WINSTON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON FOUNDATION INC (EIN 13-6161672)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202501289349103210
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T15:49:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSTON FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O L IPPOLITO (PAUL WEISS ET AL) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 2123733000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RIFKIND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123733000 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,872,850 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,932,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,932,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $465,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,444,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,480,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,494,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,888 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200,788 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,269 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $143,857 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $571,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $334,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,221,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,984,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,741,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,350,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $656,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $656,352 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $86,973,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,853,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,210,471 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,027 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,027 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,129,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,516,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,872,850 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70,060 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $98,884 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $35,269 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $105,329 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,884 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,024,550 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $84,417,424 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,024,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,417,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,129,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,516,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,024,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,741,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $134,853 | OtherIncreasesAmt |
| Subtotal | $84,417,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,417,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,444,637 | $7,954,768 | $1,489,869 | $1,489,869 | |
| THROUGH CORE PROPERTY | $18,681 | $18,681 | P | ||
| THROUGH HAMILTON | -$948,112 | -$948,112 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $159,814 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $159,814 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $127,136 | OverpaymentAmt |
| Applied To ES Tax | $127,136 | 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 | L IPPOLITO PAUL WEISS ET AL | IndividualWithBooksNm |
| Phone | 2123733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LAURI LEVITT FRIEDLAND | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | PRESIDENT | 4.00 | $35,000 | $0 | $0 |
| NANCY HARROW | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | TREASURER | 4.00 | $35,000 | $0 | $0 |
| BARBARA RIFKIND | ||||||||
| C/O PAUL WEISS 1285 6TH AVENUE | NEW YORK | NY | 10019 | SECRETARY | 4.00 | $26,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 535668309 | INVESTMENT ADVISORY FEES | $155,829 |
| PAUL WEISS ET AL | |||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | LEGAL AND ADMINISTRATIVE FEES | $138,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $91,298,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,497,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,497,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,372,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,124,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,506,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,506,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,678 | TotalTaxAmt |
