY FOR CERTIFIED ADVISORS OF COLOR. AS THE PANDEMIC BEGAN TO LIFT, WE BEGAN TO MEET IN PERSON AGAIN FOR THREE TRAININGS, AND THE OTHER TRAININGS WERE CONDUCTED VIRTUALLY. PARTICIPANTS INCLUDED PROFESSIONALS OF PRIVATE FOUNDATIONS, COMMUNITY FOUNDATIONS, JEWISH FEDERATIONS ADMINISTERING DONOR ADVISED FUNDS, STAFF ADMINISTERING COMMERCIAL GIFT FUNDS, WEALTH MANAGEMENT ADVISORS, AND SO ON. AFTER PARTICIPATION IN OUR TRAININGS, ATTENDEES BECOME 21/64 CERTIFIED ADVISORS AND ARE OFFERED ONGOING PEER LEARNING INCLUDING EDUCATIONAL WEBINARS, THE LATEST RESOURCES AND RESEARCH, AND NEXT-LEVEL TRAINING AMONG PROFESSIONALS SERVING PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS. WORKSHOPS ALLOW A SHORT-FORM LEARNED EXPERIENCE ON THE SAME TOPICS. COHORTS WERE CREATED FOR COMMUNITY AND CONNECTION, AS WELL AS LEARNING ON THE TOPICS THAT TODAY'S DONORS FACE AND THE FIELD OF PROFESSIONALS IS WORKING ON. WE OFFERED 11 WORKSHOPS IN 2022. 1923223 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 10 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHASBRO INVESTMENTS INC 2129310100 445 PARK AVENUE 16A NEW YORK NY 10022 DANIELLE ORISTIAN YORK PRESIDENT 35.00 X X 288750 0 36538 SHARNA GOLDSEKER VICE PRESIDENT 35.00 X X 230453 0 29760 SARA OJJEH CHAIR 1.00 X X 0 0 0 DAVID WELLS VICE CHAIR 1.00 X X 0 0 0 JOYA SONNENFELDT SECRETARY 1.00 X X 0 0 0 JOHN HOOVER TREASURER 2.00 X X 0 0 0 LISA MCGILL DIRECTOR 1.00 X 0 0 0 MICHAEL BALAOING DIRECTOR 1.00 X 0 0 0 JONATHAN CRYSTAL DIRECTOR 1.00 X 0 0 0 JENNIFER CHAN DIRECTOR 1.00 X 0 0 0 GAIL NORRY DIRECTOR 1.00 X 0 0 0 ANNE PAAPE DIRECTOR (THROUGH 11/23) 1.00 X 0 0 0 ANDINE SUTARJADI DIRECTOR 35.00 X 115000 0 25106 SARA SOUTHWOOD DIRECTOR OF OPERATIONS 35.00 X 125000 0 14597 OLAJUMOKE SAMEN SENIOR DIRECTOR 35.00 X 189000 0 1484 RICHARD POLT DIRECTOR OF TRAINING AND ENGAGEMENT 35.00 X 125833 0 1046 DIANA HIGGINBOTHAM SENIOR CONSULTANT 35.00 X 142000 0 12381 1216036 0 120912 8 0 1 0 0 149528 356211 505739 FEES AND SERVICES 611430 1509943 1361077 148866 1509943 19333 19333 130899 127516 3383 3383 3383 137870 73742 64128 64128 OTHER INCOME 900099 9180 9180 9180 2111706 1425205 148866 31896 585909 553360 32549 928154 883142 27762 17250 44003 34874 8296 833 76021 50086 23233 2702 102376 81138 19300 1938 45000 45000 4253 2923 1330 67050 67050 212195 182921 22460 6814 21380 20002 1185 193 6004 5805 199 29227 28877 350 5984 5984 50152 17034 33118 7342 7342 MISCELLANEOUS 45067 30940 14127 POSTAGE AND SHIPPING 29337 18696 10641 TELEPHONE 12429 5234 7195 PUBLICATIONS AND TOOL 4589 2207 2382 2276472 1923223 323519 29730 278103 347130 125000 135028 93520 141653 180656 171727 6103 6191 21024 15792 12240 5232 741535 699540 70508 106677 120459 72296 1628124 1685474 99001 70485 66089 195031 70508 106677 235598 372193 X 1188359 1234114 204167 79167 1392526 1313281 1628124 1685474 -164766 85521 0 X 0 1 X 1 0 X 226500 257317 629052 318005 505739 1936613 1397463 1122127 1270027 1602321 1647813 7039751 1623963 1379444 1899079 1920326 2153552 8976364 5000 15800 29027 53050 71465 174342 334322 323980 343395 1001697 5000 15800 363349 377030 414860 1176039 7800325 13988 14896 10765 13927 19333 72909 13988 14896 10765 13927 19333 72909 6104 326 5468 5701 9180 26779 1644055 1394666 1915312 1939954 2182065 9076052 0.85940 0.97680 0.00800 0.00740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,104. 2020 AMOUNT: $ 326. 2021 AMOUNT: $ 5,468. 2022 AMOUNT: $ 5,701. 2023 AMOUNT: $ 9,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21024 15792 5232 5232 OTHER INVESTMENTS 106677 F 106677 DEFERRED COMPENSATION PAYABLE 106677 106677 X 2197227 85521 85521 2111706 0 2111706 2276472 0 2276472 0 2276472 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. THE TAX FILINGS FOR THE PERIOD ENDING DECEMBER 31, 2019 IS SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X 0 0 0 0 0 0 0 0 0 DANIELLE ORISTIAN YORK PRESIDENT 288750 0 0 0 0 0 0 0 0 36538 288750 36538 0 0 SHARNA GOLDSEKER VICE PRESIDENT 230453 0 0 0 0 0 0 0 0 29760 230453 29760 0 0 OLAJUMOKE SAMEN SENIOR DIRECTOR 189000 0 0 0 0 0 0 0 0 1484 189000 1484 0 0 DIANA HIGGINBOTHAM SENIOR CONSULTANT 142000 0 0 0 0 0 0 11212 0 1169 142000 12381 0 0 FORM 990, PART VI, SECTION A, LINE 3 AN OPERATING AGREEMENT FOR THE USE OF SPACE, OFFICE SERVICES AND ACCOUNTING SERVICES WAS IN EFFECT BETWEEN THE ORGANIZATION AND CHASBRO INVESTMENTS, INC. FORM 990, PART VI, SECTION B, LINE 11B TREASURER & EXECUTIVE DIRECTOR REVIEW WITH THE AUDIT COMMITTEE. DRAFT THEN EDITED BY TAX PREPARER AND FINALLY SUBMITTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 BOARD REVIEWS SALARY SURVEYS AS WELL AS PERFORMANCE LEVEL ANNUALLY FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. CHASBRO INVESTMENTS INC 445 PARK AVENUE 16A NEW YORK NY 10022 042807687 NY 0 CHASBRO INVESTMENTS INC 445 PARK AVENUE 16A NEW YORK NY 10022 INVESTMENT MANAGEMENT NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0