TREVOR PLACE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TREVOR PLACE FOUNDATION (EIN 13-7273247)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-09-13
- IRS object ID
- 202232569349100618
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-13T14:02:39-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137273247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFFREY & JAMIE HARRIS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 2127272114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST 12TH STREET NO 9C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100141861 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HARRIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127272114 | PhoneNum |
| Signature | 2022-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDE COARD | PreparerPersonNm |
| PTIN | P00169376 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $59,555,097 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,118,630 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $697,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $697,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,496,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,823,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $704,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,905,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,905,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,944,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,911,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,121,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $704,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,333 | CashBOYAmt |
| Cash EOY | $173,454 | CashEOYAmt |
| Cash EOYFMV | $173,454 | CashEOYFMVAmt |
| Corporate Stock BOY | $30,017,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,058,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,381,643 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,067,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,232,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,555,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,067,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,232,036 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,067,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,232,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,067,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,232,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,067,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,121,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $285,968 | OtherIncreasesAmt |
| Subtotal | $28,232,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,232,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SVUXX | P | 2018-06-15 | 2021-02-01 | $549,516 | $549,193 | $323 | $323 |
| SVUXX | P | 2020-03-25 | 2021-02-09 | $1,100,000 | $1,099,340 | $660 | $660 |
| SVUXX | P | 2018-06-15 | 2021-02-01 | $450,484 | $450,484 | $0 | $0 |
| KNOLL | P | 2007-04-27 | 2021-07-20 | $246,032 | $240,354 | $5,678 | $5,678 |
| SVUXX | P | 2020-03-25 | 2021-09-07 | $150,045 | $149,970 | $75 | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,736 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,906 | OverpaymentAmt |
| Applied To ES Tax | $32,906 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY HARRIS | IndividualWithBooksNm |
| Phone | 2127272114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST 12TH STREET SUITE 9C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100141861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY HARRIS | ||||||||
| 400 WEST 12TH STREET | NEW YORK | NY | 10014 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAMIE HARRIS | ||||||||
| 400 WEST 12TH STREET | NEW YORK | NY | 10014 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RACHEL BERG | ||||||||
| 1913A LOMBARDY STREET | NASHVILLE | TN | 37215 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DANIEL HARRIS | ||||||||
| 196 ORCHARD STREET | NEW YORK | NY | 10002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,134,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,252,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,252,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $933,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,319,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,065,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,065,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,794 | TotalTaxAmt |
