The Bay and Paul Foundations Inc: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- The Bay and Paul Foundations Inc (EIN 13-1991717)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349102175
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T12:27:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131991717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay and Paul Foundations Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BAYA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | marilyn reznick | PersonNm |
| Person Title | chair | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | marilyn | PersonFirstNm |
| Person Last | reznick | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,222 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $177,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177,985 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,728 | DividendsNetInvstIncmAmt |
| Gross Sales Price | $12,990,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,510 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,490 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $331,704 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,585 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $315,119 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,618 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,031 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,587 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,848 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,063 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,603 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,522 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $326 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,196 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $349 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $332 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $314 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $16 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $298 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,819 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $163,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $628,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $612,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,855,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,483,289 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,483,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,095,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,175,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,387,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,957 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $8,604 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $8,145 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,265 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,265 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $398,916 | USGovernmentObligationsBOYAmt |
| Corporate Bonds BOY | $588,129 | CorporateBondsBOYAmt |
| Other Assets BOY | $4,875 | OtherAssetsBOYAmt |
| Total Assets BOY | $20,395,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,222 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $56,335 | AccountsPayableBOYAmt |
| Grants Payable BOY | $4,627,984 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $4,684,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,711,435 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,222 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,711,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,395,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,711,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,175,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $516,418 | OtherIncreasesAmt |
| Subtotal | $52,222 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|
| Publicly-traded Securities | $12,990,000 | $12,990,000 | |||
| SECURITY DEPOSIT - WEWORK | $4,875 | $4,875 | P | 2018-05-16 | 2023-04-10 |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,603 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,603 | SubtotalAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,446 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,446 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,843 | OverpaymentAmt |
| Applied To ES Tax | $2,843 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Rebecca Adamson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $6,000 | $0 | $0 |
| David Bury | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $5,000 | $0 | $0 |
| Kenneth D Hurwitz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 2.0 | $6,000 | $0 | $0 |
| Marilyn Reznick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chair | 2.0 | $6,000 | $0 | $0 |
| Gail Stone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Corp Couns, Exec Dir | 30.0 | $0 | $0 | $0 |
| William E Terry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL STONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 PANORAMA TRAIL S | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146250397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORP COUNS, EXEC DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $331,704 | CompensationAmt |