| Distributable Before Adj | $4,473,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,473,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,473,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,984,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,984,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,473,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,872 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $760,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $741,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $888,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,558,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,984,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,473,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $510,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,069,447 | 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 | $167,872 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,901,575 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $760,834 | ExcessFromYear3Amt |
| Excess From Year2 | $741,910 | ExcessFromYear2Amt |
| Excess From Year1 | $888,347 | ExcessFromYear1Amt |
| Excess From Current Year | $510,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT | ||||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | $90K CIVIL RIGHTS ADVOCACY; $40K DEFENSE OF IMMIGRANTS | $130,000 | |
| ADAPTIVE TRAINING FOUNDATION | ||||||||
| 4125 OLD DENTON ROAD | CARROLLTON | TX | 75010 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $70,000 | |
| AMERICAN BALLET THEATRE | ||||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 | |
| AMERICAN FOUNDATION FOR THE BLIND | ||||||||
| 1401 S CLARK STREET | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | TO SUPPORT COLLEGE PROGRAMS FOR PRISONERS | $20,000 | |
| BAY STREET THEATRE | ||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | NONE | PC | SUPPORT MUSICIANS AND CREATION OF PRODUCTIONS | $40,000 | |
| BENNINGTON COLLEGE | ||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | $55K BELITT FUND, $5K BEN BELITT UNDERGRADUATE WRITING PRIZE | $60,000 | |
| BLUEPATH SERVICE DOGS | ||||||||
| 8 COUNTRY CLUB ROAD | HOPEWELL JUNCTION | NY | 12533 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $20,000 | |
| BLUEPRINT FOR ACCOUNTABILITY | ||||||||
| 84-66 162ND STREET 2ND FLOOR | JAMACIA | NY | 11432 | NONE | PC | COMPLETE THE CELEBRATION OF THE CONSTITUTION | $10,000 | |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | ||||||||
| 209 W 29TH STREET 6250 | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | NONE | PC | SUPPORT EFFORTS BY THE ENTERTAINMENT INDUSTRY IN CHARITABLE AND EDUCATIONAL ENDEAVORS | $10,000 | |
| BROOKLYN ACADEMY OF MUSIC | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $15,000 | |
| CARL SCHURZ PARK CONSERVANCY | ||||||||
| 1483 YORK AVENUE 20523 | NEW YORK | NY | 10075 | NONE | PC | SALARY FOR A DEDICATED GARDENER | $20,000 | |
| CENTER ON WRONGFUL CONVICTIONS | ||||||||
| 375 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 | |
| CHILD ADVOCATES OF SW CONNECTICUT | ||||||||
| 500 POST ROAD EAST SUITE 200 | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 | |
| CONSERVATIVE SYNAGOGUE OF WESTPORT | ||||||||
| 30 HILLSPOINT ROAD | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,000 | |
| EARTH JUSTICE | ||||||||
| 48 WALL STREET 15TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | USED FOR ENVIRONMENTAL LEGAL ADVOCACY | $40,000 | |
| ECLI-VIBES | ||||||||
| 185 OVAL DRIVE | ISLANDIA | NY | 11749 | NONE | PC | GENERAL OPERATIONS OF THE FAMILY VIOLENCE AND RAPE CRISIS CENTER | $50,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $50,000 | |
| FILM FORUM | ||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $20,000 | |
| FLORIDA OCEANOGRAPHIC SOCIETY | ||||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| FRIENDS OF SHERWOOD ISLAND | ||||||||
| PO 544 | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 | |
| GALLERY NORTH | ||||||||
| 90 NORTH COUNTRY ROAD | SETAUKET | NY | 11733 | NONE | PC | SUPPORT OF ART EXHIBITIONS AND EDUCATIONAL PROGRAMS | $20,000 | |
| GIFFORDS LAW CENTER | ||||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | NONE | PC | COMBAT GUN VIOLENCE AND THE PROLIFERATION OF GUNS | $65,000 | |
| GOATHOUSE GALLERY AND REFUGE | ||||||||
| 680 ALTON ALSTON ROAD | PITTSBORO | NC | 27312 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $15,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $15,000 | |
| HAMILTON COLLEGE | ||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | FOR THE ARTHUR LEVITT PUBLIC AFFAIRS CENTER | $350,000 | |
| HARVARD COLLEGE LIBRARY | ||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| HIBISCUS CHILDREN'S FOUNDATION | ||||||||
| PO BOX 1406 | JENSEN BEACH | FL | 34958 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $40,000 | |
| HOMES WITH HOPE | ||||||||