| Distributable Before Adj | $3,056,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,056,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,056,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,911,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,911,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,911,723 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,056,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $357,052 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $499,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $905,301 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $762,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,640,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,911,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,056,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $855,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,496,184 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $357,052 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,139,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $116,425 | ExcessFromYear4Amt |
| Excess From Year3 | $499,148 | ExcessFromYear3Amt |
| Excess From Year2 | $905,301 | ExcessFromYear2Amt |
| Excess From Year1 | $762,697 | ExcessFromYear1Amt |
| Excess From Current Year | $855,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY HARRIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350 ORG | ||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | PC | SUPPORT ENVIRONMENT | $2,500 |
| ABINGTON SQUARE CONSERVANCY | ||||||
| 302A W 12TH STREET 113 | NEW YORK | NY | 10014 | PC | SUPPORT PUBLIC PARK | $250 |
| ACLU FOUNDATION | ||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | PC | SUPPORT EDUCATION | $100,000 |
| CARING AT COLUMBIA | ||||||
| 1051 RIVERSIDE DRIVE UNIT 74 | NEW YORK | NY | 10032 | PC | SUPPORT EDUCATION | $1,000 |
| CENTER FOR POLICING EQUITY | ||||||
| PO BOX 102845 | PASADENA | CA | 911892845 | PC | SUPPORT SOCIAL SERVICES | $2,000 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | SUPPORT SOCIAL SERVICES | $10,000 |
| CLEAN AIR TASK FORCE | ||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | PC | SUPPORT ENVIRONMENT | $2,000 |
| CRANBROOK EDUCATIONAL COMMUNITY | ||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | PC | SUPPORT EDUCATION | $1,052,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | SUPPORT HEALTHCARE | $10,000 |
| EVERYTOWN FOR GUN SAFETY FOUNDATION | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PC | SUPPORT EDUCATION | $127,500 |
| FOODBANK NYC | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | SUPPORT SOCIAL SERVICES | $1,250 |
| FRIENDS OF THE HIGH LINE | ||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | PC | SUPPORT PUBLIC PARK | $100,500 |
| GEORGE JACKSON ACADEMY | ||||||
| 104 ST MARKS PL | NEW YORK | NY | 10009 | PC | SUPPORT EDUCATION | $5,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| TEELE HALL SOLDIERS FIELD ROAD | BOSTON | MA | 02163 | PC | SUPPORT EDUCATION | $1,000 |
| HEART 2 HART (HARRIET ORLEY 65TH) | ||||||
| 31420 NORTHWESTERN HWY SUITE 100 | FARMINGTON HILLS | MI | 48334 | PC | SUPPORT SOCIAL SERVICES | $500 |
| HENRY STREET SETTLEMENT | ||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | SUPPORT SOCIAL SERVICES | $10,000 |
| HUDSON RIVER PARK FRIENDS | ||||||
| 305 7TH AVENUE | NEW YORK | NY | 10001 | PC | SUPPORT PUBLIC PARK | $10,000 |
| IMMUNIZATION UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | SUPPORT HEALTHCARE | $2,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | SUPPORT SOCIAL SERVICES | $1,000 |
| JEWISH ASSOCIATION OF AGING | ||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | PC | SUPPORT HEALTHCARE | $5,000 |
| LEUKEMIA & LYMPHOMA | ||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | PC | SUPPORT HEALTHCARE | $250 |
| MIT | ||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 021399988 | PC | SUPPORT EDUCATION | $1,000 |
| NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM | ||||||
| 121 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | SUPPORT MUSEUM | $1,000 |
| NEW YORK CARES | ||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | PC | SUPPORT SOCIAL SERVICES | $2,500 |
| NEWYORKERS4PARKS | ||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PC | SUPPPORT PUBLIC PARK | $1,000 |
| NY PRESBYTERIAN | ||||||
| 654 W 70TH ST | NEW YORK | NY | 10032 | PC | SUPPORT HEALTHCARE | $1,895,633 |
| PLANNED PARENTHOOD | ||||||