| Employee Benefits | $36,560 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $130,224 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,096,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,214,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,311,352 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,311,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,171,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $458,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $458,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,603 | TotalTaxAmt |
| Distributable Before Adj | $454,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $515,305 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $970,286 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $970,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,095,741 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,095,741 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $970,286 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,331,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,847,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,259,721 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,266,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,987,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,693,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,095,741 | QualifyingDistributionsAmt |
| Applied To Current Year | $970,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,125,455 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,818,531 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,331,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,486,912 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,847,779 | ExcessFromYear4Amt |
| Excess From Year3 | $7,259,721 | ExcessFromYear3Amt |
| Excess From Year2 | $10,266,158 | ExcessFromYear2Amt |
| Excess From Year1 | $11,987,799 | ExcessFromYear1Amt |
| Excess From Current Year | $20,125,455 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFFILIATED TRIBES OF NORTHWEST INDIANS | ||||||||||||
| PO BOX 66209 | PORTLAND | OR | 97290 | N/A | PC | to support annual National and International Tribal climate adaptation planning camps in 2022, 2023, and 2024 | $677,242 | |||||
| AFRO-LATIN JAZZ ALLIANCE OF NEW YORK INC | ||||||||||||
| 215 E 99TH ST STE 012 | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $40,000 | |||||
| ALLIANCE TO COUNTER CRIME ONLINE | ||||||||||||
| 4528 VAN NESS ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $100,000 | |||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $5,000 | |||||
| AMERICAN INDIAN HIGHER EDUCATION CONSORTIUM | ||||||||||||
| 121 ORONOCO ST | ALEXANDRIA | VA | 22314 | N/A | PC | Summer Internship Program | $360,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | General & Unrestricted | $10,000 | |||||
| ANTIOCH UNIVERSITY - DEVELOPMENT OFFICE | ||||||||||||
| 40 AVON ST | KEENE | NH | 03431 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ART IN THE NEIGHBORHOOD | ||||||||||||
| 62 W ST | BRATTLEBORO | VT | 05301 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ARTS ALIVE INC | ||||||||||||
| 15 EAGLE CT | KEENE | NH | 03431 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ASOCIACION AMBIENTAL BUDI ANUMKA - BUDI ANUMKA ENV | ||||||||||||
| N/A | PC | General & Unrestricted | $180,000 | COMUNA DE TEODORO SCHMIDT | TEODORA SCHMIDT | REGION DE LA ARAU | CI | |||||
| ASSOCIATION SHERPA | ||||||||||||
| N/A | PC | General & Unrestricted | $130,000 | 94 RUE SAINT LAZARE | PARIS | FR | 75009 | |||||
| BIG FLUFFY DOG RESCUE | ||||||||||||
| 196 JEFFERSON PIKE | LA VERGNE | TN | 37086 | N/A | PC | General & Unrestricted | $20,165 | |||||
| BLOOMAGAINBKLYN | ||||||||||||
| 495 HENRY ST STE 255 | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $20,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | To support preparation for and development of a strategic plan and its implementation | $135,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $300,000 | |||||
| BROOKLYN ARTS EXCHANGE INC | ||||||||||||
| 421 5TH AVE | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $300,000 | |||||
| BROOKLYN COLLEGE FOUNDATION INC | ||||||||||||
| 2900 BEDFORD AVE INGERSOLL HALL | BROOKLYN | NY | 11210 | N/A | PC | Corinne Steel Scholarship Award Fund | $3,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BROOKLYN FILMSHOP INC | ||||||||||||
| 104 SULLIVAN ST 14 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $15,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $3,000 | |||||
| CARLISLE INDIAN SCHOOL PROJECT | ||||||||||||
| 1077 CHERRY ST | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $185,000 | |||||
| CELLOBELLO INC | ||||||||||||
| 192 PURITAN RD | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $25,000 | |||||
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | ||||||||||||
| 3100 CLARENDON BLVD STE 800 | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $440,000 | |||||
| CENTER FOR RESOURCE SOLUTIONS | ||||||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $440,000 | |||||
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | ||||||||||||
| 1331 F ST NW STE 900 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $10,000 | |||||
| CLEMMONS FAMILY FARM | ||||||||||||
| 2213 GREENBUSH RD | CHARLOTTE | VT | 05445 | N/A | PC | General & Unrestricted | $300,000 | |||||
| COLLEGE OF THE MENOMINEE NATION | ||||||||||||
| PO BOX 1179 | KESHENA | WI | 54135 | N/A | PC | To support the general operations of its "Sustainability Development Institute" | $335,000 | |||||
| COOL CULTURE INC | ||||||||||||
| 80 HANSON PL | BROOKLYN | NY | 11217 | N/A | PC | to support implementation of its three-year capacity building initiative to deepen program impact and further incorporate social justice core values throughout the organization | $250,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CULTURAL SURVIVAL INC | ||||||||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | N/A | PC | General & Unrestricted | $550,000 | |||||
| DC CENTRAL KITCHEN INC | ||||||||||||
| PO BOX 417406 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $2,500 | |||||
| EDUCATIONAL RESULTS PARTNERSHIP | ||||||||||||
| 428 J ST STE 320 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $50,000 | |||||
| EG JUSTICE | ||||||||||||
| 103 MARIN DR | CHAPEL HILL | NC | 27516 | N/A | GOV | General & Unrestricted | $200,000 | |||||
| EKSHEF | ||||||||||||
| N/A | PC | General & Unrestricted | $75,000 | 16 BLVD VOLTAIRE | PARIS | FR | 75011 | |||||
| EMERGE 125 INC | ||||||||||||
| 8 W 126TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $600,000 | |||||
| FIRST PEOPLES FUND | ||||||||||||
| PO BOX 2977 | RAPID CITY | SD | 57709 | N/A | PC | General & Unrestricted | $150,000 | |||||
| FRIENDS OF ALICE AUSTEN HOUSE INC | ||||||||||||
| 2 HYLAN BLVD | STATEN ISLAND | NY | 10305 | N/A | PC | General & Unrestricted | $300,000 | |||||
| FRIENDS OF CZECH GREENWAYS INC | ||||||||||||
| 515 AVE I 1B | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $15,000 | |||||
| FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC | ||||||||||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | N/A | PC | Annual Operating Support | $7,500 | |||||
| GATEWAYS MUSIC FESTIVAL INC | ||||||||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | N/A | PC | General & Unrestricted | $200,000 | |||||
| GINA GIBNEY DANCE INC | ||||||||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $25,000 | |||||
| GINA GIBNEY DANCE INC | ||||||||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | Moving Toward Justice (MTJ) program | $175,000 | |||||
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | ||||||||||||
| PO BOX 7375 | SILVER SPRING | MD | 20907 | N/A | PC | General & Unrestricted | $750,000 | |||||
| GOOD PEOPLE FUND INC | ||||||||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | PC | General & Unrestricted | $6,000 | |||||
| GRIST MAGAZINE INC | ||||||||||||
| 1501 E MADISON ST SUITE 650 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $610,000 | |||||
| HONG KONG DEMOCRACY COUNCIL USA | ||||||||||||
| 1301 K ST NW UN 300W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $35,000 | |||||
| HOOK ARTS MEDIA INC | ||||||||||||
| 480 VAN BRUNT ST | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $200,000 | |||||
| HUDSON FESTIVAL ORCHESTRA INC | ||||||||||||
| PO BOX 1095 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $2,500 | |||||
| HUMAN RIGHTS IN CHINA INC | ||||||||||||
| 110 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $180,000 | |||||
| INDIJ PUBLIC MEDIA | ||||||||||||
| PO BOX 929 | PHOENIX | AZ | 85001 | N/A | PC | General & Unrestricted | $100,000 | |||||
| INTERNATIONAL INDIAN TREATY COUNCIL INC | ||||||||||||
| 2940 16TH ST STE 305 | SAN FRANCISCO | CA | 94103 | N/A | PC | To continue its leadership efforts to ensure the inclusion of indigenous peoples' rights in the 30x30 plan | $310,000 | |||||
| INTERNATIONAL INDIAN TREATY COUNCIL INC | ||||||||||||
| 2940 16TH ST STE 305 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $1,000,000 | |||||
| JAZZ AND CLASSICS FOR CHANGE INC | ||||||||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | General & Unrestricted | $5,000 | |||||
| JAZZ AND CLASSICS FOR CHANGE INC | ||||||||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | Annual Operating Support | $5,000 | |||||
| JOB PATH INC | ||||||||||||
| 256 WEST 38TH ST 2ND FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 | |||||
| JOURNALISM DEVELOPMENT NETWORK INC | ||||||||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $100,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $115,000 | |||||
| KENMORE WEST ALUMNI FOUNDATION INC | ||||||||||||
| 33 HIGHLAND PKWY | TONAWANDA | NY | 14223 | N/A | PC | General & Unrestricted | $15,000 | |||||
| KIMELTUWVN - MAPUCHE COMMUNITY SCHOOL | ||||||||||||
| N/A | PC | Support for the third phase of the renovation and expansion of the Kimeltuwvn Mapuche Community School to serve sixth, seventh, and eighth grade students | $100,000 | LLAGUEPULLI MAPUCHE COMMUNITY | TEODORO SCHMIDT | ARAUCANIA REGION | CI | |||||
| KIMELTUWVN - MAPUCHE COMMUNITY SCHOOL | ||||||||||||
| N/A | PC | General & Unrestricted | $30,000 | LLAGUEPULLI MAPUCHE COMMUNITY | TEODORO SCHMIDT | ARAUCANIA REGION | CI | |||||
| KINGS MAJESTIC CORPORATION | ||||||||||||
| 1000 DEAN ST STE 232 | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $60,000 | |||||
| KNICKERBOCKER TENNIS FOUNDATION | ||||||||||||
| 123 7TH AVE - BOX 142 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $2,000 | |||||
| LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZO | ||||||||||||
| PO BOX 210176 | TUCSON | AZ | 85721 | N/A | PC | Proposal for Indigenous People and Protected Areas Study and Media Campaign | $285,000 | |||||
| LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZO | ||||||||||||
| PO BOX 210176 | TUCSON | AZ | 85721 | N/A | PC | General & Unrestricted | $1,050,670 | |||||
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $220,000 | |||||
| MAPLE MICRODEVELOPMENT | ||||||||||||
| 2175 ONYX ST | EUGENE | OR | 97403 | N/A | PC | General & Unrestricted | $240,000 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $3,000 | |||||
| MERCY SHIPS | ||||||||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | General & Unrestricted | $5,000 | |||||
| NATIONAL FRAGILE X FOUNDATION | ||||||||||||
| 1012 14TH ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 235 MONTGOMERY ST STE 920 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $50,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 25 W 4TH ST 4TH FL | NEW YORK | NY | 10012 | N/A | PC | General Support of Institute for Policy Integrity | $40,000 | |||||
| NEW YORK UNIVERSITY - SCHOOL OF LAW | ||||||||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | Institute for Policy Integrity | $10,000 | |||||
| NEXT STAGE ARTS PROJECT INCORPORATED | ||||||||||||
| PO BOX 251 | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $25,000 | |||||
| NORTHERN ARIZONA UNIVERSITY FDN INC | ||||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | N/A | PC | For the internship program and international activities of its institute for tribal environmental professionals | $445,742 | |||||
| OPEN SECRETS (RF) NPC | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 41 SALT RIVER RD | CAPE TOWN | SF | 7925 | |||||
| OPENSECRETS | ||||||||||||
| 1100 13TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General Support | $80,000 | |||||
| OPENSECRETS | ||||||||||||
| 1100 13TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $80,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 | |||||
| PLATEFORME FRANCAISE DE PROTECTION DES LANCEURS D' | ||||||||||||
| N/A | PC | General & Unrestricted | $70,000 | 16 BLVD VOLTAITE | PARIS | FR | 75011 | |||||
| PROJECT EXPEDITE JUSTICE | ||||||||||||
| 74-5617 PAWAI PL 208A | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $1,200,000 | |||||
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | ||||||||||||
| 962 WAYNE AVE STE 610 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $440,000 | |||||
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | ||||||||||||
| 222-05 56TH AVE SUITE A-406 | BAYSIDE | NY | 11364 | N/A | PC | General & Unrestricted | $2,000 | |||||
| RAMAZ SCHOOL | ||||||||||||
| 60 E 78TH ST | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $4,000 | |||||
| RAZOM INC | ||||||||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $35,000 | |||||
| READ 718 | ||||||||||||
| 420 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $25,000 | |||||
| REMATRIATION INC | ||||||||||||
| 102 1/2 CONCORD PL | SYRACUSE | NY | 13210 | N/A | PC | General & Unrestricted | $300,000 | |||||
| RUFF RESCUERS UNITED FOR FURBABIES | ||||||||||||
| PO BOX 736 | PARRISH | AL | 35580 | N/A | PC | General & Unrestricted | $20,165 | |||||
| SAMUEL FIELD YM & YWHA INC | ||||||||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | Food Pantry, CAPE Program, and Respite Program | $11,500 | |||||
| SANDGLASS CENTER FOR PUPPETRY & THEATER RESEARCH L | ||||||||||||
| PO BOX 970 | PUTNEY | VT | 05346 | N/A | PC | General & Unrestricted | $25,000 | |||||
| SANTA FE FILM INSTITUTE | ||||||||||||
| 418 MONTEZUMA AVE | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $30,305 | |||||
| SEEK INITIATIVE GEMEINNUTZIGE GMBH | ||||||||||||
| N/A | PC | General & Unrestricted | $80,000 | AKAZIENALLE 10 | ESSEN | NORDRHEIN-WESTFAL | GM | 00000 | ||||
| SERVICES FOR THE UNDERSERVED INC | ||||||||||||
| 463 7TH AVE | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $15,000 | |||||
| SHADOW WORLD INVESTIGATIONS SOUTH AFRICA NPC | ||||||||||||
| N/A | PC | General & Unrestricted | $75,000 | 2ND FL COMMUNITY HOUSE 41 SALT RIVE | CAPETOWN | WESTERN CAPE | SF | 7925 | ||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $7,000 | |||||
| SOUTHERN AFRICA RESOURCE WATCH NPC | ||||||||||||
| N/A | PC | General & Unrestricted | $90,000 | 1ST FLR PRESIDENT PL 1 HOOD AVE | ROSEBANK JOHANNESBURG | GAUTENG | SF | 2196 | ||||
| ST LUKES CHAMBER ENSEMBLE INC | ||||||||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | Support of OSL's music education and community engagement programs | $250,000 | |||||
| STUDENT LEADERSHIP NETWORK INC | ||||||||||||
| 322 8TH AVE FL 4 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100,000 | |||||
| SUNDOG THEATER INC | ||||||||||||
| PO BOX 10183 | STATEN ISLAND | NY | 10301 | N/A | PC | General & Unrestricted | $300,000 | |||||
| TEACHING MATTERS INC | ||||||||||||
| 475 RIVERSIDE DR STE 1270 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $25,000 | |||||