| PO BOX 631 | WESTPORT | CT | 06680 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $6,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $500,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | PC | $30K INTERNATIONAL HUMAN RIGHTS ADVOCACY; $25K TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $55,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | MOUNT SINAI HUMAN RIGHTS PROGRAM | $50,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | UKRAINIAN REFUGEE CHILDREN AND THEIR FAMILIES | $150,000 | |
| INTIMATE SPECTACLE THEATER COMPANY | ||||||||
| 740 WEST END AVENUE 54 | NEW YORK | NY | 10025 | NONE | PC | SUPPORT NEW THEATER | $30,000 | |
| JAZZ FOUNDATION OF AMERICA | ||||||||
| 247 WEST 37TH STREET SUITE 201 | NEW YORK | NY | 10018 | NONE | PC | AID MUSICIANS IN NEED OF EMERGENCY AND WORK OPPORTUNITIES | $25,000 | |
| LICK-WILMERDING HIGH SCHOOL | ||||||||
| 755 OCEAN AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PC | FINANCIAL AID | $40,000 | |
| LINCOLN CENTER THEATRE | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | PRODUCTION OF NEW PLAYS AT THE MITZI NEWHOUSE THEATER | $40,000 | |
| LONG ISLAND CARES | ||||||||
| 10 DAVIDS DRIVE HARRY CHAPIN WAY | HAUPPAUGE | NY | 11788 | NONE | PC | TO MAKE AVAILABLE AND DISTRIBUTE EMERGENCY FOOD | $110,000 | |
| MARTIN MEMORIAL FOUNDATION | ||||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34995 | NONE | PC | FOR THE MARYLIN AND ARTHUR LEVITT ENDOWED CHAIR FUND | $200,000 | |
| MASS AUDUBON - FUND FOR NATURE | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $15,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $40,000 | |
| METROPOLITAN OPERA ASSOCIATION | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $15,000 | |
| NAACP | ||||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | COMBAT POLICE INTIMIDATION AND RACIAL VIOLENCE | $50,000 | |
| NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE | ||||||||
| 50 BROADWAY SUITE 1500 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 | |
| NATIONAL COUNCIL FOR JEWISH WOMEN | ||||||||
| 2055 L STREET SW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | PC | MS RESEARCH | $200,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $40,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | TO SUPPORT PROGRAMMING FOR CHILDREN | $15,000 | |
| NEW YORK SOCIETY LIBRARY | ||||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $20,000 | |
| NYU ALL EARS | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | PROVIDES STEM ENRICHMENT TO MIDDLE AND HIGH SCHOOL STUDENTS | $75,000 | |
| NYU COLLEGE & CAREER LAB | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO SUPPORT STUDENTS TRANSITIONING TO POST-SECONDARY PLACEMENTS | $76,000 | |
| NYU COURANT | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GSTEM MENTORING PROGRAM AT NYU COURANT | $74,000 | |
| NYU SHANGHAI | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING, PROGRAMS, AND ACTIVITIES PER VICE CHANCELLOR | $100,000 | |
| NYU STEINHARDT | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | PROGRAM FOR INCLUSION AND NEURODIVERSITY EDUCATION'S ANNUAL MEMBER SUMMIT | $55,000 | |
| NYU STERN SCHOOL OF BUSINESS | ||||||||
| 44 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PALESTINE CHILDREN'S RELIEF FUND | ||||||||
| 360 EAST 2ND STREET SUITE 710 | LOS ANGELES | CA | 90012 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $40,000 | |
| PEOPLE FOR THE AMERICAN WAY | ||||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | FOR THE CAMPAIGN TO COMBAT VOTING RESTRICTIONS | $100,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $30,000 | |
| PROMISE PROJECT | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | NONE | PC | TO DELIVER COMPREHENSIVE SERVICES TO DISADVANTAGED CHILDREN LIVING WITH LEARNING DISABILITIES | $45,000 | FLOOR |
| QUEENS COLLEGE | ||||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | NONE | PC | SIR ROLAND HANNA MEMORIAL SCHOLARSHIP FUND | $30,000 | |
| RETT SYNDROME RESEARCH TRUST | ||||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PC | SUPPORT AND STIMULATE NEW RESEARCH STRATEGIES | $30,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | ACTIVITIES AND PROGRAMS AT LEADERSHIP'S DISCRETION | $100,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $35,000 | |
| SAVE THE SOUND | ||||||||
| 127 CHURCH STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| SCHOLARS AT RISK NETWORK | ||||||||
| 411 LAFAYETTE STREET 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $40,000 | |
| SCIENCE FRIDAY INITIATIVE | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | SUPPORT PROGRAMMING AND EDUCATIONAL OUTREACH | $10,000 | |
| SEC HISTORICAL SOCIETY | ||||||||
| 1101 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20004 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 | |
| SMITH COLLEGE | ||||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PC | GENERAL OPERATING SUPPORT OF THE COLLEGE'S PROGRAMS AND INITIATIVES | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | SUPPORT THE EFFORTS OF CIVIL RIGHTS AND JUSTICE | $70,000 | |