| 26 BLEECKER ST | NEW YORK | NY | 10014 | PC | SUPPORT HEALTHCARE & SOCIAL SERVICES | $10,000 |
| PREP FOR PREP | ||||||
| 328 WEST 71ST ST | NEW YORK | NY | 10023 | PC | SUPPORT EDUCATION | $10,000 |
| RAINFOREST CONNECTION | ||||||
| 440 COBIA DRIVE SUITE 1902 | KATY | TX | 77494 | PC | SUPPORT ENVIRONMENT | $1,000 |
| REIMAGINE | ||||||
| 660 4TH STREET 281 | SAN FRANCISCO | CA | 94107 | PC | SUPPORT THEATER | $500 |
| RONALD MCDONALD HOUSE | ||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | PC | SUPPORT HEALTHCARE | $250 |
| ROOM TO GROW | ||||||
| 142 BERKELEY ST | BOSTON | MA | 02116 | PC | SUPPORT SOCIAL SERVICES | $5,000 |
| SCARSDALE ADULT SCHOOL | ||||||
| PO BOX 205 | SCARSDALE | NY | 10583 | PC | SUPPORT EDUCATION | $250 |
| TENNESSEE INNOCENCE PROJECT | ||||||
| 700 CRAIGHEAD STREET SUITE 300 | NASHVILLE | TN | 37204 | PC | SUPPORT SOCIAL SERVICES | $2,500 |
| UJA FEDERATION | ||||||
| 159 E 59TH STREET | NEW YORK | NY | 11203 | PC | SUPPORT SOCIAL SERVICES | $500,180 |
| UNIVERSITY OF PENN WHARTON FUND | ||||||
| 3733 SPRUCE ST | PHILADELPHIA | PA | 19104 | PC | SUPPORT EDUCATION | $1,000 |
| VASSAR | ||||||
| 161 COLLEGE AVENUE | POUGHKEEPSIE | NY | 12603 | PC | SUPPORT EDUCATION | $25,000 |
| WNYC | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | PC | SUPPORT PUBLIC RADIO | $2,500 |
| WORLD WILDLIFE FOUNDATION | ||||||
| 1250 TWENTY-FOURTH ST PO BOX 97180 | WASHINGTON | DC | 200907180 | PC | SUPPORT WILDLIFE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,905,063 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $704,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $704,645 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY HARRIS GENERATION SKIPPING TRUST | |||||||
| 1 | 400 WEST 12TH STREET SUITE 9C | NEW YORK | NY | 10014 | $474,513 | Yes (X) | Yes (X) |
| JEFFREY HARRIS GENERATION SKIPPING | |||||||
| 2 | 400 WEST 12TH STREET SUITE 9C | NEW YORK | NY | 10014 | $159,764 | Yes (X) | Yes (X) |
| JEFFREY HARRIS GENERATION SKIPPING TRUST | |||||||
| 3 | 400 WEST 12TH STREET SUITE 9C | NEW YORK | NY | 10014 | $462,990 | Yes (X) | Yes (X) |
| JEFFREY HARRIS GENERATION SKIPPING | |||||||
| 4 | 400 WEST 12TH STREET SUITE 9C | NEW YORK | NY | 10014 | $21,363 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES BLACKROCK | $474,513 | 2021-11-03 |
| 2 | 1,000 SHARES OF INVESTCO S&P 500 | $159,764 | 2021-11-03 |
| 3 | 1,000 SHARES OF SPDR S&P 500 | $462,990 | 2021-11-03 |
| 4 | 745 SHARES OF TAKEDA PHARMA | $21,363 | 2021-11-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE (ABBV) | $1,019,998 | $1,152,800 |
| AEP | $518,153 | $486,300 |
| CERENCE | $175,473 | $302,224 |
| COMCAST A (CMCSA) | $31,500 | $499,800 |
| DTE ENERGY | $233,191 | $325,020 |
| DTE MIDSTREAM (DTM) | $42,449 | $68,805 |
| DUKE (DUK) | $97,499 | $258,629 |
| FIDELITY INFO SERVICES | $1,114,133 | $1,525,909 |
| INVESCO S&P (RSP) | $392,855 | $614,360 |
| INVESCO S&P 500 EQUAL WEIGHT CONSUMER (RHS) | $889,325 | $1,390,680 |
| INVESCO S&P 500 EQUAL WEIGHT FINANCIAL (RYF) | $779,998 | $1,242,400 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTHCARE (RYH) | $957,791 | $1,464,600 |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY (RYT) | $896,970 | $1,866,900 |
| ISHARES GOLD TRUST (IAU) | $1,053,369 | $1,010,400 |
| JOHNSON & JOHNSON (JNJ) | $1,105,330 | $1,247,440 |
| LENNAR (LEN) CL. A | $427,250 | $1,050,500 |
| LINCOLN ELECTRIC (LECO) | $1,579,350 | $3,374,000 |
| MILLER KNOLL (MLKN) | $136,032 | $121,408 |
| MMM | $778,210 | $680,160 |
| NEXTERA (NEE) | $2,255,600 | $9,025,120 |
| NRG ENERGY (NRG) | $475,381 | $421,686 |
| PNC FINANCIAL (PNC) | $159,180 | $394,000 |
| PNC PREFERRED (PNC"P) | $268,820 | $256,000 |
| RAYTHEON TECHNOLOGIES (RTX) | $437,938 | $377,815 |
| SCHWAB US DIVIDEND FUND (SCHD) | $1,640,000 | $2,277,600 |
| SPDR (SPY) | $575,235 | $2,277,800 |
| STARBUCKS (SBUX) | $215,880 | $657,840 |
| SVUXX | $1,521,416 | $1,521,416 |
| TRANSDIGM (TDG) | $5,950,014 | $20,121,921 |
| UNILEVER (UL) | $224,250 | $254,250 |
| USBANCORP (USB) | $214,850 | $276,700 |
| VANGUARD MIDCAP (VOT) | $853,960 | $1,501,800 |
| VERIZON (VZ) | $518,332 | $754,050 |
| VISA | $518,850 | $581,310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $1,660 | $0 | $1,660 |
| BANK FEES | $75 | $75 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT- ERRORS IN CALCULATION OF BOOK VALUES | Desc |
| Amt | $285,968 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $32,770 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |