2026-08-13T12:41:50-05:00 2025-12-31 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2025-01-01 464671557 2164 INC 2164 2129310129 445 PARK AVENUE 16A NEW YORK NY 10022 DANIELLE ORISTIAN YORK PRESIDENT/ED. 2129310129 2026-08-01 1 MICHAEL SCHALL P02024184 2122682804 2026-08-11 2025 2025-03-06 01:10:19Z DANIELLE ORISTIAN YORK 445 PARK AVENUE 16A NEW YORK NY 10022 2539485 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 9 9 156211 0 618650 573964 1813802 1581441 30378 41186 57041 8093 2519871 2204684 0 0 0 0 1664322 1752665 0 0 62958 601535 621152 2265857 2373817 254014 -169133 1974716 2011044 339048 459140 1635668 1551904 X 21/64 INC IS A NONPROFIT PRACTICE SPECIALIZING IN NEXT GENERATION AND MULTIGENERATIONAL ENGAGEMENT IN PHILANTHROPY AND FAMILY CHARITABLE ENTERPRISE. 0 0 1859305 1429246 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 2025. 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 11 FAMILIES WHO ARE MAKING COLLECTIVE DECISIONS TOGETHER ON TOPICS LIKE MONEY AND PHILANTHROPY AS WELL AS OVER 30 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 2025, WE CONTINUED TO SHIP IN-HAND TOOLS TO OUR CLIENTS. ADDITIONALLY, 286 INDIVIDUALS PARTICIPATED IN 21/64 TRAINING SESSIONS, WHERE THEY RECEIVED INSTRUCTION ON EFFECTIVELY USING THE 21/64 TOOLS.CONVENINGIN 2025, 21/64 CONTINUED ITS LONG-STANDING GRAND STREET PROGRAM, BRINGING TOGETHER EMERGING PHILANTHROPIC LEADERS IN THEIR 20S AND 30S FOR AN INTERACTIVE RETREAT FOCUSED ON IDENTITY, PHILANTHROPY, AND FAMILY DYNAMICS. PARTICIPANTS ENGAGED IN FACILITATED DISCUSSIONS THAT HELPED THEM CLARIFY THEIR VALUES, STRENGTHEN THEIR UNDERSTANDING OF THEIR ROLES IN FAMILY PHILANTHROPY, AND BUILD THE KNOWLEDGE, CONFIDENCE, AND RELATIONSHIPS NEEDED TO NAVIGATE COMPLEX PHILANTHROPIC DECISIONS. THE PROGRAM PROVIDED A SUPPORTIVE ENVIRONMENT FOR PERSONAL REFLECTION, PEER LEARNING, AND DEVELOPING PRACTICAL STRATEGIES TO CREATE MEANINGFUL PHILANTHROPIC IMPACT.TRAININGIN 2025, 21/64 OFFERED 11 TRAININGS TO PROFESSIONALS ACROSS THE COUNTRY, BUILDING A NETWORK OF ADVISORS EQUIPPED TO APPLY A VALUES-BASED, MULTIGENERATIONAL APPROACH TO PHILANTHROPY AND HELP FAMILIES AND ORGANIZATIONS MAKE THOUGHTFUL DECISIONS ABOUT THE STEWARDSHIP OF THEIR RESOURCES. PARTICIPANTS INCLUDED PROFESSIONALS FROM PRIVATE FOUNDATIONS, COMMUNITY FOUNDATIONS, JEWISH FEDERATIONS ADMINISTERING DONOR ADVISED FUNDS, COMMERCIAL GIFT FUND SPONSORS, WEALTH MANAGEMENT FIRMS, AND OTHER PHILANTHROPIC ORGANIZATIONS. UPON COMPLETION OF THE TRAINING, PARTICIPANTS BECOME 21/64 CERTIFIED ADVISORS AND ARE INVITED TO ONGOING PEER LEARNING OPPORTUNITIES, INCLUDING EDUCATIONAL WEBINARS, RESEARCH UPDATES, ADVANCED TRAINING, AND A PROFESSIONAL NETWORK DEDICATED TO CONTINUED LEARNING AND COLLABORATION.DURING 2025, 21/64 CONTINUED TO STRENGTHEN ITS COHORT-BASED LEARNING MODEL, RECOGNIZING THAT MEANINGFUL RELATIONSHIPS AMONG PARTICIPANTS EXTEND LEARNING BEYOND THE CLASSROOM. COHORTS WERE INTENTIONALLY DESIGNED TO FOSTER COMMUNITY, PEER CONNECTION, AND CONTINUED DIALOGUE AROUND THE COMPLEX ISSUES FACING TODAY'S DONORS AND THE PROFESSIONALS WHO SERVE THEM. THIS APPROACH WAS FURTHER ADVANCED THROUGH THE CONTINUED GROWTH OF THE CERTIFIED ADVISORS OF COLOR (CAOC) PROGRAM. GROUNDED IN OUR INTENTIONS TO TAKE RESPONSIBILITY FOR DIVERSIFYING THE WEALTH AND PHILANTHROPIC ADVISING SECTOR, THE PROGRAM PROVIDES A DEDICATED COHORT EXPERIENCE FOR PROFESSIONALS OF COLOR TO DEEPEN LEARNING, BUILD PROFESSIONAL NETWORKS, AND STRENGTHEN LEADERSHIP TO GUIDE DONORS AND CLIENTS TO ALLOCATE THEIR RESOURCES TOWARD A JUST AND LOVING WORLD. THROUGHOUT 2025, 21/64 ALSO DEVELOPED AND DESIGNED A NEW PROGRAM FOCUSED ON THE INTERSECTION OF IDENTITY, SELF AND ROLE, AND SPIRIT. THIS PROGRAM IS DEDICATED FOR LEADERS AND CHANGEMAKERS WHO FEEL CALLED