| STONY BROOK FOUNDATION | ||||||||
| 100 NICHOLS ROAD STURE 270 | STONY BROOK | NY | 11790 | NONE | PC | FOR OPERATING SUPPORT OF PEDIATRIC MS RESEARCH | $20,000 | |
| STUDENT ADVOCACY | ||||||||
| 3 MAIN STREET SUITE 212 | ELMSFORD | NY | 10523 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $3,000 | |
| TEMPLE BEIT HAYAM | ||||||||
| 951 SE MONTEREY COMMONS BOULEVARD | STUART | FL | 34996 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| THE 24 HOUR COMPANY | ||||||||
| 846 EAST 15TH STREET APARTMENT 2 | BROOKLYN | NY | 11230 | NONE | PC | FOR NEW PLAY DEVELOPMENT | $20,000 | |
| THE BEE AND BUTTERFLY HABITAT FUND | ||||||||
| PO BOX 26793 | SALT LAKE CITY | UT | 84126 | NONE | PC | HELP RESCUE BEES | $15,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| THE RAND CORPORATION | ||||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 | |
| THE SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | ||||||||
| 420 LEXINGTON AVENUE SUITE 825 | NEW YORK | NY | 10170 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 | |
| THE TRUSTEES | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | $25K PRESIDENT'S CIRCLE, $50K LAND ACQUISITIONS FUND; $35K PROPERTY STEWARDSHIP FUND | $110,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| PO BOX 210109 | TUCSON | AR | 85721 | NONE | PC | CENTER FOR CREATIVE PHOTOGRAPHY/H.H. SMITH FUND | $35,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NONE | PC | TO ENSURE LEGAL COUNSEL FOR UNDOCUMENTED IMMIGRANTS | $40,000 | |
| WEILL CORNELL MEDICINE | ||||||||
| PO BOX 22497 | NEW YORK | NY | 10087 | NONE | PC | $50K THE CENTER FOR THE STUDY AND SUPPORT OF CAREGIVERS; $60K FUND FOR THE FUTURE | $110,000 | |
| WELLLIFE NETWORK | ||||||||
| 142-02 20TH AVENUE 3RD FLOOR | FLUSHING | NY | 11351 | NONE | PC | USED FOR CLINIC SERVING INDIVIDUALS COPING WITH SUBSTANCE ABUSE AND MENTAL HEALTH ILLNESS | $60,000 | |
| WESTPORT COUNTRY PLAYHOUSE | ||||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 | |
| WESTPORT LIBRARY | ||||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $30,000 | |
| WESTPORT TEMPLE ISRAEL | ||||||||
| 14 COLEYTOWN ROAD | WESTPORT | CT | 06880 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 | |
| WILLIAMS COLLEGE | ||||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | THE ARTHUR AND MARILYN LEVITT JUNIOR PROFESSORSHIP | $200,000 | |
| WSHU PUBLIC RADIO | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | SUPPORT NPR STATION PROGRAMMING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,650,000 | 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 | $1,310 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,932,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $465,821 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME - CORE PROPERTY | 14 | $47 |
| OTHER INCOME - IRS REFUND | 01 | $80,172 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,480,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,480,009 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,300 | Amt |
| Net Investment Income | $18,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ADMIRAL | AT COST | $3,907,596 | $3,754,575 |
| TOTAL BOND MARKET INDEX FUND INSTITUTIONAL | AT COST | $5,894,390 | $5,646,056 |
| ESG US STOCK ETF | AT COST | $32,260,029 | $43,019,298 |
| ESG US CORPORATE BOND ETF | AT COST | $6,515,406 | $6,318,465 |
| ESG INTERNATIONAL STOCK ETF | AT COST | $25,795,936 | $27,730,424 |
| CORE PROPERTY INDEX FUND LLC | AT COST | $4,014,717 | $3,212,621 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND V REIT LP | AT COST | $2,945,843 | $2,244,736 |
| VANGUARD HARBOURVEST 2022 PRIVATE EQUITY FEEDER FUND LP | AT COST | $2,160,012 | $2,831,908 |
| VANGUARD HARBOURVEST 2023 PRIVATE EQUITY FEEDER FUND LP | AT COST | $360,000 | $452,388 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,871 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,888 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM CORE PROPERTY INDEX FUND LLC | Desc |
| EOY Book Value | $6,027 | EOYBookValueAmt |
| EOYFMV | $6,027 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $124,838 | $24,968 | $121,592 |
| NYS DEPARTMENT OF LAW | $1,500 | $0 | $1,500 |
| OTHER EXPENSES - CORE PROPERTY | $17,238 | $17,238 | $0 |
| OTHER EXPENSES - ROSE | $281 | $281 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - CORE PROPERTY | $47 | $47 | $47 |
| OTHER INCOME - IRS REFUND | $80,172 | $80,172 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $134,853 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD HARBOURVEST 2023 PRIVATE EQUITY FEEDER FUND LP | Desc |
| BOY Book Value | $35,269 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $172,029 | $34,406 | $112,269 |
| MANAGEMENT FEES | $28,759 | $28,759 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $80,172 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |