2025-06-02T11:55:14-05:00 2024-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2024-01-01 464671557 2164 INC 2164 2129310129 445 PARK AVENUE 16A NEW YORK NY 10022 DANIELLE ORISTIAN YORK PRESIDENT 2129310129 2025-06-15 1 0 MICHAEL SCHALL P02024184 2122682804 2025-05-29 2024 2025-03-06 01:10:19Z DANIELLE ORISTIAN YORK 445 PARK AVENUE 16A NEW YORK NY 10022 2661820 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. 10 8 10 8 319817 6191 505739 618650 1509943 1813802 22716 30378 73308 57041 2111706 2519871 0 0 0 0 1736463 1664322 0 0 20812 540009 601535 2276472 2265857 -164766 254014 1685474 1974716 372193 339048 1313281 1635668 X 21/64 INC IS A NONPROFIT PRACTICE SPECIALIZING IN NEXT GENERATION AND MULTIGENERATIONAL ENGAGEMENT IN PHILANTHROPY AND FAMILY CHARITABLE ENTERPRISE. 0 0 1828636 1547001 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 2024. WE GUIDE MULTIGENERATIONAL FAMILIES AND THEIR ADVISORS TO COURAGEOUSLY IMAGINE WHAT'S POSSIBLE IN HOW THEY WORK, GIVE, SERVE, AND GROW TOGETHER.FACILITATION21/64 PROVIDED EDUCATION AND FACILITATION SERVICES TO MORE THAN 18 FAMILIES WHO ARE MAKING COLLECTIVE DECISIONS TOGETHER ON TOPICS LIKE MONEY AND PHILANTHROPY AS WELL AS OVER 27 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 2024, WE CONTINUED TO SHIP IN-HAND TOOLS TO OUR CLIENTS. ADDITIONALLY, 275 INDIVIDUALS PARTICIPATED IN 21/64 TRAINING SESSIONS, WHERE THEY RECEIVED INSTRUCTION ON EFFECTIVELY USING THE 21/64 TOOLS.CONVENINGIN 2024, WE CELEBRATED 20 YEARS OF GRAND STREET, OUR NEXT GEN PROGRAM THAT HELPED ESTABLISH 21/64'S MULTIGENERATIONAL APPROACH AND PLAYED A PIVOTAL ROLE IN SHAPING TODAY'S PHILANTHROPIC LEADERS. THE ANNIVERSARY PROVIDED A VALUABLE OPPORTUNITY TO REFLECT ON OUR IMPACT AND RECONNECT WITH A COHORT OF PAST PARTICIPANTS AT A GATHERING IN TANDEM WITH LAUNCHING A LONGITUDINAL STUDY OF THE PARTICIPANTS FOR THE FIELD TO USE. AS WE REVISITED THIS MILESTONE, WE WERE REMINDED OF HOW THE INNOVATION WE INTRODUCED TWO DECADES AGO HAS NOW BECOME WIDELY ADOPTED IN THE FIELD.TRAININGIN 2024, WE ALSO OFFERED 12 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. 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 14 WORKSHOPS IN 2024. 1828636 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 0 0 0 0 0 0 0 X 10 8 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 297412 0 42783 SHARNA GOLDSEKER VICE PRESIDENT 18.00 X X 165602 0 162 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 ANDINE GEOFFROY DIRECTOR 35.00 X 125000 0 29341 ERIE TROTTIER OPERATIONS MANAGER 35.00 X 123000 0 939 OLAJUMOKE SAMEN SENIOR DIRECTOR 35.00 X 187761 0 28223 RICHARD POLT DIRECTOR OF TRAINING AND E 35.00 X 152000 0 1135 DIANA HIGGINBOTHAM SENIOR CONSULTANT 35.00 X 146260 0 14326 1197035 0 116909 7 0 1 0 0 618650 618650 FEES AND SERVICES 611430 1813802 1493985 319817 1813802 27400 27400 889 889 90488 87510 2978 2978 2978 107455 54439 53016 53016 OTHER INCOME 900099 3136 3136 3136 2519871 1547001 319817 34403 X 505959 463651 42308 902424 829479 60445 12500 37726 30262 6935 529 116159 88970 24960 2229 102054 81864 18760 1430 49500 49500 4466 4466 27500 27500 298457 177649 116817 3991 38663 36345 2185 133 5640 5640 31952 29798 2154 8500 8500 28761 17647 11114 7432 7432 MISCELLANEOUS 54061 28471 25590 POSTAGE AND SHIPPING 22325 22325 PUBLICATIONS AND TOOL 14368 4095 10273 TELEPHONE 9910 3940 5970 2265857 1828636 416409 20812 347130 422316 135028 51028 141653 367296 171727 132839 6191 6204 29789 21397 5232 8392 699540 789871 106677 147629 72296 49141 1685474 1974716 70485 71853 195031 119566 106677 147629 372193 339048 X 1234114 1241918 79167 393750 1313281 1635668 1685474 1974716 254014 68373 0 X 0 1 X 1 0 X 257317 629052 318005 505739 618650 2328763 1122127 1270027 1602321 1647813 1813802 7456090 1379444 1899079 1920326 2153552 2432452 9784853 15800 29027 53050 71465 100258 269600 334322 323980 343395 386279 1387976 15800 363349 377030 414860 486537 1657576 8127277 14896 10765 13927 19333 28289 87210 14896 10765 13927 19333 28289 87210 326 5468 5701 9180 3136 23811 1394666 1915312 1939954 2182065 2463877 9895874 0.82130 0.85940 0.00880 0.00800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 326. 2021 AMOUNT: $ 5,468. 2022 AMOUNT: $ 5,701. 2023 AMOUNT: $ 9,180. 2024 AMOUNT: $ 3,136. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29789 21397 8392 8392 OTHER INVESTMENTS 147629 F 147629 DEFERRED COMPENSATION PAYABLE 147629 147629 X 2588244 68373 68373 2519871 0 2519871 2265857 0 2265857 0 2265857 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, 2020 IS SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X 0 0 0 0 0 0 0 0 0 DANIELLE ORISTIAN YORK PRESIDENT 297412 0 0 0 0 0 0 0 42783 0 340195 0 0 0 OLAJUMOKE SAMEN SENIOR DIRECTOR 187761 0 0 0 0 0 0 0 28223 0 215984 0 0 0 SHARNA GOLDSEKER VICE PRESIDENT 165602 0 0 0 0 0 0 0 162 0 165764 0 0 0 DIANA HIGGINBOTHAM SENIOR CONSULTANT 146260 0 0 0 0 0 0 0 14326 0 160586 0 0 0 ANDINE GEOFFROY DIRECTOR 125000 0 0 0 0 0 0 0 29341 0 154341 0 0 0 RICHARD POLT DIRECTOR OF TRAINING AND E 152000 0 0 0 0 0 0 0 1135 0 153135 0 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 177,649. MANAGEMENT AND GENERAL EXPENSES 116,817. FUNDRAISING EXPENSES 3,991. TOTAL EXPENSES 298,457. 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