TO BRING MORE OF THEIR FULL SELVES INTO THE WORK OF RESOURCE MOBILIZATION TOWARD LASTING SOCIAL CHANGE. RATHER THAN A TRADITIONAL CONFERENCE, WORKSHOP, OR TRAINING, WHAT WE'VE DESIGNED IS AN IMMERSIVE AND REFLECTIVE JOURNEY, ONE THAT INVITES PARTICIPANT INWARD THROUGH EMBODIED PRACTICE, SPIRITUAL EXPLORATION, AND SHARED WISDOM IN COMMUNITY. THE ORGANIZATION INVESTED SIGNIFICANT TIME IN CURRICULUM DEVELOPMENT, PROGRAM DESIGN, AND FACILITATION PLANNING, CULMINATING IN THE LAUNCH AND DELIVERY OF THE RETREAT IN 2026. ADDITIONALLY, 21/64 OFFERED 11 WORKSHOPS DURING 2025, PROVIDING SHORTER-FORMAT LEARNING EXPERIENCES THAT INTRODUCED PARTICIPANTS TO THE ORGANIZATION'S VALUES-BASED AND MULTIGENERATIONAL APPROACH TO PHILANTHROPY. 1859305 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 23 0 1 9 1 1 1 0 0 0 0 0 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/ED. 35.00 X X 304847 0 72623 SHARNA GOLDSEKER VICE PRESIDENT 21.00 X X 203673 0 5579 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 REBECCA RICHARDS DIRECTOR 1.00 X 0 0 0 ANDINE GEOFFROY DIRECTOR 35.00 X 150333 0 45938 ERIN TROTTIER OPERATIONS MANAGER 35.00 X 123000 0 5398 STEFANIE BORSARI SENIOR CONSULTANT 35.00 X 142500 0 49231 OLAJUMOKE SAMEN SENIOR DIRECTOR 35.00 X 201933 0 49585 RICHARD POLT SENIOR CONSULTANT 35.00 X 153750 0 13443 1280036 0 241797 7 0 1 0 0 573964 573964 FEES AND SERVICES 611430 1581441 1425230 156211 1581441 23594 23594 228493 210901 17592 17592 17592 127916 123900 4016 4016 OTHER INCOME 900099 4077 4077 4077 2204684 1429246 156211 45263 586722 538512 37747 10463 879224 750474 91167 37583 19157 12916 4958 1283 166079 125663 31310 9106 101483 80604 16769 4110 50700 50700 9295 9295 206869 96028 110841 40981 37164 3404 413 54881 54881 5206 5206 66565 66064 501 53771 53771 27636 17810 9826 7646 7646 MISCELLANEOUS 57670 43599 14071 PUBLICATIONS AND TOOL 18361 9923 8438 POSTAGE AND SHIPPING 18031 18031 TELEPHONE 3540 3540 2373817 1859305 451554 62958 422316 349343 51028 48056 367296 222677 132839 127792 6204 6656 35210 25877 8392 9333 789871 1015426 147629 205776 49141 25985 1974716 2011044 71853 79894 119566 173470 147629 205776 339048 459140 X 1241918 1154682 393750 397222 1635668 1551904 1974716 2011044 -169133 85369 0 X 0 1 X 1 0 X 629052 318005 505739 618650 573964 2645410 1270027 1602321 1647813 1813802 1709357 8043320 1899079 1920326 2153552 2432452 2283321 10688730 29027 53050 71465 100258 40018 293818 334322 323980 343395 386279 281301 1669277 363349 377030 414860 486537 321319 1963095 8725635 10765 13927 19333 28289 23594 95908 10765 13927 19333 28289 23594 95908 5468 5701 9180 3136 4077 27562 1915312 1939954 2182065 2463877 2310992 10812200 0.80700 0.82130 0.00890 0.00880 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 5,468. 2022 AMOUNT: $ 5,701. 2023 AMOUNT: $ 9,180. 2024 AMOUNT: $ 3,136. 2025 AMOUNT: $ 4,077. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35210 25877 9333 9333 OTHER INVESTMENTS 205776 F 205776 DEFERRED COMPENSATION PAYABLE 205776 205776 X 2290053 85369 85369 2204684 0 2204684 2373817 0 2373817 0 2373817 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, 2022 IS SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X 0 0 0 0 0 0 0 0 0 DANIELLE ORISTIAN YORK PRESIDENT/ED. 304847 0 0 0 0 0 13800 0 58823 0 377470 0 0 0 OLAJUMOKE SAMEN SENIOR DIRECTOR 201933 0 0 0 0 0 3635 0 45950 0 251518 0 0 0 SHARNA GOLDSEKER VICE PRESIDENT 203673 0 0 0 0 0 5400 0 179 0 209252 0 0 0 ANDINE GEOFFROY DIRECTOR 150333 0 0 0 0 0 5426 0 40512 0 196271 0 0 0 STEFANIE BORSARI SENIOR CONSULTANT 142500 0 0 0 0 0 3555 0 45676 0 191731 0 0 0 RICHARD POLT SENIOR CONSULTANT 153750 0 0 0 0 0 5535 0 7908 0 167193 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. 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