| THE BROOKLYN QUEENS CONSERVATORY OF MUSIC | ||||||||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $500,000 | |||||
| THE BROOKLYN QUEENS CONSERVATORY OF MUSIC | ||||||||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | N/A | PC | BKCM IT Systems Modernization | $100,000 | |||||
| THE HUDSON ATHENS LIGHTHOUSE PRESERVATION COMMITTE | ||||||||||||
| PO BOX 145 | ATHENS | NY | 12015 | N/A | PC | General & Unrestricted | $25,000 | |||||
| THE LAUNDROMAT PROJECT INC | ||||||||||||
| 1476 FULTON ST | BROOKYLN | NY | 11216 | N/A | PC | To support infrastructure development and general operations, BedSty programs, and artistic development | $300,000 | |||||
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | ||||||||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | for the Performing Arts: Jerome Robbins Dance Division to build capacity in its education coordinator's work over three years by (i) supporting the Dance Division Intergenerational Residency Program and (ii) funding contracted dance teaching artists to enhance the Dance Division Studio expertise in a range of dance styles | $330,000 | |||||
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | ||||||||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 | |||||
| THE PROJECT ON GOVERNMENT OVERSIGHT INC | ||||||||||||
| PO BOX 34758 | WASHINGTON | DC | 20043 | N/A | PC | General & Unrestricted | $175,000 | |||||
| THE SIGNALS NETWORK INC | ||||||||||||
| 151 1ST AVE 214 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $115,000 | |||||
| THE VOTER PARTICIPATION CENTER | ||||||||||||
| 1707 L ST NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $115,000 | |||||
| THEATRE FOR A NEW AUDIENCE INC | ||||||||||||
| 154 CHRISTOPHER ST STE 3D | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $340,000 | |||||
| THINKDANCE INC | ||||||||||||
| 235 W 102ND ST SUITE 14T | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $25,000 | |||||
| THOMAS COLE HISTORIC HOUSE | ||||||||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $50,000 | |||||
| TRUSTEES OF THE SMITH COLLEGE | ||||||||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | for the archive program focused on women and community organizing | $40,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | General Support/Wharton ESG Lab | $760,000 | |||||
| TURTLE BAY TREE FUND INC | ||||||||||||
| 208 EAST 51ST ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 | |||||
| UNITARIAN UNIVERSALIST FELLOWSHIP OF FREDERICKSBUR | ||||||||||||
| 25 CHALICE CIR | FREDERICKSBRG | VA | 22405 | N/A | PC | General & Unrestricted | $14,000 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| OFC OF FINANCIAL AID 2500 STUDEN | ANN ARBOR | MI | 48109 | N/A | PC | University of Michigan's School for the Environment and Sustainability programs | $200,000 | |||||
| UNIVERSITY OF MICHIGAN | ||||||||||||
| OFC OF FINANCIAL AID 2500 STUDEN | ANN ARBOR | MI | 48109 | N/A | PC | General & Unrestricted | $1,000,000 | |||||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $200,000 | |||||
| US SIF FOUNDATION LTD | ||||||||||||
| 1660 L ST NW 306 | WASHINGTON | DC | 20036 | N/A | SO II | General & Unrestricted | $165,000 | |||||
| WOMENS MEDIA CENTER | ||||||||||||
| PO BOX 70967 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $45,000 | |||||
| WOOLMAN HILL INC | ||||||||||||
| 107 KEETS RD | DEERFIELD | MA | 01342 | N/A | PC | General & Unrestricted | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,483,289 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,985 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET FOREIGN TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $307,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $21,300 | Amt |
| Net Investment Income | $21,300 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Stone | PersonNm |
| Short Explanation | *Compensation reported in Part I Line 14 and Part VII Line 2 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $20,483,289. This amount represents 25% or more of the Foundation's net assets of $20,395,754 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $20,848 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,848 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $94,900 | $130,224 | |
| Bank Charges | $130 | $130 | |
| Foundation Dues & Memberships | $1,500 | $1,425 | $75 |
| Indemnification Insurance | $5,685 | $5,615 | $284 |
| Insurance Premiums | $6,644 | $6,361 | $332 |
| OFFICE EXPENSES | $305 | $290 | $15 |
| Postage/Delivery Service | $1,910 | $1,814 | $96 |
| State or Local Filing Fees | $945 | $945 | |
| Storage Fee | $4,494 | $4,269 | $225 |
| Website Hosting/Support | $13,238 | $12,576 | $662 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Foreign Tax Refund | Desc |
| Revenue And Expenses Per Books | $77 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANT | $515,305 |
| TO REVERSE PRIOR YEAR UNREALIZED LOSSES | $1,113 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PHILANTHROPIC CONSULTING SRVCS | $8,237 | $8,237 |
| RETIREMENT PLAN CONSULTING | $13,645 | $14,601 |
| PAYROLL PROCESSING FEES | $2,225 | $2,225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,603 | Amt |